Anna Khemkhajon is a financial advisor at Rinaldi Wealth Management, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Rinaldi Wealth Management, she worked at Crestwell School for 13 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, risk tolerance, and time horizon.

Gregory Lawrence is a CFP® with 22 years of industry experience, currently serving at Odiorne Point Asset Management, LLC. He has been involved with multiple firms including Estate Planners of New England and Pelican Wealth Advisors LLC. Lawrence also sells annuities and life insurance on a commission basis. Odiorne Point Asset Management, LLC provides discretionary portfolio management and investment advice primarily to individual investors, using a long-term trading approach with proprietary asset-allocation models. The firm offers ongoing portfolio monitoring and integrates insurance product recommendations alongside its investment services.

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 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.

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.

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.

Estefania Gorman is a financial advisor at Scala Capital LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at First Trust Advisors L.P., First Trust Portfolios L.P., Oppenheimer & Co., and Wells Fargo Advisors. Outside of her advisory role, she works as a delivery driver for a local delivery service. Scala Capital serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through model portfolios and employs a range of investment strategies including technical, fundamental, and cyclical analysis, as well as options and short-sale strategies.

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.