Kendall Borchardt is a financial advisor with Cardea Capital Advisors, LLC in Vero Beach, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. His career includes roles at ELITE Portfolios, Cardea Capital Group, Lindner Capital Advisors, and other firms. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a diversified, risk-based investment approach grounded in Modern Portfolio Theory, offering model portfolios, separately managed accounts, and a range of advisory services supported by regular portfolio reviews and client education.

Roxanna Guinan is a financial advisor at Cardea Capital Advisors, LLC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience with IP Financial Advisory Services, World Choice Securities Inc, and Claraphi Advisory Network LLC. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm utilizes a Modern Portfolio Theory-based approach with diversified, risk-based model portfolios and offers a range of services including separately managed accounts and educational seminars.

Richard Roscelli is a financial advisor at Cardea Capital Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Belpointe Asset Management, Renaissance Asset Management, and B. Riley Wealth Advisors. In addition to his advisory role, he is an insurance producer for Belpointe Insurance, LLC. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm uses a Modern Portfolio Theory approach with diversified, risk-based portfolios composed of low-cost institutional mutual funds and ETFs, supplemented by separately managed accounts and alternative investments, with regular portfolio monitoring and rebalancing.

Kevin Ross is a financial advisor with Cardea Capital Advisors, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at 3iCO Securities LLC, Innovation Partners, and Bridgeway Wealth Partners. Outside of his advisory work, he volunteers for ZOA, a nonprofit organization focused on advancing the US-Israel relationship, combating anti-Semitism, and protecting civil rights. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory, offering diversified model portfolios and separately managed accounts, along with wholesaling, marketing support, and educational services for advisors and clients.

Charles Wood is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Cardea Capital Advisors, LLC, where he has worked since 2019. Wood also manages investment portfolios through his single-member company, Wood Investment Group, LLC. Cardea Capital Advisors serves individual, institutional, and financial professional clients with investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach using diversified, risk-based model portfolios with low-cost institutional funds and ETFs, supplemented by separately managed accounts and alternative investments as appropriate.

Jeffrey Kopp is a financial advisor with Cardea Capital Advisors, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Cardea since 2020 and previously spent 14 years at Lindner Capital Advisors, Inc. Outside of his advisory work, he serves as Prison Ministry Director for the Church of Eleven22. Cardea Capital Advisors provides investment advisory and financial planning services to individuals, institutional clients, and financial professionals. The firm employs a Modern Portfolio Theory investment approach using diversified, risk-based model portfolios and offers various account management services along with wholesaling, marketing support, and educational seminars.