Greg Belatti, J.D., MBA

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Greg joined HB Wealth in May 2025 as a Wealth Advisor with HB Wealth Family Office. He brings a unique blend of legal, operational, and leadership experience to his role. As a J.D./MBA with years of experience inside a multi-family office, Greg has spent his career helping families make smart decisions—whether it’s coordinating with advisors, planning for generational transitions, or just keeping the day-to-day running smoothly.

Before joining HB Wealth, Greg served as Partner and General Counsel for a family investment firm, where he helped lead strategic initiatives across legal, operations, and estate planning. His earlier career includes nearly a decade as a corporate attorney focused on franchise, real estate, and business transactions. He also served as a U.S. Navy Supply Corps Officer, where he was responsible for logistics and financial operations during overseas deployment—a role that shaped his steady, solutions-oriented approach.

Greg serves as an Advisory Board Member of the Chick-fil-A Peach Bowl.

Greg earned his undergraduate degree from the University of Notre Dame, earned his J.D. from the University of Illinois Chicago School of Law, and later added an MBA from the Georgia Tech Scheller School of Business.

When he’s not working with families or legal teams, you can find him spending time with his own family, coaching youth sports, or enjoying a round of golf.

Todd Wickwire

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Todd joined HB Wealth in January 2025 as a Shareholder after working with WMS Partners. He is a Mid-Atlantic Market Leader with HB Wealth Family Office, working with senior leadership to align growth priorities with the company’s overall mission and vision.

Prior to joining HB Wealth, Todd was CEO of WMS Partners, a multi-family office based in Baltimore, Maryland, that merged with HB Wealth in January of 2025. Before beginning his career in wealth management in 2019, Todd enjoyed a three-decade career in investment banking, holding senior positions across a variety of departments, including mergers & acquisitions, corporate finance, institutional sales & trading, and research. Todd began his career as an investment banker at Alex. Brown & Sons before joining Wells Fargo Securities as Head of Equity Capital Markets and ultimately assuming the role of Director of U.S. Equity Research. While at Wells, Todd was chairman of the firm’s equity transaction screening committee and a voting member of the firm’s equity underwriting commitment committee.

Todd graduated Phi Beta Kappa from Franklin & Marshall College and earned his MBA from the Wharton School of the University of Pennsylvania.

Molly Guenther, CFA, CFP®

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Molly joined HB Wealth in March 2025 as a Senior Wealth Advisor with HB Wealth Family Office. She works with her clients to help them achieve their long-term goals through financial planning, investing, and strategic estate planning.

Before joining HB Wealth, Molly spent eight years with Buffington Mohr McNeal in Boise, Idaho, as an Investment Strategist. She spent time at Montag Wealth Management and SunTrust Banks in Atlanta, GA, prior to moving to Idaho.

Molly holds a Bachelor of Science degree in Management from Georgia Institute of Technology. She is a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER® professional. Molly is a member and Past President and Trustee of the CFA Society of Atlanta and a member and past Trustee of the Alanta Estate Planning Council. She spent six years as an instructor for the CFA Society of Atlanta’s CFA Review Course. She was honored for Excellence in Finance by the Idaho Business Review in 2022.

Molly enjoys running, biking, watching baseball, and spending time with family and friends.

Please see Important Disclosure Information Regarding Awards and Recognition

Felicia M. Stringer

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Felicia joined HB Wealth in December 2024 as a Client Service Associate with HB Wealth Family Office, based in HB’s Palm Beach Gardens office. In her role, she assists advisors with money movement, reconciliation, management, paperwork, and new client onboarding. She also helps with meeting preparation and follow-up, as well as private alternative investments and tax document coordination.

Before joining HB Wealth, Felicia most recently served as Branch Leader for Truist, assisting clients with their financial needs and providing exceptional customer service. She was responsible for the day-to-day operations of the branch and managed staffing, risk and compliance, financial goals and sales, client complaints, and more.

She received her Associate’s degree from Palm Beach State College and her Bachelor’s degree in Early Childcare and Education from Florida Atlantic University.

In her free time, Felicia enjoys spending time with family and friends, watching movies, and shopping.

