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 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors and Private Client Services before joining Rossby Financial in 2023. Marsico also owns and operates Marsico Financial Group, which provides accounting and tax preparation services. Rossby Financial offers 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 uses a range of analytical approaches and diversified strategies to tailor portfolios to clients’ objectives and risk tolerances.

Chari Rigby is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Level Four Advisory Services. Her prior experience includes roles at Raymond James & Associates, Stifel Nicolaus & Co Inc, and LPL Financial LLC. She serves on the finance and investment committees of both Center Pointe Church and the Greater Palm Bay Chamber of Commerce, where she is also chair of the board. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serves individuals, corporations, retirement plans, and governmental entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and introduces clients to third-party money managers and wrap-fee programs.

Kevin Chancellor is a Series 66-licensed advisor at Blackridge Asset Management, LLC with 11 years of industry experience. He previously worked at Edward Jones for six years before joining Blackridge in 2021. Outside of his advisory role, he performs as a live musician in Palm Bay, Florida. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses model-based portfolios and a combination of fundamental, technical, and charting analysis, offering tailored financial solutions via an online platform and maintaining relationships with affiliated broker-dealers and third-party managers.

John Crooks III is a financial advisor at Signature Equity Partners, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked with OSAIC and Banyan Hill Publishing. Outside of his advisory role, he manages client communications and marketing activities for ONE OVERVUE, LLC, a financial services firm. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates as a multi-team structure of 34 advisors, utilizing the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting across discretionary and non-discretionary engagements.

Lucas Durham is a financial advisor with Root Financial Partners in Palm Bay, FL, holding CFP® and Series 65 designations. He has two years of industry experience and previously worked at Tiaa, Ascensus, and held teaching roles at the University of Central Florida. Outside of finance, he is involved with Durham Landscaping Inc., a family business he has been associated with since 2019. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming alongside specialized portfolio management options.

Danielle Douglas is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and two years of industry experience. Her prior firms include True Path Financial Design, Imber Wealth Advisors, and Advisory Alpha, LLC. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through discretionary or non-discretionary authority and an asymmetric rebalancing approach.

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.

Linda Roberts is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. She holds a Series 65 credential and has worked at several firms, including Alphastar Capital Management, LLC, Planners Alliance LLC, and Advisory Alpha, LLC. Roberts is also a licensed insurance agent and serves as a regional manager involved in life, health, and annuity insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analytical approaches and offers discretionary and non-discretionary advice through a large network of affiliated advisors.

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.

David Litras is a financial advisor with Vanderbilt Advisory Services in Melbourne, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2018 and previously spent 11 years at LPL Financial. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment approach that combines strategic asset allocation and multiple forms of analysis tailored to client objectives.

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.

Maria Dianne Ergas is a CFP® professional with 12 years of industry experience, currently serving at Procyon Advisors, LLC. Her prior roles include positions at Facet Wealth, Vanguard Advisers, and Northwestern Mutual Investment Management. Outside of finance, she is a flight instructor with Black Sheep Flight Services, where she provides flight and ground training. Procyon serves a diverse client base including individuals, families, businesses, institutional investors, and registered investment advisors. The firm offers tailored, long-term investment management and advisory services, primarily managing assets on a non-discretionary basis and integrating AI tools alongside human oversight.

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.

Scott Olson is a financial advisor at IP Financial Advisory Services LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Independent Financial Group and Financial West Group. Outside of advising, he serves as a continuing education instructor. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios and provides access to third-party investment advisors, focusing on non-high-net-worth individuals and integrating insurance and risk management services alongside traditional investment advisory programs.

Laura Lunn is a financial advisor at Sequent Planning, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at United Insurance Services, Ltd. and Nordstrom. In addition to her advisory role, she operates as an independent insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a combination of firm-developed models, third-party managers, and customized allocations, supported by platforms like AdvisorEngine and custody through Charles Schwab.

Terrence Rocks is a financial advisor with Inspire Advisors, LLC in Melbourne, FL, holding a Series 65 designation and 10 years of industry experience. He has worked with Inspire Advisors since 2023 and previously with GA Repple and Teleios Financial Partners. Outside of his advisory role, he co-founded and serves on the board of Brevard Youth Network, a Christ-centered outreach program focused on at-risk youth. Inspire Advisors is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing through proprietary screening tools and employs a mix of quantitative, fundamental, and technical analyses, often implementing portfolios via model allocations and proprietary ETFs.

Kim James is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. She holds the CFP® and PFS™ certifications and has worked with firms including Triad Advisors, Inc. and Triad Hybrid Solutions. In addition to her advisory work, she owns a pottery business which she pursues as a hobby. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and platforms to manage client portfolios.

Michael Smith is a financial advisor with Empower Advisory Group holding a Series 66 designation and six years of industry experience. His prior work includes roles at PNC Investments, Fidelity Investments, and Edward Jones. He is based in West Melbourne, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage clients. The firm’s integrated approach combines proprietary and third-party planning tools focused on long-term portfolio returns and client savings rates.