Rossby Financial, LLC

Scott Blackley is a financial advisor with Rossby Financial, LLC in Friendswood, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company since 2011. Outside of his advisory role, Blackley serves as a board member of The Second Wind Foundation, a charity focused on distributing books to children worldwide, and is a member of the Seabrook Rotary. Rossby Financial is a Registered Investment Adviser managing approximately $358.6 million for about 800 client relationships. The firm provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and corporate entities, using a variety of analytical methods and customized investment strategies.

Andrew Evans is a financial advisor with Rossby Financial, LLC in Melbourne, FL, holding a Series 66 designation and 21 years of industry experience. His prior firms include TAG Advisors and Cambridge Investment Research. He serves as a board member for Archive Intel, a surveillance and archiving technology company. Rossby Financial is a Registered Investment Adviser providing portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and corporate entities. The firm manages approximately $358.6 million across 800 client relationships, using a variety of analysis methods and customized strategies tailored to client risk tolerance and investment horizons.

David Osborn is a CFP® with 16 years of industry experience, currently serving as an advisor at Rossby Financial, LLC. He has been involved with OSBORN Wealth Management since 2009 and maintains an interest in AyarBorn Properties, LLC. Rossby Financial is a Registered Investment Adviser providing portfolio management, financial planning, and retirement consulting to a diverse client base, including individuals, trusts, charitable organizations, and corporate entities. The firm employs multiple investment analysis methods and customizes strategies based on client risk tolerance and time horizons.

Nicola Nichol is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Rossby Financial, LLC. Prior to joining Rossby Financial, Nicola worked for Securities America Advisors for a decade. In addition to advisory services, Nicola provides insurance solutions through Financial Strategies of Amelia. Rossby Financial is a Registered Investment Adviser managing approximately $358.6 million for around 800 clients, including individuals, trusts, charitable organizations, and corporate entities. The firm employs multiple investment analysis methods and offers tailored portfolio management, financial planning, and retirement consulting services.

Marissa Harris is an advisor at Rossby Financial, LLC in Charlotte, NC, holding Series 63 and Series 65 designations. She is part of a 24-advisor team at the firm. 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 a range of analytical approaches to tailor diversified portfolios that align with clients’ objectives and risk tolerances.

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. He holds a Series 66 designation and has 17 years of industry experience, including roles at Osaic Wealth, INC., Lincoln Financial Securities Corporation, CUSO Financial Services, Inc., and Valic Financial Advisors, Inc. Outside of his advisory work, he is the owner and agent of Windward Financial Strategies, where he sells and services accident, health, disability, and life insurance products. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm manages approximately $358.6 million across about 800 client relationships, offering portfolio management, financial planning, and retirement consulting through a variety of investment approaches tailored to client risk tolerance and objectives.

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 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cambridge Investment Research Advisors, Inc. and Private Client Services. Outside of advising, he owns and operates a tax preparation and accounting business. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-method investment approach tailored to client risk tolerance and offers both discretionary and non-discretionary services, managing approximately $358.6 million across about 800 client relationships.

Antonio Reyna is a financial advisor at Rossby Financial, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked previously at Osaic Wealth, Inc. and Securities America Advisors. Outside of his advisory role, Reyna serves as Lead Security Supervisor at The Cynthia Woods Mitchell Pavilion, overseeing venue security and guest relations during performances. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, and corporate entities with portfolio management, financial planning, and retirement consulting. The firm manages approximately $358.6 million across about 800 client relationships, employing diverse analytical methods and customized strategies to align with clients’ risk tolerance and investment horizons.

Paige Carlson is a CFA® charterholder affiliated with Rossby Financial, LLC and has two years of industry experience. Her prior work includes roles at Prairie Oak Wealth, Cambridge Investment Research Advisors, Grinnell State Bank, and Grinnell College. She serves as a board member for Mayflower Homes and is treasurer for Beta of Iowa (Phi Beta Kappa). Rossby Financial is a Registered Investment Adviser that provides 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, employing a variety of investment analysis methods and tailoring strategies to clients’ risk tolerance and horizons.

Gulielma Fager is a CFP® and Series 65-registered advisor with Rossby Financial, LLC, bringing four years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. and Michael Bombardier PhD LLC. Outside of her advisory role, she serves as a board member for the Friends School of Baltimore and is involved as an author and speaker with Toler Financial Group LLC. Rossby Financial is a Registered Investment Adviser serving individuals, trusts, charitable organizations, and corporate entities with portfolio management, financial planning, and retirement consulting. The firm employs a multi-method investment approach tailored to client risk tolerance and utilizes third-party managers, TAMP platforms, and direct-indexing solutions.

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.

Alan Joyce is a financial advisor with Rossby Financial, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include 21 years at Raymond James & Associates and leadership positions at Coral Reef Advisors LLC and The Alan R Joyce Company LLC, a consulting business serving real estate and structured settlement sellers. He is also a partner in The Britus Group LLC, a management company with no current operations. Rossby Financial provides portfolio management, financial planning, and retirement consulting to individuals, trusts, charitable organizations, and corporate clients. The firm employs multiple analytical methods to tailor investment strategies to clients’ risk tolerance and uses various platforms, including third-party managers and direct-indexing solutions, to implement customized portfolios.

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.