Derek Williams is a CFP® professional with 24 years of experience in the financial services industry. He is the principal of Williams Wealth Management Group, Inc. and has been associated with LaSalle St. Securities, LLC since 2009. Outside of advisory work, he owns and operates a family beach bar/pub in Bradenton, FL. Williams Wealth Management Group provides investment advisory and planning services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a proprietary Williams Wealth 360 process that integrates financial planning, portfolio management, and consulting with other professionals, and it is known for its focus on retirement-plan consulting and integrated 401(k) services.

Christopher Revak is a financial advisor with Your-Financial-Lifeguard in Bradenton, FL, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience and has operated his own entities providing consulting and tax preparation services since 2000. Revak also provides accounting services through an affiliated tax preparation business. Your-Financial-Lifeguard offers personalized financial planning and investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities. The firm emphasizes asset allocation based on Modern Portfolio Theory and utilizes third-party managers for portfolio management, combining advisory services with accounting expertise and a technology-driven platform.

Adam Smith is a financial advisor with 25 years of industry experience. He is currently the principal of WaterShip Private Capital Management, LLC and also serves as managing partner of Private Financial Counsel, LLC, where he provides financial planning and insurance consulting. His prior experience includes roles at multiple advisory firms dating back to 2016. WaterShip Private Capital Management serves individuals, high-net-worth clients, corporations, and institutions with comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm integrates asset allocation and fundamental analysis in portfolio construction and offers ERISA-focused fiduciary retirement plan services alongside an affiliated insurance practice.

Mark Hammer is a financial advisor at Hammer and Company LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Morgan Stanley Smith Barney since 2009. Hammer and Company LLC provides fee-only discretionary portfolio management to individual and high-net-worth clients, utilizing a blend of fundamental and technical analysis alongside Modern Portfolio Theory to construct diversified portfolios aligned with client risk tolerance and investment horizons.

Steven Setchfield is the sole advisor at Setchfield Asset Management in Bradenton, FL, holding Series 63 and Series 65 designations with 34 years of industry experience. He previously worked at First Allied Securities, Inc. from 2000 to 2012 and First Allied Advisory Services, Inc. from 2012 to 2018. Outside of advisory services, he is a director of Setchfield Associates LLC, a holding company. Setchfield Asset Management serves individuals, retirement plan sponsors, and corporate clients, offering fee-based portfolio management, financial planning, and manager selection. The firm uses a combination of technical and fundamental analysis with a momentum and relative-strength strategy, managing about 250 client relationships through a single advisory team.

Joseph Maslar is the principal at Maslar Financial with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Investacorp Advisory Services Inc, Merrill, and Equitable Advisors. Maslar Financial serves individual and family clients, providing financial planning, investment management, tax return preparation, insurance services, and consulting. The firm applies a Modern Portfolio Theory approach using low-cost index funds and ETFs, combining advisory, tax, and insurance capabilities in a solo-practitioner setting.

Walter Grzywinski is a financial advisor with Oak Brook Advisors Ltd in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Oak Brook Advisors since 1987 and also serves as president of Oak Brook Financial Ltd, where he is a licensed insurance agent involved in the sale of life, disability, long-term care, and fixed annuity products. Oak Brook Advisors provides financial planning and investment advisory services to individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm operates primarily on a non-discretionary basis, emphasizing an open-architecture approach and coordinating with third-party managers while maintaining an advisory and monitoring role.

At Sage Wealth Consulting, we understand the complexities of managing investments, especially when significant assets are at stake. That’s why we offer tailored investment management services designed to align with your unique goals and risk tolerance. With a minimum investment requirement of $1,000,000, we cater to individuals and families who seek personalized attention and a commitment to their financial success. From crafting a customized investment strategy to ongoing portfolio monitoring and adjustments, we work diligently to optimize your wealth accumulation and preservation. Whether you’re planning for retirement, saving for a milestone, or building a legacy, we provide the expertise and resources to help you achieve your objectives. Discover the peace of mind that comes from partnering with Sage Wealth Consulting. Angela Wetzig CFP® is the founder of Sage Wealth Consulting, LLC, a fiduciary, fee-only registered investment advisory firm in Sarasota, Florida. With over a decade in wealth management, she has helped hundreds of clients reach their goals. Her articles have been featured in industry publications including NAPFA magazine and The Register IARFC journal. Additionally, she was nominated in 2020 for Women to Watch by Investment News. Angela Wetzig also serves on the Investment Committee of Community Foundation of Sarasota County. She resides with her husband in sunny Sarasota, Florida.

Michael Mainland is the sole advisor and principal at Mainland Financial, an independent, fee-only advisory firm based in Sarasota, FL. He holds the CFP® designation and holds Series 63 and 65 licenses, with 24 years of industry experience. Mainland has led Mainland Financial Services LLC since 2001. Mainland Financial serves individuals, trusts, and small-business owners with discretionary portfolio management and hourly financial planning. The firm’s investment approach combines fundamental and technical analysis, primarily using exchange-listed stocks, bonds, non-leveraged ETFs, CDs, and money-market instruments, governed by written Investment Policy Statements and ongoing portfolio oversight.

