Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people get retired, and stay retired. Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what's best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism. I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want. When I'm not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.

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.

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.

Hello, I’m Daniel – husband to Anna, widower to Sarah, Air Force veteran, business owner, writer, speaker, CFP® Professional, financial planner, and Christ-follower. I’m the founder of Wise Stewardship Financial Planning where we offer fee-only, fiduciary financial planning and investment advice with a special focus on young widows and widowers as well as servicemembers and their families. Grief changes everything. I know that all too well from personal experience as I became a widower at 31 and before that, father to 3 children in heaven. My passion and purpose now is to take what I’ve learned from those experiences combined with financial planning and advice to be a help to you in your own unique grief journey. Wise Stewardship works together with you to help gain stability in your current financial situation, prioritize next steps, and walk with you into a new and different future. Here’s the rest of my story and why I became a financial planner. I’ve always been interested in money since I was a little kid, including out-bidding my siblings for chores-for-hire, to providing loans to my siblings and friends when they had spent all their money and diligently saving my allowance for future goals. Over time this evolved into reading the stock pages in the newspaper as a young teenager and then choosing to major in economics in college. After completing Air Force ROTC at Purdue University, I commissioned as an officer into the Air Force in 2009 but continued my personal interest into personal finances, investing, and all things money-related. In my college years and early 20s, I read hundreds of books and spent thousands of hours studying financial planning topics. I also had the opportunity to be a volunteer financial counselor during many of the years when I was on active duty in addition to helping and educating family and friends over the years. Thanks to countless help along the way, I learned more about the financial services industry and found my way to fee-only, fiduciary financial planning. It was through these experiences that sparked my passion and helped me realize what I wanted to do whenever I decided to leave the military! As an officer on active duty for almost 9 years, along with a brother, sister, and brother-in-law in the military, I experienced firsthand the benefits and challenges that military life can have on all aspects of life especially finances. Frequent changes like TDY’s, deployments, and PCS’s add unique potential opportunities and obstacles to meeting goals and dreams. Add in the often disparate and sometimes confusing military pay, benefits, scattered military benefits and discounts, and countless people offering advice or services, and there is often a lack of clarity on how best to optimize all of these to best meet goals. I’ve seen almost everything military life can throw at you and been through much of what you probably have questions about. I’ve learned a lot about what works and what doesn’t; what’s important and what isn’t. I’m now able to use these vast experiences to help my clients navigate the challenges of the busy military life, get the most out of your hard-earned benefits, and help you achieve your goals. My journey to become a financial planner was also profoundly impacted by what happened in my personal life. I met and married my wife Sarah back in 2012 and we embarked on military life together, at the time thinking I would be on active duty for a full career. As time went by, God brought countless joys as well as numerous trials. Sarah was a cancer survivor when she survived thyroid cancer at the age of 21, and had experienced other health trials and surgeries in the years before we met. Then in the first three years of our marriage, we experienced the agonizing sorrow of grief from the loss of three children through first term miscarriages. Sarah’s health continued to decline over the course of our marriage and medical answers mostly eluded us as we saw dozens of doctors and specialists. Sarah became mostly homebound as her energy failed so I became her primary caregiver as family was thousands of miles away while continuing to work fulltime as an officer in the Air Force. However, it rapidly became evident that I could no longer continue down the active duty career path so I began planning to transition out of the military. Given the flexibility I would need as a primary caregiver, I explored entrepreneurship by launching my own financial planning firm to marry my passion for helping people with their finances with my need to take care of my wife. Before that plan could come to fruition, a medical crisis landed Sarah in the hospital from which followed a cascading sequence of events in which we lived in hospitals across two states for the next six months. Finally, the doctors said there wasn’t much more they could do and Sarah and I made the difficult decision to enter hospice. We were able to spend a precious 6 weeks together as well as flying out family and dear friends to be able to say goodbye. Sarah passed away in the late summer of 2017 as I held her hand and bid her an earthly farewell. She was only 32, and we had been married just under five truly amazing years. Suddenly, my entire life had been turned upside down. I was 31 and it felt like every plan I had made was shattered yet again. My abiding faith in God and His endless grace helped bear me up in the agony of grief in the months that followed. Thanks to the boundless support of my family, fellow young widowed spouses I connected with, my