Karen Sullivan is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 65 designation and three years of industry experience. She has held roles at Fortis Capital Advisors, Belpointe Asset Management, and McAdam LLC, and previously worked in education for several years. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice using a variety of investment strategies, including ESG options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

Jeffrey Van Siclen is a CFP® with 13 years of industry experience currently serving at Fortis Capital Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of advisory roles, he is involved as a partner and co-owner of LRVS Advisory Group, LLC, and provides insurance advice as a licensed agent. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm emphasizes customized portfolio construction and ongoing monitoring through discretionary management, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Michael Dias is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of his advisory work, Dias volunteers as an assistant soccer coach at Weymouth High School. Fortis Capital Advisors serves individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients by providing investment advisory and financial planning services. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Sean Oneil is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Fortis Capital Advisors since 2024 and previously spent over a decade at McAdam LLC and Purshe Kaplan Sterling Investments. Sean also provides fixed insurance advice. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies, including discretionary management and ESG options, managing $1.615 billion in discretionary assets as of December 31, 2025.

Tucker Roeder is a financial advisor with Fortis Capital Advisors, LLC and holds a Series 66 credential. He has 13 years of industry experience, including roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. Roeder is a partner and co-owner of Fortis Capital Advisors’ LRVS Advisory Group. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management with customized strategies across passive, active, tactical, blended, and ESG-integrated approaches.

Patrick Lawler is a CFP® with 13 years of industry experience, currently serving as an advisor at Fortis Capital Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and McAdam, LLC. Lawler is a partner and co-owner of LRVS Advisory Group, LLC, where he provides financial planning and wealth management services. Fortis Capital Advisors offers investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Jacob Waldman is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Inc, McAdam LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Waldman also provides insurance advice based on client needs. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of discretionary management, advisor-specific investment styles, and model portfolios using passive, active, tactical, and blended strategies, including ESG options.

Marc Instrum is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. He also provides insurance advice tailored to client needs as part of his professional activities. Fortis Capital Advisors offers investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, managing accounts primarily on a discretionary basis through a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.