Your fixed point
in a moving market.

Phillip Laird

“Family is not an important thing. It’s everything.” — Michael J. Fox

I’m driven to provide my family with the things I never had growing up. Following the passing of my dad when I was just two years old, my childhood was far from picture-perfect as my mom and I struggled to piece life together. Financial planning was the furthest thing from our minds as we depended on outside assistance simply to make ends meet. From this lowest point, I built the life skills and familial bonds that sustain me to this day.

I’m fortunate to be able to bring my personal experience and values to the work that I do for others every day. Choosing who to work with when it comes to planning your financial future is not a decision to be made lightly, and I approach my role with the greatest degree of respect and responsibility. I take pride in treating each client like my own family, and am invested in securing your financial success.

My central goal is to provide you with reassurance and support as we work together to build a financial plan that will help you achieve your goals. The guidance I provide reflects what I would design for my own family, not a simple calculation of what makes sense on paper. I will take care of you when you need it the most and I will never leave you empty-handed.

It has been a long road from my beginnings to where I am today, and I have dedicated my career to helping others realize their aspirations. I understand that when you choose to work with me, you are investing your time and trust as well as your money. Together, we will develop a road map that shows you exactly what to do to get exactly where you want to go.

Jonathan Hardie

As a first-born American citizen, my main focus is on generational wealth and legacy planning.

The son of a Jamaican father and Haitian born mother, hard work, education, and respect for my elders was engrained in me from an early age. As such, when my grandparents began passing away, it surprised me that my parents needed to take on such a large financial burden.

It wasn’t until my mother-in-law passed, that I got my firsthand experience in the ramifications of having assets, without a plan.

With an initial background in R&D Chemistry, attention to detail has always been important to me. And with new realizations and understanding of the financial and legal systems, I decided to focus that same energy into making sure the rest of my friends and family have a true financial plan.

Though the passion I have for research and development will never disappear, I’ve found planning for people to be much more rewarding than planning for patents.

My core tenant is that our parents and grandparents gave a lot to get us here; it is our job to make sure we do our best to pass it on.

Ryan Rotunno

For the majority of my life, I have called Yardley, PA, home — a charming town located just forty minutes north of Philadelphia. Growing up amidst a bustling household with three siblings and hardworking, working-class parents, I learned the importance of resilience and determination from an early age. In 2013, I decided to embark on a new chapter and migrated southward to Florida in pursuit of fresh opportunities.

Throughout my upbringing, my parents crafted an extraordinary life for our family. Witnessing firsthand the profound sense of tranquility, stability, and honor that stems from effective financial planning, budgeting, saving, and investing deeply resonated with me. This revelation became the catalyst for my decision to enter the financial services industry. My driving force is to empower individuals, akin to my own parents, by helping to instill confidence in their financial well-being and providing unwavering security for their loved ones.

As a financial professional known for my multigenerational approach, I have the privilege of assisting a select group of clients and their families. Together, we navigate the intricate path of planning, tailored to reflect their unique life circumstances and long-term aspirations. Guided by an unyielding passion, I am devoted to delivering sound planning and value-added services that help pave the way for the achievement of their most cherished goals — goals that hold immense significance not only for themselves but also for their families and future generations.

Embracing a comprehensive approach, I address the fundamental pillars of wealth: investments, credit liabilities, risk management, and trust and estate planning strategies. By encompassing each of these aspects, I help to provide my clients with a holistic and personalized roadmap toward success, leaving no stone unturned in helping them to securing their financial prosperity.

Today, my commitment remains resolute in educating and inspiring as many individuals as possible to seize control of their finances. I firmly believe that financial literacy holds the key to unlocking a brighter future for all. Through my unwavering dedication, I aspire to impart my wealth of knowledge and expertise, empowering individuals from diverse backgrounds to embark on a path of financial independence and fulfillment.

Ulyana Rosenberg

I grew up in Ukraine during a time when the country was rebuilding its independence and learning how to stand on its own again. In an environment like that, security was never something you assumed — it was something you had to build. People relied on resourcefulness, resilience, and most importantly on relationships with those who truly had their best interests at heart.

Those early experiences shaped the way I view both life and financial planning today. I believe that if you want peace, you prepare for war. And if you want financial peace and prosperity, you need more than hope — you need a thoughtful plan, and often a plan B.

This belief is what led me to the work I do today. As a financial advisor, I have the privilege of helping individuals and families create strategies designed to protect what they’ve built and support the life they want to live. While investment performance and tax efficiency are exciting and certainly matter, I believe the true value of financial planning goes far beyond numbers on a statement.

It comes down to YOU and your peace of mind — knowing that your future, your lifestyle, and the people you care about are protected.

If you’re looking for a partner who values preparation, trust, and long-term relationships, I would welcome the opportunity to connect.

Brian Coule

Finance is not something I chose — it is something I was raised in. As the son and grandson of independent CPAs who served Palm Beach’s most prominent families, I spent my earliest years learning what it means to handle wealth with care. By the time I could drive, I was entrusted with transporting sensitive tax documents to some of the nation’s most private estates. The lesson came early: discretion is not a courtesy — it is a requirement.

Backed by 30+ fully licensed fiduciaries and over 200 professionals, I bring the resources of a major institution with the ability to do what the large firms cannot — build a strategy designed entirely around your life, your goals, and your family. Not a template. Not a product pitch. A plan that is yours.

