Melbourne, FL Irwin Street Office

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.

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.

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.

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.

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.

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.

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.

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.