Meet The Team

Branden C. Schiralli is the CEO and Founder of Generational Wealth™, a comprehensive wealth management firm headquartered in Palm Beach Gardens. He leads a high-performance team specializing in customized financial planning, advanced wealth strategies, and institutional-grade investment management for families, executives, and business owners.

Recognized for his industry leadership and impact, Schiralli has earned numerous distinctions, including Financial Planner of the Year and Investment Manager of the Year. He is a lifetime member of the prestigious Million Dollar Round Table (MDRT) at the Top of the Table level—an honor reserved for the top 2% of financial professionals globally. His thought leadership has been featured in Round the Table Magazine, MDRT’s global publications, blogs, and podcasts. Branden has also served as a keynote speaker at MDRT Conferences and at the Annual Conference of the National Association of Insurance and Financial Advisors (NAIFA). NAIFA additionally recognized him as Top Advisor in Florida and Top 4 Under 40 for excellence in leadership and professional achievement.

Branden holds the Certified Private Wealth Advisor® (CPWA®) designation from the University of Chicago Booth School of Business, a Certificate in Financial Planning from New York University, and a Certificate in Business Negotiations from the University of Notre Dame. He also earned the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. A former student-athlete, Schiralli graduated with dual degrees in Business and Speech Communications from the University of South Florida.
He maintains fiduciary responsibility and is licensed with the FINRA Series 7, Series 66, and 2-15 Insurance credentials.

His leadership experience extends well beyond his firm. Branden is Past President of NAIFA–Palm Beaches and the Executives Association of the Palm Beaches, and serves as President of Cardinal Newman High School’s Varsity Alumni Organization. He is the current Chair of the Exec’s Economic Forum and the Founder and Chair of The Roundtable™, an annual executive and economic forum. He also serves on Cardinal Newman’s Athletic Committee, remains an active member of USF’s Football Alumni group, and supports a number of local veterans organizations through philanthropic initiatives.

Branden resides in Palm Beach Gardens, Florida, with his wife Payton.

Eugene L. Rodriguez is a CERTIFIED FINANCIAL PLANNER® and Chief Growth Officer at Generational Wealth™. With a deep commitment to financial excellence, Eugene specializes in wealth management, providing tailored financial solutions that help clients achieve long-term financial security.

Generational Wealth is dedicated to creating customized financial plans, offering expertise in retirement strategies, portfolio management, tax reduction strategies, and insurance planning. With a client-first approach, Eugene ensures individuals, families, and business owners have a clear and strategic path to building and preserving their wealth across generations.

Beyond his professional success, Eugene is passionate about giving back to the community. He has been actively involved with Make-A-Wish and Gigi’s Playhouse charities, making a meaningful impact on the lives of children and families. His dedication to excellence was recognized in 2010, when he received the prestigious Top Four Advisors Under 40 award, presented by the National Association of Insurance and Financial Advisors (NAIFA).

Eugene is a proud graduate of the University of Alabama at Birmingham, where he was a student-athlete. As the captain of the baseball team, he played catcher, demonstrating leadership and dedication that continue to define his professional and personal life.

Eugene and his wife, Candice, reside in Tampa with their three daughters, Demi, Scottie, and Sevi. He is an avid golfer and enjoys coaching his daughters’ flag football team, sharing his passion for sports and mentorship. 

Jason Bulinski, CFA, serves as the Chief Investment Officer of Generational Wealth™. He leads the firm’s investment strategy, portfolio management, and risk oversight across both client and institutional portfolios. Known for his disciplined yet dynamic investment approach, Jason brings a rare blend of experience across fundamental, quantitative, and macro investing.

Prior to joining Generational Wealth™, Jason founded Five Dimensions Investment Management, a specialty investment boutique and registered investment advisor launched in 2022. There, he oversaw portfolio construction, optimization, and strategic positioning for both high-net-worth and institutional clients.

