Christine Shen is a financial advisor at ACE Wealth Management LLC with three years of industry experience. She holds a Series 65 designation and has been self-employed since 2012. ACE Wealth Management provides discretionary portfolio management to individual and high-net-worth clients, offering tailored investment programs and ongoing monitoring. The firm employs multiple analysis methods and incorporates equities, covered calls, fixed income, and options strategies, including uncovered options and short sales, within separately managed accounts.

Eric Kearney is a financial advisor at Retirement Wealth Advisors, LLC in Cape Coral, FL, holding a Series 66 designation with 19 years of industry experience. He has been with Retirement Wealth Advisors since 2018 and previously worked at Brookstone Capital Management. Kearney also conducts retirement education courses for the community through the SW Florida Education Network on a volunteer basis. 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 an active, risk-managed investment approach using low-cost ETFs, no-load mutual funds, stocks, bonds, and model portfolios, primarily managing accounts on a discretionary basis.

Christopher Ragain is a financial advisor at Sentinel Wealth Inc with 22 years of industry experience. He holds a Series 65 designation and has been involved with Sentinel Wealth Inc since 2000. In addition to his advisory role, he owns and operates two tax and accounting service businesses, Tax Planner Pro LLC and Sentinel Tax Inc. Sentinel Wealth Inc provides discretionary portfolio management and retirement-plan advisory services primarily to individual and high-net-worth clients. The firm integrates tax and accounting services with its investment management, offering proprietary model portfolios alongside a comprehensive Legacy BluePrint financial-oversight engagement.

Anna Khemkhajon is a financial advisor at Rinaldi Wealth Management, Inc. in Bonita Springs, FL, holding a Series 65 designation with two years of industry experience. Prior to her advisory role, she worked at Crestwell School for 13 years. Rinaldi Wealth Management serves individual and high-net-worth clients with 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 client goals and risk tolerance while conducting regular account oversight.

Gregory Lawrence is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Odiorne Point Asset Management, LLC. His prior experience includes roles at Estate Planners of New England and his own Lawrence Legacy Group, among others. He is also licensed to sell annuities and life insurance, earning commissions in this capacity. Odiorne Point Asset Management, LLC provides discretionary portfolio management primarily to individual clients, focusing on long-term investment strategies guided by personalized Investment Policy Statements. The firm uses proprietary asset-allocation models and operates as a small, three-advisor team managing approximately $66 million in assets.

Stacy Acevedo is a financial advisor at ACE Wealth Management LLC in Ft Myers, FL, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ACE Wealth Management since 2016. In addition to her advisory role, she manages and presents educational webinars through NGYEN CORP. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-faceted investment approach emphasizing equities and covered call strategies, incorporating derivatives and related tactics within separately managed accounts.

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.

Gavin Collins is a financial advisor at Monocacy Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles in real estate and education. Collins is also active as a sales agent and custom home specialist with Miloff Aubuchon Realty Group. Monocacy Wealth Management primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and analytical methods, and operates within an affiliated group that includes insurance and accounting services, enabling coordinated tax, insurance, and real estate analysis.

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.

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® 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.

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.