John Parker is a financial advisor at Portfolio Medics, LLC in Georgetown, TX, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Turnary USA, LLC and IOA. Portfolio Medics offers investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm utilizes diversified portfolios combining mutual funds, ETFs, individual securities, and independent managers, employing a variety of analytical and trading strategies aligned with client objectives.

Stephen Schwesinger 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 2023, following prior roles at Peak American Investment Advisors, Inc. and SGS Wealth Management. Schwesinger is also an independent insurance agent through SGS Wealth Management, transacting insurance products with clients. 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 combination of strategic and tactical investment approaches.

Fred Liebau III is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Lake Life Financial Planning, Driven Wealth Strategies, and Liebau Greer Wealth Management Group. In addition to advisory work, he is president of a tax services company, TBC Services, Inc. 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 may include diversified mutual funds, ETFs, individual securities, and independent managers, utilizing a range of analytical approaches and strategies aligned with client objectives and risk tolerance.

Steven Landis is a CFP® with 20 years of industry experience. He has been with Portfolio Medics, LLC since 2008 and is also associated with Sojourn Financial Strategies, LLC. 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-HNW and high-net-worth individuals, offering a mix of strategic and tactical investment approaches, including model portfolios that combine traditional wealth management with programmatic trading strategies.

John Conrath is a financial advisor with Portfolio Medics, LLC in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Portfolio Medics since 2008 and previously at BenefitPros, LLC from 2012 to 2017. Outside of advisory work, he is a musician and band partner, dedicating time weekly to practice. 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 variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

John Trevisan is a financial advisor at Portfolio Medics, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Porto Financial, Vuori, Lumis Consulting, and Trev Customs. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses and charitable organizations. The firm offers customized portfolios utilizing diversified mutual funds, ETFs, stocks, bonds, and independent managers, employing a range of investment strategies tailored to client objectives and risk tolerance.

Maria Garza is a financial advisor at Portfolio Medics, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at firms including Wealth Watch Advisors and Horter Investment Management. Outside of advisory work, she owns Platinum Tax Advisory, where she provides tax preparation services, and is also an independent insurance 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-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches.

Keith Lamb is a financial advisor with Portfolio Medics, LLC, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Retirement Wealth Advisors, LLC, Luparius Asset Management & Brokerage, and Surety Wealth Management. In addition to his advisory work, he operates as an independent insurance agent through Luparius Asset Management and Brokerage, transacting 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 that incorporate diversified mutual funds, ETFs, individual securities, and independent managers, using a combination of fundamental, technical, and cyclical analysis in its investment strategies.

Joseph Pasquinelli is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Alpha Retirement Wealth LLC and Asurea Insurance Services. In addition to his advisory role, he is an independent insurance agent for One Life America/Heartland Financial, selling insurance products including annuities. 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 range of strategies including fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary portfolio management with a focus on retail and small-business relationships.

Robert Aborn Jr. is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Katmai Government Services, as well as serving as an instructor at Eastern Gateway Community College’s business department. Outside of advising, he also works as an insurance agent for Millennium Brokerage. 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 offers customized portfolios combining fundamental, technical, and cyclical analysis and serves a client base focused on retail and small-business relationships.

Eric Dudley is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including World Financial Group and Florida Financial and Insurance Group. Outside of his advisory role, Mr. Dudley owns Dudley Financial, where he is involved in insurance product transactions during non-market hours. 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 using a mix of strategic and tactical investment approaches across various portfolios and strategies.

Paul Tarins is a financial advisor at Portfolio Medics, LLC in Winter Park, FL, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own independent insurance brokerage, Sovereign Retirement Solutions, since 2013. Tarins has been with Portfolio Medics since 2015. 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 using strategic and tactical approaches.

David Bressoud is a financial advisor at Portfolio Medics, LLC with 15 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Portfolio Medics, he worked at Securities America Advisors and Securities America, Inc. Outside of advisory work, Mr. Bressoud is also an Uber driver and a stand-up comedian. 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 offers customized portfolios using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental, technical, and cyclical analysis with a range of investment strategies suited to client objectives and risk tolerance.

James Newton is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Barlas O'Reilly Wealth Management, Plan Partners LLC, and Eqis Capital Management, Inc. Outside of his advisory role, he owns and operates Newton Institutional, where he transacts insurance products, and PayLink IRA, which provides payroll and IRA services. 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 blend of strategic and tactical approaches.

Steven Gibson is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at firms including Agentic Retirement Consultants, Gibson Capital LLC, and Aegis Financial. Outside of advisory work, Mr. Gibson is involved in insurance sales and serves as a wholesaler for annuities. 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 offers customized portfolio management, combining fundamental, technical, and cyclical analysis with a range of investment strategies tailored to client objectives.

Matthew Hellebusch is a financial advisor at Portfolio Medics, LLC with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at firms such as Fidelity Federal Planning Corp and New York Life Insurance Co. In addition to his advisory work, he is an independent insurance agent and benefits advisor through his firm, Hellebusch Financial Solutions, LLC, providing insurance services 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 portfolio management using diversified mutual funds, ETFs, individual stocks, bonds, and access to independent managers, employing a mix of fundamental, technical, and cyclical analysis.

Michael Huber is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and nine years of industry experience. Before joining Portfolio Medics in 2020, he worked at Bank of America and Merrill from 2016 to 2018. Outside of his advisory role, Huber owns and operates a yoga instruction and consulting business and serves as a committee member for the National Kidney Foundation's Kidney Walk in Sioux Falls. 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 using diversified mutual funds, ETFs, stocks, bonds, and may include independent managers, employing a combination of fundamental, technical, and cyclical analysis.

Martin Jenkins is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bedrock Investments and Portfolio Medics. In addition to his advisory role, he owns Enduring Business Solutions, where he transacts in insurance products and acts as an agent for HRO Resources, referring small business owners to payroll and tax credit services. 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 using a combination of strategic and tactical investment approaches across a range of portfolios and strategies.

Maria Wagner is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and one year of industry experience. She previously worked at Crowe from 2012 to 2019 before retiring for six years. 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 using a combination of strategic and tactical approaches across various model portfolios and strategies.

Joel Austin is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked with Thrivent Financial and multiple insurance firms. Outside of his financial advisory role, he serves as a pastor at Revolution Worship. 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 offers both discretionary and non-discretionary portfolio management, combining fundamental, technical, and cyclical analysis to build customized portfolios.