Dustin Rinaldi is a CFP® with 20 years of experience in the financial services industry. He is the president of the Rinaldi Foundation for Financial Education, which provides free educational seminars to help retirees manage retirement planning and avoid poverty. Rinaldi is principal at Rinaldi Wealth Management, Inc., a firm serving individual and high-net-worth clients with discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm manages approximately $243.2 million in discretionary assets and emphasizes asset allocation and mutual fund/ETF analysis tailored to clients’ goals and risk tolerance.

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.

Joseph Lanza is a financial advisor with Retirement Wealth Advisors, LLC in Cape Coral, FL, holding a Series 65 designation and six years of industry experience. His work history includes roles at Brookstone Wealth Advisors LLC and Retirement Wealth Advisors, LLC, as well as non-financial positions in the restaurant and hospitality sectors. He is also a licensed insurance agent in Florida. Retirement Wealth Advisors is a fee-only registered investment adviser offering financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, with a focus on upside potential and current income.

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® professional with 20 years of industry experience, currently serving at M&M Wealth Management, LLC in Fort Myers, FL. His prior roles include positions at J P Turner & Company Capital Management, FSC Securities Corporation, and MSI Financial Services. He is also owner of M&M Insurance Services, LLC, where he analyzes insurance illustrations and provides quotes for new policies. M&M Wealth Management, LLC offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and maintains a structure where portfolio managers manage separate client books using different trading styles, while also being licensed insurance agents offering commissionable insurance products.

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® professional with four years of industry experience currently advising at Momentum Wealth Planning. His background includes positions at Ameriprise Financial Services and a three-year tenure at Liberty University. He holds the Series 66 designation and is based in Estero, Florida. Momentum Wealth Planning serves individuals, families, family offices, trusts, private foundations, and qualified retirement plans with discretionary and non-discretionary investment management as well as limited financial planning and retirement plan advisory services. The firm employs a tactical allocation approach using momentum factors to adjust portfolios and manage risk, offering option strategies or traditional buy-and-hold models based on client needs.

Jackson Lounsberry is a financial advisor at Lyons Wealth Management with 20 years of industry experience. He holds the Series 63, Series 66, and Series 65 licenses. His prior roles include positions at MoneyBlock, Sia Capital Management LLC, and Great Lakes Advisors, among others. Lyons Wealth Management provides discretionary investment management to individuals, trusts and estates, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios and advisory services that combine fundamental and technical analysis with quantitative risk models and option-based strategies, serving both direct clients and third-party platforms.

David Haas is a ChFC® with 29 years of industry experience. He is the principal advisor at Haas Financial, Inc., where he has worked since 2024. Prior to founding his firm, he spent 11 years at Commonwealth Financial Network and 3 years at LPL Financial. Haas is also a licensed insurance professional, dedicating less than 10% of his time to this activity. Haas Financial, Inc. serves individual and high-net-worth clients, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm manages approximately $98.4 million across 138 client relationships and offers customized portfolios with a long-term orientation, using equities, ETFs, and diversified mutual funds, along with 3(38) retirement plan advisory services.

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.

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 a financial advisor at Pinelight Financial PLLC with nine years of industry experience. He holds a Series 65 designation and has worked at Pinelight Financial LLC since 2022. Prior to that, he was with DHJJ, Ltd. and DHJJ Financial Advisors, Ltd. from 2013 to 2022. In addition to his advisory role, Johnson provides accounting services in conjunction with investment advisory services. Pinelight Financial serves individual clients, retirement and pension plans, and business clients by offering financial planning, portfolio management, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analyses with active and passive strategies, emphasizing customized asset allocation, tax efficiency, and risk management.

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.