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Your Dedicated Team

Roger Kalina, CFP®, AIF®, ChFC®, CLU® Photo
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Roger Kalina, CFP®, AIF®, ChFC®, CLU®

Founder/Managing Partner - Wealth Planner

Roger Kalina, CFP®, AIF®,ChFC®, CLU®

Founder/Managing Partner - Wealth Planner

Phone (561) 953-1499
Fax (561) 416-2993
Mobile Phone (561) 702-4369
E-mail rkalina@benchmarkfinancial.info


Roger is the founder of Benchmark Financial. He has served as a financial professional since 1993 and has achieved the professional designations of CFP® (Certified Financial Planner™), AIF® (Accredited Investment Fiduciary), ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter). CFP®, CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board). Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes education, examination, experience and ethical requirements. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. He holds the Series 63, and 65 registrations and Life, Health & Variable Annuity licenses. 

Philip Piedt, CFP®, RICP® Photo
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Philip Piedt, CFP®, RICP®

Partner - Wealth Planner

Philip Piedt, CFP®, RICP®

Partner - Wealth Planner 

Phone (561) 953-1490
Fax (561) 416-2993
Mobile Phone (954) 729-3013
E-mail ppiedt@benchmarkfinancial.info

Philip focuses on families and business owners and provides clients with wealth guidance solutions through comprehensive financial planning to help protect, simplify and organize their total financial picture. Philip believes that an advisor’s true worth is helping align a client’s financial goals with their personal values so they can make smart money decisions and ultimately experience peace of mind.

Philip has achieved the professional designations of CFP® (CERTIFIED FINANCIAL PLANNER™) and RICP® (Retirement Income Certified Professional). CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Certified Financial Planner Board of Standards Inc. (CFP Board). Individuals certified by the CFP Board have taken extra steps to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes education, examination, experience and ethical requirements.  The RICP® educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help clients create sustainable retirement income. Philip also holds the Series 66 registration and Life, Health & Variable Annuity licenses.

Philip graduated summa cum laude from Palm Beach Atlantic University with a Bachelor’s of Science degree in Accounting. He is very active in his  surrounding communities and holds the positions of:

  • Board member at the Peter Blum YMCA of S. Palm Beach County
  • Board member of Westminster Academy, Ft. Lauderdale
  • Board member of the PULSE, young professionals group of the Boca Raton Chamber of Commerce
  • Member of the Financial Planning Association of South Florida
Mark Zikeli, CFA® Photo
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Mark Zikeli, CFA®

Director of investments

Mark Zikeli, CFA®

Director of investments

Phone (561) 953-1429
Fax (561) 416-2993
Mobile Phone (262) 490-8003
E-mail mzikeli@benchmarkfinancial.info

Mark is the Director of Investments for Benchmark Financial Wealth Advisors and has been in the securities and investment industry since 2012.  Mark oversees the firm’s investment process, portfolio design and implementation.  

Prior to joining Benchmark Financial, Mark worked as a Research Analyst at a growth-oriented mutual fund focusing on macro-economic and individual equity research. Before that, Mark worked as a Research Analyst at an independent equity research firm covering securities in various industries. 

In his role as Director of Investments, Mark develops wealth management and investment strategies tailored to the particular situation and financial objectives. He is able to simplify the complex world of investments by using practical planning solutions.

Mark graduated from the University of Wisconsin-Milwaukee, Lubar School of Business with a degree in finance and a certificate in applied investment management. Mark has been a CFA Charterholder since August of 2018. The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute. 

Dan Levene Photo
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Dan Levene

Senior Portfolio Advisor

Dan Levene

Senior Portfolio Advisor

Phone (561) 886-5608
Fax (561) 416-2993
Mobile Phone (561) 617-6997
E-mail dlevene@benchmarkfinancial.info

Dan has more than 29 years of experience in the financial services industry. Most recently, he was a Vice President Financial Consultant at Fidelity Investments.  At Fidelity, Dan primarily worked with High Net Worth and Ultra High Net Worth clients advising them on investment strategies and their overall financial planning.  Prior to Fidelity, he was director of a large RIA based in Sacramento, CA and had his own RIA and Broker Dealer that employed over 100 advisors.

Dan graduated Magna Cum Laude from Syracuse University where he received his Bachelor of Arts degree. Dan grew up in Upstate New York and after college started a company in the construction industry that he ultimately sold to a major competitor.

Dan resides in Boca Raton with his wife and their two Golden Retrievers.  They enjoy spending time with their 3 adult children.

Andrea Spridik Photo
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Andrea Spridik

Client Relationship Manager

Andrea Spridik

Client Relationship Manager

Phone (561) 953-1493
Fax (561) 416-2993
E-mail aspridik@benchmarkfinancial.info

Andrea has been with the firm since 2003. Andrea has hands on operations experience in financial planning, insurance and investments as well as overseeing the firms’ administrative staff.

Currently Andrea serves as a liaison between clients and advisors to ensure all of the clients needs are being met.   She is involved from the initial onboarding to ongoing client update and progress meetings and helps manage the implementation of client solutions. Andrea's sharp eye for detail and attentiveness to clients needs make her an invaluable member of the team.

Andrea spends most of her free time chasing her 2 young sons around! She enjoys family time and loves going on new adventures.


Alison Martin Photo
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Alison Martin

Client Services Coordinator

Alison Martin

Client Services Coordinator

Phone (561) 953-1486
Fax (561) 416-2993
E-mail amartin@benchmarkfinancial.info


Alison has been a client services coordinator for Benchmark since 2015. Alison is responsible for processing all new life insurance business as well as servicing all existing life insurance clients. Alison has over 15 years of experience in the insurance industry and brings a great deal of knowledge to the table. Alison is also responsible for handling our paperless office process which helps the office run smoothly and efficiently for the benefit of our clients. Prior to joining Benchmark, Alison worked for a family law firm as the office manager. 

Alison enjoys spending time with her family and loves going to the beach.

Anita Colombo Photo
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Anita Colombo

Client Services Coordinator

Anita Colombo

Client Services Coordinator

Phone (561) 953-1524
Fax (561) 416-2993
Mobile Phone (954) 592-7980
E-mail acolombo@benchmarkfinancial.info


Anita has been a client services coordinator for Benchmark since 2014. Anita is responsible for new client processing, service and client scheduling. Prior to joining Benchmark, Anita worked for an independent financial services firm for three years. 

Outside the office Anita keeps herself busy by mudding, jogging, writing and reading. Anita enjoys anything that involves spending time outdoors.