Jason previously served as Chief Investment Officer of First Midwest Bank & Trust’s $15 billion Wealth Management division, where he delivered some of the strongest performance in the bank’s 50-year history. Over his tenure, he directed strategic and tactical allocation shifts, managed a diverse team of portfolio managers, traders, and trust officers, and oversaw a suite of institutional strategies—including a global long/short strategy, mid-cap equity, small-cap equity, global tactical multi-asset, and multiple intermediate fixed income portfolios (taxable and tax-exempt).

Before First Midwest, Jason held investment roles at a Chicago-based hedge fund and at BMO Global Asset Management, where he was part of the firm’s elite PhD-led quantitative strategies group. His multi-disciplinary training includes mentorship from prominent Chicago money managers with MIT and Harvard backgrounds, and hands-on experience across all three investment disciplines: fundamental analysis, macroeconomic strategy, and shareholder activism.

Jason earned both his Bachelor’s in Accounting and MBA in Finance with highest honors from DePaul University, where he also co-managed the university’s endowment fund—outperforming benchmarks and prompting him to exit his master’s in taxation program early. He holds a Series 65 license and is a Chartered Financial Analyst® (CFA) charter holder.

Jason lives in Florida with his wife and child.

Chad Tourin is the founder and CEO of KINNECT Financial and Director of Estate Planning for Generational Wealth. Breaking free from traditional transactional planning, KINNECT Financial strives to Kinnect all individual strategies and professional advisors with their clients’ ultimate vision. This integrated and unified framework, combined with KINNECT’S emphasis on relationships and collaboration, optimizes wealth for individuals and businesses throughout their financial journey.

A licensed CPA®, attorney, and Certified Financial Planner (CFP®) with over 20 years of professional experience, Chad’s unique multidisciplinary perspective allows him to excel at integrating complex financial, legal, and tax planning into tailored financial strategies for the nuanced needs of ultra- high net worth and business owner clients. Chad has extensive experience in asset protection strategies, buy-sell and exit planning, wealth management, customized insurance planning utilizing premium financing, and estate tax planning.

Chad consistently ranks amongst the top financial advisors in the nation. He perennially achieves Society 1851 and Blue Chip Council, placing him in the top 250 financial professionals at MassMutual. Chad has been published on various media outlets such as US News & Report and Yahoo Finance, and is regularly asked to provide commentary on the Mass Mutual blog. He was most recently recognized in 2023 as a “Men of Influence” by South Florida Business and Wealth.

A passionate advocate for financial literacy, Chad dedicates time to educating others on the importance of financial wellness, particularly at Nova Southeastern University, where he provides financial education to aspiring graduate level professionals. Chad is also actively involved in the South Florida Community, most notably serving as a Memorial Hospital Legacy Leader, a member of the Planned Giving Council, and is active at his synagogue, Temple Dor Dorim.

Chad graduated the University of Florida in 2007 with a Bachelor’s and Master’s degree in accounting and obtained his CPA* license in 2008. He later went on to earn his Juris Doctorate at Florida International University College of Law and in 2013, became a member of the Florida Bar.

Outside of his professional life, Chad lives in Weston and is a proud father of two daughters, Olivia and Hannah. In his free time, Chad enjoys golfing, traveling, spending quality time with family and friends, and cheering on his favorite New York sports teams.

Dr. Jason Heller is a CERTIFIED FINANCIAL PLANNER® professional and the Chief Operations Officer at Generational Wealth. 

Jason holds 34 designations and received his Ph.D.® at the American College (’20) for financial and retirement planning. He also has two master’s degrees in financial services from the Institute of Business & Finance (’05) and the American College (’16). 

As a Wealth Planner and an Investment Specialist, he plays a critical role at Generational Wealth. Jason’s expertise includes the development and implementation of strategies to help clients achieve their goals of growing, preserving, and transferring their wealth

Prior to joining the firm, Jason had worked as an Investment Specialist with Guardian Life Insurance and managed his own private practice for several years. In 2007, Guardian named Jason National Investment Specialist of the year.

Jason graduated from Rhodes College in Memphis, Tennessee, where he also played college basketball. He is an avid University of Miami athletics fan.  Jason is married to Jessica and they live in Ft. Lauderdale with their two children, Cameran and Jackson.  A conservative financial planner by training, Jason’s motto is “I would rather lose a little opportunity than lose actual dollars.”

