Lesley Degenhart is a financial advisor at Rossby Financial, LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Ameriprise Financial Services, NewEdge Advisors, and LPL Financial. Outside of her advisory role, she is also a licensed notary public. Rossby Financial provides investment advisory and financial planning services to a diverse client base, including high net worth individuals, charitable organizations, and corporate entities. The firm employs a variety of analytical approaches to tailor portfolios according to client objectives and risk tolerances and manages approximately $565 million in discretionary assets.

Andrew Evans is a financial advisor with Rossby Financial, LLC in Melbourne, FL, holding a Series 66 designation and 21 years of industry experience. His prior firms include TAG Advisors and Cambridge Investment Research. He serves as a board member for Archive Intel, a surveillance and archiving technology company. Rossby Financial is a Registered Investment Adviser providing portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and corporate entities. The firm manages approximately $358.6 million across 800 client relationships, using a variety of analysis methods and customized strategies tailored to client risk tolerance and investment horizons.

Nicola Nichol is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Rossby Financial, LLC. Prior to joining Rossby Financial, Nicola worked for Securities America Advisors for a decade. In addition to advisory services, Nicola provides insurance solutions through Financial Strategies of Amelia. Rossby Financial is a Registered Investment Adviser managing approximately $358.6 million for around 800 clients, including individuals, trusts, charitable organizations, and corporate entities. The firm employs multiple investment analysis methods and offers tailored portfolio management, financial planning, and retirement consulting services.

Michael Martin is a ChFC® with 23 years of industry experience. He has worked at Rossby Financial, LLC since 2024 and previously spent 14 years with Cambridge Investment Research Advisors, Inc. Outside of financial advising, he is involved in managing a family flooring business. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, pension plans, and corporate entities. The firm manages approximately $358.6 million across 800 client relationships, utilizing a range of analytical methods and customized strategies tailored to clients’ risk tolerance and investment horizons.

Kelly Renner is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Rossby Financial, LLC since 2023. Prior to this, Renner worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2023. Outside of financial advising, Renner holds a vice president and board member role at Wheeler Executive Center and is active in selling LegalShield services. Rossby Financial is a Registered Investment Adviser that provides portfolio management, financial planning, and retirement consulting to a diverse client base including individuals, trusts, charitable organizations, and corporate entities. The firm employs multiple analytical methods and customizes investment strategies based on client risk tolerance, offering both discretionary and non-discretionary services.

Christopher Marsico is a financial advisor at Rossby Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cambridge Investment Research Advisors, Inc. and Private Client Services. Outside of advising, he owns and operates a tax preparation and accounting business. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-method investment approach tailored to client risk tolerance and offers both discretionary and non-discretionary services, managing approximately $358.6 million across about 800 client relationships.

Stephen Florio is a financial advisor at Rossby Financial, LLC with 41 years of industry experience. He has previously worked at Cambridge Investment Research Advisors, Inc. and Raymond James and Associates. Florio serves as a board trustee for Downtown Harbor Church in Ft. Lauderdale, FL. Rossby Financial is a Registered Investment Adviser that offers portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, pension plans, and corporate entities. The firm uses multiple analysis methods and customizes strategies to clients’ risk tolerance and investment horizons.

Jennifer Szeklinski is a financial advisor at Rossby Financial, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2023. Outside of her advisory role, she is an independent insurance agent for various companies. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, and corporate entities. The firm manages approximately $358.6 million across 800 client relationships, offering portfolio management, financial planning, and retirement consulting with a multi-method investment approach tailored to clients’ risk tolerance and horizons.

Melissa Reaktenwalt is a financial advisor at Rossby Financial, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and MML Investors Services. Outside of her advisory role, she serves on the board of the nonprofit One World Education and is involved in speaking engagements through Rock and Sway Media. Rossby Financial is a Registered Investment Adviser that serves individuals, trusts, charitable organizations, pension/profit-sharing plans, and corporate entities. The firm employs multiple investment analysis methods and offers tailored strategies through discretionary and non-discretionary services, managing approximately $358.6 million across about 800 client relationships.

Randolph Martin is a CFP® with 46 years of industry experience, currently serving as an advisor at Rossby Financial, LLC since 2024. Prior to this, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2010 to 2024 and has maintained Randolph Martin Insurance since 2006. He is also involved in book publishing through the Randolph Martin Retirement Group. Rossby Financial is a Registered Investment Adviser providing portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, pension/profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across about 800 client relationships and employs a range of analytical methods to tailor investment strategies to clients’ risk tolerance and goals.

John Rojas is a financial advisor at Rossby Financial, LLC with 29 years of industry experience. He holds the CFP® and Series 63 designations and has worked at firms including Ameriprise Financial Services, Inc. and NewEdge Advisors, LLC. Outside of his advisory role, he is involved with Strategic Tax Advisors, where he provides tax preparation and accounting services. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $565 million in discretionary assets and employs diversified investment strategies tailored to clients’ objectives and risk tolerances, including the use of third-party managers and wrap-fee programs.