Kendall Borchardt Bio

Kendall is a seasoned veteran in the financial services industry, with over 25 years of experience under her belt. Her journey began in 1993 at Dean Witter/Morgan Stanley in Houston, where she quickly made a name for herself and transitioned to the investment advisory side of the business. Kendall's expertise in handling the financial needs of high-net-worth professional athletes was unparalleled, and she soon made a shift to the fee-based consulting side of the business. Throughout her career, Kendall has worked with a diverse range of financial advisors, including registered investment advisors, single family offices, foundations, wirehouses, and independent advisors. She firmly believes that this business is relationship-driven, and her success is a testament to her unwavering commitment to delivering a high-end service level. Kendall's niche, specialized investment offering, coupled with a simple and user-friendly interface and exquisite service, helps advisors deliver an exceptional and unique offering to their clients, setting them apart from their competition. Kendall holds a B.S. in Economics from the University of Houston and has successfully passed several regulatory exams, including Series 7, 24, 63, and 65. In addition to her professional achievements, Kendall has served in numerous board positions at the local Georgia chapter of the Financial Planning Association (FPA), including President in 2011 and Chairman in 2012. She also serves as the Treasurer and coaches multiple sports for Special Ks, a division of the Special Olympics Georgia. When she's not working, Kendall enjoys playing pickleball, traveling, sailing, and spending time outdoors with her family.

Richard Roscelli Bio

Richard Roscelli is a Chief Investment Strategist and leads the management, due diligence, and integration of Private Wealth Strategies for Cardea Capital Advisors. With over 30 years of experience in the financial industry, Richard has managed international derivative trading desks and interacted with many of the top institutions during periods of extraordinary financial events. It was during this period that his passion for the integration of private and traditional wealth strategies became a driving force and was fostered. Richard has collaborated with financial professionals, fund sponsors, and investors to develop strategies focusing on diversification, risk, tax, and portfolio volatility management. Richard holds a BBA in International Business from Hofstra University and an MBA in Global Business from Walden University. He has been a resident of Southern Nevada since 2003, having relocated from the NY/NJ area. He and his wife are passionate Personal Watercraft Riders and enjoy expanding their understanding of topics related to health, finance, history, and art.

Roxanna M. Guinan Bio

Roxanna’s 30+ year financial services industry career began in her hometown of Baltimore, MD at Alex. Brown & Sons., Inc., a prestigious investment banking firm. After gaining a well-rounded understanding of brokerage operations, she moved to New York City to work on Wall Street for the correspondent clearing subsidiary of Citicorp. Roxanna managed several departments including Client Services and established “Executive Services,” a retail investment department exclusively supporting Citicorp executives worldwide. Roxanna has held management positions in operations, product development, client services, broker training, sales, and marketing at recognized firms including Bear Stearns, Merrill Lynch, US Clearing, Broadridge, COR Clearing, and at turnkey asset management platforms (TAMPS), EQIS Institutional, Claraphi Advisory Network, and Alternativ Wealth. Her expertise in advisory and TAMP solutions has been critical to helping registered investment advisors increase assets under management. Roxanna has been a freelance personal investing writer for Banks.com and has held numerous securities industry licenses. Currently, she holds a series 65. She lives in Vero Beach, FL and is active in various volunteer efforts including animal rescue, children’s welfare services, the Alzheimer’s Foundation, and the Hospice of Palm Beach County. In her free time, Roxanna enjoys tennis, pickleball, and creative cooking.

C. Bryan Wood Bio

Bryan Wood is a Senior Financial Advisor. He was instrumental in establishing Cardea in 2019 by serving as the company’s initial COO and CCO. Bryan has also served as a representative of the firm as an advisor to clients through Wood Investment Group, a position he continues to hold. Previously, Bryan was Principal and Equity Partner of Ironshore Capital and its legacy company. In this capacity, he managed the investment, positioning and sales of $100 million in residential and commercial real estate projects throughout the southeastern U.S. Prior to his work with Ironshore, Bryan spent ten years as a Vice President with Wachovia Bank (now Wells Fargo, NYSE:WFC), initially serving high net-worth clients in Private Banking and transitioning to the Small Business Banking division where he focused on the planning, investment management and borrowing needs of affluent individuals and their businesses. Bryan began his thirty-year banking career with Barnett Bank (now Bank of America, NYSE:BAC) in Orlando, Florida, where he served as Analyst, Bank Manager, Compliance Officer and then Commercial Banking Officer before returning to his native Atlanta to serve his community. Bryan earned a B.B.A. in Finance from Mercer University and is a Certified Financial Planner™ professional. In addition to securities examinations, he has previously held Georgia Insurance Licenses in Life, Variable Life Products, and Accident and Sickness as well as Georgia and Florida real estate licenses.

Pat Thomas Bio

Pat has over thirty years of experience in the financial markets, and he holds a finance degree from Purdue University. As a Financial Advisor for Cardea Capital, Pat can help individual investors, endowments and pension plans construct an optimal portfolio for any desired level of risk. Equity and fixed income portfolios managed for clients are broadly and effectively diversified, low cost and structured based upon seventy years of academic research about optimal asset allocation to achieve respectable returns over time while keeping volatility manageable. The portfolios are designed to be for the long-term. Pat and the Account Servicing team at Cardea provide thorough and prompt service to all clients.

Chloe Guinan Bio

Chloe has over 9 years of experience in financial operations, client servicing, alternative investments processing, and investment account management within the wealth management industry. She has supported Client Services, working closely with investment advisor representatives, to ensure clients' accounts are handled with care and accuracy. She has experience across major custodians such as Fidelity, Schwab, TD Ameritrade, and Goldman Sachs.

Melanie McLean Bio

Melanie is a dedicated professional with a passion for the financial services industry, balancing a successful career with a fulfilling personal life. With 15+ years of experience in operations management and client services, she has a proven track record of delivering results and exceeding expectations. Outside of work, Melanie is a proud parent of two human children (Ariana & Olivia) and two four-legged furry ones (Bella & Tank). Her strong work ethic, attention to detail, and ability to problem-solve under pressure are qualities that serve her well in both her professional and personal life. Melanie is excited to bring her unique perspective and skills to Cardea Capital and contribute to its continued success.