Benchmark Financial Wealth Advisors LLC

Roger Kalina is a CFP® and ChFC® with 33 years of industry experience. He is affiliated with Benchmark Financial Wealth Advisors LLC and has held positions at firms including American Portfolios Financial Services Inc. and Business Risk Advisors LLC. Outside of advisory work, he is involved in insurance sales and participates in several real estate partnerships. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and retirement plans, managing approximately $766 million in assets for around 361 clients. The firm employs a client-specific investment process using independent managers, mutual funds, ETFs, and UMA/SMA platforms, and offers consolidated reporting and wealth governance services.

Willard Schoch is a financial advisor with Benchmark Financial Wealth Advisors LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Benchmark, he worked at North American Management Corporation for six years and has served as an uncompensated board member of the Presidential Estates Property Owners Association. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans, providing financial planning, wealth guidance, and portfolio management. The firm employs a client-specific investment process using independent managers and various investment platforms, and offers wealth governance services including family governance support and consolidated reporting.

Christian Long is a financial advisor at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL. He holds a Series 65 designation and has one year of industry experience. His prior roles include positions at Advisors Asset Management, Inc., Boca Ice, and Ace The Text, Inc. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans, providing financial planning, wealth guidance, and portfolio management. The firm manages approximately $766 million in assets for around 361 clients and uses a documented, client-specific investment process with independent managers, mutual funds, ETFs, and manager-based platforms.

Lawson Wlodkowski is a financial advisor at Benchmark Financial Wealth Advisors LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and RMH Investment Management LLC. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans, offering financial planning, wealth guidance, and portfolio management. The firm employs a documented, client-specific investment process and provides services including consolidated reporting, family governance support, and ongoing portfolio monitoring.

Thomas Jedrej is a financial advisor at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation with two years of industry experience. His professional background includes 12 years at TD Bank and a role as a management consultant prior to joining Benchmark. He is also a licensed insurance agent affiliated with Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC provides financial planning, wealth guidance, and portfolio management services to individuals, families, small businesses, and employer-sponsored retirement plans. The firm uses a client-specific investment process focused on risk profiling and diversified allocations, serving approximately 361 clients with about $766 million in assets under management.

Alexander Ligeti is a CFP® and CFA® professional with four years of industry experience. He currently works with Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, and previously held roles at PNC Bank and Morgan Stanley. Ligeti is also a licensed insurance agent in multiple states through Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC serves individuals, families, small businesses, and employer-sponsored retirement plans by providing financial planning, wealth guidance, and portfolio management. The firm employs a client-specific investment process with diversified allocations and offers consolidated reporting, wealth governance, and monitoring services for approximately 361 clients managing around $766 million in assets.

Alex Manolakos is a financial advisor with Benchmark Financial Wealth Advisors LLC in Boca Raton, FL. He holds a Series 65 designation and has three years of industry experience. Prior to joining Benchmark, he worked in various roles including at Gold Coast Dermatology and AVM Solutions and completed graduate studies from 2021 to 2023. He is also a licensed insurance agent affiliated with Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC serves individuals, families—including high-net-worth households—small businesses, and employer-sponsored retirement plans, providing financial planning, wealth guidance, and portfolio management. The firm employs a client-specific investment process using independent managers, mutual funds, ETFs, and UMA/SMA platforms, while offering consolidated reporting and wealth governance services.