Cardea Capital Advisors, LLC

Kendall Borchardt is a financial advisor at Cardea Capital Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lindner Capital Advisors and Emerge Capital Management. Borchardt has been with Cardea Capital Advisors and its predecessor since 2020. Cardea Capital Advisors provides investment and advisory services to financial professionals as well as retail and institutional clients, offering diversified, risk-based model portfolios and a range of supplemental strategies. The firm employs a Modern Portfolio Theory approach and supports clients with discretionary and non-discretionary account management, financial planning, and operational resources.

Roxanna Guinan is a financial advisor at Cardea Capital Advisors, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at IP Financial Advisory Services, World Choice Securities Inc, Equinox Securities, Inc., and Claraphi Advisory Network LLC. Cardea Capital Advisors provides investment and advisory services to financial professionals, retail, and institutional clients, utilizing diversified, risk-based model portfolios grounded in Modern Portfolio Theory. The firm offers a range of services including financial planning, TAMP and sub-advisory services, and access to supplemental investment strategies for accredited investors.

Patrick Thomas is a financial advisor with Cardea Capital Advisors, LLC in Vero Beach, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Lindner Capital Advisors from 2012 to 2020 and has been with Cardea Capital Advisors since 2020, currently also affiliated with MPWM Advisory Solutions, LLC. Cardea Capital Advisors provides investment and advisory services to financial professionals and both retail and institutional clients. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-based model portfolios and offers additional strategies such as separately managed accounts and custom bond portfolios.

Richard Roscelli is a financial advisor at Cardea Capital Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Atomi, Belpointe Asset Management, Renaissance Asset Management, National Asset Management, and National Securities Corp. In addition to his advisory role, he is an insurance producer with Belpointe Insurance, LLC. Cardea Capital Advisors provides investment and advisory services to financial professionals as well as retail and institutional clients, using diversified, risk-based model portfolios grounded in Modern Portfolio Theory. The firm offers a range of services including financial planning, TAMP and sub-advisory solutions, and supports both individual and high-net-worth clients with discretionary and non-discretionary account management.

Kevin Ross is a ChFC® credentialed financial advisor at Cardea Capital Advisors, LLC with 33 years of industry experience. He has held roles at Cape Securities, Inc., Cape Investment Advisory, Inc., Bridgeway Wealth Partners, Saxony Securities, Equitable Advisors, LLC, and AXA Advisors, LLC. Outside of his advisory work, Ross volunteers with ZOA, a nonprofit focused on advancing the US-Israel relationship, combating anti-Semitism, and protecting civil rights. Cardea Capital Advisors provides investment and advisory services to financial professionals and both retail and institutional clients. The firm utilizes diversified, risk-based model portfolios grounded in Modern Portfolio Theory and offers additional strategies such as separately managed accounts and custom bond portfolios, serving individual and high-net-worth clients.

Charles Wood is a CFP® and holds a Series 66 license with 22 years of industry experience. He is currently with Cardea Capital Advisors, LLC, where he has worked since 2019, and previously was affiliated with Lindner Capital Advisors, LLC. Wood also operates Wood Investment Group, LLC, through which he manages investment portfolios and provides advisory services. Cardea Capital Advisors offers investment and advisory services to financial professionals, retail, and institutional clients. The firm employs a risk-based, diversified investment approach grounded in Modern Portfolio Theory, providing model portfolios, financial planning, and separately managed accounts for individual and high-net-worth clients.

Jeffrey Kopp is a financial advisor with Cardea Capital Advisors, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Cardea Capital Advisors since 2020 and has been with Lindner Capital Advisors, Inc. since 2006. Outside of his advisory role, he serves as the Prison Ministry Director for the Church of Eleven22, acting as the point of contact for the Florida Department of Corrections to coordinate chapel sermons. Cardea Capital Advisors provides investment and advisory services to financial professionals as well as retail and institutional clients, offering asset-allocated model portfolios, financial planning, and separately managed accounts. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-based portfolios constructed from low-cost institutional mutual funds and ETFs, targeting multi-year investment horizons.