David Barclay Wilson

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.

Andrew Mcdirmid is a financial advisor at Lodestone Wealth Management LLC with seven years of industry experience. He holds a Series 65 credential and previously worked at Eide Bailly LLP for five years. Outside of his advisory role, Mcdirmid assists with accounting, marketing, design, and strategic planning for an outdoor clothing retailer. Lodestone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning, typically using a mix of exchange-traded funds, mutual funds, individual equities, and fixed-income securities tailored to client profiles and investment restrictions.

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.

Ian Gates is a Series 65 licensed financial advisor at Bastion Fiduciary with one year of industry experience. His background includes roles with Bastion Fiduciary, Islamorada Investment Management, and various positions in government contracting and the military. Outside of advising, he has been self-employed in non-investment activities. 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 serves as a sub-adviser and portfolio manager to investment companies and ETFs.

Jeffrey Alderfer is a CFP® and holds a Series 65 license with 19 years of industry experience. He is currently with Bastion Fiduciary and Islamorada Investment Management since 2023. His prior experience includes roles at Cambridge Investment Research Advisors, KCA Wealth Management, and Concourse Financial Group Securities. Outside of financial advising, he has worked as a substitute teacher. 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 also serves as a sub-adviser and portfolio manager to an investment company and ETFs, employing Modern Portfolio Theory and fundamental analysis to construct diversified portfolios tailored to client suitability and tax considerations.