William Ockerlund

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 in Islamorada, FL, holding a Series 63 designation with 23 years of industry experience. He has led P.F. Roberts & Associates since 2009 and has prior experience in real estate from 2005 to 2016. 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 combination of fundamental and technical analysis, offering a range of strategies including long-term buy-and-hold, short-term trading, short sales, and option writing, with services extending to pension consulting and portfolio management focused on income-oriented securities.

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.

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.