Ty La Victoire is a financial advisor at Portfolio Medics, LLC in Jacksonville, FL, holding a Series 65 designation with three years of industry experience. Prior to joining Portfolio Medics, he worked at Trinity Wealth Securities, Florida Financial Advisors, and the University of San Francisco. 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 fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management.

Justin Mcguffey is a financial advisor at Portfolio Medics, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Horter Financial Strategies, Horter Investment Management, Zillow Group, Touchstone Securities, and IFS Financial Services. Outside of advisory work, he is also an insurance agent involved in insurance and annuity sales. 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 a mix of strategic and tactical approaches, including proprietary trading signals and a blend of passive and active strategies.

Martin Hurlburt is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, T.M. Wealth Management, Cetera Advisor Networks, and Girard Securities. Outside of advisory work, he is a motivational speaker and serves as a board member for the Association of Family and Conciliation Courts, focusing on resources for individuals navigating divorce. 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, employing strategic and tactical investment approaches across a variety of portfolios that include mutual funds, ETFs, individual securities, and alternative strategies.

Trent Speckman is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Portfolio Medics, LLC and has previously worked at firms including Regal Investment Advisors, Center Street Advisors Inc, and Ohio National Life Insurance Company. Speckman also serves as president of Speckman Financial Group, where he is involved in insurance sales and business administration. 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 investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

Geryl Winterowd is a financial advisor at Portfolio Medics, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2016. In addition to his advisory role, Winterowd serves as IT Director at Maxim Integrated Productions, a technology company based in Austin, Texas. 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 a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches across diverse portfolios and strategies.

Jason Collins is a financial advisor at Portfolio Medics, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2020. Outside of his advisory role, Mr. Collins is a musician involved with Floyd Nation, LLC and other musical entities, and he is the founder of Dominating Social Growth LLC, a marketing and automation collective focused on AI-powered strategies. 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 a mix of strategic and tactical approaches.

John Winterowd is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds a Series 65 credential and has held roles at Premier Medicare Solutions, Inc., Portfolio Medics, FMT Solutions, Alternative Design MLCDS, 3 MENTORS, and Guardian Financial Wealth Management. Outside of advisory work, he serves as an instructor for FMT Solutions and is the president of Premier Medicare Solutions, overseeing Medicare insurance sales. Additionally, he is involved in financial education as the chapter president of SOFA Austin, providing workshops in the community. 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, employing a mix of strategic and tactical investment approaches and offering diverse portfolios that include mutual funds, ETFs, individual securities, and alternative strategies.

Irina Hill is a financial advisor at Portfolio Medics, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including independent insurance agent and licensed Realtor with Rodeo Realty. Prior to joining Portfolio Medics, she worked at PHILLIP Kass, CPA, INC. and as an independent contractor for Phillip Kass CPA. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 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.

John Webster is a financial advisor at Portfolio Medics, LLC with one year of experience. He holds Series 63 and Series 65 licenses and has previously worked at Reserve Financial Group for 29 years. Outside of his advisory role, he provides financial business consulting through Exemplar Wealth Protection and offers financial planning and insurance services as an independent insurance agent through Exemplar Business Solutions. 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, offering investment management, financial planning, and consulting services through a mix of strategic and tactical approaches and a variety of model portfolios.

Christopher Pollina is a CFP® with 29 years of experience in the financial services industry, currently serving at Portfolio Medics, LLC since 2021. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2016 to 2021. Outside of his advisory role, he owns and operates a healthy snacks vending business during evenings and weekends. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management combining fundamental, technical, and cyclical analysis, with a client focus on retail and small-business relationships.

David Wagner is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked with Portfolio Medics since 2022 and has provided investment signals to other registered investment advisors through Active Investment Management, LLC since 2016. In this role, he dedicates significant time to delivering market signals without conflicts of interest. Portfolio Medics serves primarily individual and high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management and financial planning, combining fundamental, technical, and cyclical analysis, and utilizes a variety of investment strategies aligned with client objectives and risk tolerance.

Raymond Filorimo is a financial advisor with Portfolio Medics, LLC, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. He is also involved with David Moore Strategic Partners, LLC, where he manages accounting and business model operations. Additionally, he owns Guidance Wealth Management, an insurance sales and investment-related business. 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, stocks, bonds, and independent managers, employing a mix of fundamental, technical, and cyclical analysis within both discretionary and non-discretionary management frameworks.

Maria Fliess is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Retirement Advocates since 2017, Retirement Wealth Advisors since 2016, and founded Fliess Financial Services, LLC, where she worked from 2006 to 2017. In addition to her advisory roles, Ms. Fliess is an independent insurance broker through Retire Advocates Inc., 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 utilizes a range of investment strategies including diversified portfolios of mutual funds, ETFs, stocks, and bonds, combining fundamental, technical, and cyclical analysis to tailor solutions to client objectives and risk tolerance.

Tillie Allison is a financial advisor at Portfolio Medics, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Guardian Life Insurance, Park Avenue Securities, and Westshore Financial Group. Outside of her advisory role, Ms. Allison owns Stonegate Way Consulting, where she provides trading and investment education to clients, and she is also active as an insurance broker and in real estate-related business activities. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerance.

Patrick Fortunato is a financial advisor with Portfolio Medics, LLC, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His prior roles include positions at Sequent Planning, Primerica Financial Services, Legal Shield, and Global Financial NetworX. Outside of advisory work, he is active as an insurance agent and sales representative for Legal Shield, spending time each month selling insurance products and legal and identity theft services. Portfolio Medics primarily serves individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management and financial planning services that incorporate diversified investments and multiple analytical strategies, with a client focus on retail and small-business relationships.

Zachary Wagner is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and one year of industry experience. He has been involved with several organizations, including Narrative Strategy, Weaver of 3, and Epic Impact, where he has held roles since 2016 and 2017. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, using diversified investment strategies that incorporate fundamental, technical, and cyclical analysis.

Richard Perez is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, AXA Advisors, LLC, and was self-employed before joining Portfolio Medics. Outside of his advisory role, he owns Cousin Richie Enterprises, LLC, an online sales and writing tutoring business. Portfolio Medics is an SEC-registered firm managing approximately $552.7 million for around 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 across various model portfolios and strategies.

Bryan Blacklidge is a financial advisor at Portfolio Medics, LLC, holding a Series 65 designation. He joined the firm in 2025 and has no prior industry experience. Outside of his advisory role, he works as a driver for United Parcel Service (UPS), delivering packages to individuals and businesses. 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 a range of investment management, financial planning, and consulting services that combine strategic and tactical approaches.

Derek Bough is a financial advisor at Portfolio Medics, LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Investment Advisor Group and Investment Advisor Alliance. Outside of his advisory work, he is a rideshare delivery driver, spending approximately 40 hours per month in this role. 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 that incorporate diversified mutual funds, ETFs, individual securities, and independent managers, using a blend of fundamental, technical, and cyclical analysis.

Jeffrey Leone is a financial advisor at Portfolio Medics, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Wealth Management Company. In addition to his advisory role, he is an independent insurance agent through PSL Life Group, focusing on insurance products and 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 builds customized portfolios using a mix of funds, stocks, and bonds, employing various strategies aligned with clients’ objectives and risk tolerance.