Chad Norfolk, CFP®

by

Chad joined HB Wealth in January 2025 after working with WMS Partners. He serves as a Senior Wealth Advisor and Advisory Team Leader with HB Wealth Family Office. He helps clients gain the clarity, confidence, and guidance they need to make thoughtful financial decisions and achieve their long-term goals. In addition to advising clients, Chad is deeply involved in strategic initiatives across the firm and is passionate about innovation, continuous improvement, and enhancing the overall client experience.

Chad has worked in the wealth management industry since 1997. He began his career as a partner in a family office specializing in the needs of professional baseball players. From 2006 to 2014, he served as a Senior Advisor, Partner, and Chief Operating Officer of a Registered Investment Advisor in Columbia, Maryland. In 2014, Chad joined WMS partners, where he advised families, contributed to firm leadership, and served as a board member prior to the firm’s merger with HB Wealth

Over the course of his career, Chad’s insights have been featured in several leading publications, including The Wall Street Journal, MarketWatch.com, Investor’s Business Daily, Financial Planning, and the Baltimore Business Journal.

Chad is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Family Wealth Alliance and Ultra-High Net Worth Institute, and a graduate of the 2015 Charles Schwab Executive Leadership Program.

He is also committed to serving his community. Chad is a former board member of the Ulman Fund, an organization dedicated to supporting young adults impacted by cancer. He has also remained active in Carroll County as a long-time travel soccer coach.

Outside of the office, Chad enjoys spending time with his family and staying active through boxing classes, weightlifting, soccer, golf, and racquet sports.

Martin Eby, CFP®

by

Martin joined HB Wealth in January 2025 after co-founding WMS Partners in 1993, where he served on the Board of Directors and chaired the firm’s Real Estate Investment and Charitable Committees. Martin served as Chief Advisory Officer, leading the firm’s Advisors and Client Services Teams until December 2017. As Senior Wealth Advisor with HB Wealth Family Office, Martin is responsible for the general operations and management of the firm’s Family Office clients. This includes overseeing the investment of funds, managing risk, supervising cash management activities, and executing strategies to support the family’s current and future needs.

Prior to forming WMS Partners in 1993, Martin served as a Financial Advisor at CIGNA Individual Financial Services and the Charter Corporation.

Martin has been recognized by Forbes as a Best-in-State wealth advisor in 2020, 2021, 2022, 2024, and 2025.

Martin is a member of the Board of Trustees of Cristo Rey Jesuit High School, where he serves as Chair of the Investment Committee as well as on the Development Committee. Previously, Martin served on the Board of Trustees of The Odyssey School in Stevenson, MD, as Chair of the Investment Committee. Martin has also been active in various associations, including The Associated Catholic Charities of Baltimore, The McDonogh School, Notre Dame Preparatory School, The U.S. Naval Academy, and his church.

Martin is a graduate of Loyola University, where he earned a Bachelor of Arts in Business Administration. He earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 1986 and was a member of the National Association of Personal Advisors (NAPFA) for over 15 years.

A fourth-generation Baltimore native, Martin has been married for over 30 years and has three children and two grandchildren.

Please see Important Disclosure Information Regarding Awards and Recognition.

Keir Pienaar, CFP®

by

Keir joined HB Wealth in June 2025 as an Associate Wealth Advisor with HB Wealth Family Office. He helps clients align their financial and family goals to achieve greater peace of mind. He brings deep expertise in cash flow management, financial planning, strategy, and investing, tailoring solutions to each client’s unique needs. Keir has guided families through a wide range of life events—both challenging and pivotal—helping them confidently navigate their financial futures.

Prior to joining HB Wealth, Keir spent six years at a boutique wealth management firm in Atlanta, where he rose from one of the first interns to Vice President of the Advisory Department. In this role, he led the firm’s financial planning initiatives, oversaw its internship program, and served on the management team. Keir was especially focused on making complex financial strategies clear, relatable, and actionable.

Keir earned his Bachelor’s Degree in Business Administration with a concentration in Finance from the J. Mack Robinson School of Business at Georgia State University. He is a CERTIFIED FINANCIAL PLANNER® professional.

In his spare time, Keir enjoys staying active—whether at the gym, on the golf course, or traveling to new countries. He has a passion for exploring different cultures and cuisines and is an avid chess player. Outside the office, you’ll often find him discovering new coffee shops, spending time with family, or perfecting his steak-cooking skills.

Robert DiBenedetto

by

Robert joined HB Wealth in July 2025 as a Wealth Advisor with HB Wealth Family Office. He is responsible for providing investment and wealth planning advice to business owners and their families, along with their trusts, estates, retirement plans, and foundations. In conjunction with HB, he provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multi-generational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses.

Before joining HB Wealth, Robert spent six years with Bernstein Private Wealth Management in Atlanta. He brings deep experience from his prior role as a Wealth Advisor, primarily serving business owners, their families, retirement plans, and foundations.

