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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Michael D

Series 65

Gainesville, FL

Magna Vis Capital

Michael D'Antonio is a Series 65-licensed financial advisor with Magna Vis Capital in Gainesville, FL, where he has worked since 2023. He has two years of industry experience and also owns StockedUp, a software development company that provides educational content about the stock market via social media. Prior to his advisory role, he worked at Mount Carmel High School from 2013 to 2017. Magna Vis Capital is a sole-practitioner independent registered investment adviser serving individual and high-net-worth clients. The firm focuses on portfolio management and financial planning, emphasizing buy-and-hold equity and ETF strategies, with the use of charting, fundamental, and quantitative analysis, as well as options trading.

Options & derivatives strategies Active portfolio management General retirement planning College savings (529s, UTMA, etc.)
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Stanley G

Series 65

Chiefland, FL

Griffis Asset Management Company, LLC

Stanley Griffis is the sole advisor at Griffis Asset Management Company, LLC in Chiefland, FL. He holds a Series 65 designation and has six years of industry experience. In addition to his advisory role, he is a licensed attorney operating Griffis Law Firm, LLC, where he provides legal and mediation services. Griffis Asset Management Company is an independent registered investment adviser offering discretionary portfolio management and limited non-discretionary advice to individuals, pension and profit-sharing plans, and corporate entities. The firm employs a combination of analytical methods tailored to client objectives and risk profiles and integrates complementary financial planning as part of its services.

Wealth management Passive / index investing Active portfolio management
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Tyler C

CFP®, Series 66

Gainesville, FL

Chacon Diaz & Di Virgilio Wealth Management, LLC

Tyler Chacon is a CFP® with nine years of industry experience, currently serving as an advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior roles include positions at Tapfin/EY, Cetera Investment Services LLC, and Gte Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning.

College savings (529s, UTMA, etc.)
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Franklin L

Series 65

Gainesville, FL

Lentz Advisors

Franklin Lentz III is a financial advisor at Lentz Advisors in Gainesville, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Lentz Wealth Advisors, LLC, and Lentz Networks, LLC, where he serves as president of an IT and software sales and support business. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to institutional clients such as plan sponsors, pension and profit-sharing plans, and trusts, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments and offers specialized retirement plan services including acting as a Section 3(38) fiduciary.

General retirement planning Tax strategies for small businesses Wealth management
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Joseph L

Series 63, Series 66

Tioga, FL

Lowry Financial Advisors

Joseph Lowry Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a co-owner and principal at Lowry & Lowry, Inc. since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Debt management
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Joseph L

ChFC®, Series 63, Series 66

Tioga, FL

Lowry Financial Advisors

Joseph Lowry is a ChFC® with 44 years of experience in the financial services industry. He is the president and co-owner of Lowry Financial Advisors and has held leadership roles at related entities including Lowry & Lowry, Inc. Lowry is also the author of the book "Thanks Mom." Lowry Financial Advisors is a small, three-advisor firm that provides financial planning and wealth management services to individuals, families, and retirement plans. The firm emphasizes planning-driven advice using portfolio analysis tools and offers project-based or ongoing retainer engagements rather than discretionary asset management.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Debt management
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Franklin L

Series 63, Series 65

Gainesville, FL

Lentz Advisors

Franklin Lentz Jr. is a financial advisor with Lentz Advisors in Gainesville, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes over a decade at Raymond James Financial Services and leadership roles at Lentz Dodd Financial Group and other affiliated entities. Outside of advisory work, he serves as an independent insurance producer and consults on employee benefit plans. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to plan sponsors, pension and profit-sharing plans, trusts, and other institutional clients, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy utilizing fundamental, technical, and cyclical analysis across a variety of investment instruments and offers specialized retirement plan services, including Section 3(38) fiduciary capabilities.

General retirement planning Tax strategies for small businesses Wealth management
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James D

Series 66

Gainesville, FL

Chacon Diaz & Di Virgilio Wealth Management, LLC

James Divirgilio is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with the firm since 2010. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach primarily using ETFs, and offers discretionary portfolio management alongside comprehensive financial planning.

College savings (529s, UTMA, etc.)
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George M

Series 65

Gainesville, FL

Together Planning

George Mallini is a financial advisor at Together Planning with 10 years of industry experience. He holds a Series 65 designation and has worked at Ameris Bank and Together Planning during his career. Together Planning serves individuals, families, charitable organizations, small businesses, and SIMPLE IRA plan participants, offering financial planning, integrated planning with investment management, and asset-management-only services. The firm manages approximately $156 million in client assets and employs a disciplined investment process combining fundamental and cyclical analysis with Modern Portfolio Theory.

Retirement income strategy Social Security optimization Retirement withdrawal strategies Charitable giving tax strategies ESG / Sustainable investing
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Judson M

CFP®, Series 63, Series 65

Gainesville, FL

Together Planning

Judson Mallini is a CFP® professional with 19 years of industry experience, currently serving at Together Planning since 2015. He holds Series 63 and Series 65 licenses and is based in Gainesville, FL. Together Planning serves individuals, families, charitable organizations, small businesses, and SIMPLE IRA plan participants. The firm offers financial planning and investment management services tailored to client goals, employing a mix of fundamental and cyclical analysis alongside Modern Portfolio Theory, managing approximately $156 million in assets for about 177 clients.

Retirement income strategy Social Security optimization Retirement withdrawal strategies Charitable giving tax strategies ESG / Sustainable investing
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