church, Air Force family, network of friends, and an invaluable grief counselor, I found a way to keep moving forward. I also received further confirmation of the incredible value of financial planning when I hired my own financial planner in the middle of my grief journey to help me sort through all the variables of my financial life, have a compassionate and rational (as sometimes my grief was not very logical) outside perspective, and figure out what my new financial future might look like. I also gained an inside perspective to the other side of the estate planning experience as I acted as the executor of my wife’s estate. I dealt with everything from dealing with creditors, bequeathing personal items, transferring titles of houses, vehicles, settling life insurance policies, closing accounts, and much more. While I would never have wished to learn in this way ,these unique personal experiences prepared me to understand not just the “science” of estate planning, but also the intimate and personal art if helping clients work through the full range of emotional nuances in this process. I ended up separating from the Air Force in early 2018 and embarked on an 8 month sabbatical. Sarah and I long considered taking a few months off after active duty so we could travel some more, visit friends and family across the US, and take advantage of a mid-career transition to do something that otherwise isn’t possible with normal vacation time off. We had been saving up for this opportunity for several years and I ultimately ended up buying a truck and RV trailer so I could maximize my travel flexibility. Over the course my sabbatical, I visited 38 states, drove more than 27K miles, saw 14 National Parks, visited dozens of friends and family, and made incredible memories! The time off gave me opportunities to heal, rest, think deeply, journal and write, and lay the groundwork for launching Wise Stewardship. However, there was something even more amazing and unexpected that happened in the midst of my sabbatical. I ended up meeting someone and falling in love! In a beautiful story that I could never have imagined on my own, God brought Anna into my life. Over the course of my sabbatical travels, we began a relationship that quickly became apparent to us and everyone that knew and loved us, that this was something very special. I ended up moving to the Boston area to join Anna after we got married capping off a whirlwind of a year! It’s been an amazing journey to this place and I’m so excited about this next chapter! Anna is the gift that I thought I would never have. She has demonstrated to me that love and a different future was possible. Wise Stewardship Financial Planning launched in November 2018 to offer fee-only, fiduciary financial planning to help fellow young widowed spouses as well as servicemembers and their families. I count it a privilege to now help others by taking what I’ve learned about the journey of grief combined with the math of financial advice. Finances are just a tool to accomplish our goals in life so I help people figure out what is most important to them, and then build their lives and finances to be able to accomplish them. I am here to be a companion to you as you navigate many financial issues and life circumstances. Professional Biography Daniel Kopp is a fee-only, fiduciary financial planner and founder of Wise Stewardship Financial Planning where he helps young widows and widowers as well as servicemembers get their financial lives in order by aligning their money with their values. He is also an Air Force veteran after almost 9 years as an officer on active duty during which he served as an Air Battle Manager participating in combat deployments and training opportunities all across the world. Outside of his official military commitments, Daniel has always had a passion to help servicemembers and their families master their finances where he served as a volunteer financial counselor during most of his time on active duty. Daniel is a widower after his wife Sarah passed away in late 2017. In the few years prior to her death, Daniel had become her full-time caregiver due to a variety of health conditions including the loss of three miscarriages. During that time, he learned how to persevere by ordering his life around his faith in God and aligning family, work, and finances with his personal goals. Daniel now combines his financial training and experience helping people with a deep, personal understanding of how grief affects every single area of life. Daniel is now married to his wife Anna, and lives in the Boston area where they love to explore new places, try interesting cuisines, serve in their local church, and take advantage of the rich history of New England. You’ll find a fast way to become their friend if you play board games with them! Daniel is a CERTIFIED FINANCIAL PLANNER (TM) having met the rigorous professional standards and agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. Daniel received his Bachelor of Science Degree in Economics from Purdue University as a third-generation Boilermaker, where he graduated with Highest Distinction (top 3%) and was named one of the Top 10 Krannert School of Business Seniors in a graduating class of over 850. He has also received his Master of Arts in Military Studies and Strategic Leadership from American Military University, and is also pursuing a second Masters of Science in Advanced Financial Planning and Financial Therapy from Kansas State University to even further deepen his competencies. Daniel is also a frequent personal-finance freelance writer and speaker, especially on military-related topics. Daniel is a distinguished Air Force veteran as a three-time Air Force Distinguished Graduate (#1) for each of his three formal training courses as well as the Air Force’s David C. Schilling Award for the most outstanding contributions to the field of flight along with numerous other awards and accolades in his military career.

