Scott Francis is a financial advisor at Ponta Wealth Partners, LLC, holding the PFS™ designation with two years of industry experience. His prior roles include work at CCM Capital Group, Inc., Parkway Property Investments, LLC, and Parkway, Inc. Ponta Wealth Partners serves a select group of high-net-worth individuals, providing investment management and advisory services focused on portfolio construction, ongoing reviews, and oversight of third-party managers. The firm employs a factor-based, dynamic asset allocation strategy primarily using ETFs and individual securities, often incorporating outside consultants for research and optimization.

Robert Burrow is a CFP® and holds a Series 65 license with five years of industry experience. He currently serves as the sole advisor at Ponta Wealth Partners, LLC, having previously worked at Pathstone, Ascential Alternative Data, 1010DATA, and NorthCoast Asset Management. Ponta Wealth Partners provides investment management and advisory services to high-net-worth individuals, focusing on portfolio construction, ongoing review, and oversight of third-party managers. The firm employs a factor-based, dynamic asset allocation approach primarily using ETFs and individual securities, with discretionary authority over client accounts.