Sean Gregory Mcquown

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.

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.

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.

Roy Williams Jr. is a financial advisor with Prestige Wealth Management Group, LLC, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has been with Prestige Wealth Management Group since 1995 and has also worked with Osaic Wealth, Inc. and Triad Advisors, Inc. Williams is a partner in Prestige Wealth Accounting Group, which provides tax preparation and accounting services, and is the owner of Roy Williams Consulting LLC, which sells books on Amazon. Prestige Wealth Management Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and financial planning services. The firm employs a range of investment strategies across multiple asset classes and utilizes affiliated Unified Managed Accounts as part of its investment approach.

Samantha Santiago Paez is a financial advisor with Uyana Partners LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. Her career includes roles at firms such as Orchard Securities, UBS International, and Beta Capital Securities. Outside of advising, she owns and operates Bastt Bakery, a small bakery under Florida’s Cottage Food law. Uyana Partners serves individual and corporate clients across wealth tiers, providing portfolio management, financial planning, and a technology-driven model portfolio program. The firm uses a combination of fundamental and technical analysis to build diversified portfolios and offers consolidated reporting and document-management services.