David Sorrentino is a financial advisor with N.N.A.I.A. who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked with SANDLAPPER Securities, LLC and Sandlapper Wealth Management, LLC, and has been with N.N.A. Investment Advisors, Inc. since 2006. N.N.A.I.A. provides modular financial planning and advisory referral services to entities such as pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm focuses on consultative financial planning and refers clients to third-party investment advisers for portfolio implementation, using fixed or hourly planning fees rather than percentage-of-assets billing.

Pamela Romano is a financial advisor at N.N.A.I.A. with 13 years of industry experience. She holds a Series 65 designation and has worked at N.N.A.I.A. since 2012. Alongside her advisory role, she has administrative responsibilities with Independent Captive Associates, an organization that sets up captive insurance companies. N.N.A.I.A. provides modular financial planning and consultative services to a variety of entities, including trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm operates primarily as a planning and referral practice, recommending third-party advisers rather than managing client portfolios directly.