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 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.

August Velten is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds a Series 65 designation and previously worked at Horter Investment Management and operated August H. Velten & Associates, where he owns and serves as president. His outside activities include licensed insurance sales focused on life, health, and annuities. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combining advisory services with technology and operational solutions for other advisers.

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.

Edwin Retter is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Prior to joining Mission Wealth in 2025, he was with Retter Capital Management, LLC for 12 years. Mission Wealth Management is a multi-team advisory firm providing wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

Timothy Tuschinski is a financial advisor at Simplicity Wealth in Melbourne, FL, holding a Series 65 credential with two years of industry experience. Prior to his advisory career, he served in the US Navy for 24 years. Outside of his advisory role, he is the founder and sole employee of Tactical Edge Solutions, an aerospace and defense consulting firm supporting small businesses bidding on government contracts. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities, alongside model portfolios monitored and rebalanced regularly, and offers technology and operational support for other advisers through its managed account platform.

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.

Donald Chamberlin III is a CFP® with 16 years of industry experience, currently serving at Foundations Investment Advisors LLC since 2025. He previously worked for C2P Capital Advisory Group, LLC dba Prosperity Capital Advisors for 14 years and has operated The Chamberlin Group, his own advisory business, since 2003. He is a board member and trustee for the Catlin Tract Homeowners Association. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers services through a large network of affiliated offices and investment adviser representatives.

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.

Charles Steele Sr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes ownership of Randsco Inc, a commercial linen and dry cleaning business, and a long tenure with AIG American General Life Insurance Company. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis and a proprietary advisory platform.

James Heninger is a financial advisor with Altitude Capital Management LLC in Melbourne, FL. He holds Series 65 and Series 63 licenses and has been in the advisory industry since 2026. Outside of his advisory role, he has extensive experience related to golf instruction and operations, including involvement with Inbalance Golf and multiple golf academies and clubs. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a range of investment strategies tailored to client objectives and risk profiles, managing $103.6 million in discretionary assets across a multi-team structure.

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.