Brad Glover, CFA

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Brad joined HB Wealth in September 2024 as a Senior Wealth Advisor with HB Wealth Family Office. He specializes in delivering comprehensive wealth management strategies to ultra-high-net-worth families and family offices. With extensive experience in complex investment management, financial planning, tax strategy, estate planning, philanthropic initiatives, and family governance and education. Brad is adept at addressing the unique needs of his clients. His expertise in investment management enables him to provide a holistic approach, including customized asset allocations, investment selection, asset location strategies, risk management, and comprehensive performance reporting. Additionally, he has a robust background in private and alternative investing, further enhancing his ability to serve the needs of ultra-high-net-worth clients effectively.

Before joining HB Wealth, Brad served as Senior Vice President at Truist Wealth within the GenSpring segment (formerly GenSpring Family Offices), where he was responsible for the investment experience of approximately 25 families with assets exceeding $1.5 billion.

During his tenure, Brad was a member of GenSpring’s portfolio construction group and the NextGen committee, and he contributed to the family symposium steering committee. He also played a role in developing content for the firm’s family office services group and was a featured speaker at the firm’s numerous symposiums, NextGen conferences, and learning series focusing on topics such as next generation investing, behavioral and thematic investing, family office dynamics, and entrepreneurship.

Brad began his career at United Bankshares, where he initially served as a credit analyst, underwriting the bank’s most complex transactions with a primary focus on the commercial real estate and oil and gas sectors. He subsequently advanced into a management development role, gaining significant experience across all wealth management departments, including operations, compliance, sales management, and executive leadership. His performance ultimately led to his role as Principal of the bank’s dually registered broker-dealer and RIA subsidiary.

Brad graduated from West Virginia University with a B.S. in Accounting and Finance. He is a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Tampa Bay.

He enjoys spending time with his wife, three children, and adopted border collie, traveling, being outdoors, and playing golf.

Steve Cass, CFP®

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Steve joined HB Wealth in September 2024 as a Senior Wealth Advisor with HB Wealth Family Office. He has over 30 years of experience working with current and retired business owners and executives, along with multi-generational wealthy families who require complex investment, business succession, and generational wealth transfer services.

Before joining HB Wealth, Steve served as a Wealth Advisor for Truist Wealth. He joined SunTrust (now Truist) in 2000 as an Investment Manager where he managed high-net-worth portfolios and served in the fixed-income strategy group. In 2005, Steve transitioned to a Wealth Advisor role, coordinating a team to deliver a suite of comprehensive wealth management services. Additionally, in 2007, he was appointed City President of the Clearwater and North Pinellas market, where he represented the bank in marketing and community development.

An active member of the community, Steve serves on the Board of Directors and is a past Chairman of the Morton Plant Mease Healthcare Foundation and a prior Board Member of Morton Plant Mease Hospitals. He has previously served on the board of Directors and is a past President of the Pinellas County Estate Planning Council. Steve is currently Co-Chair of Gasparilla on the Gulf, a fundraising gala supporting Random Acts of Flowers.

Steve received his B.S. degree in Social Science with an emphasis on Economics from Florida State University and is a CERTIFIED FINANCIAL PLANNER® professional.

He enjoys golf trips, cooking, and spending time with his wife, Kimberly, daughter, Mallory, and cat, Coco.

Benjamin DePalmo, CFA

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Benjamin joined HB Wealth in September 2024 and serves as an Associate Wealth Advisor with HB Wealth Family Office. He is responsible for developing comprehensive financial and investment strategies to help client families navigate their financial decisions.

Before joining HB Wealth, Ben worked as an Investment Analyst at Truist Wealth where he focused on client-specific investment strategies for individuals and families. He started his career as a Wealth Associate where he worked closely with Wealth Advisors on building customized wealth plans that focused on retirement planning, investment strategy, and risk management.

Ben graduated from Florida State University with a Bachelor of Science in Finance and is a CFA charterholder.

He enjoys traveling, playing the guitar, and spending time with family and friends.

Marjorie L. Sjostrom

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Marjorie joined HB Wealth in September 2024 and serves as a Senior Client Service Associate with HB Wealth Family Office. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations for ultra-high-net-worth clients.

Before joining HB Wealth, she worked for Truist Wealth Management (previously SunTrust Bank) for 23 years providing client service and support.

Marjorie enjoys gardening, reading, and trying new recipes.

