Fortem Financial Group, LLC

Brian Amidei is a financial advisor with Fortem Financial Group, LLC in Palm Desert, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Fortem Financial Group since 2018 and previously at Hightower Securities and Hightower Advisors. In addition to his advisory role, he owns BPA Capital Management, Inc. Fortem Financial Group provides wealth management, financial planning, and investment management services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm builds diversified portfolios based on client-specific financial plans, utilizing modern portfolio theory and quantitative tools, and offers integrated planning that includes held-away accounts and retirement plan consulting.

Nadyne Abubo is a financial advisor with Fortem Financial Group, LLC in Phoenix, AZ. She holds a Series 65 designation and has been with Fortem Financial Group since 2024. Her prior work experience includes roles in the restaurant and service industries as well as employment at a non-denominational Christian church. Fortem Financial Group provides wealth management, financial planning, and investment management services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm uses client-specific financial plans and diversified portfolios, employing tools such as modern portfolio theory and quantitative optimization.

Cole Pine is a financial advisor at Fortem Financial Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual and Northwestern Mutual. Outside of his advisory work, he has held roles related to brewing and university affiliations. Fortem Financial Group provides wealth management, financial planning, and investment management services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm builds diversified portfolios based on client-specific financial plans using modern portfolio theory and quantitative optimization tools.

Joseph Romano is a financial advisor with Fortem Financial Group, LLC in Palm Desert, CA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hightower Advisors. Outside of his advisory work, Romano serves as a voluntary board member for local charities in the Coachella Valley and holds a vice chairman role for a charity event benefiting St. Jude. Fortem Financial Group provides wealth management, financial planning, and investment management services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm builds client-specific portfolios using diversified assets and employs modern portfolio theory and quantitative tools, with access to affiliated service providers offering mortgage lending, credit management, and insurance solutions.

Brett D'orlando is a financial advisor at Fortem Financial Group, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Fortem Financial Group since 2018, following prior roles at Fortem Financial, LLC and Hightower Securities, LLC. Outside of advisory work, he owns BCD Capital Management, Inc., a flow-through entity for RIA and insurance compensation. Fortem Financial Group provides wealth management, financial planning, and investment management services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm constructs diversified portfolios based on client-specific financial plans and employs modern portfolio theory and quantitative optimization tools, with options for tactical strategies when appropriate.