Peter Raimondi is a financial advisor with Dakota Wealth, LLC, holding a Series 63 designation and 26 years of industry experience. He has worked at various firms including Boston Private Wealth Management and 3point1, LLC. In addition to his advisory role, Raimondi provides legal and estate planning services as an attorney with GML Associates, PC. Dakota Wealth Management offers investment advisory and wealth management services to individuals, trusts, retirement plans, and institutional clients. The firm constructs customized portfolios using diversified allocations and employs a combination of fundamental, technical, and cyclical research, managing accounts with a long-term orientation while allowing tactical adjustments.

Jill Rance is a financial advisor at Dakota Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Dakota Wealth since 2018, following four years at Boston Private Wealth LLC. Dakota Wealth Management provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm constructs customized portfolios using a variety of investment vehicles and employs research that combines fundamental, technical, cyclical, and charting analysis.

Joshua Crossman is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at The Sharp Financial Group, Boston Private Wealth LLC, Bank of America, and Merrill. Dakota Wealth, LLC serves a diverse clientele including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management, investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios that incorporate a range of asset types and include active management of private funds and ETFs.

Rhys Williams is a Series 65 licensed financial advisor at Dakota Wealth, LLC with six years of industry experience. His prior work includes roles at Gibraltar Private Bank and Trust (2013–2018), IBERIABANK (2018–2019), and a brief period at Lowes Home Improvement in 2020. Dakota Wealth Management provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm employs customized portfolios with diversified allocations and a combination of fundamental, technical, and cyclical research, offering both discretionary and non-discretionary management.

William Mikus is a financial advisor with Dakota Wealth, LLC in Palm Beach Gardens, FL, holding 32 years of industry experience. He has been with Dakota Wealth and its predecessor since 2018 and previously worked at Boston Private Wealth LLC. Mikus serves as chairman of the board for The Salvation Army of the Palm Beaches and is second vice president of The Palm Beach Republican Club, both organizations focused on community and educational activities. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm builds customized, primarily long-term portfolios using mutual funds, ETFs, individual equities, fixed income, and other instruments, with a focus on ongoing oversight and due diligence, and it acts as a manager and general partner to private funds and as sub-adviser to a registered ETF.

Mary Cosentino is a financial advisor at Dakota Wealth, LLC with 20 years of industry experience. She holds the Series 65 designation and has worked at Dakota Wealth since 2018, following 15 years at Strategic Asset Management. Outside of her advisory role, she is involved as a distributor for Young Living Essential Oils, focusing on wellness products and education. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and other entities. The firm constructs customized portfolios using diversified allocations across various asset classes, employing fundamental, technical, and cyclical research methods, and manages both proprietary and unaffiliated investment strategies.

Bryan Keller is a financial advisor at Dakota Wealth, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Dakota Wealth since 2018, including the firm’s prior iteration as Oakmont Partners. Before joining Dakota Wealth, he was with BP Wealth Management for four years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations and employs a research process combining fundamental, technical, cyclical, and charting analysis.

Brett Orvieto is a financial advisor at Dakota Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Lincoln Investment Planning, Inc and Strategic Asset Management Group before joining Dakota Wealth in 2018. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm employs a diversified, research-driven investment approach utilizing a range of asset classes and serves as an investment manager to registered funds and private pooled funds.

Madelyn Fahnestock is a Series 65-licensed advisor with Dakota Wealth, LLC, based in Palm Beach Gardens, FL. She has been with Dakota Wealth since 2023 and previously worked at PFM Asset Management and Brooks International. Her background includes diverse roles prior to joining the financial industry, including experience at Palm Beach Atlantic University and Indian Echo Caverns. Dakota Wealth, LLC serves a broad range of clients, including high net worth individuals, trusts, and organizations, offering customized wealth management and investment services. The firm employs primarily long-term portfolios using mutual funds, ETFs, and other securities, with a focus on ongoing oversight and due diligence.

Stephanie Dunbar is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Dakota Wealth, LLC and previously worked at Hightower Advisors, Vigilant Wealth Management, and Perspecta Trust. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations and employs a research process that combines fundamental, technical, cyclical, and charting analysis.