Gavin Collins is a financial advisor with Monocacy Wealth Management, LLC holding a Series 65 credential and no prior industry experience. He currently works as a sales agent and custom home specialist with Miloff Aubuchon Realty Group, providing real estate and custom home consulting. Monocacy Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs diverse investment strategies and analytical methods, integrating tax, insurance, and real estate services through its affiliated businesses.

Joseph Lanza is a Series 65-licensed financial advisor with Retirement Wealth Advisors, LLC, where he has worked since 2018. He has five years of industry experience and has prior work history including roles at Brookstone Wealth Advisors LLC and in the restaurant industry. Lanza is also a licensed insurance agent in Florida. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs a risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, primarily managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

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.

Adam Daniels is a financial advisor at Waterstone Financial Advisory LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial LLC, Park Avenue Securities, and Guardian Life Insurance Company. Daniels’s background also includes roles outside finance, such as positions with the United States Census Bureau and local government parks and recreation. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm uses a fiduciary approach with a long-term trading orientation and implements client programs through third-party sub-advisers on the AssetMark platform as well as custom advisor-managed accounts.

Adam Proulx is a financial advisor at Miser Asset Management with a Series 65 credential and one year of industry experience. His prior roles include positions at CoreCap Advisors, LLC, Asset Management and Advisory Services, and EXP Realty. Miser Asset Management is a state-registered advisory firm with three advisors managing approximately $55.7 million in assets. The firm serves individuals, trusts, estates, and business entities through portfolio management, financial consulting, and educational seminars, employing a range of analytical approaches and investment strategies.

Blake Flanders is a CFP® with three years of industry experience, currently serving as a financial advisor at Momentum Wealth Planning in Estero, FL. His prior experience includes roles at Ameriprise Financial Services and a position at Liberty University. Momentum Wealth Planning offers discretionary and non-discretionary investment management and financial planning services to individuals, including high net worth clients, as well as entities such as family offices and qualified retirement plans. The firm employs a client-specific investment process that incorporates both buy-and-hold and tactical allocation strategies using momentum indicators, and it utilizes a range of investment vehicles including ETFs, mutual funds, equities, fixed income, options, alternative investments, and structured products.

David Haas is a financial advisor at Haas Financial, Inc. with 28 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at CommonWealth Financial Network for 11 years. Haas is also a licensed insurance professional, dedicating a small portion of his time to this activity. Haas Financial provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a primarily long-term, fundamentals-driven approach supplemented by technical analysis, constructing portfolios tailored to client goals, risk tolerance, and time horizon.

Patrick O'Grady is a financial advisor at Rinaldi Wealth Management, Inc. in Bonita Springs, FL. He holds a Series 65 credential and has been with the firm since 2025. Prior to his advisory role, he was involved with Escape the Cape for eight years. Rinaldi Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm emphasizes asset allocation and mutual fund/ETF analysis, tailoring portfolios to clients’ goals and risk tolerance, and conducts regular account reviews.

Have you ever received financial advice just to have it followed up with "consult with your tax advisor to ensure this strategy fits with your plan"? We founded Pruitt Richmond Wealth Management (PRWM) to eliminate that gap. We believe financial planning and tax strategy are inseparable and our team of CPAs, EAs, and CFP® professionals work together to provide a truly comprehensive wealth management experience. We help high earners, families, and small business owners maximize their wealth by minimizing lifetime taxation. We put our clients first. We begin with your circumstances, your priorities, and your pace. Then, we chart the path together, ensuring your savings have a purpose, because building wealth matters, but enjoying it matters just as much. Outside the office, I’m usually running between sports and school events for my two boys, Andy and Luke. I love planning family trips, often somewhere cooler and in the mountains for a break from the Florida heat. And if my wife and I are lucky enough to catch one of our favorite artists on tour nearby, you’ll find us at the show.

Wesley Pruitt is a CFP® professional with three years of experience at Pruitt Richmond Wealth Management LLC and ten years at Pruitt Cordell & Associates. He also works as a CPA for Pruitt Cordell & Associates. Pruitt Richmond Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing tailored Investment Policy Statements and discretionary portfolio management using ETFs and mutual funds with a long-term trading approach. The firm has an affiliation with an accounting firm and offers services that integrate financial and accounting expertise.

Thomas Geraci is a financial advisor at Purtill Financial LLC with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2007. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm primarily operates on a non-discretionary basis, using fundamental, technical, and cyclical analysis to develop individualized investment policies.

