William Mclean is the principal advisor at McLean Capital Management in Sarasota, FL, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led McLean Capital Management since 2006 and is also the CEO and sole owner of McLean Equity Research, LLC, which offers subscription-based equity research to financial professionals and the public. McLean Capital Management provides subscription equity research and model-portfolio recommendations to subscribers, including other registered advisers, and manages discretionary portfolios for a limited number of clients such as individuals, trusts, and retirement plan participants. The firm employs a bottom-up, fundamentally driven investment approach focused on valuation metrics derived from public SEC filings and maintains a small operational scale with approximately $2.8 million in discretionary assets under management.

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.

Konstantin Litovsky is the principal advisor at Litovsky Asset Management in Sarasota, FL, holding a Series 65 designation with 17 years of industry experience. He has been with Litovsky Asset Management since 2011, leading the firm since 2016. Litovsky Asset Management is an independent advisory firm specializing in business-sponsored retirement plans, offering services such as plan design, vendor selection, ERISA 3(38) investment management, and participant education. The firm emphasizes low-cost, transparent investment vehicles, primarily using index and passive funds, and applies a disciplined approach to asset allocation and risk management.

Christopher Revak is the principal advisor at Your-Financial-Lifeguard, an independent firm based in Bradenton, FL. He holds the PFS™ credential and Series 63 and 66 licenses, with 12 years of industry experience. In addition to his advisory work, he provides tax preparation and accounting services through a separate licensed CPA practice. Your-Financial-Lifeguard serves individuals, high-net-worth clients, retirement plans, and business entities, offering modular financial planning and retirement-plan advisory services. The firm’s investment approach emphasizes asset allocation aligned with Modern Portfolio Theory, primarily using mutual funds and ETFs with discretionary portfolio management by a third-party digital manager.

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.

Steven Setchfield is the principal of Setchfield Asset Management in Bradenton, FL, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has worked at First Allied Advisory Services and First Allied Securities since 2000 and has operated Setchfield Asset Management since 1997. He also serves as a director of Setchfield Associates LLC, a holding company. Setchfield Asset Management serves individuals, retirement plan sponsors, and corporate clients with fee-based portfolio management and financial planning. The firm employs a combined technical and fundamental analysis approach, utilizes a momentum and relative-strength strategy to select investments, and manages approximately 250 client relationships through a single advisory team.

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.

Joseph Maslar is the principal of Maslar Financial and holds Series 63, 65, and 66 licenses with eight years of industry experience. He has led Maslar Financial since 2016. The firm serves individual and family clients, providing financial planning, investment management, financial education, insurance services, tax return preparation, and consulting. Maslar Financial applies a Modern Portfolio Theory-based approach using low-cost index funds and ETFs, combining advisory, tax, and insurance services, including tax return preparation and licensed insurance offerings.

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.

Chris Parker is a CFP®-certified financial advisor with 20 years of industry experience. He is the sole advisor at Parker Financial Planning, LLC, an independent firm based in Bradenton, FL. Parker has been with his firm since 2014 in various capacities. Parker Financial Planning provides fee-only fiduciary financial planning and investment advisory services to individuals, families, and small business owners, primarily focusing on clients five to ten years from retirement. The firm emphasizes long-term goals and disciplined asset allocation, using no-load mutual funds, ETFs, and institutional-only mutual funds, and manages client portfolios under a written Investment Policy Statement.

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.

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.

Mark Scionti is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with M3 Advisory Group and its affiliated entities since 2015, including a two-year period at Integrated Wealth Concepts LLC. In addition to his advisory role, he is a licensed insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and group health insurance. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a disciplined investment approach focusing on risk control and diversification, combining active equity strategies with passive ETFs and incorporating independent managers to align portfolios with client risk profiles.