Thomas Tyler is a CFP® professional with 13 years of experience in financial advising at Fiduciary Consulting Group, Inc. He is also a practicing attorney at Thomas C. Tyler, PA, specializing in real estate, estate planning, and tax law. His legal practice has been active since 2001 and includes roles such as registered agent or manager of various legal entities. Fiduciary Consulting Group provides investment management and financial planning primarily for high-net-worth individuals, trusts, qualified retirement plans, and businesses. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost, passively managed asset-class mutual funds and ETFs, with discretionary portfolio management and periodic rebalancing.

Todd Heath Hazlett is the principal advisor at Todd Wealth Management LLC in Venice, FL, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Security Capital Management, J.W. Cole Advisors, and J.W. Cole Financial. He is also a licensed insurance agent involved in the sale of fixed annuities and life insurance. Todd Wealth Management provides investment management and advisory services to individuals, trusts, and estates, serving both high-net-worth and non‑HNW clients. The firm manages customized, income-oriented portfolios primarily for clients in or near retirement, using a blend of fundamental and technical analysis alongside sub‑advisory relationships.

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.

Paul Gibson is a financial advisor at Harborview Capital Management LLC in Sarasota, FL, with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Harborview since 2010. Harborview Capital Management provides discretionary investment counsel to individuals, families, trustees, and other fiduciaries, tailoring portfolios based on client objectives and risk tolerances. The firm employs a growth-oriented approach using a range of securities and applies both fundamental and technical analysis, incorporating sophisticated strategies such as derivatives and market-timing within a fiduciary framework.

Filip is a CERTIFIED FINANCIAL PLANNER™ with almost two decades of financial services experience. He started his career in the retail banking environment - first as a bank teller in high school before moving on to a banker role at JP Morgan Chase after graduating college. In this capacity, Filip educated and assisted a diverse mix of personal and business clients with core financial needs including banking, investments and lending. After, he transitioned to UBS and developed a strong foundation around investment research early on and comprehensive planning later, acquiring his CFP® certification in 2017. With this base, Filip moved to TIAA to work with mostly late career accumulators, pre-retirees and retirees. This is where his passion for holistic planning really took off and led him to Facet, where he was able to apply his experience and knowledge to everyone at different stages of life. Additionally, he became an expert in strategizing around niche components of planning like equity compensation, employee benefits and more. Fast forward to the current day, Filip owns and operates Benzina Wealth, LLC (an independent Registered Investment Advisor) where he can focus his diverse skill set, perfectionist nature and all resources on creating a high quality, detailed financial plan for mid-career professionals and business owners. Growing up in New York, Filip now considers the Gulf Coast of Florida his home base alongside his wife, Stephanie and their cat, Olivia (who really runs the house) - Filip’s parents are 2 miles away (kind of like “Everybody loves Raymond”). Their values include spending time with family (even if it means a quick turnaround flight to NY to see the in-laws), traveling to gain exposure to different cultures around the world, and staying active (with hiking and skiing at the top of the list). Daily free time is occupied with reading, listening to a podcast, hitting the gym or going on a long drive together.

Thomas Esposito is a financial advisor with Five Points Investment Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services from 2010 to 2017. Five Points Investment Advisors, LLC is a single-advisor independent firm providing portfolio management and investment advice primarily to individuals, high-net-worth clients, and charitable organizations. The firm employs a diversified investment approach emphasizing equities and uses fundamental, quantitative, and technical analysis across various asset classes, managing accounts on a non-discretionary basis with regular reviews.

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.

Gary Smith is a financial advisor at Millenia Financial Partners, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led Millenia Financial Partners since 2012. Millenia Financial Partners provides investment supervisory and portfolio management services to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm manages approximately $115.8 million across about 55 client relationships, employing a range of investment strategies including fundamental, technical, quantitative, and qualitative analysis, with an emphasis on personalized investment policies and active portfolio management.

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.

Robert Sparling is a CFA® charterholder and principal at Orcus Investment Advisors, LLC with three years of experience in investment management. Prior to founding Orcus, he spent 18 years at Dow Inc. He also serves as Volunteer Investment Committee Chair for the 501(c)(3) retirement plan at MyMichigan Health and leads Orcus Capital Management, LLC, which provides non-fiduciary consulting and market research services to investment advisers and foundations. Orcus Investment Advisors offers discretionary portfolio management and investment consultations to individuals, foundations, charitable organizations, and small businesses. The firm employs a core-satellite portfolio approach with an emphasis on tax efficiency and primarily passive ETF holdings, while providing tailored active strategies and hourly consulting services through a single-principal structure.