When I was 18, I joined the military. My service in the Air Force for five years provided me with what I’d call an unfair advantage for my work later in the financial industry. My experiences living abroad first in Dhahran, Saudi Arabia during a 1995 Desert Storm tour, then in Fusa, Japan, 1996-1999, both helped me understand life and financial planning, along with the value of a hard-earned dollar. I grew up over there, and my values are strongly rooted in the same ones belonging to my parents, both educators, but also firmly molded by my service to our country and through military discipline. As military, we were tested and challenged, and we persevered in taxing and uncomfortable conditions because we always had a plan. Living in the middle of Fort Bragg, North Carolina, our unit worked directly with the 82nd Airborne Division, specializing in parachute assault operations. As a journeyman, my responsibility was to maintain and ensure the safety of the Hercules C-130, an aircraft known to fly into the eye of a hurricane. While the 82nd stood ready to respond to crisis contingencies anywhere in the world within 18 hours, our job was to make sure they arrived at their destination. We relied heavily on formal flight, maintenance and safety plans. These experiences helped inform my subsequent financial planning career through my appreciation for a well-designed, communicated, and formally written plan. My time in the military also exposed me to certain sources of waste that to me, was not logical. My fellow soldiers were buying clothes as if they were in college. I could not understand why someone needed five pairs of new pants when, on five out of seven days, we were required to wear our military uniform. “No seas codo Jose,” my friend Mike, who was half Puerto Rican, would tell me (slang for “don’t be cheap”). This was also the case with music. My friends all loved to purchase countless CD’s from their favorite musical artists. I was not conditioned to spend money that way. Instead, I used a cassette player and recorded Saturday morning radio on KANW, 89.1, when I visited New Mexico. This was the music I grew up with and what I loved. While living abroad, no amount of clothes, CD’s or stuff could fill my heart like the oldest FM Radio station in New Mexico playing on my “Walkman” portable cassette player. While living in Japan and being single, and I had some down time and I became bored. When I say “bored,” I am reminded of my dad's response to me whenever I told him I felt that way. He would say, “Ok, let's get to work,” and in Japan, that is what I did. I found out about an opportunity to work at a club as a bar-back. Within six months, I was promoted to bartender, then lead bartender. Some nights I would pocket over $100 in tips! I also was being paid $10 per hour which was not bad back then. As a sidenote, I was bartending the night I turned 21, while my friends back home were taking birthday trips to Vegas to celebrate their 21st birthdays. I feel that I earned and saved money while having fun. I believe that money is more of a tool than a luxury, and what my Puerto Rican friend Mike didn’t know is that much of my money was going to purchase the one thing that isn’t manufactured any more except in Hawaii...I wanted land! If Mike had asked me back then, “Why are you working so hard, Jose?” my answer was clear. I always wanted to buy my own piece of land, perhaps many acres in the beautiful New Mexico landscape. While this was my goal as a child, it turned out to be a rather poor investment from a monetary standpoint, yet I was enriched by the experience and education. From that point in my 20s, I understood the discipline and dedication it took to achieve any milestone. One of my jobs after the military, while I was in graduate school, was selling life insurance. After a year, I realized that this was not for me. While I value the importance of insurance, I despised the promotion of products through unscrupulous sales tactics. This was my first indication that financial planning was broken. I worked directly for a legend in the industry who took me under his wing. I learned a lot from him, most of which I did not like. While I won awards and trips, I hated the fractured process. The financial services industry and its legends focus its sales force on selling their product, not on the process or maintenance of financial planning. Since that day, I have been focused on financial planning - the process and fiduciary responsibilities that come with it. I might add that I achieved my certification as a financial planner through arduous work since I’m challenged with dyslexia, but that has never stopped me. Before serving in the military, I grew up in a small community and was raised by a village of less than 200 individuals and two great parents who recently celebrated 52 years of marriage. They had four children of their own, and I am the youngest. My parents were challenged with the loss of my brother when “God zapped him up.” He was the second oldest, and at age 16, was struck by lightning on a baseball field while doing what he loved, playing sports with his friends. I was only 13 at the time. This introduced thoughts about life insurance that impacted me later in my professional life. Through this experience, I learned that catastrophe can happen in an instant. Also, a seed was planted that grew into my interest in risk mitigation planning. While growing up in Glorieta, New Mexico, I worked a few jobs including being a gas station attendant and in yard maintenance for an affluent family in Santa Fe. Presently, when I am not working, I enjoy spending time with my wife Jasmin who is a residential realtor and a loving mother to our three children. We struggled to have kids, with over seven miscarriages which included molar, ectopic, and several with no heartbeats. The eighth tenacious pregnancy led to our first born, a perfect baby girl. We chose to have a home water birth and it was successful. The positive momentum did not stop there. We became doubly blessed with a different type of pregnancy, a twin birth with healthy boys. I love my wife so much for enduring the challenges of motherhood. Jasmin is my biggest fan and my best friend, and she is beyond brave! Before she married me, she completed over 200 jumps from perfectly working planes, including an occasional C-130 and hot air balloons. Now that the twins are walking, life often means going out on adventure with our five fedoras hats on and our two adopted, four-legged kids Sol, Bella and Duke. We are dog lovers and have a soft spot for rescues. Our close friends have referred to us as the Fedorable Five, now with our dogs we are the “Fedorables.” Whenever I can find a little bit of free time, I love to fly fish and get out in nature. I make time weekly for riding my mountain bike despite my hatred for pesky goat thorns that ruin my best tires. If my clients were to talk about me behind my back, I would guess they would say I’m a really nice guy who listens carefully. I’m patient and persistent and I ask a lot of questions, some that made people cry in a good way. They might mention that I’m detailed but I keep things simple. They also look forward to my family newsletter. Any new client who walks in the door can expect to share the identical experience. Read Jose's blog here: https://josevsanchez.com/free-resources

