Karim Mawji is a CFA® charterholder with three years of industry experience. He is currently the sole advisor at Eagle Talon Partners and has prior experience with Paragon Intel and Dentonia Park Capital Management. Eagle Talon Partners manages separately managed accounts for high-net-worth individuals, family offices, and institutional investors, employing an event-focused investment approach that combines fundamental and systematic analysis across global equities, derivatives, and ETFs. The firm offers a range of strategies and bespoke investment products, including concentrated long and short positions and thematic ETF overlays.

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.

Lawrence Lepard is a financial advisor with EMA SMA LLC, holding a Series 65 designation and five years of industry experience. He is the sole member and manager of Equity Management Associates, LLC, an exempt reporting adviser, and serves as a board member of Lavras and Rise Gold Corp. His career includes management roles at multiple investment entities and private funds. EMA SMA provides discretionary portfolio management and investment advisory services to qualified high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, utilizing both long- and short-term strategies across a variety of instruments, with a particular emphasis on precious-metal equities.

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.

Michael Pento is a financial advisor at Pento Portfolio Strategies, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at his current firm since 2011. Pento Portfolio Strategies serves individuals, high-net-worth clients, corporations, and other advisors by providing portfolio management, financial planning, tax, and accounting services. The firm employs an actively managed approach based on its Inflation/Deflation and Economic Cycle (IDEC) model and offers both growth- and income-oriented strategies, including services delivered through third-party platforms.

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.

Justine Coleman is a financial advisor at Pento Portfolio Strategies, LLC with 12 years of industry experience. She holds a Series 65 credential and has been with the firm since 2013. Based in Naples, FL, she works alongside one other advisor at the firm. Pento Portfolio Strategies serves individual and high-net-worth clients as well as select investment companies by providing discretionary portfolio management, Investment Policy Statements, and tax and accounting services. The firm employs a proprietary Inflation/Deflation and Economic Cycle (IDEC) model that integrates macro analysis and technical screening to guide active portfolio positioning, complemented by subscription-based alerts and in-house tax capabilities.

Christopher Vernon is a financial advisor with Andrew Hill Investment Advisors, Inc. in Naples, FL, holding a Series 65 credential and 10 years of industry experience. He has been with Andrew Hill Investment Advisors since 2016 and concurrently operates Vernon Litigation Group as an attorney since 2008. Outside of his advisory and legal work, he is involved with Griffon Force, LLC, a company focused on identity-theft protection and restoration, and Investor Life Guard LLC, an investor watchdog group. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans, including captive insurance companies. The firm customizes portfolios with a mix of fundamental, technical, cyclical, and behavioral analysis, incorporates ESG factors, and offers services that extend to legal referrals and administrative assistance uncommon among similar-sized firms.

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 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.

Dawn Litchfield is a financial advisor with Naples Money Management LLC, holding a Series 63 designation and bringing 40 years of industry experience. She has worked at Naples Money Management since 2010 and has been associated with Litchfield & Nelson Partners since 1996, as well as Mutual Service Corporation since 1989. Naples Money Management provides investment management, financial planning, and wealth management services for individuals, high-net-worth clients, and charitable organizations. The firm utilizes a top-down, sector-oriented investment approach combined with branded strategies that may include options and derivative tactics.

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 serving at Meritum Wealth Management LLC. His prior roles include positions at The Zois Group LLC, Capital Analysts, Lincoln Investment, Lincoln Financial Group, and Prudential Insurance Company of America, among others. He is also a licensed Medicare insurance agent offering Medicare Advantage and Supplement products. Meritum Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, institutional clients, and charitable organizations. The firm utilizes a blend of quantitative and qualitative investment strategies and offers active portfolio management 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.

Mitchell Pruitt is a CFP® professional with two years of experience at Pruitt Richmond Wealth Management LLC. He has worked at Pruitt Cordell & Associates since 2011 and serves as a CPA there. Pruitt is also a licensed insurance agent, though he does not offer insurance products to clients of Pruitt Richmond Wealth Management. Pruitt Richmond Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a tailored, discretionary approach based on modern portfolio theory and maintains an affiliation with an accounting firm, offering integrated services outside the advisory relationship.

Shakeel Dewji is a financial advisor at Aurora Investment Managers, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Aurora Investment Managers since 2008. Aurora Investment Managers is a fee-only registered investment adviser managing approximately $323 million across about 179 client accounts. The firm offers customized portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, employing a strategy that integrates fundamental and technical analysis with both long- and short-term positions.