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Mitchell Lee Whitenack

Advisor at Exodus Wealth, LLC — Cantonment, FL

Updated today

Credentials

Series 66

Experience

17 years

Location

Cantonment, FL

Exodus Wealth, LLC logo

Exodus Wealth, LLC

Multi-team

Total advisors

55

Across 47 offices

Clients per advisor

40 Low

Avg AUM per client

$213,802 Very Low

HNW client ratio

3% Very Low

About

Mitchell Whitenack is a financial advisor with Exodus Wealth, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Fortune Financial Services and Prosperity Wealth Management, Inc. Exodus Wealth serves individuals, including high net worth clients, as well as trusts, estates, charitable organizations, and pension plans, offering asset management, financial planning, and consulting services. The firm employs a diversified investment approach with discretionary portfolio management and periodic rebalancing, managing several hundred million dollars in assets.

Client services

Based on Exodus Wealth, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Exodus Wealth, LLC

Options & derivatives strategies Charitable giving & philanthropy

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Fee options

Fixed

Up to $10,000 for financial planning and consulting services

Percentage

$0 - $500,000: 2.00% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.35% $1,000,000+: 1.20%

Project-based

$250 per hour

Location

See office

Cantonment, FL

Cantonment FL

Advisors at this office

1

Most active in

Florida · Pennsylvania · South Carolina

Work history

17 years of industry experience

Prosperity Wealth Management, Inc.

2026 - Present • 1 year

Cantonment, FL

Fortune Financial Services

2024 - Present • 2 years

Monaca, PA

Fortune Financial Services

2012 - Present • 14 years

New Brighton, PA

WFP Securities

2007 - 2008 • 1 year

San Diego, CA

Disclosures

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

Business activities & affiliations

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John R

Series 65

Pensacola, FL

VM. Group

John Ronderos Jr. is a Series 65-licensed financial advisor at VM. Group with three years of industry experience. Prior to founding VM. Group, he was self-employed as a trader and investor and briefly worked at Vinify. He publishes a public technical-analysis newsletter related to his firm’s investment strategies. VM. Group is an independent advisory firm offering discretionary investment management primarily through separately managed accounts to individuals, trusts, and small businesses. The firm employs quantitative value screening, proprietary technical analysis, and fundamental due diligence across strategies that include global equity value, commodity cycles, multi-asset allocation (including cryptocurrencies), and crypto-focused portfolios.

Passive / index investing Private / alternative investments Concentrated stock management Founder/Business Owner
user avatar

Danny S

Series 66, Series 63, Series 65

Pensacola, FL

The Retirement Planners, USA, LLC

Danny Steele is a financial advisor at The Retirement Planners, USA, LLC with 15 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at Silver Oak Securities, Inc., First Heartland Capital Inc, and Pensacola State College. Outside of advising, he owns Steele Insurance Agency, which focuses on Medicare insurance sales and other insurance products. The Retirement Planners, USA, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and small businesses. The firm offers ongoing portfolio management, retirement planning, and ERISA plan services using a variety of investment analysis methods and maintains a relatively large client base for its size.

General retirement planning
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Caleb G

Series 65

Pensacola, FL

Guernsey Financial, LLC

Caleb Guernsey is a financial advisor with Guernsey Financial, LLC in Pensacola, FL. He holds a Series 65 designation and has been with Guernsey Financial since 2018. Prior to his advisory role, he worked at Olive Baptist Church for one year and has a background in education. Guernsey Financial serves individual and high-net-worth clients, providing retirement-plan consulting, financial planning, portfolio analysis, and public educational seminars. The firm emphasizes advisory and oversight services, operating primarily as a co-advisor and referrer while relying on third-party managers for portfolio management.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

Wesley O

Series 63, Series 65

Pensacola, FL

Armada Advisors

Wesley Odom is a financial advisor at Armada Advisors with 33 years of industry experience. He has been with Armada Advisors since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory role, he owns and manages a tour company, Go Retro, and an importing business, Mr. Retro. Armada Advisors serves individual and corporate clients with portfolio management, retirement plan consulting, financial planning, real estate advisory, and trustee services. The firm employs a bottom-up, value-biased investment approach, emphasizing low turnover and tailored portfolios based on client goals, and offers a range of ancillary services including real estate reviews and retirement plan design.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing Cash flow / budgeting Founder/Business Owner
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Douglas G

Series 63, Series 65

Pensacola, FL

Guernsey Financial, LLC

Douglas Guernsey is a financial advisor with Guernsey Financial, LLC in Pensacola, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Guardian Life and its affiliated entities from 1997 to 2019 before joining Guernsey Financial in 2019. Outside of his advisory role, Guernsey serves as Vice President of the Plantation Road Town Office Owners Association Inc. Guernsey Financial serves individual and high-net-worth clients, providing retirement-plan consulting, financial planning, portfolio analysis, and public educational seminars. The firm operates primarily as a co-advisor and referrer, focusing on advisory and oversight services while partnering with third-party managers to handle portfolio management.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities
user avatar

John M

Series 63, Series 65

Pensacola, FL

Familywealth Asset Management

John Mugarian is a financial advisor with FamilyWealth Asset Management based in Pensacola, FL. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Mugarian Investment Group, LLC and Painewebber Incorporated for over 26 years. Outside of advisory services, he manages a vacation property in Gatlinburg, Tennessee. FamilyWealth Asset Management advises individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to insurance products. The firm employs a multi-asset, dynamic investment approach combining passive core exposure with active and alternative strategies, delivered through an integrated platform and a Turnkey Asset Management Program.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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