After graduating from the University of Dayton, Michael was like many other millennials (easy targets!); unsure of his career path and a lack of confidence in managing his own finances. Early in his career while working for one of the largest investment management firms in the country he attended the National Personal Financial Planner(NAPFA) conference. After hearing a few of the speakers(s/o Michael Kitces!), and meeting some of the attendees he knew financial planning was the field he wanted to pursue. He always had a passion for educating himself and others, and helping people along their financial journey quickly became his goal. Michael earned the CFP® (Certified Financial Planner™) designation in 2018 to learn fundamentals of comprehensive financial planning. The education covers Investments, Estate Planning, Insurance, Education Planning, Retirement Planning, and Cash Flow Management. In early 2020, Michael created Black Dog Financial Planning to help professionals and families in their 30s and 40s with their finances. After working at a few firms, he realized the majority of investment advisors primarily focus on pre-retirees and retirees. Meanwhile his peer group was significantly under-served. He launched the firm to make high quality financial advice more affordable and accessible for his peer group, and to help individuals and families live great lives by making smarter financial decisions. When Michael isn’t helping his clients, he’s spending time with his own family. He and his wife, Katie, were married in May of 2018 after relocating to Charleston from Chicago, IL. They welcomed their first child, daughter Annie Rose, on February 6, 2020. Annie joins big “fur-brother”, Barkley, to which the firm, Black Dog Financial Planning, gets its name. Barkley is a rescue from PAWS Chicago, a no kill animal shelter. Barkley was 3 months old and 25 pounds when Mike and Katie adopted him. He’s now 3 years old and 80 pounds and his favorite pastime is watching squirrels from the window and chasing them out of the backyard. Mike and Katie enjoy low-country living, especially golf, the beach, and oyster roasts, but also love to travel. They got engaged in Paris in 2017 and have traveled around Europe and Asia together. Next up, they hope to visit South America, Australia and Africa. They look forward to raising their family in the low-country and traveling together whenever they can. Read Michael's blog here: https://blackdogfp.com/blog

