Thomas Mead is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is also an agent providing insurance and annuities through Pecan Financial Services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Patrick Holmes is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Seven Two Wealth Partners and C Rice and Associates. Outside of financial advising, he is active as a Licensed Real Estate Agent in North Carolina. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and offers a range of programs including discretionary and non-discretionary management, access to independent managers, and advisory signal services.

Rowdee Taylor is a financial advisor at Portfolio Medics, LLC with two years of industry experience. He holds a Series 65 designation and has worked in insurance and human resources roles outside of his advisory practice, including ownership of Taylor Insurance and Investments and serving as HR Manager at Fierce Firearms. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations, utilizing a range of portfolio strategies that combine fundamental, technical, and cyclical analysis.

Kaleb Williams is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and experience beginning in 2026. His prior roles include positions at Key Bridge Compliance, ACA Group, Silver Regulatory Associates, The Colony Group, and Invision Human Services. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies including diversified mutual funds, ETFs, individual stocks and bonds, and may utilize independent managers or DFA funds.

Enri Santee is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Trilogy Capital, One America, and Equus Workforce. Outside of his advisory role, Mr. Santee is an Operating Engineer with the International Union of Operating Engineers Local 12, operating construction equipment during non-market hours. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis to build customized portfolios using a variety of investment vehicles, emphasizing retail and small-business client relationships.

Casey Croysdale is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC since 2019. He previously worked at Horter Investment Management and IFS Financial Services. Outside of advising, he is a licensed soccer official for high school and non-affiliated games. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across various model portfolios and strategies.

Joseph Hamel is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and 18 years of industry experience. He has been involved with Hamel Advisory Services, LLC since 2007 and Hamel & Associates, Inc. since 1994. Outside of his advisory role, Mr. Hamel is a licensed insurance professional through Hamel & Associates, Inc., operating separately from his work at Portfolio Medics. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches alongside financial planning and consulting services.

Kenneth Clark is a financial advisor at Portfolio Medics, LLC with 15 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Mr. Clark serves as Senior Vice President at Vital Records Control, a records management and information scanning business, and is the owner of Harbor Light LLC and president of All Around Inc., companies involved in personal investments including textile restoration. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and incorporates fundamental, technical, and cyclical analysis in its investment approach.

Ivan Hernandez is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Bank of America, Alive Credit Union, Trinity Wealth Securities, Florida Financial Advisors, Synovus Bank, and Publix. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm employs a variety of strategies including fundamental, technical, and cyclical analysis, and offers customized portfolios using diversified funds, individual securities, independent managers, and specific program structures aligned with client objectives.

Connor Tyson is a financial advisor at Portfolio Medics, LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Portfolio Medics in 2022, Mr. Tyson worked at Altium Wealth Management LLC and TIAA-CREF. He is also an independent insurance agent, selling insurance products including annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual securities, and other strategies, with an emphasis on retail and small-business clients.

Gerald Griffith is a Series 65-licensed financial advisor with Portfolio Medics, LLC, where he has worked since 2009. He has 16 years of industry experience and also operates independently and through Forward Financial Group, offering debt elimination and debt reduction plans as well as life, health, and fixed annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a variety of model portfolios and strategies.

Joe Freeland is an advisor at Portfolio Medics, LLC with a Series 65 designation and over ten years of industry experience, including time at Birdseye Financial and Portfolio Medics. He is based in Pace, Florida. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios and offers various program structures, including Advisor Managed Portfolios and Market Trend Strategy.

Robert Cagle is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Portfolio Medics, LLC since 2020 and previously at Edward Jones from 2017 to 2020. Before entering the financial sector, he was employed at Fort Mill Ford from 2015 to 2017. Portfolio Medics, LLC is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Michael Petticord is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at AlphaStar Capital Management, LLC since 2019 and Horter Investment Management from 2017 to 2019. Petticord is also the president of USA Wealth Management, where he is involved in insurance and annuity sales. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios and offers both discretionary and non-discretionary management along with access to independent managers and a trading signal service.

Juliann Gibson is a financial advisor at Portfolio Medics, LLC with three years of industry experience. She holds a Series 65 designation and has been associated with Gibson Capital Management since 1999. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using both strategic and tactical approaches across various model portfolios and strategies.

Jason Stuber is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Red River, EMC Corporation, Nutanix Inc, and Riverbed Technology. Outside of his advisory role, he owns Bayfront Tax and Accounting, DBA Liberty Tax, providing accounting services, and he is an independent insurance agent through Bayfront Wealth and Insurance. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Brion Walters is a ChFC® credentialed financial advisor with 22 years of industry experience, currently with Portfolio Medics, LLC since 2019. His prior roles include positions at Horter Financial Strategies and State Farm, where he worked for over a decade. Outside of advisory work, he is also engaged in insurance and annuity sales as a licensed agent. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

Mark Cagle is a Series 65-licensed advisor with Portfolio Medics, LLC, based in Mobile, AL, with one year of industry experience. He has been involved in several roles since 2025, including positions at GIS Communications and Excel Empire. Outside of his advisory work, Mr. Cagle is an Independent Insurance Agent and benefits coach, and he refers clients to tax services through Excel Empire. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals and offers a range of investment management, financial planning, and consulting services using strategic and tactical approaches.

Saul Perez is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with firms including Guardian Life Insurance, Northwestern Mutual, and Chase Bank. He is also an independent insurance agent and mortgage broker through Revamp Financial, providing insurance and mortgage services to individuals. Portfolio Medics offers investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using diversified funds and individual securities, combining fundamental, technical, and cyclical analysis with a range of investment strategies tailored to client objectives and risk tolerance.

Fabian Ohore is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 credential and has worked with various firms since 2019. In addition to his advisory role, Mr. Ohore serves as a schoolteacher in the New York City School District and works as an independent insurance agent. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a variety of investment strategies, including mutual funds, ETFs, and independent managers, and combines fundamental, technical, and cyclical analysis within its portfolio management approach.