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Patrick C. Duff
Partner
MonetaSt. Louis, Missouri
Comprehensive financial planningWealth Management Providers
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Patti B. Black
Financial Advisor / Member Owner
Savant Wealth ManagementBirmingham, Alabama
Comprehensive financial planning
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Peter Mallouk
President & CEO
Creative PlanningOverland Park, Kansas
Wealth management
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Randy Capizzi
Sr. Investment Specialist
Fincadia Capital PartnersFarmingville, New York
Alternative investments22+ years since first registrationNo disclosures reportedFINRA report · Sep 20, 2026
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Richard H. Allison
Financial Advisor
Savant Wealth ManagementManassas, Virginia
Comprehensive financial planning
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Richard Spatola
Director of Business Development & Wealth Manager
Fincadia Capital PartnersMelville, New York
Wealth management38+ years since first registrationNo disclosures reportedFINRA report · Sep 20, 2026
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Robin Aiken
Senior Wealth Advisor, Shareholder
HB Wealth (formerly Homrich Berg)Atlanta, Georgia
Charitable planning
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Ron Rothchild
Sr. Financial Advisor
Fincadia Capital PartnersMelville, New York
Wealth management24+ years since first registrationDisclosures reportedFINRA report · Sep 20, 2026
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Ronan D. Cox
Managing Director & Wealth Advisor
Fincadia Capital PartnersNew York, New York
Wealth management30+ years since first registrationDisclosures reportedFINRA report · Sep 20, 2026
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Ryan Baney
Vice President, Wealth Advisor
Sequoia Financial GroupTampa, Florida
Portfolio management
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Ryan Best
Senior Wealth Advisor, Shareholder
HB Wealth (formerly Homrich Berg)Tampa, Florida
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