John Willoughby, CFA

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John joined HB Wealth in September 2024 as a Senior Wealth Advisor with HB Wealth Family Office. He has over 30 years of investment management experience and is focused on portfolio construction and investment management for a select group of client families. John builds customized investment portfolios to meet the unique financial needs of the families he works with, using a combination of public and private equity, debt, and alternative investment vehicles in an open architecture environment.

Before joining HB Wealth, he spent 14 years as a Senior Vice President and Senior Investment Manager at Truist Wealth, where he was responsible for approximately $1.2 billion in client investment assets under management. Before Truist Wealth, he was a Senior Portfolio Manager with Key Private Bank in Ft. Myers, FL. In addition to managing client portfolios, John served as one of seven members of Key Private Bank’s Investment Strategy Committee, which formulated the bank’s market outlook and tactical asset allocation guidelines used by all Key Private Bank teams nationwide. Before Key Private Bank, John was a Portfolio Manager with the U.S. Trust division of Bank of America (now Bank of America Private Bank) in Savannah, GA, where he managed investment portfolios for high-net-worth families, charitable trusts, and endowments.

John is a graduate of Auburn University with a degree in Finance. He has held the Chartered Financial Analyst (CFA) designation since 2001 and is a member of the CFA Society of Tampa Bay.

He lives in Tampa with his wife and three children. John enjoys fishing, boating, and hunting with family and friends.

Casey R. Jackman

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Casey joined HB Wealth in September 2024 as a Client Service Associate with HB Wealth Family Office. She works with the client service teams to assist with money movement, client meeting preparations, account opening, and maintenance.

Before joining HB Wealth, Casey worked as a Wealth Support Specialist II for Truist. She was with Truist for nine years, starting as a Branch Banker until transitioning to the Wealth Department where she assisted in client servicing and needs.

Casey is an active member of the Pinellas County Beekeeper Association. She received her bachelor’s degree in Business Management from the University of South Florida.

She enjoys spending quality time with her sister and parents, gardening, running, reading, and beekeeping.

Ryan Best, CFP®

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Ryan joined HB Wealth in September 2024 and serves as a Senior Wealth Advisor with HB Wealth Family Office. He works with ultra-high-net-worth families to help manage their complex financial needs. Ryan brings over 23 years of wealth management experience to his clients, serving as lead advisor to multi-generational families, executives, and business owners.

Before joining HB Wealth, Ryan served as a Managing Director at Truist Wealth for over 13 years. Before Truist, he was a Wealth Advisor at Wells Fargo Private Bank for over 10 years, leading client relationships to help deliver a comprehensive suite of wealth management services. Ryan brings a wide range of expertise to HB, ranging from family office management, financial planning, estate and charitable planning, risk management, and family governance.

Ryan received his undergraduate degree from The University of South Florida School of Business with a B.S. in Marketing and a minor in Economics. Ryan is also a CERTIFIED FINANCIAL PLANNER® professional.

He enjoys golfing, fishing, surfing, and traveling with his wife and two young daughters.

Melissa A. Baron

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Melissa joined HB Wealth in September 2024 and serves as a Senior Client Service Associate with HB Wealth Family Office. She works with the client service teams to assist with money movement, account paperwork, and meeting preparations for ultra-high-net-worth clients.

Before joining HB Wealth, Melissa served most recently as a Sr. Wealth Support Specialist, Assistant Vice President with Truist Bank. She brings a wide range of expertise to the firm, ranging from managing a portfolio of ultra-high-net-worth clients and their families to providing comprehensive client and advisory support to specialty-specific activities and banking solutions. Melissa started her banking career with SunTrust (now Truist) in 2010. During her time with SunTrust she led a sales team, focusing on talent development and achieving business goals. Her leadership and client management skills were recognized with multiple SunTrust/Truist Performance Excellence Awards (2011, 2012, 2014-2015, 2023). Melissa’s work at Truist highlights her ability to handle complex tasks, train staff, and maintain a high level of client satisfaction.

Melissa is NMLS registered and a previous bank officer with Truist Bank.

She enjoys traveling, especially to the Caribbean with her partner. Melissa stays active with her twin sons, engaging in activities like spending time at the beach, trampoline parks, and the movies. Originally from Long Island, NY, she moved to Florida at 18 and has made it her home for over 20 years.