An engaged member of the Greenville, SC community, Robert recently served as President of the Christ Church Episcopal School Alumni Association, where he helped foster meaningful alumni engagement and supported the organization’s mission alongside a dedicated team of volunteers. He will continue to serve in a leadership role as Past President in the coming year.

Robert earned his Bachelor’s degree in English with a concentration in Writing & Publication Studies from Clemson University and went on to receive his International Master’s in Business Administration from the University of South Carolina. He is registered with FINRA.

Robert’s passions, which include sports, hunting, fishing, and conservation work, are seasonal by nature and keep him looking forward to each rotation around the sun. He finds the most joy in fellowship and sharing his love for the outdoors with others — especially his wife (Hannah), son (Robert), daughter (Leigh), and black lab (Boozie).

Greg Belatti, J.D., MBA

by

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

by

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®

by

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

Brad Glover, CFA

by

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.

Benjamin DePalmo, CFA

by

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.

Larry Parkin, CFP®

by

Larry joined HB Wealth in July 2024 as a Market Leader for Florida’s HB Wealth Family Office. He is an experienced wealth leader with an extensive background (25 years) in private banking and family office services.

Before joining HB Wealth, Larry served most recently as the Managing Director leading West Florida for Truist’s Private Wealth Management division. He started his career at SunTrust Bank in 1998 in a management training program. He graduated to become a successful Middle Market Banker in SunTrust’s Commercial line of business for the next five years. Larry then transitioned into a leadership role in SunTrust’s Private Wealth Management group managing the Tampa Bay region. His geographic responsibilities ultimately grew to include all of West Florida (Sarasota through Naples).

Active in his community, Larry has been Chairman of the Arts Center in St. Petersburg, volunteered for the city through the Suncoasters organization, graduated from Leadership Tampa Bay, sat on the Board of The Tampa Connection, and hosted fundraisers for Bayfront Hospital and Equality Florida.

Larry graduated from the University of Florida with dual degrees in Finance and Insurance, and a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER® professional, completed a three-year Securities Industry Institute at the Wharton Business School at the University of Pennsylvania, and spent 10 years on FINRA’s National Series 7 Exam Committee.

He enjoys traveling (cruising, RVing, and Europe), tennis, and boating.

Keith Johnson, CFP®

by

Keith joined HB Wealth in September 2024 and serves as a Senior Wealth Advisor with HB Wealth Family Office. He has over 20 years of experience delivering comprehensive wealth management solutions to high-net-worth and ultra-high-net-worth families. In his role, Keith tailors the services based on the complexity of each client’s specific needs to reach their unique goals.

Before joining HB Wealth, Keith was a Managing Director with Truist Wealth, focusing on estate planning, investment, and risk management, as well as credit and banking solutions. As a Wealth Advisor within Truist, he worked as the lead relationship manager to high-net-worth and ultra-high-net-worth individuals and families providing thoughtful comprehensive advice. Keith specializes in pre-sale transaction planning, helping to guide clients through business transitions.

An active member of the community, Keith serves as the current Board Chair for Children First, Inc. in Sarasota. He also serves on the boards of The Gulf Coast Community Foundation and the Boys and Girls Club of Manatee County.

Keith graduated from the University of Florida with a Bachelor of Science in Accounting and earned his M.B.A. from The Georgia Institute of Technology. He is also a CERTIFIED FINANCIAL PLANNER® professional.

He enjoys traveling, boating, golfing, and spending time with family and friends.

Drew LaGrande, J.D., LL.M.

by

Drew joined HB Wealth in September 2024 as a Wealth Strategist with HB Wealth Family Office. He brings over 20 years of experience advising ultra-high-net-worth families on comprehensive wealth management. Drew’s role involves tailoring advice based on each client’s unique lifestyle and legacy goals to address both family-wide and individual needs. Utilizing HB’s holistic approach, Drew ensures effective planning by offering ongoing, personalized support in areas such as tax-efficient wealth transfers, business and estate planning, and asset protection.

Drew began his career as an estate planning attorney with Nelson & Nelson, PA in North Miami Beach, FL, where he provided counsel on states, trusts, trust and probate administration, tax planning, business succession, asset protection, and planned giving. He later returned to Tampa/St. Petersburg area to join Gassman, Crotty & Denicolo, PA, where he focused on tax planning and asset protection. Drew then moved his practice to Akerman Senterfitt, becoming a partner in the trusts and estates department in 2008.

In 2012, Drew transitioned to PNC Family Wealth as a Senior Wealth Planner, continuing in similar roles with GenSpring SunTrust Private Wealth and Truist Wealth before joining HB Wealth. He discovered that by thoroughly listening to clients and understanding their goals and objectives, their advisory teams could create and implement plans that clients understood and appreciated.

Drew is a member of the Florida Bar Association (Real Property and Probate Tax sections) and has contributed to several publications as an author and editor on various planning topics.

He and his wife have two adult children and in his spare time enjoys spending time with his family, traveling, and hiking.