Veronica Mcleod

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 six years of industry experience. He holds a Series 65 designation and previously worked at Eide Bailly LLP and McDirmid Mikkelsen & Secrest PS. Outside of advising, he assists with accounting, marketing, design, and strategic planning for an outdoor clothing retailer in Spokane, WA, and also provides accounting services through his own firm in Sandpoint, ID. Lodestone Wealth Management serves individual clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities by offering discretionary portfolio management and financial planning. The firm customizes portfolios using ETFs, mutual funds, individual equities, and fixed-income securities, with access to third-party Separate Managers and private placements for accredited investors.

Manuel Navarro is a financial advisor with Ongoing Wealth Management in Key Largo, FL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Outside of advisory work, he owns a baby rental equipment business that manages delivery and pick-up services. 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 analytical methods and incorporates ESG considerations while managing accounts primarily on a discretionary basis.

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 at Finanz Butik Capital Management, LLC with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including UBS International and Beta Capital Securities. Outside of finance, she owns and operates Bastt Bakery, a local cottage food business in Florida. Finanz Butik Capital Management, LLC provides discretionary investment management to private funds focused on U.S. commercial and multi-family residential real estate. The firm primarily serves foreign investors through pooled investment vehicles, employing both fundamental and technical analysis to manage allocations across fixed-income, core income-producing, and equity/development real estate categories.