Norman Santori is a CFP® and ChFC® with 46 years of industry experience. He is a founding member of Santori & Peters, Inc. and has served as Owner and President of Risk Managers, Inc., a licensed insurance agency, since 1997. He allocates approximately 10% of his professional time to his licensed insurance activities. Santori & Peters serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides portfolio management, retirement plan consulting, and financial planning services, implementing a personalized investment process that combines fundamental, technical, and cyclical analysis across a range of investment vehicles.

Phillip Valley is a Series 66 licensed financial advisor with 30 years of industry experience. He has worked at Eastwind Capital Wealth Management since 2008 and has operated Estate Planning Professionals, an insurance services business, since 1991. He also serves as a member of the Stowe Mission Board of Directors, a nonprofit organization in Columbus, Ohio. Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to individuals, institutions, and charitable organizations. The firm employs a Specialized Strategic Investment Model focused on income and capital preservation, using a combination of fundamental, technical, and charting analysis.

Marcus Bickle is a financial advisor at Naples Money Management LLC in Naples, FL, holding a Series 65 designation with 10 years of industry experience. He has been with Naples Money Management since 2013. Naples Money Management serves individuals, high-net-worth clients, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, wealth management, and annuity management. The firm uses a combination of model portfolios and separately managed accounts, employing a top-down sector allocation followed by bottom-up security selection, and incorporates options strategies and leverage within its investment approach.

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.

Mark Ragonese is a Series 65 licensed advisor with six years of industry experience. He is affiliated with Pelican Wealth Advisors, LLC and is also employed by Bausch Health US, LLC in a non-investment role as an international customer service export representative. He is the CEO and owner of MAR Financial LLC, a holding company formed for tax purposes. Pelican Wealth Advisors, LLC is a fee-based investment adviser managing approximately $71.4 million for over 220 clients, primarily individuals, high-net-worth individuals, and trusts. The firm offers discretionary portfolio management and comprehensive financial planning services, employing fundamental, technical, and cyclical analysis to tailor investment programs to client objectives.

Francis Ragonese is a financial advisor at Pelican Wealth Advisors, LLC with 16 years of industry experience. He holds a Series 65 designation and has been involved with Pelican Wealth Advisors since 2010. Ragonese is also president of Pelican Financial Group, Inc., where he spends a significant portion of his professional time. Pelican Wealth Advisors, LLC manages approximately $71.4 million primarily for individuals, high-net-worth clients, and trusts, offering discretionary portfolio management and comprehensive financial planning services. The firm provides tailored investment programs and conducts public educational seminars and workshops.

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.

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.

Jackson Lounsberry is a financial advisor at Lyons Wealth Management with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes positions at MoneyBlock and Sia Capital Management LLC. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and select institutional clients. The firm employs a combination of fundamental and technical analysis with model-driven tactical allocation, routinely using options and derivatives in separately managed accounts.

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.

Matthew Chlopek is a financial advisor at Valley Oak Investment Strategies LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Fidelity Investments. He is also licensed as an insurance agent. Valley Oak Investment Strategies provides investment management, comprehensive financial planning, and consulting services primarily to business owners, families, and institutional retirement plans. The firm uses model portfolios, sub-advisers, and a model marketplace, and offers retirement plan consulting along with fiduciary services.

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.

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.

Dawn Litchfield is a financial advisor at Naples Money Management LLC with 40 years of industry experience. She holds a Series 63 designation and has been with Naples Money Management since 2010. Her prior work includes long-term roles at Litchfield & Nelson Partners, Mutual Service Corporation, and Litchfield & Nelson, Inc. Naples Money Management advises individuals, high-net-worth clients, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and wealth management services. The firm utilizes a top-down sector allocation combined with bottom-up security selection, employing equities, ETFs, options, and derivatives strategies within separately managed accounts.

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.