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Evangeline Stratis

Advisor at Bison Wealth, LLC — Brooksville, FL

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Brooksville, FL

Bison Wealth, LLC logo

Bison Wealth, LLC

Multi-team

Total advisors

61

Across 32 offices

Clients per advisor

140 Very High

Avg AUM per client

$296,894 Low

HNW client ratio

69% Very High

About

Evangeline Stratis is a financial advisor at Bison Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including LPL Financial and The Pacific Financial Group. She is also a licensed insurance agent in Florida. Bison Wealth serves a broad client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, and ERISA retirement plan services. The firm employs a multi-manager investment approach with outcome-focused model portfolios that incorporate both liquid and private-market strategies.

Client services

Based on Bison Wealth, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Bison Wealth, LLC

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

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Fee options

Fixed

Financial planning fees can be fixed fees.

Percentage

Up to 2.0% annually (negotiable)

Project-based

Financial planning fees may be charged on an hourly basis.

Other

Fee-only: Advisory fee up to 2.0% annually based on account value; fee is negotiable and can be fixed or tiered.

Location

See office

Brooksville, FL

Brooksville FL

Advisors at this office

2

Most active in

Florida

Work history

25 years of industry experience

Bison Wealth, LLC

2023 - Present • 3 years

Atlanta, GA

The Pacific Financial Group, Inc.

2021 - 2022 • 1 year

Bellevue, WA

Independent Financial Partners

2019 - 2021 • 2 years

Riverview, FL

IFP Securities, LLC

2019 - 2021 • 2 years

Tampa, FL

IHT Wealth Management LLC

2019 - 2019 • 1 year

Chicago, IL

LPL Financial, llc

2011 - 2019 • 8 years

Tampa, FL

Independent Financial Partners

2011 - 2018 • 7 years

Tampa, FL

Anderson & Strudwick, Incorporated

2010 - 2011 • 1 year

Tampa, FL

Gunnallen Financial, Inc.

2006 - 2010 • 4 years

Tampa, FL

Gunnallen Financial, Inc.

2004 - 2005 • 1 year

Tampa, FL

Invest Financial Corporation

2003 - 2004 • 1 year

Tampa, FL

Chase Investment Services Corp.

2002 - 2003 • 1 year

Tampa, FL

Valic Financial Advisors

2002 - 2002 • 1 year

Tampa, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Patrick M

CFP®, Series 65

Spring Hill, FL

Dougherty Investment Advisors

Patrick A. Manconi, CFP®, serves as Senior Financial Advisor of Dougherty Investment Advisors, where he takes a disciplined and data-driven approach to financial advising. He works with clients to develop efficient and actionable financial plans tailored to their unique goals and priorities. As a fee-only fiduciary, Patrick provides objective advice in retirement planning, investment management, tax-efficient wealth strategies, and estate planning. His mission is to equip his clients with the tools they need to reduce financial stress and pursue their goals with confidence. Early in his career, Patrick became one of the youngest CERTIFIED FINANCIAL PLANNER® professionals in the country after completing the CFP Board’s education, examination, ethics, and professional experience requirements at the age of 23. He is currently pursuing a Master of Business Administration degree with a concentration in Finance from the New York University Stern School of Business. A third-generation Tampa Bay native, Patrick was born in Spring Hill and raised in Tampa. He earned dual Bachelor of Science degrees in Finance and Computer Engineering from the University of South Florida, graduating cum laude with both degrees. He competed as a Division I student-athlete on the USF Bulls football team and was named to the American Athletic Conference All-Academic Team. He is the son of decorated Vietnam veteran Sgt. Thomas Manconi and the grandson of Vince Vanni, a local educator and former president of The Greater Hernando County Chamber of Commerce. Patrick is inspired by his family’s longstanding commitment to service, education, and business leadership. Outside of the office, Patrick enjoys following USF athletics, staying active, volunteering, and spending time with family and friends. He is actively involved in the Hernando County community and serves on the board of a local nonprofit organization.

General retirement planning General tax planning Cash flow / budgeting Wealth management Inherited wealth Retired Self-Employed Sales Professional Dentist Engineering Professional Mid-Career Professionals Approaching retirement Established Professionals Retired Baby Boomers (Born 1946-1964)
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Jordan D

CFP®, Series 63, Series 65

Spring Hill, FL

Glow Financial Planning LLC

Jordan Drinkhouse is a CFP® professional at Glow Financial Planning LLC with four years of industry experience. He has previously worked at Xena Financial Planning, ENOW Financial, and Nationwide Investment Services Corp among other firms. Glow Financial Planning LLC is an independent registered investment adviser serving individuals and high-net-worth clients. The firm offers fee-only financial planning and investment management focused on Modern Portfolio Theory, asset allocation, and passive investing through index funds and ETFs.

Business ownership considerations Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Ryan T

Series 65

Spring Hill, FL

Tower Wealth Planning

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.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning Wealth management
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John D

Spring Hill, FL

Dougherty Investment Advisors

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.

General retirement planning General tax planning Cash flow / budgeting Wealth management
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Owen B

Series 65

Spring Hill, FL

Campbell & Company Wealth Management, LLC

Owen Burne is a financial advisor at Campbell & Company Wealth Management, LLC with a Series 65 credential and no prior industry experience. His background includes service in the United States Air Force and the Air Force Reserves, as well as work at the University of South Florida. Campbell & Company Wealth Management offers tailored investment management and comprehensive financial planning to individual clients, focusing on areas such as retirement, estate and tax planning, and cash-flow management. The firm primarily uses a passive investment approach with index funds and ETFs, supported by fundamental and cyclical analysis, and partners with an unaffiliated sub-adviser for portfolio implementation.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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John M

Series 65

Spring Hill, FL

Campbell & Company Wealth Management, LLC

John Macho is a financial advisor with Campbell & Company Wealth Management, LLC in Spring Hill, FL. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Impact Partnership Wealth, LLC and THE Impact Partnership, LLC. Campbell & Company Wealth Management provides tailored investment management and comprehensive financial planning to individual clients, focusing on areas such as retirement, estate and tax planning, and cash-flow management. The firm primarily uses passive investment strategies with index funds and ETFs and engages an unaffiliated sub-adviser for portfolio implementation.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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