Basil George Allison

Patrick Manconi is a financial advisor at Dougherty Investment Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of South Florida and Middleton High School. Dougherty Investment Advisors is a team-based advisory firm managing approximately $114 million for about 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis to construct diversified portfolios across equities, debt securities, mutual funds, ETFs, and government securities, offering discretionary portfolio management and comprehensive financial planning services.

Jordan Drinkhouse is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Glow Financial Planning LLC in Spring Hill, FL. He holds Series 65 and Series 63 licenses and has four years of industry experience, including prior roles at Xena Financial Planning, ENOW Financial, and Nationwide Investment Services Corp. Drinkhouse has also worked in various other sectors, including realty and event management. Glow Financial Planning LLC is an independent registered investment adviser offering financial planning and investment management services to individuals and high-net-worth clients. The firm employs a fee-only structure with a fixed quarterly planning fee and emphasizes Modern Portfolio Theory, asset allocation, and passive investment management using index funds and ETFs.

Ryan Tower is a Series 65-credentialed advisor with Tower Wealth Planning in Spring Hill, FL. He has been with Tower Wealth Planning since 2026 and has prior experience with Marten Transport and the University of South Florida. Tower Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a fee-only model and focuses on asset allocation tailored to client goals using a mix of passive and active investments, while also offering comprehensive financial planning on a recurring or project basis.

John Dougherty is a financial advisor at Dougherty Investment Advisors with 28 years of industry experience. He has been involved with John Archer Dougherty, Inc., a holding company where he serves as director and owner since 2003, and has worked with Dougherty & Associates, LLC since 1989. Dougherty Investment Advisors is a team-based firm managing approximately $114 million for around 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis to construct diversified portfolios and offers discretionary management alongside comprehensive financial planning services.

Monica Wahl is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 designation. She has experience in related business activities dating back to 2000, including work with Campbell & Co, CPAs, PA, and various affiliated entities. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning services focused on retirement, estate and tax planning, cash flow and debt management, college savings, and insurance reviews. The firm primarily uses a passive investment approach with index mutual funds and ETFs combined with fundamental and cyclical analysis, and it operates through an unaffiliated sub-adviser.

Jacquelyn Campbell is a CFP® and PFS™ with 11 years of experience in financial advising. She is a principal at Campbell & Company Wealth Management, LLC and has held various roles in affiliated firms since 1994, including a CPA and consulting practice. Campbell is also an author and educator, having published books on financial preparedness. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients. The firm primarily employs passive investment strategies using index mutual funds and ETFs, and collaborates with a sub-adviser for portfolio implementation while offering ongoing financial plan supervision.