Katie King

Jordan Drinkhouse is a CFP® professional affiliated with Glow Financial Planning LLC, with three years of industry experience. His prior roles include positions at Xena Financial Planning, ENOW Financial, and Nationwide Investment Services Corp. Glow Financial Planning LLC provides financial planning and investment management services to individuals and high-net-worth clients, using a fee-only model with no account minimums. The firm’s investment approach emphasizes Modern Portfolio Theory, asset allocation, and passive management with index funds and ETFs, offering both discretionary and non-discretionary authority.

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.

Seann Dougherty is a financial advisor with Dougherty Investment Advisors in Spring Hill, FL. He holds a Series 65 designation and has four years of industry experience. Prior to joining Dougherty Investment Advisors, he worked for Visual Data Media Services for nine years. Dougherty Investment Advisors is a team-based, state-registered investment adviser managing approximately $114 million for about 180 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to select investments and offers discretionary portfolio management and financial planning services, with an affiliation to an accounting and tax practice.

Trevor Richards is a financial advisor at Lord and Richards with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked in law enforcement and nonprofit sectors, including positions with the Pasco County and Pinellas County Sheriffs and Feeding Tampa Bay. Richards is also a licensed insurance agent. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, employing a variety of analytical methods and both long- and short-term trading strategies. The firm manages approximately $104 million in assets across about 1,230 client relationships with a seven-advisor team.

Jennifer Scherer is a financial advisor at Optivise Advisory Services LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Compass Wealth Group, TD Ameritrade Investment Management, and Scottrade. Outside of her advisory role, she is president of The Crafting Company, a retail business specializing in personalized designs. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, financial institutions, and other advisers. The firm offers both discretionary and non-discretionary solutions, integrates technology tools like LifeArcPlan®, and supports a subscription-based co-advisory program for employer-sponsored defined contribution plans.

Thomas Garcia is a Series 65 licensed advisor at Bison Wealth, LLC with three years of industry experience. Prior to joining Bison Wealth, he worked at The Pacific Financial Group, Inc. He is also the manager of Green Side Lawn Care, a non-investment related business focused on property maintenance and clerical duties. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multi-manager curated investment solutions with a focus on outcome-driven strategies across liquid and private market investments.