Jacob A Smith

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 and no prior industry experience. She has held roles at affiliated entities including Campbell Innovative LLC and Campbell & Company Insurance Advisors, Inc. Outside of her advisory work, she has been involved in a business operating under the name Top Shelf Trinity LLC dba Brix 33. Campbell & Company Wealth Management, LLC serves individuals and high-net-worth clients with portfolio management and financial planning. The firm uses a blend of passive investment management and fundamental analysis, focusing on asset-class-weighted portfolios primarily composed of index mutual funds and ETFs, and provides financial planning as a separate, hourly service.

Jacquelyn Campbell is a CFP® and PFS™ with 11 years of industry experience. She is the founder of Campbell & Company Wealth Management, LLC and has held roles at several related firms including Campbell Innovative LLC and Impact Partnership Wealth, LLC. Campbell is also an author and educator, having created and published books focused on personal preparedness and peace of mind. Campbell & Company Wealth Management, LLC serves individuals and high-net-worth clients by providing portfolio management and comprehensive financial planning. The firm combines passive investment strategies with fundamental and cyclical analysis, emphasizing low turnover and tax efficiency, and works with sub-advisers to manage client assets.