Chris Parker is a CFP® with 20 years of industry experience, currently operating as the sole advisor at Parker Financial Planning, LLC in Bradenton, FL. His prior work includes roles at G. A. Repple & Company and Truist Investment Services, Inc. since 2014, he has been working under his own firm name. Parker Financial Planning serves individuals, families, trusts, and small business owners with fee-only wealth management, discretionary portfolio management, and project-based financial planning. The firm emphasizes long-term asset allocation aligned with Modern Portfolio Theory, utilizing ETFs, no-load mutual funds, and institutionally priced strategies, and provides clients with active management alongside digital planning tools.

Michael Neill is a CFA® charterholder with four years of industry experience. He is currently with Marathon Financial Group, joining in 2025 after roles at NewEdge Advisors, LLC, Corient Services LLC, Corient, CIPW Service Company, LLC, CI Doyle Private Wealth, LLC, Unum, and BNY Mellon Wealth Management. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through financial planning, consulting, and discretionary wealth management with a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios.

Brian Miller is a financial advisor at Peninsula Asset Management Inc in Bradenton, FL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Creative Financial Design since 1986. Peninsula Asset Management, founded in 1982, provides individualized investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm combines fundamental and technical analysis to build equity and fixed-income portfolios, regularly reviews accounts, and serves as a portfolio manager in wrap fee programs.

John Koshy is a financial advisor with Symphony Retirement Partners LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Symphony in 2019, he worked at Lincoln Financial Advisors for 15 years. Outside of his advisory role, he is also a licensed insurance agent offering various insurance products. Symphony Retirement Partners serves individuals, pension and profit-sharing plans, estates, corporations, and other business entities by providing investment management, financial planning, and retirement plan consulting, utilizing methods such as fundamental and technical analysis along with modern portfolio theory.

William Ockerman is a financial advisor at Eden Capital Management, LLC in Bradenton, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Eden Capital Management, he served in the U.S. Army from 2016 to 2025. Eden Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, and retirement accounts, focusing primarily on larger account sizes. The firm employs a fundamental analysis and buy-and-hold investment approach, concentrating portfolios in equities, fixed income, and cash equivalents with an emphasis on financial-services names.

Joseph Conlin is a financial advisor at Eden Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the United States Army. Eden Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, and retirement accounts, typically focusing on larger account sizes. The firm employs a fundamental, buy-and-hold investment approach with concentrated portfolios often overweight in financial-services sectors.

Mary Hirtle is a financial advisor at Meridian Financial Services, Inc. in Lakewood Ranch, FL, holding a Series 65 designation with 10 years of industry experience. She has been with Meridian Financial Services since 2011. Meridian Financial Services is a state-registered investment adviser managing discretionary portfolios and providing financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach utilizing equities, debt instruments, mutual funds, and other products, with account monitoring based on market or client changes.

Theresa Strickland is a financial advisor at Cypress Capital Group in Sarasota, FL, holding a Series 65 designation with 20 years of industry experience. She has been with Cypress Capital Group since 2011. Cypress Capital Group provides investment advisory and portfolio management services to individuals, including high-net-worth clients, retirement accounts, trusts, and estates. The firm manages approximately $57 million in client assets through customized advisory relationships and employs a team-driven investment process combining quantitative screens and qualitative research.

Allen Butler is a financial advisor at Pullen Investment Management with 15 years of industry experience. He holds a Series 65 designation and previously worked for South River Investment Management for 12 years. Outside of his advisory work, Butler helps operate a small farm near Harrisonburg, VA during the summer and early fall. Pullen Investment Management provides discretionary asset management, financial planning, and retirement-plan advisory services primarily to individual clients, including high-net-worth households, as well as plan sponsors. The firm employs a fundamentally driven, value-oriented investment process across actively managed equity and fixed-income strategies, tailoring portfolios to client objectives and risk tolerance.

Jacki Farrar is a CFP® with 13 years of experience in the financial services industry. She is currently with Integrity Financial Strategies and has previously worked at firms including Edward Jones, Facet Wealth, and InvestCloud. Farrar is also a Certified Divorce Financial Consultant and is involved with Integrity Divorce Solutions, providing divorce financial consulting and mediation. Integrity Financial Strategies serves individual investors, high-net-worth individuals, and small businesses with discretionary portfolio management and comprehensive financial planning. The firm employs a strategic and tactical asset allocation approach based on Modern Portfolio Theory, blending passive and active investments, and offers both ongoing management and standalone planning services.

Randall Mcdole is a financial advisor with MD Investment Advisors in Bradenton, FL, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked at Founders Financial Securities, LLC since 2010 and runs Mc Dole Edge Corp, an insurance agency specializing in property and casualty. Additionally, he is involved part-time in a Great Clips hair salon franchise. MD Investment Advisors serves individual investors, trusts, and pension plans by providing portfolio management and investment supervisory services. The firm combines long-term equity holdings and sector-focused ETFs with option strategies and quantitative risk management, managing accounts on both discretionary and non-discretionary bases.