Joseph Scutellaro is a financial advisor with Entrepreneur Wealth and holds a Series 66 designation. He has 22 years of industry experience, including roles at CohnReznick LLP and Benchmark Financial Wealth Advisors LLC. In addition to his advisory work, he prepares and reviews tax returns as a CPA under his sole proprietorship and serves as CFO and minority owner of a company specializing in equipment and software sales. Entrepreneur Wealth provides preliminary financial planning and consulting to individuals, families, small businesses, and retirement plans, focusing on budgeting, retirement planning, and broad asset allocation concepts. The firm refers clients to unaffiliated investment advisers for asset management and operates primarily as a promoter and referral adviser.

Jonathan Green is a CFP® professional with 15 years of industry experience. He is currently with Entrepreneur Wealth, which he joined in 2026, and previously worked at Triad Advisors, Inc. and Targeted Financial Services, LLC. Outside of advising, he is involved with entities such as Jobel Management and D.J. Stable, LLC. Entrepreneur Wealth provides preliminary financial planning and consulting services to individuals, families, small businesses, and retirement plans, focusing on general investment concepts and planning considerations. The firm refers clients to unaffiliated Investment Adviser Managers for asset management and does not manage client assets directly.