5999 Central Avenue, Ste. 408 St. Petersburg, FL. 33710

Scott J. Petrucci, ChFC®

Our Staff

Learn more about our staff of professionals here at Scott J. Petrucci, ChFC® and how we can serve you. 

our founder

Scott J. Petrucci, ChFC®

Chartered Financial Consultant ®

Experienced

In 1987, Scott joined PFG, Inc. and started his independent Financial Planning career. He now services over $180M in client assets*. He employs a dedicated team of professionals to help clients achieve their life goals.

Trust

Because Scott has the unique ability of building personal trusting relationships with clients by simplifying complex financial concepts in a friendly, non-threatening way with a unique energy and passion.

Educator

Scott’s first job, after graduating with a degree in Education from The University of Florida, was teaching 1st grade in the Pinellas County School System in St. Petersburg, Florida. Yes, a teacher. He had to simplify ideas so that curious minds could comprehend the concepts being taught.

The "9-Box"

This “9-Box” process is hand - crafted, in- house, on a quarterly basis, from client submitted data and knowledge of what is managed by Scott’s firm. Each quarter, a personal letter is sent to clients advising them of any specific behavioral change needed to the portfolio to stay within mutually agreed risk targets.

*$85.51 million serviced at Cetera as reported in AdviceWorks on 6/3/2025.  $96.67 million serviced at Vicus Capital as reported in Wealthscape on 6/3/2025.

Ralph Mazzuoccolo

Wealth Manager

Educated

Ralph grew up in Bronx, NY and later moved to Ocala, FL where he attended the University of Florida for his Masters of Science in Management. He has 10+ years of experience as a Financial Advisor.

Trust

Ralph's goals are to establish client relationships on trust, integrity, and honor. Through this he can help clients have peace and confidence when building wealth, planning for retirement, and beyond.

Client-Focused

Ralph works with many varieties of clients such as Dentists and Dental Specialists, Families with Children, Faithful and Believers, Clients with $250,000 in investable assets, and clients who are willing to delegate responsibility when it comes to Finances (wealth building, investing, and planning for retirement.)

Raven Climo

Director of Operations
and executive assistant to scott petrucci, ChFC®

Client Focused

Raven oversees all office processes and client requests ranging from account opening and funding, updates, disbursements, and leads our Required Minimum Distribution project. She is well versed and experienced in handling the paperwork and processes for clients post-mortem.

Dedication

Raven has been a part of our firm since August of 2016. And dedicated herself to providing exceptional service to all our clients for almost a decade.

Student of the industry

Currently studying for her SIE, Series-65, and Series-7, Raven's goal is to be a Financial Advisor and continue her education and career in the financial world.

Roma Ostman

Workflow Director

Quality Service

Since June 2022, Roma has been wearing many hats in our firm. Currently, she oversees many operations and client servicing to ensure quality and exceptional service is made. Her main duties include managing the calendar, internal operations, and marketing.

Student of the industry

She graduated from University of South Florida St. Petersburg with her Bachelors in Economics with a focus on Economic Development in December of 2021. Now, Roma continues her education and has since passed the SIE Exam, now moving onto the Series-7 and Series-66 exams with the goal of becoming a Financial Advisor. 

Weston Kanyock

Operations Associate

Educated

He grew up in Largo Florida and stayed local, where he attended and graduated from the University of South Florida with a bachelor’s in economics, with a strong foundation in Finance and Business strategy. He was a partial owner of a social media marketing company before completing his education and has various work experience. Weston has passed the SIE and is now studying for his Series-65 with the goal of becoming a fully registered Financial Advisor.

Teamwork

Weston has been with our practice since March of 2024. Displaying phenomenal teamwork and customer service.

Student of the industry

Currently, Weston oversees and maintains the 9-box system, helps the office staff with different tasks, and plays an active role in servicing our clients.

Brianna Daviau

administrative assistant

Brianna joined our team in August of 2025.
 
She graduated with a degree in International Business from the University of South Florida. Brianna is currently studying for the SIE.
 
Brianna has a strong background in administrative work and human resources, and supports all back office operations. This includes client requests, account maintenance, and marketing.

Our Remote Staff

Kimberli Casner, Esq.
Senior Vice President & General Counsel at PFG, Inc.
David Rosenblatt
Director, Investment Strategies at Vicus Captial
Jacqueline Wigfield
Chief Operating Officer at Vicus Capital
Rob Hinson, CFA
Director, Investment Operations & Trading at Vicus Capital

David Rosenblatt is not affiliated with Cetera Advisor Networks LLC. Rob Hinson is a Registered Administrative Assistant of Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer.

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Our Services

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