Ryan Tower

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.

Alex Dalmady is the sole advisor at Cerasus Advisors Inc and holds a Series 65 credential with 16 years of industry experience. He has been with Cerasus Advisors since 2003. In addition to advisory services, he provides economic analysis and business consulting. Cerasus Advisors offers discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, foundations, pension plans, and certain foreign funds. The firm employs income-oriented strategies with a medium- to long-term investment horizon, utilizing diversified fixed-income and dividend-paying equity portfolios that may include derivatives and leverage.

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 in Spring Hill, FL. She holds a Series 65 designation and has been working in the financial industry since 2021, including prior roles with 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 combines passive investment strategies with fundamental and cyclical analysis, typically using index mutual funds and ETFs, and offers 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.