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® 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.

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 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes positions at MoneyBlock and Sia Capital Management LLC. Lyons Wealth Management provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and select institutional clients. The firm employs a combination of fundamental and technical analysis with model-driven tactical allocation, routinely using options and derivatives in separately managed accounts.

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.

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.

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.

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.

Bertram Martin III is an investment advisor representative at RiverGlades Family Offices, LLC with nine years of industry experience. He holds Series 65 and Series 66 credentials and has held roles at firms including Robertson Stephens Wealth Management. Martin serves as a trustee of the Sister Margaret Freeman Foundation and volunteers on the finance committee for the St. Pete Free Clinic. RiverGlades Family Offices provides advisory services to high-net-worth individuals, multigenerational families, charitable organizations, and corporate clients. The firm integrates fundamental and technical analysis with modern portfolio theory, utilizing diversified ETF exposures and derivatives within separately managed accounts.

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.

Robert Gerstemeier is a CFP®-credentialed financial advisor with 22 years of industry experience. He is a principal at Gerstemeier Financial Group, LLC, where he has worked since 2009. The firm provides personalized financial planning and ongoing investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Gerstemeier Financial Group employs a strategic asset-allocation approach using passive index funds and ETFs for core exposures combined with tactical satellite allocations, managing approximately $143 million in discretionary assets for around 70 clients.

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.