David Hofer is a financial advisor with Trusttree Financial LLC and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has previously worked at firms including Janney Montgomery Scott and Citigroup Global Markets. Outside of his advisory role, he serves as chairman of the Steven C. Bardan Charitable Foundation, a nonprofit organization based in Davie, FL. Trusttree Financial LLC serves individuals, trusts, foundations, and small institutions, managing approximately $78 million across about 150 client relationships. The firm provides discretionary portfolio management and comprehensive financial planning, employing a mix of passive and active investment strategies tailored to each client’s policy statement.

Brandon Opre is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at TrustTree Financial LLC. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Charles Schwab. In addition to his advisory work, he is an independent insurance agent offering life insurance services. TrustTree Financial LLC is a state-registered investment adviser serving individuals, trusts, foundations, and small institutions. The firm manages approximately $78 million across around 150 client relationships with a two-advisor team, providing discretionary portfolio management and financial planning through multiple engagement models. Their investment approach integrates passive and active strategies guided by client-specific investment policy statements, with continuous account supervision and customized portfolio implementation.

Paul Turadilok is a financial advisor with Trusttree Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at HSBC Bank USA and Capstone Mortgage Lending, where he currently works as a mortgage loan originator. Outside of financial services, he is the owner and founder of Mosca Spirits Inc., a spirits brand. Trusttree Financial LLC serves individuals, trusts, foundations, and small institutions with discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies tailored to each client’s policy statement and manages approximately $78 million across about 150 client relationships.