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 financial advisor at Blackridge Asset Management, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years. Outside of his advisory role, he performs live music locally in Palm Bay, FL. 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 utilizes a network of investment adviser representatives and offers tailored portfolio management with access to model portfolios 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.

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 at Altitude Capital Management LLC in Melbourne, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Outside of financial services, he has been involved with golf-related activities, including Inbalance Golf since 2019 and previous roles at 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 tailors strategies to client objectives and risk tolerance using a mix of approaches and manages accounts through a multi-team structure with 35 advisors across multiple offices.

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® with 12 years of industry experience, currently serving as a financial advisor at Procyon Advisors, LLC. Her career includes roles at Vanguard Advisers, Inc. and Facet Wealth, Inc. Outside of financial advising, she is a flight instructor providing flight and ground training through Black Sheep Flight Services. Procyon offers investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government clients. The firm manages approximately $9.2 billion in assets and combines internal portfolio construction with access to independent managers and AI tools to support both long-term and shorter-term strategies.

John Rojas is a CFP® professional with 29 years of industry experience. He is currently with Rossby Financial, LLC and has held prior roles at firms including Ameriprise Financial Services, LPL Financial, and Wells Fargo Clearing. In addition to his advisory work, he owns a tax preparation and accounting business, Strategic Tax Advisors. Rossby Financial, LLC provides investment advisory and financial planning services to individuals, charitable organizations, pension plans, corporations, and other entities. The firm manages approximately $565 million in discretionary assets and utilizes a range of analytical approaches and diversified strategies, including third-party managers and turnkey asset management platforms, to tailor portfolios to client objectives and risk tolerances.

Amanda Pearson is a financial advisor at World Equity Group, Inc. with seven years of industry experience. She previously worked at Stifel for seven years and spent eighteen years at Faith Lutheran School & Daycare. Outside of her advisory role, Pearson serves as the lead costume designer for Encore Dance Studio’s performance company. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Steiner is a financial advisor with Capital Analysts in Melbourne, FL, holding a Series 65 credential and bringing 12 years of industry experience. His prior roles include positions at Horace Mann and Sturk Insurance Agency III. Outside of advising, he owns Steiner Insurance & Financial Services LLC, which sells property and auto insurance, and works as a loan officer referring clients for mortgage services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, and institutions, providing portfolio management and retirement-plan advice through a nationwide network. The firm combines discretionary investment management by its in-house team with non-discretionary advisory services and utilizes a proprietary fund screening process for model portfolios.