Guiseppi Morabito is a CFP® with 19 years of industry experience, currently serving as an advisor at M&M Wealth Management, LLC in Fort Myers, FL. He has worked at M&M Wealth Management since 2014 and also owns M&M Insurance Services, LLC, where he provides life, health, and annuity insurance solutions. Morabito holds a Series 66 license and is a licensed insurance agent. M&M Wealth Management, LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and business entities. The firm utilizes a range of investment strategies and products, including alternative investments and insurance offerings, and maintains distinct trading styles through its two portfolio managers.

Eric Marvin is a CFP® with 20 years of industry experience and has been a principal at M&M Wealth Management, LLC since 2014. He holds a Series 66 license and is also a licensed insurance agent offering life, health, and annuity products. In addition to his financial advisory work, Marvin is a shareholder in a company that provides hearing testing and assistance with hearing devices. M&M Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs distinct trading styles managed by two portfolio managers and offers both discretionary and non-discretionary services, including insurance products, with an emphasis on individualized investment policy statements and alternative investments.