Meet Our Planning Team

Orion Marx, CFP®, CLU, ChFC, CRPC, CBEC®

Founded Atlas Financial and Employee Benefits


Orion J. Marx has been involved in the finance and insurance industry with Lincoln Financial Advisors Corp. since 1995. His success within the industry led to his appointment in 2003 to Sagemark Consulting Private Wealth Services, a select group of 70 planners, out of 2,200 nationwide, within the Lincoln Financial Advisors/Sagemark Consulting organization. In 2009, Orion was recognized and invited to be one of 9 planners to join the Advanced Select Member team due to his demonstrated skills and leadership as a comprehensive financial planner most capable of working with high net worth individuals, families, business owners and non-profit organizations.

Orion's practice helps provide his clients clarity around the complex areas of financial, estate and business owner planning. Each customized financial plan includes clearly defined action steps, from the initial meeting through plan implementation, always working with clients to understand their objectives towards reaching their goals.

Orion and his highly credentialed team specialize in:

  • Personal Financial Planning

  • Income Planning

  • Estate Planning

  • Business Succession Planning

  • Pension Plan Strategies

  • Economic Modeling

  • Employee Stock Option Strategies

  • Retirement Planning

  • Specialized planning for Executives and Business Owners

Orion is an active member of the Financial Planning Community and keeps abreast of changes and innovations in the industry. He holds the following designations, certifications and affiliations listed below:
  • CERTIFIED FINANCIAL PLANNER™, Practitioner, (CFP®) 2001

  • Chartered Financial Consultant (ChFC), 2001 American College, Bryn Mawr, PA

  • Chartered Life Underwriter (CLU)

  • Chartered Retirement Planning Counselor (CRPC)

  • Member Sarasota and Florida Associations of Insurance and Financial Advisors

  • Certified Business Exit Consultant® (CBEC®) 2019

Orion earned a Bachelor of Science Degree in Business Administration from the University of Florida, with dual degrees in Finance and Real Estate and a minor in Economics. A long time resident of Sarasota County, Orion is a director of the Community Foundation of Sarasota County, currently the vice chair, board liaison for community investment. He and his wife, Lisa, have two daughters, Avery and Violet, and two Pembroke Welsh Corgis. Outside of the office, you can find Orion, an avid sportsman, competing in races that test his abilities in running, biking, and kayaking.

Lincoln Financial Advisors Corp. and its registered representatives do not give legal or tax advice.

For a printed version of Orion's bio, click here

Robert E. Appel, J.D.*, LL.M., M.B.A.

Second Vice President of National Design/Advanced Planning

  • Member of the American and Connecticut Bar Associations.

  • BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.

Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

National Design/Advanced Planning Attorney

  • Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.

  • BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.

Jason Klingel

Insurance and Investment Planning Specialist


Jason S. Klingel has been involved in the life and health insurance industries in Sarasota, FL since 1997. With extensive experience in all aspects of life and health insurance, Jason’s primary focus is on estate/asset protection strategies and retirement income planning for individuals. He is passionate about helping clients towards achieving their long-term goals, while preserving and protecting the assets they’ve accumulated.

  • Insurance Specialist

  • Bachelor of Science Degree in Finance with a minor in Economics from the University of Florida

  • FINRA Series 7

  • 2-15 Life, Health and Annuity

A native Floridian, Jason is an avid outdoorsman. He takes pleasure in teaching his four boys, Tyler, and triplets Grant, Kyle and Austin, the joys of angling and the lessons of life.

Jordan Penner

Investment Assistant


Melinda Patro

Operations Manager



Chief Investment Strategist

  • Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.

  • BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.


Director of Planning

  • Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.

  • Summa cum laude, Master's degree graduate from Southern Methodist University.


Director, Sagemark Consulting Private Wealth Services

  • Primary area of expertise lies within the personal risk management area where he is able to deliver unique strategies and tactics supported by strong product selections.

  • Experienced in developing relationships with property and casualty, private banking and stock brokerage representatives, as well as catering to the needs of business owners and individuals who want to address their wealth preservation and estate planning needs.


Director of Financial Advisory Services

  • Areas of expertise include high net worth estate distribution strategies, senior executive compensation, tax return analysis, and retirement planning.

  • Bachelor’s degree from The University of Connecticut and an Associate’s degree from Manchester Community College.


Executive Director, Sagemark Consulting Private Wealth Services

  • Areas of expertise: Key concepts and strategies for the high net worth market.

  • St. Lawrence University. Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation’s Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln business management sessions.