Louis James Zone

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.

Leo Wagner III is a financial advisor with 17 years of industry experience, currently serving clients through 1st Financial LLC in New Port Richey, FL. He holds Series 63 and Series 66 licenses and has previously worked at BrokersXpress, LLC and LPL Financial. Wagner also works as an independent insurance agent, dedicating a significant portion of his time to fixed and indexed annuities and life insurance products. 1st Financial LLC provides discretionary portfolio management for individuals, businesses, charities, and small pension clients, focusing on a relatively conservative investment approach. The firm combines technical and fundamental analysis, with ongoing portfolio monitoring tailored to each client’s goals and risk tolerance.

Mauricio Reyes is a financial advisor at Quality Financial Planning LLC in Land O' Lakes, FL, holding a Series 65 designation with four years of industry experience. He is also president of Reyes Benefits Inc., where he has been involved in insurance product sales since 2009. Quality Financial Planning LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, business entities, and retirement plan sponsors. The firm offers tailored investment programs based on clients’ objectives and risk tolerance, along with ERISA plan services and pension consulting.

Joshua Kreshon is a financial advisor at Bullish Wealth Planning with six years of industry experience. He holds the Series 66 designation and previously worked at Park Avenue Securities for eight years. He also serves as Successor Trustee to his parents' estate. Bullish Wealth Planning provides advisory services to individuals and business entities, focusing on portfolio management and comprehensive financial planning. The firm uses a combination of analytical methods and maintains a long-term trading orientation while directing clients to third-party platforms for trade execution and custody.

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

Jordan Drinkhouse is a CFP® with four years of experience in financial advisory roles. He is the sole advisor at Glow Financial Planning LLC, where he has worked since 2025. His background includes positions at Xena Financial Planning, ENOW Financial, and Nationwide Investment Services Corp. Glow Financial Planning LLC provides fee-only financial planning and investment management services primarily to individuals and high-net-worth clients. The firm uses a Modern Portfolio Theory-based approach focused on asset allocation and passive investment management through index mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management.