Christopher Pitera, LUTCF is a Financial Planner and Investment Advisor Representative with Generational Wealth, serving individuals, families, and business owners with comprehensive financial planning and investment guidance. He focuses on building long-term strategies that help clients grow, protect, and transfer wealth with confidence.

Christopher takes a relationship-driven approach grounded in clarity, trust, and disciplined planning. He is a graduate of Penn State University and lives in South Florida with his wife, Jennifer, and their three children.

Anh is the Director of Investments and a Wealth Planner at Generational Wealth.

Anh offers total financial needs analysis through a network of experienced professionals with expertise in:

• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services

Anh holds his Chartered Financial Analyst (CFA®) certification. He also has his MBA with track in Finance from Florida Atlantic University (FAU). Anh holds his securities series 7, 66, and Life & Health Insurance licenses.

Anh is an active member of the CFA Institute and South Florida CFA society.

Anh resides in Fort Lauderdale, Florida with his wife Ivy. His outside interests include traveling, fine dining, fishing, and tennis.

Craig attended the University of Maryland, where he received his Bachelor of Arts degree in Criminology and Criminal Justice. After graduating from college, Craig began his career at John Hancock as an insurance agent and registered representative. He enjoyed helping those around him navigate through their financial maze by creating a financial plan. As his knowledge of the industry began to expand, Craig felt that a focus on strategies using investments, as well as insurance, would bring more value to his clients, so he began working at Total Financial Advisors LLC. Craig spent twelve years advising clients by creating a personal and customized approach to help build, protect and grow their wealth.

Craig returned to his roots as a holistic planner with a Guardian firm in NYC before relocating his family to Delray Beach, FL. Soon thereafter, he joined the Coastal Wealth family in order to surround himself with great people, their process and to help build upon what was soon to be one the most innovative and fastest growing firms in the nation. In addition to its alignment with a world class financial organization, Mass Mutual. In his current role, Craig is able to exercise two of his passions, helping those around him while creating strong, time tested financial plans that focus on income and asset protection, growth of assets, and formulating a bequest or endowment plan. He offers wealth management services, investment advisory solutions, acts as a liaison to many fiduciary
services and risk management strategies. He enjoys designing, implementing and servicing employer sponsored retirement plans. Craig offers a high level of product knowledge in annuities, life insurance, disability insurance and long term care insurance. Craig holds his Life and Health Insurance License, Series 7, Series 63, Series 65 licenses, and the AIF® and RICP® designations.

Craig was born and raised in Queens, NY. He currently resides in Delray Beach, FL with his wife, Lisa, his two children, Isabel & Leo, and his golden doodle Ginger. He grew up playing baseball and basketball, and you can find him on the field or court with his children on most weekends. He is a music enthusiast, listening to everything from rock and roll, hip hop, classical, and on some days, country. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a former founding board member of A Caring Hand, The Billy Esposito Foundation.

• Morgan Christian, a Financial Services Representative, joined Generational Wealth in 2014. He brings a wealth of experience and knowledge to his role enabling him to help clients pursue their long-term financial goals through comprehensive, individualized finances.

  
  

  A client-focused approach to financial services ensures that the recommended programs encompass each client's individual financial goals, time frames and risk tolerance.  He works closely with clients to develop customized financial programs that incorporates investment strategies along with retirement, college and succession planning.

  
  

  In addition to developing a custom financial strategy for each client, Morgan conducts regular meetings to review financial goals and make adjustments as economic or lifestyle conditions warrant.

  
  

  Morgan was born and raised in Amelia Island, Florida and began his career in 2011 by following in his father's footsteps into the financial services industry.

  
  

  Morgan is active in several non-profits and volunteers with his family and friends in community projects and activities.  Morgan lives in Jupiter with his significant other and their beloved dog, Riley.  In his free time he enjoys fishing, horseback riding, golfing, and traveling.

Chelsea Pagoaga has over 10 years of experience in client service, operations, and advisor support within the financial services industry. Her experience includes client onboarding, account servicing, money movements, account maintenance, scheduling, reporting, and managing internal workflows for advisory teams.

