Andrew Joseph Mcdirmid

Robert Brainard is a financial advisor at Reef Advisors LLC in Key Largo, Florida, holding Series 63 and Series 65 designations with nine years of industry experience. He previously worked at Baxter Investment Management from 2016 to 2017 before founding Reef Advisors in 2017. Reef Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and other registered investment advisers, offering both discretionary and non-discretionary portfolio management as well as sub-advisory arrangements. The firm employs a fundamental, generally long-term investment approach, constructing customized portfolios primarily using individual stocks, bonds, and exchange-traded funds.

Patrick Roberts is the sole advisor at P.F. Roberts & Associates, an independent firm, and holds a Series 63 designation with 24 years of industry experience. He has led P.F. Roberts & Associates since 2009. P.F. Roberts & Associates provides fee-based investment advice to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a mix of fundamental and technical analysis and utilizes various strategies, including long-term buy-and-hold, short-term trading, short sales, and option writing, to address diverse client objectives.

Jeffrey Alderfer is a CFP® with 20 years of industry experience and is currently with Bastion Fiduciary. His prior roles include work at Cambridge Investment Research Advisors, Islamorada Investment Management, and operating his own firm, Alderfer Financial Planning LLC. He also has experience as a substitute teacher. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs an investment approach based on modern portfolio theory and fundamental analysis, offering tailored financial planning alongside portfolio management.

Manuel Navarro is a financial advisor at Ongoing Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns BabyQuip, a baby rental equipment delivery and pick-up service. Ongoing Wealth Management provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, using discretionary and non-discretionary portfolio management and written financial plans. The firm employs multiple methods of analysis and considers ESG factors in its investment approach.

Cale Smith is a financial advisor at Bastion Fiduciary with 17 years of industry experience. He holds a Series 65 designation and previously worked at Islamorada Investment Management, LLP for 16 years. Outside of his advisory role, he serves as the treasurer and finance committee chair on the board of the Florida Keys Electric Cooperative and as a director on the operating board of Mariner's Hospital. Bastion Fiduciary provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pooled investment vehicles. The firm employs Modern Portfolio Theory and fundamental analysis to construct diversified portfolios and also serves as a sub-adviser and portfolio manager for registered investment companies and ETFs.

David Wilson is a financial advisor at Ongoing Wealth Management with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also an author of stories, essays, novels, and poems. Ongoing Wealth Management provides investment advisory and financial planning services to individual clients, including high-net-worth individuals. The firm offers tailored portfolio management and written financial plans, using a variety of investment strategies and analysis methods to align with clients’ objectives and risk tolerance.