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.

John Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on serving the wealth management needs of successful entrepreneurs and medical professionals and their families. John works closely with this select clientele to personally understand their financial goals and assist them in making work optional while preserving their lifestyle for future generations. He also helps clients navigate various financial transitions and has a special interest in supporting veterans and those in the medical profession. John has been in the financial services industry since 1985 and joined Merrill Lynch in 2011. His experience includes nearly two decades in senior leadership roles involving branch management, supervision of billions in client assets, and coaching financial advisors to improve client service. This extensive background has enabled him to develop a defined consulting process to help clients make informed financial decisions. He holds a Bachelor’s Degree from Franklin & Marshall College and several professional certifications, including Certified Private Wealth Advisor (CPWA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, John is involved in community organizations such as the Boy Scouts of America Jersey Shore Council and the Night Stalkers Foundation, and participates in philanthropic efforts supporting military families, medical research, and community aid.

Jeffrey J. Herr is a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager at Merrill Lynch Wealth Management. Since beginning his financial services career in 1988, he has helped clients manage their individual wealth through multiple complex market cycles, addressing their unique needs. In his role as Senior Portfolio Manager, Jeffrey manages discretionary personalized and defined investment strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party strategies, and he makes these strategies available to clients working with other Merrill advisors. Jeffrey’s primary business focus includes retirement wealth management, college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He is a frequent speaker on wealth management for retirement and emphasizes a comprehensive approach that begins with understanding client goals and ensuring strategies are tailored to meet those objectives. His approach additionally includes wealth preservation, tax-efficient investing, liability management, and estate planning services. Jeffrey holds a Bachelor's Degree from Knox College and earned certification as a Certified Investment Management Analyst (CIMA) through the Yale School of Management. He also holds the Personal Investment Advisor (PIA) designation. Outside of work, Jeffrey’s interests include cooking, fishing, golfing, ice hockey, music, and reading.

David Barcomb is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads The Barcomb Group, a customized wealth management team he has managed for over 28 years. David focuses on goals-based wealth planning strategies and asset management for families, non-profits, emerging businesses, and other client segments. He holds the Managing Director title, the highest recognition Merrill awards to its advisors, and serves as an Investment Advisory Program Portfolio Manager. David’s expertise includes asset management, retirement income planning, tax minimization, legacy planning, and services for endowments, foundations, and corporate executives. He holds Series 7 and 66 FINRA registrations and has earned the Personal Investment Advisor (PIA) designation. A graduate of Trinity College in Hartford, Connecticut, he studied economics and political science. Outside of his professional role, David is involved in his community as a trustee of the South Shore Hospital Charitable Foundation. He is a member of several clubs including the Cohasset Country Club, Hingham Outdoor Tennis Club, Laurel Oak Country Club, Sarasota Sports Club, and Sarasota Yacht Club. David resides in Sarasota, Florida, and Hingham, Massachusetts with his wife Mindy, and they have three adult children. His personal interests include biking, boating, cooking, football, golfing, music, tennis, and traveling.

Yulia Kuzenko is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She works closely with clients to create flexible financial plans that align with their goals and adapt to changing market conditions. Yulia serves a diverse clientele including women, professionals, and business owners, focusing on areas such as family wealth management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Yulia holds a Bachelor's and a Master's Degree from Pacific National University and has completed a certificate program at the Universal Accounting Center. She has earned professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English and Russian, she emphasizes clear communication and client education in her advisory approach. Beyond her professional role, Yulia is involved in community organizations such as Impact100SRQ, Lakewood Ranch Business Alliance, Manasota HealthCare Network, and participates in Rocking Readers, where she reads to kindergartners. Her personal interests include gardening, golfing, horseback riding, interior decorating, music, painting, photography, spending time with family, watching movies, and practicing yoga.

Sima Tamaddon is a Vice President and Wealth Planner at Fidelity Investments, where she has been serving clients since 2021. In this role, she focuses on building long-term partnerships with clients, providing consistent communication and proactive planning that adapts to changing market conditions and individual circumstances. Prior to joining Fidelity, she worked as a Wealth Advisor at Morgan Stanley from 2020 to 2021. Sima's approach emphasizes steady relationships to help clients navigate shifts in goals and markets with confidence. Outside of her professional responsibilities, she enjoys running and playing tennis.