Bonita Springs, FL Office

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.

Justin Mcguffey is a financial advisor at Portfolio Medics, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Horter Financial Strategies, Horter Investment Management, Zillow Group, Touchstone Securities, and IFS Financial Services. Outside of advisory work, he is also an insurance agent involved in insurance and annuity sales. 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, including proprietary trading signals and a blend of passive and active strategies.

Trent Speckman is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Portfolio Medics, LLC and has previously worked at firms including Regal Investment Advisors, Center Street Advisors Inc, and Ohio National Life Insurance Company. Speckman also serves as president of Speckman Financial Group, where he is involved in insurance sales and business administration. 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 with a combination of strategic and tactical investment approaches.

Jason Collins is a financial advisor at Portfolio Medics, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2020. Outside of his advisory role, Mr. Collins is a musician involved with Floyd Nation, LLC and other musical entities, and he is the founder of Dominating Social Growth LLC, a marketing and automation collective focused on AI-powered strategies. 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.

Raymond Filorimo is a financial advisor with Portfolio Medics, LLC, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. He is also involved with David Moore Strategic Partners, LLC, where he manages accounting and business model operations. Additionally, he owns Guidance Wealth Management, an insurance sales and investment-related business. 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, stocks, bonds, and independent managers, employing a mix of fundamental, technical, and cyclical analysis within both discretionary and non-discretionary management frameworks.

Tillie Allison is a financial advisor at Portfolio Medics, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Guardian Life Insurance, Park Avenue Securities, and Westshore Financial Group. Outside of her advisory role, Ms. Allison owns Stonegate Way Consulting, where she provides trading and investment education to clients, and she is also active as an insurance broker and in real estate-related business activities. 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 range of investment strategies, including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerance.

Fred Liebau III is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Lake Life Financial Planning, Driven Wealth Strategies, and Liebau Greer Wealth Management Group. In addition to advisory work, he is president of a tax services company, TBC Services, Inc. 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 that may include diversified mutual funds, ETFs, individual securities, and independent managers, utilizing a range of analytical approaches and strategies aligned with client objectives and risk tolerance.

John Conrath is a financial advisor with Portfolio Medics, LLC in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Portfolio Medics since 2008 and previously at BenefitPros, LLC from 2012 to 2017. Outside of advisory work, he is a musician and band partner, dedicating time weekly to practice. 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 a variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Michael Huber is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and nine years of industry experience. Before joining Portfolio Medics in 2020, he worked at Bank of America and Merrill from 2016 to 2018. Outside of his advisory role, Huber owns and operates a yoga instruction and consulting business and serves as a committee member for the National Kidney Foundation's Kidney Walk in Sioux Falls. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management using diversified mutual funds, ETFs, stocks, bonds, and may include independent managers, employing a combination of fundamental, technical, and cyclical analysis.

Martin Jenkins is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bedrock Investments and Portfolio Medics. In addition to his advisory role, he owns Enduring Business Solutions, where he transacts in insurance products and acts as an agent for HRO Resources, referring small business owners to payroll and tax credit services. 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 using a combination of strategic and tactical investment approaches across a range of portfolios and strategies.

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.

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.

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.

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.