Michael Demassa is a CFP® and CFA® with 13 years of industry experience. He has been with Forza Wealth Management since 2015, where he is part of a four-advisor team based in Sarasota, FL. Forza Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, small businesses, corporations, and other investment advisers. The firm employs strategies including fundamental analysis, modern portfolio theory, and the use of derivatives and structured products when appropriate, managing approximately $375 million in client assets across a focused client base.

Katie Hall is a Series 65-licensed advisor at Prince Asset Management, Inc. with one year of experience in financial advisory. She is also a partner and CPA accountant at Magill Stochl & Hall CPAs LLC, a firm providing tax and accounting services to individuals and businesses. Prince Asset Management is a small, advisor-led firm that offers discretionary portfolio management to individual and small business clients, focusing on fundamental analysis and a mix of long-term growth and income strategies. The firm manages $122.7 million in discretionary assets across approximately 132 client relationships.

Samuel Cione is a financial advisor at Integrity Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has been with Integrity Wealth Management, Inc., formerly Cione Enterprises, since 2004. He is also the owner and president of the firm, which is dually registered for insurance and investment advisory services. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm operates on a non-discretionary basis, emphasizing tailored portfolio management with a focus on exchange-traded funds and related investments.

Mark Scionti is a financial advisor at M3 Advisory Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at M3 Advisory Group in various capacities since 2015, including a role at Integrated Wealth Concepts LLC from 2018 to 2020. Additionally, he is a licensed independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and group health insurance. M3 Advisory Group, LLC is an SEC-registered investment adviser managing approximately $310 million for individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on risk-controlled asset allocation using a combination of active and passive strategies and integrates unaffiliated Independent Managers with ongoing oversight, maintaining a primarily long-term investment approach.

Jeffrey Mccurdy is a Series 65-licensed financial advisor with over 11 years of industry experience. He has been with Guardsman Private Capital Management, Inc. since 2014 and also serves as president of Guardsman Wealth Management, Inc. In addition to his advisory roles, he manages several business entities including Sports Training Management, LLC and JDB Capital Partners, LLC. Guardsman Private Capital Management is a boutique firm serving ultra-high-net-worth individuals, families, trusts, and private entities with customized investment management and family-office-style services. The firm emphasizes low-cost, globally diversified portfolios and a long-term strategic asset allocation approach, integrating investment management with non-investment family-office support.

Timothy Perkins is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Seacrest Wealth Management, Cambridge Investment Research Advisors, Voya Financial Advisors, and Gremler Financial Group. Integrity Wealth Management provides personalized investment advice and portfolio management to individual and high-net-worth clients, managing approximately $66.3 million in assets across about 199 client relationships. The firm primarily recommends exchange-traded funds and operates on a non-discretionary basis, requiring client approval before executing trades and typically reviewing accounts quarterly.

Katherine Abernathy is a financial advisor at Wealth Pro Advisors, Inc. in Sarasota, FL, holding Series 65 and Series 66 credentials with 12 years of industry experience. Her prior roles include positions at Truvestments Capital, LLC and APW Capital (formerly Comprehensive Asset Management & Servicing). Wealth Pro Advisors provides portfolio management, financial planning, and pension consulting services to individual and business clients, managing approximately $317 million across over 200 client relationships. The firm utilizes a combination of technical and fundamental strategies in customized and model portfolios, primarily custodial with Charles Schwab.

Lance Stonecypher is a CFA® charterholder with 11 years of industry experience. He has been with Raymond Capital Advisors, LLC since 2018. Outside of his advisory role, he manages LJS Capital, LLC, an entity that holds private equity and commercial real estate partnerships within his IRA and is exploring option trading through this LLC. Raymond Capital Advisors serves a limited client base including broker-dealers, corporations, pension plans, charitable organizations, and high-net-worth individuals. The firm uses proprietary quantitative models focused on price momentum and earnings rankings to manage broad, equity-focused portfolios with discretionary and non-discretionary services.

Nicholas Gyeszat is a CFP® professional with 11 years of industry experience, currently serving at Reality Financial Planning Services, LLC. His prior experience includes roles at Bison Advisors, truAdvice, LLC, The Sleight Group/TruAdvice Wealth Management, and Global Financial Private Capital, LLC. Reality Financial Planning Services, LLC is a fee-only advisory firm providing financial planning and discretionary portfolio management to individuals, families, corporations, foundations, and charitable organizations. The firm manages approximately $116.7 million across 200 client relationships, employing a long-term, asset-allocation approach that emphasizes cost-efficient index funds, ETFs/ETNs, and scenario analysis, and is noted for its public education initiatives through workshops and speaking engagements.