Robert Lovell Brainard

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.

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.

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.

Stephen Schultz is a financial advisor at Bastion Fiduciary with a Series 65 credential and one year of industry experience. His prior work experience includes roles at CSC Global, Textron Electronic Systems, and Picket Fence Financial. Bastion Fiduciary, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and corporations. The firm uses an investment approach based on modern portfolio theory and fundamental analysis, offering tailored financial planning and portfolio management services.