Brooksville, FL Office

Brian Mcginnis is a financial advisor at Bison Wealth, LLC with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including The Pacific Financial Group, Inc., IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Mcginnis is also the owner and president of Serve and Protect Financial, Inc. and Capital Defender Advisors, Inc. Bison Wealth serves individuals, family offices, retirement plans, corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and a turnkey asset management platform for other advisers. The firm uses a blend of tactical and strategic allocations across liquid and private-market investments and employs option-based overlay strategies through an affiliated sub-adviser.

Evangeline Stratis is a financial advisor at Bison Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including LPL Financial and Independent Financial Partners. Stratis is also a licensed insurance agent in Florida specializing in life, health, and variable insurance products. Bison Wealth serves a diverse client base including individuals, family offices, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management, multi-manager investment solutions, and alternative investment access, utilizing tactical and strategic allocations across liquid and private market strategies.