Matthew Miller

Rita Medaglio Barrera is the sole advisor at BMR Global Wealth Management Group, Inc., an independent firm based in Melbourne, FL. She holds Series 63 and Series 65 licenses and has seven years of industry experience. In addition to her advisory role, she is an independent insurance agent specializing in Medicare supplement and Medicare Advantage plans for seniors. BMR Global Wealth Management Group, Inc. provides portfolio management and comprehensive financial planning services, including a specialized divorce financial-planning practice. The firm serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $1.05 million in discretionary assets with a focus on globally diversified, passively structured portfolios.

Luke McCarty is a CFP® and Series 66 licensed financial advisor with 11 years of industry experience. He is the principal of McCarty Wealth, LLC, an independent firm he founded in 2024. Prior to this, he held roles at McPherson Financial Group/World Equity Group/Prostatis Fin, Umb, and Financial Solutions of Raymond James. He is also a licensed insurance agent and owner of McCarty Wealth Insurance Services LLC. McCarty Wealth provides portfolio management and financial planning services to individuals and high-net-worth clients, utilizing a range of investment strategies including discretionary and non-discretionary management. The firm integrates insurance offerings alongside its investment services and maintains custody at Schwab Institutional.

Warren Burger is a financial advisor at Luminary Financial Advisors, LLC with six years of industry experience. He holds a Series 65 designation and worked at TPICAP for nine years before joining Luminary Financial Advisors in 2019. Luminary Financial Advisors provides investment management and financial planning services to individual clients, focusing on low-cost, tax-efficient portfolios primarily constructed with index mutual funds and ETFs. The firm offers project-based and subscription planning across various financial needs and uses a net-worth based annual fee model rather than percentage-of-AUM fees.

Adam Rall is a CFP® professional with four years of industry experience, currently serving as an advisor at Rall Capital Management, Inc. in Rockledge, FL. He has been with the firm since 2013. Rall Capital Management provides wealth management and comprehensive financial planning services to individual clients, including high-net-worth households. The firm employs an investment approach based on Modern Portfolio Theory, focusing on diversified, tax-conscious portfolios managed primarily on a long-term, discretionary basis.

Jeffrey Wegner is a financial advisor at Money Management Concepts, Inc. in Melbourne, FL, holding a Series 66 designation with 22 years of industry experience. He has been with Money Management Concepts since 2016 and previously worked at Life Long Learning College from 2014 to 2018. Money Management Concepts, Inc. provides discretionary and non-discretionary investment management to individuals, trusts, and estates, including high net worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, using tools such as charting, short sales, margin transactions, and option writing.

Bob has more than 30 years of experience in the financial services industry. He began his financial career with Prudential Insurance, where he gained valuable knowledge and experience that allows him to help clients make sure that their various insurance policies are structured properly to protect their assets. While in that role, he was introduced to the investment side of the financial services industry and quickly learned that this is where his passion lies. After a few years helping clients manage their investment portfolio, the desire to help clients beyond their investments led him to complete the educational and experience requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation in 1998. Bob had a passion for the financial markets, and enjoyed the relationships he had developed with his clients, but his disdain for the culture of Wall Street led him to join an independent, fee-only financial planning and investment management firm in 2000. He spent the next four years managing client portfolios and helping them to develop long-term comprehensive financial plans. A desire to be even more independent when helping clients led him to start Rall Capital Management in September of 2004. While most advisory firms are built to cater to the ultra-high-net-worth client, Bob built Rall Capital Management to cater to an underserved segment of the market, known as the “mass-affluent.” Individuals and families of more modest means have less room for error when planning their financial futures and managing their investment portfolios. This is the group that Bob has focused on serving. Bob is a member of the Financial Planning Association (FPA®) and the National Association of Personal Financial Advisors (NAPFA®). He was a contributing writer for the Journal of Financial Planning and served on the Editorial Advisory Board for several years. He is also a recognized leader in the retirement planning field. He helped launch the FPA’s Retirement Planning Knowledge Circle and served as its host for several years. Bob graduated cum laude from Ohio University in Athens, Ohio. But having grown up in Columbus, he is an ardent fan of The Ohio State Buckeyes. He also enjoys working out with his wife at their CrossFit gym, history, and working on his golf game. One of the things he is proudest of is having built a small, independent and successful firm that allows him to work with his family as they help other families achieve their financial goals.