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 at EMA SMA LLC with a Series 65 credential and four years of industry experience. He has held roles at Graybeard BTC Management, LLC, EMA SMA LLC, Lavras, Rise Gold Corp., and Equity Management Associates, LLC. Lepard serves on the boards of Lavras and Rise Gold Corp. and is the sole member and manager of Equity Management Associates, LLC, as well as managing member of EMA Garp Fund, LP and EMA Garp GP, LLC. EMA SMA provides discretionary portfolio management for individuals, corporations, and business entities, focusing on customized investment strategies across a range of asset classes. The firm’s approach integrates fundamental, technical, cyclical, and charting analysis and includes active fund sponsorship and involvement in public company boards and alternative investments such as cryptocurrency and leveraged trading.

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 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.

Leo Renner is a CFP® with 12 years of industry experience currently advising at Meritum Wealth Management LLC in Dublin, Ohio. His prior roles include positions at The Zois Group LLC, Capital Analysts, Lincoln Investment, Lincoln Financial Group, and Prudential Insurance. He is also a licensed Medicare agent offering Medicare Advantage and Supplement products. Meritum Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, institutional clients, and charitable organizations. The firm uses a combination of quantitative and qualitative investment methods and engages in both long- and short-term strategies, 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.

Pasquale Antonetti Jr. is a financial advisor at Antonetti Capital Management, LLC with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Antonetti Capital Management since 2010. Antonetti Capital Management provides portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other business entities. The firm serves both high-net-worth and non-HNW clients, using a range of investment strategies and ongoing monitoring tailored to client circumstances.

Patrick Logue is a CFP® professional with eight years of experience in financial planning. He has been with Prudent Financial Planning since 2017 and previously worked at Ave Maria University. Prudent Financial Planning offers portfolio management and comprehensive financial planning services primarily for individual clients, including high-net-worth individuals, as well as charitable organizations and employer-sponsored retirement plans. The firm employs a primarily passive investment approach and provides financial planning through tiered service packages that integrate various planning areas and include access to an online platform and financial behavior coaching.

Nevin Woulas is a financial advisor at Pelican Wealth Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been associated with Pelican Wealth Advisors and related entities since 2015. Outside of his advisory role, he is vice president of Michael J. Woulas Ph.D., Inc. Pelican Wealth Advisors serves individual clients, high-net-worth individuals, and trusts with personalized financial planning, discretionary portfolio management, and sub-advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop investment strategies and conducts regular account reviews supported by third-party research.