Rossby Financial, LLC

Lesley Degenhart is a financial advisor at Rossby Financial, LLC with 18 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Ameriprise Financial Services, NewEdge Advisors, and LPL Financial. Outside of her advisory role, she is also a licensed notary public. Rossby Financial provides investment advisory and financial planning services to a diverse client base, including high net worth individuals, charitable organizations, and corporate entities. The firm employs a variety of analytical approaches to tailor portfolios according to client objectives and risk tolerances and manages approximately $565 million in discretionary assets.

Jackson Kubaszyk is a financial advisor with Rossby Financial, LLC in Nashville, TN. He holds the CFP® designation along with Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Rossby Financial, he worked at Osborn Wealth Management and OneAmerica Securities, among other roles. 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 employs a variety of analytical approaches to tailor diversified portfolios aligned with clients’ objectives and risk tolerances.

Scott Blackley is a financial advisor with Rossby Financial, LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. Prior to joining Rossby Financial in 2024, he worked at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. Outside of his advisory role, Blackley serves as a board member of The Second Wind Foundation, a charity that provides books to children worldwide, and is a member of the Seabrook Rotary Club. He also owns a life insurance brokerage and provides tax planning services as an enrolled agent. 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 employs a variety of analytical approaches to tailor diversified portfolios based on clients’ objectives and risk tolerances, managing approximately $565 million in discretionary assets as of year-end 2024.

Adrian Przyboro is a financial advisor at Rossby Financial, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing over a 15-year period. Outside of his advisory role, Przyboro owns and operates a roller hockey league through PHHL, LLC. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension/profit-sharing plans, corporations, and other business entities. The firm employs a variety of analytical approaches and diversified strategies to tailor portfolios according to clients' objectives and risk tolerances.

Andrew Evans is a financial advisor at Rossby Financial, LLC in Melbourne, FL, holding a Series 66 credential with 22 years of industry experience. He has worked at firms including TAG Advisors, Cambridge Investment Research, Charles Schwab, Merrill, and Raymond James. Outside of advisory work, Evans is involved as a board member of Archive Intel, a surveillance and archiving technology company, and serves as Chief Experience Officer of Practice Intelligence, LLC, which provides user interface and advisor engagement 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, employing diversified strategies tailored to client objectives and risk tolerances using a variety of analytical approaches and third-party platforms.

David Osborn II is a financial advisor at Rossby Financial, LLC with 17 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Rossby Financial, he operated OSBORN Wealth Management. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension/profit-sharing plans, corporations, and other business entities. The firm customizes portfolios based on client objectives and risk tolerances, using various analytical approaches and diversified strategies across multiple asset classes.

Nicola Nichol is a CFA® charterholder with 21 years of industry experience. She is currently an advisor at Rossby Financial, LLC and also provides insurance solutions through Financial Strategies of Amelia. Her prior work includes ten years at Securities America Advisors and experience at Merrill and UBS Financial 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 combines multiple analytical approaches to tailor portfolios according to clients’ objectives and risk tolerances, managing approximately $565 million in discretionary assets.

Marissa Harris is a financial advisor at Rossby Financial, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. Her work history includes roles at Ally Invest Securities LLC, LPL Financial, and JLA Securities, LLC. 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 employs a diversified investment approach tailored to client objectives, incorporating fundamental, technical, and cyclical analysis across multiple asset classes.

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.

John Christopher Andrews is a financial advisor with Rossby Financial, LLC in Anchorage, AK, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at OSAIC, Lincoln Financial Securities Corporation, CUSO Financial Services, Inc., Valic Financial Advisors, and Wells Fargo Investments, LLC. He also owns and operates Windward Financial Strategies, where he provides accident, health, disability insurance, fixed annuities, and traditional life insurance. Rossby Financial serves individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning and retirement consulting. The firm employs a range of analytical approaches and diversified strategies to tailor portfolios to clients' objectives and risk tolerances.

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.

Antonio Reyna is a financial advisor at Rossby Financial, LLC with 33 years of industry experience. He holds a Series 63 license and has worked at several firms, including Securities America Advisors, LPL Financial, and BBVA Compass Investment Solutions. Outside of his advisory role, he serves as a lead security supervisor at The Cynthia Woods Mitchell Pavilion in The Woodlands, TX. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension plans, corporations, and business entities. The firm uses a variety of analytical approaches and diversified strategies to tailor portfolios according to clients’ objectives and risk tolerances, managing approximately $565 million in discretionary assets as of the end of 2024.

Paige Carlson is a CFA® charterholder with three years of industry experience. She is currently with Rossby Financial, LLC and Prairie Oak Wealth, LLP, having previously worked at Cambridge Investment Research Advisors, Inc., Grinnell State Bank, and Grinnell College. Outside of her advisory roles, she serves as a board member for Mayflower Homes and as treasurer for Beta of Iowa (Phi Beta Kappa), and she has experience as a bookkeeper for a local waterproofing company. 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 uses a variety of analytical approaches to tailor portfolios to client objectives and risk tolerances and manages approximately $565 million in discretionary assets.

Gulielma Fager is a CFP® and Series 65-licensed advisor with Rossby Financial, LLC, bringing five years of industry experience. She previously worked at Cambridge Investment Research Advisors and Michael Bombardier PhD LLC. Outside of her advisory role, she serves as a board member for the Friends School of Baltimore and is active as an author and speaker through Toler Financial Group LLC. 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 employs diversified investment strategies tailored to clients’ objectives and risk tolerances, managing approximately $565 million in discretionary assets.