Denis Ding is a financial advisor with Eagle Equity Holdings, LLC, holding a Series 65 designation and seven years of industry experience. He has been with Eagle Equity Holdings since 2014 and is also Vice President at Clean Energy Fuels, where he holds full-time employment. Eagle Equity Holdings is a small, discretionary investment manager serving qualified investors through pooled vehicles and strategies focused on capital appreciation with concentrated, energy-oriented portfolios. The firm employs fundamental, technical, and economic analysis and utilizes performance-based fees and trading discretion for client accounts.

Chad Michaels is a CFP® with 11 years of industry experience, currently serving as an advisor at Spyrnal Financial Group. He previously worked at Axa Advisors, LLC for five years before joining Spyrnal Wealth Management and Spyrnal & Associates, Inc. Michaels also acts as an insurance agent for Spyrnal & Associates, dedicating part of his time to insurance-related client services. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach using discretionary management, model portfolios, and outside managers, integrating fundamental, technical, and cyclical analysis in its security selection.

David Flanders is a financial advisor at Momentum Wealth Planning with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services from 2015 to 2024. Outside of his advisory role, he is involved with Modern Corinth Ministries, a Christian ministry. Momentum Wealth Planning provides discretionary and non-discretionary investment management and financial planning services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm employs a client-specific investment approach incorporating momentum-based allocation strategies and offers access to various investment vehicles and external money managers.

Tamara Surratt is a financial advisor at Legacy Family Office, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at Legacy Family Office since 2014, following a tenure at Eton Advisors Group and managing Tarino Investments, LLC since 2000. Legacy Family Office provides comprehensive wealth management and family office services to high-net-worth individuals, trusts, estates, and other entities, offering investment advisory alongside estate planning, philanthropy, and lifestyle management. The firm operates with a single advising professional overseeing a multi-million dollar asset base and emphasizes client education and data security through institutional technology audits.

Jordan Johnson is the principal advisor at Pinelight Financial PLLC in Estero, FL, with eight years of industry experience. He holds a Series 65 credential and formerly worked at DHJJ, Ltd. and DHJJ Financial Advisors, Ltd. for nine years. In addition to his advisory role, Johnson is a licensed CPA who provides accounting services alongside investment advisory services. Pinelight Financial is an independent registered investment adviser serving individuals, high-net-worth households, businesses, retirement and pension plans, and selected institutional clients. The firm offers customized financial planning and portfolio management, combining active and passive strategies, and integrates accounting and tax preparation services through its affiliated CPA practice.

Dominic Nicosia is a financial advisor at Eagle Equity Holdings, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Eagle Equity Holdings since 2014. Outside of his advisory role, he is actively engaged in Nicosia Consulting International, LLC, a non-investment business he has operated since 1995. Eagle Equity Holdings is a small discretionary investment manager serving qualified investors through pooled vehicles and focused strategies. The firm emphasizes capital appreciation with concentrated, energy-oriented portfolios and employs a combination of fundamental, technical, and economic analysis.

Ryan Rocuant is a CFP® with four years of industry experience, currently serving as a financial advisor at Mutual Trust Advisory Group since 2021. Prior to joining Mutual Trust Advisory Group, he worked at Katherine L Nash Insurance Agency, Inc. and held roles outside finance including positions at Domino's Pizza and Miramar Lakes Beach and Golf. Mutual Trust Advisory Group provides financial planning, discretionary investment management, and wealth management services primarily to individual and high-net-worth clients. The firm employs an individualized, asset-allocation driven investment approach incorporating fundamental analysis, long- and short-term strategies, and uses tools such as direct indexing and AI for data processing.

Leo Renner is a CFP® with 12 years of industry experience currently advising at Meritum Wealth Management LLC in Dublin, Ohio. His prior roles include positions at The Zois Group LLC, Capital Analysts, Lincoln Investment, Lincoln Financial Group, and Prudential Insurance. He is also a licensed Medicare agent offering Medicare Advantage and Supplement products. Meritum Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, institutional clients, and charitable organizations. The firm uses a combination of quantitative and qualitative investment methods and engages in both long- and short-term strategies, including options trading.

Scott Schatzle is a CFP® professional with 18 years of industry experience. He has been with Mutual Trust Advisory Group since 2016 and has a background that includes work at Boston University. Schatzle also has experience in non-variable insurance. Mutual Trust Advisory Group offers financial planning, discretionary investment management, and wealth management services primarily to individual and high-net-worth clients. The firm employs an asset-allocation driven investment process with a variety of strategies and tools, and provides a broad range of consulting services including estate coordination and business succession planning.