A lifelong Palm Beach County resident, UCF graduate, and father of two. When I’m not helping my clients, I’m making memories with my family. I’m a business owner who is reminded daily what is at stake when someone trusts you with their life and livelihood — I treat every client’s future with the same commitment I bring to my own family’s, because anything less is not worth doing.

Shane McVan

My path into financial advising was built on a strong foundation of discipline, values, and a passion for helping others make informed decisions about their future. I earned my degree in Finance from Florida State University, where I developed a deep understanding of markets, investing, and the principles that guide long-term financial success.

While education provided the technical knowledge, the principles that guide my life come from two pillars that have always been central to me: my family and my faith. They shape the way I approach my work, my relationships, and the responsibility I have to the people who trust me with their financial future.

I believe financial advice should come from someone who lives by the same principles they recommend. The strategies and discipline I encourage clients to follow are the same ones I apply in my own life. To me, planning isn’t just about numbers on a page — it’s about building stability, protecting what matters most, and creating opportunities for the people and families we care about.

Working with clients is a responsibility I take seriously. Everyone’s financial situation is unique, and I believe thoughtful planning requires listening first and understanding what truly matters to you. My goal is to provide guidance that is clear, practical, and aligned with your long-term goals so you can move forward with confidence.

Alexander Hawkins-Rusch

People often ask what inspired me to pursue a career in financial services. For me, it has always been about people, not just portfolios. Growing up in upstate New York as the youngest of four siblings, I was raised by two educators who modeled integrity, sacrifice, and service. While financial planning was never a common topic in our home, I came to realize that financial literacy has the power to transform lives and create opportunities for generations. That belief became deeply personal when my father was diagnosed with multiple myeloma, reinforcing the importance of preparation, resilience, and having trusted guidance during life’s most challenging moments.

Those experiences shaped the way I approach my career today. After earning my business degree from the University of South Carolina and developing leadership experience in the hospitality and golf industries — including working two Masters Tournaments at Augusta National — I joined Capella Financial Group, where I serve as Director of Business. As I continue pursuing my securities licensing and expanding my expertise in wealth management, my goal remains simple: to serve families with integrity, earn their trust, and help them build, protect, and preserve their financial legacy. I believe true wealth is measured not only by the assets we accumulate, but by the lives we improve and the legacy we leave behind.

One philosophy has remained constant throughout my life: “Life is a game, so let’s play it.”

Lucas Zuniga

Growing up in Coral Springs, Florida, in an immigrant family taught me the value of hard work, saving and protecting what you’ve built from an early age. My parents each shaped my perspective in unique ways — my father as an entrepreneur who built opportunities through dedication, and my mother as a nurse whose career was centered on helping others. Watching both of them succeed in different ways inspired me to pursue a path that combines business, leadership, and service.

For more than 12 years, I dedicated myself to mixed martial arts, where I not only developed discipline and mental toughness but also discovered a passion for coaching and mentoring others. Helping people build confidence, overcome challenges, and achieve goals reinforced my belief that success is about empowering those around you. The lessons I learned in the gym — consistency, accountability, and perseverance — continue to guide my approach to business and life.

Today, I bring those same values into the financial services world. My mission is to help educate individuals and families nationwide on the importance and value of growing, distributing and most importantly protecting their assets. We work so hard to acquire them, let’s make it our job to protect and distribute them for when we are no longer here.

Othello Vida Jr.

As a Pennsylvanian native, I grew up with strong ties to South Florida through my family. Over time those connections turned into a deep rooted presence in the community, and today I take pride in serving the area that has played such a big role in my life.

After earning my degree in International Business from Florida Atlantic University, I chose to pursue a career in financial service because I’m passionate about helping people better understand their finances and make more informed decisions. My goal is to provide clear, straightforward guidance and build lasting relationships based on trust, education, and long term success.

Christopher Lytal

Chris Lytal is a native Floridian, born and raised in Palm Beach Gardens, Florida. He attended The Benjamin School for 14 years before earning his Bachelor of Science in Marketing from Florida State University.

As a fourth-generation Lytal in Palm Beach County, Chris has deep roots in the Palm Beach County community and proudly carries on a longstanding family tradition of service. His great-grandfather, Lake Lytal, Sr., came to Palm Beach County and dedicated more than three decades to public service as a Palm Beach County Commissioner, serving for 32 years beginning in 1941. Through his family’s legacy and the values instilled in him by his parents, Chris developed a strong commitment to helping others and giving back to the community that has shaped generations of his family.

Known for his work ethic and relationship-focused approach, Chris is committed to building lasting relationships founded on trust and personalized service, helping clients navigate important financial decisions with confidence.

Outside of work, Chris enjoys spending time outdoors, particularly fishing, hunting, and golfing and appreciates the natural beauty that Florida has to offer.

Brandon Moreno

I was born and raised in Lake Worth, Florida. I was fortunate to grow up with two incredible parents who instilled in me the values of hard work, integrity, and putting others first. While my family faced financial challenges along the way, those experiences gave me a firsthand understanding of how important financial security can be. They inspired me to pursue a career where I could help others build confidence in their financial future and create lasting financial stability for the people they love.

Today, at Capella Financial Group, I help individuals and families, business owners, retirees, and high-income professionals develop personalized strategies to grow, protect, and distribute their wealth in the most tax-efficient way possible. My goal is to simplify the financial planning process, build lasting relationships, and provide every client with the guidance they need to pursue financial freedom with confidence.