Prior to joining the firm, Chelsea served as a Client Service Specialist at Heritage Wealth Advisors, where she supported financial advisors with client relationships and operational processes. She also held the role of Director of Operations at Eagle Harbor Advisors, managing day-to-day operations for an advisory team, including client service, scheduling, and internal systems. Earlier in her career, she worked at Merrill Lynch as a Registered Senior Wealth Management Client Associate, supporting multiple advisors with client service, portfolio reporting, and operational coordination, and began her career at Morgan Stanley in a client service role.

Chelsea holds FINRA Series 7 and Series 66 licenses and studied Accounting at Florida Atlantic University.

As Director of Client Services, Chelsea oversees client service operations, advisor support, internal processes, and workflow management.

Laura DiEgidio is the Director of Operations for Generational Wealth. For over 15 years, she has played an integral role in the day-to-day success of the firm. Laura provides oversight of the operations with precision and brings a warm, approachable presence that clients and colleagues alike appreciate.

Laura is known for her versatility, reliability, and attention to detail. Whether she’s coordinating schedules, streamlining office systems, or assisting with client service, she brings enthusiasm and dedication to everything she does.

A long-time resident of Palm Beach Gardens, Laura is deeply connected to the community and values the relationships she’s built throughout her time with the firm. Her commitment, professionalism, and positive spirit make her a trusted and valued member of our team.

With over 30 years of experience in the financial services industry, Lynda is a cornerstone of our firm. Holding both a Series 7 securities license and a life insurance license, Lynda brings a wealth of knowledge and expertise to our team.  Lynda also leads our employee benefits initiatives.

As our Office Manager and Financial Services Specialist, Lynda ensures that our office operates smoothly and efficiently. Known for exceptional customer service, Lynda is the go-to person for client inquiries and support, always ready to assist with a friendly and professional demeanor.

Lynda plays a crucial role in supporting new business initiatives, helping to onboard new clients and manage the necessary documentation. With a keen eye for compliance, Lynda ensures that all activities adhere to industry regulations and company policies.

Beyond managing the office, Lynda is a mentor and leader, fostering a collaborative and productive work environment. Their ability to support financial advisors, backed by her Series 7 and life insurance licenses, makes her an invaluable asset to both our team and our clients.

In her role, Lynda exemplifies dedication, expertise, and a commitment to excellence, making her an integral part of our firm's success.  Lynda graduated from Montclair State University with a degree in Business Commumication.

I am the Director of Client Services at Generational Wealth. I have over 20 years of experience as a Registered Assistant, and am passionate about providing exceptional support in our financial planning practice. I work alongside our planners focusing on client service, new business facilitation as well as assisting my advisors with setting client reviews. My commitment to excellence is backed by my 2-15 Insurance License as well as my Series 6 Securities license which enables me to offer comprehensive support and ensure clilent needs are met with the utmost professionalism and care. Throughout my career I have cultivated a warm responsive approach to our clients so they feel their value and are understood every step of the way. 

Jonathan Knaus is a Financial Advisorwith Generational Wealth.

As a Financial Advisor, Jonathan holds his Series 65 license and is a licensed Insurance Agent with the following designations: Chartered Life Underwriter, Fraternal Insurance Counselor Fellow, Life Underwriter Training Council Fellow, and Certification in Long-Term Care. Jonathanpreviously served as a Financial Advisor and Field Agent for Knights of Columbusfor seven years. Prior to becoming a Life Insurance Agent,Jonathan enjoyed an over 33-year careerin Finance and Sales includingexecutive positions with major multinational corporations. Twenty years were spent living and working in Moscow, Russia. He prided himself oncontinuing his education and knowledge byachieving the Certified Public Accountant, Certified Internal Auditor, Certified Management Accountant, and Certified in Financial Management designations in his career.

Jonathan was born in Jacksonville, Florida.Jonathan earned a Bachelor of Science degree in Accounting & Business Administration from Washington and Lee University in Lexington, Virginia.Jonathan is married toHirokoHagino and they reside in Stuart, FL with their Yorkie, Oscar.They havetwo children and two grandchildren.

