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Frederick B

Series 63, Series 65

Lakewood, FL

Arca Wealth, LLC

Frederick Bohlander is a financial advisor with Arca Wealth, LLC, holding Series 63 and Series 65 licenses and 35 years of industry experience. His work history includes roles at Sandbox Financial Partners, Wells Fargo Advisors, Raymond James Financial, and Potomac Financial Group. Outside of his advisory work, he serves as a director of a homeowners association in Herndon, VA. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm employs a client-centered process to develop customized asset allocations across multiple investment approaches, using mutual funds, ETFs, individual equities, fixed income, and other investment vehicles.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Annuities
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Robert B

Series 63, Series 66

Laurel Hill, FL

Naviter Wealth, LLC

Robert Brooks is a financial advisor at Naviter Wealth, LLC with 36 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Fisher Investments and Stephens. Brooks is also involved with the Wealth Advisor Growth Network, supporting RIA and broker-dealer teams with technology and back-office services. Naviter Wealth, LLC provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm operates as a multi-advisor team managing approximately $1.87 billion across 332 client relationships.

Private / alternative investments Tax-loss harvesting Real estate investing
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