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Henry A
Series 66, Series 65
Princeton, NJ
Portfolio Medics, LLC
Henry Angelucci Jr. is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Signal Advisors, Magellan Financial, Knights of Columbus, and Thrivent Financial. Outside of his advisory role, Mr. Angelucci operates as an independent insurance agent through Signal Advisors, focusing on life insurance and 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 diversified portfolio management using mutual funds, ETFs, individual securities, and independent managers, combining fundamental, technical, and cyclical analysis with various trading strategies tailored to client objectives.
Darryl B
Series 63, Series 65
Morgantown, PA
Portfolio Medics, LLC
Darryl Bull Sr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Portfolio Medics and First Down Financial since 2022 and previously spent six years with Allstate Insurance Company. In addition to his advisory roles, Mr. Bull is an independent insurance agent through First Down Financial Group and Bull Financial Group, where he sells insurance products including annuities. 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 across various model portfolios and strategies.
Neal S
Series 65
Heath, OH
Portfolio Medics, LLC
Neal Skiles is a financial advisor at Portfolio Medics, LLC with 17 years of industry experience. He holds a Series 65 designation and has been involved with Portfolio Medics since 2008. Outside of his advisory role, Neal is the owner of JASER LLC, a marketing and sales business focused on an online document storage service and legacy financial gifting, and serves as a pastor at Heath Christian Union Church. 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 investment management, financial planning, and consulting services with a blend of strategic and tactical approaches across diversified portfolios.
Adam L
CFP®, Series 66, Series 65
Britt, MN
Portfolio Medics, LLC
Adam Link is a CFP® with three years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC. He also holds roles as an Engineering Manager at Coinbase and Managing Director at Fireweed Capital, where he is involved in real estate activities. His prior experience includes positions at several firms, including Fluidity and Securian Financial 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 diversified investment approach that combines fundamental, technical, and cyclical analysis, offering customized portfolios with a range of investment strategies tailored to client objectives and risk tolerance.
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