Charles Rongo is a financial advisor at IBEX Wealth Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining IBEX in 2024, he worked at The Breakers Palm Beach and Opal Grand Hotel. He has been involved with USA Hockey since 2015. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis in its investment process, incorporating long- and short-term strategies and various derivatives.

Philip Rongo III is a financial advisor with IBEX Wealth Advisors, LLC and holds a Series 65 designation. He has worked in various roles since 2014, including positions at The Mullings Group, Cratus Capital, and Lowe’s. Outside of finance, he has been involved with USA Hockey since 2014. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, and charitable organizations. The firm employs a multifaceted investment approach that incorporates fundamental, technical, and cyclical analysis along with the use of derivatives and structured products.