Portfolio Medics, LLC

Thomas Mead is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is also an agent providing insurance and annuities through Pecan Financial Services. 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 variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Patrick Holmes is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Seven Two Wealth Partners and C Rice and Associates. Outside of financial advising, he is active as a Licensed Real Estate Agent in North Carolina. 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 combination of fundamental, technical, and cyclical analysis to create customized portfolios and offers a range of programs including discretionary and non-discretionary management, access to independent managers, and advisory signal services.

Rowdee Taylor is a financial advisor at Portfolio Medics, LLC with two years of industry experience. He holds a Series 65 designation and has worked in insurance and human resources roles outside of his advisory practice, including ownership of Taylor Insurance and Investments and serving as HR Manager at Fierce Firearms. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations, utilizing a range of portfolio strategies that combine fundamental, technical, and cyclical analysis.

Kaleb Williams is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and experience beginning in 2026. His prior roles include positions at Key Bridge Compliance, ACA Group, Silver Regulatory Associates, The Colony Group, and Invision Human 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 range of investment strategies including diversified mutual funds, ETFs, individual stocks and bonds, and may utilize independent managers or DFA funds.

Enri Santee is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Trilogy Capital, One America, and Equus Workforce. Outside of his advisory role, Mr. Santee is an Operating Engineer with the International Union of Operating Engineers Local 12, operating construction equipment during non-market hours. 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 combines fundamental, technical, and cyclical analysis to build customized portfolios using a variety of investment vehicles, emphasizing retail and small-business client relationships.

Casey Croysdale is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC since 2019. He previously worked at Horter Investment Management and IFS Financial Services. Outside of advising, he is a licensed soccer official for high school and non-affiliated games. 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, employing a mix of strategic and tactical investment approaches across various model portfolios and strategies.

Joseph Hamel is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and 19 years of industry experience. He has worked at Portfolio Medics since 2015 and previously operated Hamel Advisory Services, LLC, as well as Hamel & Associates, Inc., where he remains involved. Outside of his advisory role, Mr. Hamel is a licensed insurance professional through Hamel & Associates, Inc., an activity that occupies about half of his time and involves separate insurance product sales. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, along with small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified funds and various strategies, combining fundamental, technical, and cyclical analysis tailored to client objectives and risk tolerance.

Kenneth Clark is a financial advisor at Portfolio Medics, LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses. Outside of advisory work, Mr. Clark serves as Senior Vice President at Vital Records Control, a records management and information scanning business, and is the owner of Harbor Light LLC, a personal investment firm. He is also President of All Around Inc., which involves textile restoration and other personal investments. 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 diversified investment approach combining fundamental, technical, and cyclical analysis and offers a range of portfolio management strategies tailored to client objectives and risk tolerance.

Ivan Hernandez is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Bank of America, Alive Credit Union, Trinity Wealth Securities, Florida Financial Advisors, Synovus Bank, and Publix. 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 variety of strategies including fundamental, technical, and cyclical analysis, and offers customized portfolios using diversified funds, individual securities, independent managers, and specific program structures aligned with client objectives.

Connor Tyson is a financial advisor at Portfolio Medics, LLC with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Portfolio Medics in 2022, Mr. Tyson worked at Altium Wealth Management LLC and TIAA-CREF. He is also an independent insurance agent, selling 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 using diversified mutual funds, ETFs, individual securities, and other strategies, with an emphasis on retail and small-business clients.

Gerald Griffith is a Series 65-licensed financial advisor with Portfolio Medics, LLC, where he has worked since 2009. He has 16 years of industry experience and also operates independently and through Forward Financial Group, offering debt elimination and debt reduction plans as well as life, health, and fixed annuity products. 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, employing a mix of strategic and tactical investment approaches across a variety of model portfolios and strategies.

Joe Freeland is an advisor at Portfolio Medics, LLC with a Series 65 designation and over ten years of industry experience, including time at Birdseye Financial and Portfolio Medics. He is based in Pace, Florida. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios and offers various program structures, including Advisor Managed Portfolios and Market Trend Strategy.

Robert Cagle is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Portfolio Medics, LLC since 2020 and previously at Edward Jones from 2017 to 2020. Before entering the financial sector, he was employed at Fort Mill Ford from 2015 to 2017. Portfolio Medics, LLC 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 with a mix of strategic and tactical investment approaches.

Michael Petticord is a financial advisor with Portfolio Medics, LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at AlphaStar Capital Management, LLC and Horter Investment Management. He is also the president of USA Wealth Management, where he offers insurance and annuity products. 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 builds customized portfolios using a variety of investment vehicles and combines fundamental, technical, and cyclical analysis in its approach.

Juliann Gibson is a financial advisor at Portfolio Medics, LLC with three years of industry experience. She holds a Series 65 designation and has been associated with Gibson Capital Management since 1999. 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 both strategic and tactical approaches across various model portfolios and strategies.