MG&A Wealth

Hugo Calenzani is a financial advisor at MG&A Wealth with 19 years of industry experience. He holds a Series 66 designation and has been with MG&A Wealth since 2009. Calenzani is a managing member of MG&A Private Capital LLC, where he identifies and recommends private equity investment opportunities for qualified clients. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of portfolio management solutions, including discretionary and non-discretionary strategies, and specializes in private investments such as private equity and private debt.

Scarlyn Leonardo is a financial advisor at MG&A Wealth with a Series 66 designation and two years of industry experience. Prior to joining MG&A Wealth, Scarlyn has held positions at StoneX Securities Inc, A Life Well Spent & Charpentier Wealth Strategies, Lincoln Financial Advisors, and AIG. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary management through various platforms and manages private investment opportunities alongside traditional asset classes.

Scott Lam is a CFP® and Series 66 licensed financial advisor with MG&A Wealth, based in Plantation, Florida. He has seven years of industry experience, including prior roles at Municipal Credit Union and StoneX Securities Inc. Outside of financial advising, Lam manages a home décor business specializing in candles and also oversees a tax preparation firm. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across various platforms, including private investment opportunities and pooled investment vehicles.

Todd Battaglia is a financial advisor with MG&A Wealth, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with MG&A Wealth and its affiliated entities since 1999 and also has a long tenure with Stonex Securities Inc. Outside of advisory roles, he serves on the investment committee for Women of Tomorrow and acts as Secretary/Treasurer for the BNI Champions Networking Group. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management across various platforms, including private investment opportunities and sub-advisory roles for pooled investment vehicles.

James O’Halloran is a financial advisor at MG&A Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MG&A Wealth since 2010. In addition to his advisory role, he is a managing member of MG&A Private Capital LLC, focusing on private equity investments for qualified clients. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of investment solutions including private investment opportunities and manages both discretionary and non-discretionary portfolios through various platforms and model portfolios.

Karina Hinkelmann is a financial advisor at MG&A Wealth with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Securities LLC and HSBC Securities (USA) Inc. She has been with MG&A Wealth since 2017. MG&A Wealth provides financial planning and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering both discretionary and non-discretionary management across a range of investment platforms and private investment opportunities.