Benchmark Financial Wealth Advisors LLC

Roger Kalina is a financial advisor at Benchmark Financial Wealth Advisors LLC with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked with various Benchmark Financial entities since 2005, including roles in insurance and business management. Outside of advisory work, he is involved in several real estate partnerships. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager investment approach combined with third-party platform solutions and an internal investment committee.

Willard Schoch is a Series 65-licensed financial advisor with Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, bringing four years of industry experience. Prior to joining Benchmark, he worked at North American Management Corporation for six years and served as an uncompensated board member of the Presidential Estates Property Owners Association. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager approach combined with outsourced execution and reporting to deliver customized investment solutions.

Joseph Scutellaro is a financial advisor at Benchmark Financial Wealth Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at CohnReznick Wealth Management LLC and CohnReznick Advisory LLC. Outside of his advisory role, he operates a CPA practice focused on tax return preparation and serves as CFO and minority owner of an equipment and software sales company. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager investment approach combined with outsourced execution and reporting.

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 prior experience at Morgan Stanley and RMH Investment Management LLC. Lawson also spent time at University of Florida and University of Arizona in earlier roles. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager investment approach combined with both discretionary and non-discretionary management services.

Thomas Jedrej is a financial advisor at Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation with one year of industry experience. He previously worked at TD Bank for 12 years and has experience as a management consultant. Jedrej is also a licensed insurance agent through Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management services to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager investment approach combined with outsourced execution and reporting.

Alexander Ligeti is a CFP® and CFA® with three years of industry experience. He is currently with Benchmark Financial Wealth Advisors LLC in Boca Raton, FL, and has prior experience 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 provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages approximately $721.7 million in discretionary assets and employs a multi-manager approach combined with third-party platforms and an internal investment committee to oversee portfolio construction and performance.

Alex Manolakos is a financial advisor at Benchmark Financial Wealth Advisors LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Benchmark Financial LLC and Benchmark Financial Insurance LLC. Outside of advisory services, he is a licensed insurance agent and dedicates part of his time to insurance-related activities. Benchmark Financial Wealth Advisors LLC provides wealth guidance, financial planning, and portfolio management to individuals, families, small businesses, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm manages over $700 million in discretionary assets and employs a multi-manager investment approach combined with third-party platforms and an internal investment committee.