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Marcus B
Series 63, Series 65
Tampa, FL
PSI Advisors, LLC
Marcus Brandenburg is a financial advisor with PSI Advisors, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at LPL Financial, Independent Financial Partners, and Ameriprise Financial Services. Outside of advising, he is president of Self Storage Properties, Inc. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary services. The firm uses a variety of analytical methods and investment platforms, including discretionary and non-discretionary management, and operates wrap fee programs in partnership with a national broker-dealer platform.
Brandan T
Series 63, Series 65
Tampa, FL
PSI Advisors, LLC
Brandan Teague is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at LPL Financial and Princor Financial Services Corp, and he has operated Teague & Associates since 2015. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a combination of analytical methods and offers both discretionary and non-discretionary management through various advisory platforms and managed account strategies.
Mark S
CFP®, Series 63
Tampa, FL
PSI Advisors, LLC
Mark Scheidter is a CFP® with 28 years of experience in the financial services industry. He is a principal advisor at PSI Advisors, LLC and has previously worked at LPL Financial and Principal Financial Group. Scheidter is also involved in several business activities related to investment advisory and insurance services. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a blend of analytical methods and offers both discretionary and non-discretionary management through a variety of advisory platforms and managed account strategies.
Savannah S
Series 65
Tampa, FL
PSI Advisors, LLC
Savannah Sevor is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 65 designation. She has two years of industry experience and has held roles at Walker Wealth Management and Indian River Preserve. Savannah also has a teaching background with positions at various educational institutions. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a mix of analytical methods and provides both discretionary and non-discretionary management through diverse platform offerings.
Christopher F
Series 66
Tampa, FL
PSI Advisors, LLC
Christopher Ferrell is a financial advisor with PSI Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked with firms including LPL Financial LLC and Principal Securities and is involved with Mark Scheidter & Associates, a DBA for his LPL business in Tampa, FL. Ferrell also acts as an agent for fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm employs a variety of analytical methods and investment strategies, including discretionary and non-discretionary management, and participates in multiple advisory platforms and wrap fee programs.
Yale W
Series 63, Series 65
St Petersburg, FL
PSI Advisors, LLC
Yale Walker is a financial advisor at PSI Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. from 2016 to 2022. He is also involved with Walker Wealth Management LLC, focusing on fixed insurance. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and fiduciary consulting services. The firm utilizes a variety of analytical methods and investment strategies, including discretionary and non-discretionary management, and participates in multiple advisory platforms and wrap fee program offerings.
Joshua Z
Series 63, Series 65
Tampa, FL
PSI Advisors, LLC
Joshua Zimmerman is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with LPL Financial and Excalibur Financial Group prior to joining PSI Advisors. Outside of his advisory role, Zimmerman is involved in non-variable insurance and fixed group benefits activities. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm utilizes a range of analytical methods and offers discretionary and non-discretionary management through various advisory platforms, including wrap fee programs and separately managed account strategies.
Jeremy M
Series 66
Tampa, FL
PSI Advisors, LLC
Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with three years of industry experience. He previously worked at Mark Scheidter & Associates and has a background that includes roles at several universities and a restaurant chain. PSI Advisors serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm uses a range of analytical methods and both discretionary and non-discretionary management approaches, incorporating algorithmic and manager-access strategies in its offerings.
Bryan C
Series 65
Tampa, FL
PSI Advisors, LLC
Bryan Casale is a financial advisor with PSI Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining PSI Advisors, he was involved with Teague & Associates and ran Casale Design Source. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a range of analytical methods and offers both discretionary and non-discretionary management through multiple advisory platforms and managed account strategies.
Alexander M
CFP®, Series 66
Tampa, FL
PSI Advisors, LLC
Alexander Misarti is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked with PSI Advisors, LLC and LPL Financial since 2018 and previously held roles at Principal Life Insurance Company and Princor Financial Services from 2015 to 2018. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm employs a range of analytical methods and offers both discretionary and non-discretionary management through various advisory platforms and managed account offerings.
Eric E
Series 63, Series 65
Tampa, FL
PSI Advisors, LLC
Eric Eaton is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Eaton Financial since 2002 and previously spent 15 years with Principal Financial Services. Outside of advisory work, Eaton owns and oversees operations of an insurance agency and manages a farming enterprise called Happy Heifers LLC. PSI Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement plan fiduciary and consulting services. The firm utilizes a combination of model allocations and various analytical methods, including charting and quantitative approaches, providing both discretionary and non-discretionary management through algorithmic, advisor-enhanced, and manager-access strategies.
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