When asked why he became a Financial Advisor Jonathan said, “As a Financial Advisor with Generational Wealth, I am passionate about providing clients and their families financial products that are designed specifically to assist them achieve their financial goals. It is my mission to ensure every client has peace of mind regarding their financial plan.”

When asked what he hopes to achieve for hisclients, Jonathan said, “My core values are Integrity, Faith, Family, Fun and Excellence. I bring those core values into every relationship I have with everyone I meet professionally or personally.”

Sandra serves as the Director of Employee Benefits at Generational Wealth™. She brings nearly two decades of hands-on experience across health insurance, dental and vision plans, disability coverage, Medicare supplements, and full-spectrum benefits administration. She specializes in guiding employers through the complexities of benefits planning by providing clear, data-driven comparisons, strategic plan recommendations, and seamless enrollment support.

She leads all aspects of our employee benefits division—including quoting, plan comparisons, enrollments, Medicare support, renewal strategy, and client-facing benefits guidance—ensuring our clients receive exceptional service and the strongest benefit solutions available.

With deep expertise in evaluating new companies, Sandra conducts thorough side-by-side plan analyses—comparing carriers, coverage levels, pricing structures, and compliance requirements—to ensure each client receives the most competitive and appropriate benefits package. She also oversees renewals with current clients by negotiating with carriers, preparing proposal presentations, and managing the implementation of new plans which includes onboarding, employee education, and ongoing servicing.

Prior to joining Generational Wealth™, Sandra spent over 18 years as a Benefits Consultant and Principal at Benefit Consulting Services where she led benefits strategy, open enrollment operations, and regulatory compliance for South Florida businesses. Her background also includes regulatory oversight as a Compliance Officer at New England Financial, reinforcing her deep understanding of industry standards, documentation, and due diligence.

She earned her BBA in International Business and Marketing and her MBA in Global Management from Florida International University. Fully bilingual in English and Spanish, she is known for her professionalism, responsiveness, and ability to simplify complex benefits decisions for employers and employees alike.

Sandra lives in Lake Worth, Florida, with her two children, and brings the same dedication and care to her personal life that she brings to the employers and families she supports every day.

Reed began his career in the financial services industry as an institutional fixed income broker with Crews & Associates in the immediate aftermath of the 2008 financial crisis. After just over a year as a broker, he accepted a position on the trading desk at Simmons First National Bank, where he eventually became the Head Trader overseeing municipal, corporate and mortgage trading operations. He also revived the Bank’s Municipal Underwriting Desk and began bringing issues that raised money for rural school districts.

Since 2016, Reed has held various key positions with Coastal Wealth, a MassMutual firm, one of the fastest-growing MassMutual firms in the Southeast United States. Reed serves as Vice President of the firm’s Planning Solutions Group as an Investment Specialist. With his robust experience on a fixed income trading desk, compliance and operations, extensive knowledge of annuities, and financial planning, he has become a key valued member of Coastal Wealth’s Private Client Group, a division of Coastal Wealth. He is a frequent lecturer and speaker to our
team of financial professionals conducting numerous education series and advanced concepts.

Reed takes pride in being able to isolate unique opportunities for our high-net-worth clientele. He specializes in reviewing existing financial plans, developing comprehensive financial and situational plans designed to help optimize the client’s overall financial position and legacy.

His passion for serving others and experience in various areas of the financial services industry has led Reed to be an integral team player of Coastal Wealth’s Private Client Group by supporting our high-net-worth clients and business owners with comprehensive legacy planning, charitable giving, advanced estate planning, comprehensive annuity analysis with multiple insurance carriers and different tax-efficient strategies.

Reed takes great pride in our commitment to our clients by providing unparalleled client service through our guiding principle of securing our client’s legacy and protecting the ones they love most – family and community. He is active in his local community, and participates in various philanthropic causes – including, but not limited to Fruitful Field, Loaves & Fishes and Habitat for Humanity. He is an avid golfer, food enthusiast and loves to travel.