Jeremy Isleman is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Portfolio Medics in 2024, he worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. He also operates as an independent insurance agent, 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 constructs customized portfolios using a range of investment vehicles and employs a variety of analytical and trading strategies tailored to clients' objectives and risk tolerance.

Kirk Rogers is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and three years of industry experience. He has worked at several firms, including KSR Wealth Management and Nautica Asset Management LLC. Outside of advising, he is an independent insurance agent and an insurance instructor, providing education to agents through Enterprise Insurance Training Inc. 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 blend of strategic and tactical approaches.

Kevin Bertonneau is a financial advisor at Portfolio Medics, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Horizon Capital and Portfolio Medics since 2023. In addition to his advisory role, Mr. Bertonneau is an attorney specializing in estate planning, probate, trust administration, and general business through his own law firm. 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.

Scott Krempley is a financial advisor at Portfolio Medics, LLC in Kenosha, WI, holding a Series 65 designation. He joined the advisory industry in 2026 after prior work experience at Amazon and Uline. 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 range of portfolio strategies that combine fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerances.

Jennifer Ann Ly is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at LifePro Asset Management, Transamerica Financial Advisors, and World Financial Group. In addition to her advisory role, she is involved in insurance services through Premier Group Insurance, Inc. and Premier 360 Insurance & Financial Solutions. 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, individual stocks and bonds, and incorporates fundamental, technical, and cyclical analysis in its investment approach.

Brendon Mc Donnell is a financial advisor at Portfolio Medics, LLC, holding a Series 65 credential with no prior industry experience before joining the firm in 2024. Outside of his advisory role, he is actively involved in multiple music-related activities, including serving as a bandleader and musical director, and he also works as a freelance web developer and software developer for music industry applications. 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 across various model portfolios and strategies.

Casey Rees is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Farmers Financial Solutions and Farmers Insurance Group. Rees has operated the Rees Insurance Group, doing business as Crestwood Retirement Solutions, since 2014. 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, individual stocks and bonds, and employs a range of strategies including fundamental, technical, and cyclical analysis.

John Billy Jr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Portfolio Medics since 2008 and also works with Benefit Pros, LLC, a benefits consulting firm, alongside maintaining an insurance agent practice focused on life, health, and annuity products. 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 across a variety of portfolios and strategies.

Matthew Hepburn is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Peak American Investment Advisors, Inc. and Peak American Financial Group, Inc. He is involved in insurance sales through Peak American Financial Group. Portfolio Medics manages approximately $552.7 million for about 3,700 clients and employs 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 model portfolios and strategies.

Curtis Hill is a CFP®-certified financial advisor with 31 years of industry experience, currently serving at Portfolio Medics, LLC since 2019. He previously worked at Securities America Advisors, Securities America Inc, and Cetera Advisors. Outside of his advisory role, Hill is involved in publishing through Modern Millennium Press, where he self-publishes books. 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 a blend of strategic and tactical investment approaches across a variety of model portfolios and strategies.

Gregory Markus is a financial advisor at Portfolio Medics, LLC with one year of industry experience and holds a Series 65 designation. He has a background in tax and accounting services as the managing partner of taxSmarty Tax and Accounting Services and serves as treasurer/CFO for the Rocky River City School District. Additionally, he manages rental property businesses through Markus Properties U.P. North LLC and Markus Properties of Ohio LLC. 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 mix of strategic and tactical investment approaches including model portfolios with mutual funds, ETFs, individual stocks and bonds, and alternative strategies.

Brandon Galici is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and eight years of industry experience. He has previously worked at Edward Jones and operates Galici Financial. Outside of advising, he mentors entrepreneurs through Kingdom Driven Entrepreneur LLC, works as an independent insurance agent, prepares tax documents, and offers life coaching services. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental, technical, and cyclical analysis with a focus on retail and small-business client relationships.

Omar Rojas is a financial advisor at Portfolio Medics, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Efficient Plan, YRC Inc., and Legacy Financial Services. Outside of advising, Mr. Rojas works as a driver for Modern Transportation. 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 using a mix of strategic and tactical approaches.

John Hackney is a financial advisor at Portfolio Medics, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at A.G.P. / Alliance Global Partners and several healthcare companies. He also serves as a Field Agent for Knights of Columbus Insurance, where he sells insurance products including annuities. 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 that combine strategic and tactical approaches across a variety of portfolios and asset types.

John Blacklidge is a financial advisor at Portfolio Medics, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portfolio Medics since 2019, following prior roles at Horter Investment Management and Cambridge Investment Research. In addition to his advisory work, he owns an insurance sales business focusing on insurance and annuities. Portfolio Medics is an SEC-registered 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 discretionary and non-discretionary investment management services that combine strategic and tactical approaches with various model portfolios and trading strategies.

John Neff is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®) with 16 years of industry experience. He has worked at Portfolio Medics, LLC since 2016 and previously spent five years at Coastal Income and Capital Preservation Strategies, LLC. Outside of advising, he is also an independent insurance agent. Portfolio Medics, LLC serves individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations by providing investment advisory and financial planning services. The firm offers customized portfolios using diversified funds, individual securities, and independent managers, employing a combination of fundamental, technical, and cyclical analysis tailored to client objectives.

Rene Gillet is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes 20 years with Dade County School and multiple roles in insurance agencies. In addition to his advisory role, Mr. Gillet operates the Gillet Agency, LLC, where he works as an independent insurance agent focusing on insurance products and annuities. 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 mix of strategic and tactical investment approaches, including model portfolios and discretionary management techniques.

Sisse Ferguson Torok is a financial advisor with Portfolio Medics, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. Her background includes roles at Capital Analysts, Lincoln Investment, and Northwestern Mutual Investment Management. Outside of her advisory work, she is the owner and managing member of a full-service accounting firm and serves as managing partner and CFO of a non-emergency medical transportation company. 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 diversified investment approach combining fundamental, technical, and cyclical analysis, offering customized portfolios that may include independent managers and a range of investment strategies tailored to client objectives.

Herbert Friedman is a financial advisor at Portfolio Medics, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portfolio Medics since 2018. Prior to that, he was with New Century Financial Group LLC and Royal Alliance Associates, INC. from 1994 to 2018. 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 a blend of strategic and tactical investment approaches, including model portfolios and a mix of passive and active strategies.

Mark Fenton is a financial advisor at Portfolio Medics, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Portfolio Medics since 2014. In addition to his advisory role, he works as an independent insurance agent selling fixed insurance products, including equity-indexed annuities. 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, using a combination of strategic and tactical investment approaches across various model portfolios and strategies.