Asad Gourani is CERTIFIED FINANCIAL PLANNER™ professional, and the founder & CEO of AG Wealth Management, a fiduciary wealth management firm focused on working with young professionals and business owners, where he offers comprehensive financial planning along with investment management. Numerous publications have quoted Asad and in topics regarding the financial markets and personal finance. Those publications include US News, CNBC, Investment News, Yahoo! Finance, along with several TV appearances on stations such as Fox Detroit, and ABC WXYZ. Outside of AG Wealth Management, Asad is very active in the financial community and currently sits on the board of directors of the Financial Planning Association of Michigan and is the Co-Chairman of the NexGen committee where he is committed to advancing the profession among young professionals. Read Asad's Blog here: https://www.agwealthm.com/blog/

Financial planning shouldn’t feel like a sales pitch. For too many people, it still does. If you’re looking for honest advice from someone who understands where you’re coming from, not just your numbers but your priorities, that’s exactly how we built Suttle Crossland Wealth Advisors. I’m Dustin Suttle, co-founder and CFP® professional. With over 20 years in the financial industry, I’ve worked with people navigating everything from business exits and retirement transitions to paying for college and managing complex investment portfolios. We help bring structure to the chaos. Our approach blends academic investing principles with tax-smart strategies and real-world flexibility. We’re a fee-only firm, which means we never receive commissions or referral kickbacks. While we may suggest investment or insurance products when appropriate, we refer to trusted partners and never receive compensation if you choose to work with them. This helps us stay objective and fully aligned with your best interests. I work with a diverse range of clients, including business owners, high earners in transition, and families trying to balance growth with peace of mind. We serve clients nationwide from our Arizona base, offering transparent pricing and ongoing support. If you’ve ever felt like financial advice was built for someone else, let’s change that. Let’s see if we’re a good fit.

As a Fee-Only, Advice Only planner, I am passionate about empowering and leading others through the nuances and complexities of financial planning. I believe in meeting people where they are at in life, and being in service of others when possible. I do this through professional engagements that provide you with meaningful value, clear and concise communication, and an actionable roadmap intended to help you implement the recommendations I provide. We can work together in an ongoing basis, virtually, or in-person, or work together on an as needed, hourly basis in order to help you best achieve your financial and life goals. My planning process is clarified at the start of an engagement so you understand what I provide though our regular meetings, and how I monitor and analyze your situation behind the scenes. I will also review a sample plan to visually demonstrate how we work together and give you a clear idea on what to expect. Outside of my passion for planning, my wife and I are both outdoor enthusiasts. I enjoy kayaking, running, cycling, skiing, and pickleball in my free time. We also make time to travel and experience the world, which aligns with some of the core tenets of Navigate Financial Planning. I offer a 30 minute introductory call to see if I am a good fit for your unique planning need. If you are looking to learn more about how I can help, I'm always happy to have a conversation.

I came to the U.S. from the Dominican Republic when I was 11 years old. As an immigrant, I had to learn two languages: English, and money. I did not learn personal finance concepts at home or in school, so I can relate to professionals who are advancing in their careers as they plan for their futures, yet feel a certain inadequacy around money. Seeing my parents' journey to create a better life for us inspired me to do better, not only for myself, but for others looking to build a better financial future for themselves. I personally observed how much harder it can be for women. My mother had to do very physical jobs her whole life, while also raising 6 kids (me, my brother, and four sisters) and taking care of elderly parents. She also outlived my dad, which further compounded the need for her financial security. I became a CERTIFIED FINANCIAL PLANNER™ professional in order to help other First Gen wealth creators like myself pursue their goals. I do my best to keep it simple, so no fancy jargon or investment terms. It’s all about your vision of success and how I can help you on your way to building a better financial future. I look forward to meeting you and learning more about your goals and aspirations. Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website. All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.