Daniel Reich is a financial advisor with Fortis Capital Advisors, LLC in Boca Raton, Florida, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Fortis Capital Advisors since 2026 and previously spent 14 years at Banyan Global Investment Advisors, LLC, as well as operating Reich Investment Advisors LLC for several years. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers by providing portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm employs a range of investment strategies including discretionary management, advisor-specific styles, and model portfolios, with options for ESG-oriented investing, and manages over $1.6 billion in discretionary assets.

Nicholas Darzentas is a CFA® charterholder with 17 years of industry experience, currently serving at Fortis Capital Advisors, LLC. He has held prior roles at Castle Wealth Management, Sky Alpha Asset Advisors, Northwestern Mutual, and T3 Trading Group. Outside of advisory work, he is involved in life insurance sales, earning residual commissions, and occasionally facilitates real estate transactions for family members. Fortis Capital Advisors provides portfolio management, financial planning, and retirement consulting services to a diverse client base including individuals, families, businesses, and institutional clients. The firm employs a range of investment strategies, including discretionary management and ESG options, and manages $1.615 billion in discretionary assets as of December 2025.

Lori Fernicola is a CFP® with 10 years of industry experience, currently serving at Fortis Capital Advisors, LLC. She previously worked at Castle Wealth Management and Banyan Global Investment Advisors, LLC. Fortis Capital Advisors serves a diverse client base including high-net-worth individuals, families, businesses, retirement plans, institutional clients, and other advisers, offering portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm uses a range of investment strategies, including passive, active, tactical, blended, and ESG-oriented options, with discretionary management tailored to advisor-specific styles and model portfolios.