Bradley Stevens is a financial advisor at Knight Family Wealth with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Jarred Bunch Consulting, LLC for four years. Stevens is also a licensed agent selling property and casualty insurance, as well as fixed life and health insurance. Knight Family Wealth provides portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a digitized subscription platform for family governance and wealth planning and frequently employs sub-advisers and third-party money managers across a variety of investment vehicles.

Frederick Krokenberger is a CFP® with 43 years of industry experience. He is currently with FactorPoint Planning, LLC, where he has worked since 2026. Prior to that, he spent 17 years at Morgan Stanley and 11 years at Morgan Stanley Private Bank, National Association. FactorPoint Planning, LLC provides financial planning, consulting, and discretionary wealth management services with a focus on trusts, estates, corporations, and retirement plan clients. The firm uses a structured planning process and evidence-based investment strategies emphasizing low-cost, tax-efficient, diversified portfolios primarily built with systematic, rules-based ETFs and factor tilts.

Bradley Rosley is a CFP® with 39 years of industry experience, currently serving at Fortune Financial Group, Inc. in Naples, FL. He has previously worked at American Trust Investment Services Inc. and LCM Capital Management Inc. Rosley is also an author, having written a book. Fortune Financial Group provides financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, offering comprehensive planning across various financial areas.

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.

Marcus Bickle is a financial advisor at Naples Money Management LLC in Naples, FL, holding a Series 65 designation with 10 years of industry experience. He has been with Naples Money Management since 2013. Naples Money Management serves individuals, high-net-worth clients, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, wealth management, and annuity management. The firm uses a combination of model portfolios and separately managed accounts, employing a top-down sector allocation followed by bottom-up security selection, and incorporates options strategies and leverage within its investment approach.

Calvin Koonce is a financial advisor at Montgomery Investment Management Inc with 45 years of industry experience. He has been with Montgomery Investment Management since 1987 and has operated Koonce Securities, Inc. since 1979. He holds Series 63 and Series 65 designations and serves as a director of VSEC. Montgomery Investment Management provides portfolio management and investment advice to high-net-worth individuals, families, trusts, retirement accounts, charitable organizations, and institutional clients. The firm focuses on value-oriented, fundamental analysis with a long-term horizon and maintains a relatively concentrated portfolio approach.

Henry Basra is a financial advisor at Knight Family Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Pinewood Group LLC, Channel Investments LLC dba Tria Beauty, Sears Hometown Stores, and Transformco / Sears Holdings Corporation. Knight Family Wealth provides discretionary and non-discretionary portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a digitized subscription platform for family office services and frequently employs sub-advisers and third-party money managers to tailor investment strategies to client objectives and risk tolerances.

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.

Ronald Degasperis is a financial advisor with Fieldstone Money Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to his advisory role, he has worked as an accountant since 1990. Fieldstone Money Management serves individual and high-net-worth clients by providing discretionary asset management with a focus on fundamental and technical analysis, employing a range of investment strategies including long-term, short-term, and trading approaches. The firm is noted for its affiliation with accounting and tax services, with principals dedicating significant time to those activities.

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.

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.

John Hummel is a financial advisor at AIS Capital Management L.P. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with AIS Futures Management LLC and AIS Capital Management LLC since 1993. He is also the owner of Hummel Inc., a commodity pool operator. AIS Capital Management L.P. provides discretionary investment management to individuals, family offices, endowments, foundations, pension plans, trusts, and pooled investment vehicles. The firm focuses on absolute-return strategies through discretionary global macro, futures, and long-only tactical asset allocation approaches, utilizing futures, options, and leverage in some programs.