Meet the Experts Behind McGill & Lyon Dental Advisors
Supporting Dentists with Strategy, Clarity, and Care
When it comes to managing a dental practice, you deserve guidance from people who truly understand your world. At McGill and Lyon Dental Advisors, our team brings decades of first-hand experience working alongside dentists and specialists, helping them navigate the unique challenges of practice ownership with confidence.
We care deeply about helping dentists succeed—professionally and personally. Since 1983, we’ve supported countless doctors in reaching their goals, reducing stress, and building a secure financial future for themselves and their families. Whether you’re growing your practice, planning for the future, or looking to simplify your financial life, we’re here to be your trusted partner so you can focus on what matters most.
Tax, Business, and Financial Planning
Provided by McGill and Lyon Dental Advisors
Wesley W. Lyon II
CPA, CFP®
President & CEO
Mario G. Santiago
CPA, CFP®
Tax and Business Planning Advisor
Tyler G. Ott
CPA, CFP®
Tax and Business Planning Advisor
Jacob Knox
Junior Advisor

Sarah Svay
Client Relationship Manager
Practice Transitions and Brokerage
Provided by McGill and Lyon Practice Transitions
Jonathan R. Martin CPA
Partner
T. Wade Coleman
JD
Partner
Roger K. Hill MSA, ASA
Partner Emeritus
David Mathews
Senior Associate
Scott D. Menaker
DDS
Buyer Representation Advisor
Erica Flory
Client Relationship Manager
Rachel Lytle
Client Relationship Manager
Accounting Services
Provided by Zion & Company, Inc.
Christopher Buckliew,
CPA
Partner at Zion & Company, Inc.
Mark Zion,
EA, CFP®
Managing Partner at Zion & Company, Inc.

Legal Services
Provided by McGill and Hassan, P.A.
Blake W. Hassan
CPA, JD
President
Patrick D. Craig
JD
Attorney
John D. Steber
JD
Associate Attorney
Amy Johnson
Senior Paralegal
Newsletter and Podcasts
Provided by The McGill & Lyon Dental Advisory
Wesley W. Lyon II CPA, CFP®
Owner & Co-Editor
John K. McGill MBA, JD
Founder & Co-Editor
Allie O’Neill
Membership Services Manager
Seminars and Speaking Engagements
Provided by McGill & Lyon
Sarah Casella
Event Manager