Exodus Wealth, LLC

James Young III is a financial advisor with Exodus Wealth, LLC in Tallahassee, FL, holding a Series 65 designation and over 21 years of industry experience. His prior experience includes a 20-year tenure at Valic Financial Advisors and positions at several firms including MassMutual Life Insurance Co. Outside of advising, he owns Synergy Medical Services LLC, a home health care business in Pensacola, FL. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and offers discretionary portfolio management alongside standalone financial plans.

Kenneth Miller is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Miller Financial Inc. since 1983 and has held roles at Integrated Financial Strategies and Fortune Financial Services. Outside of advisory work, he owns and operates an insurance agency focused on life, health, and group insurance sales. Exodus Wealth serves individuals, including high net worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers asset management, financial planning, and consulting services, managing several hundred million dollars in discretionary assets with a tailored investment approach that combines fundamental, technical, and cyclical analysis.

Daniel Weimer is a CFP® with 37 years of industry experience currently affiliated with Exodus Wealth, LLC. He has previously worked at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., WesBanco Securities Inc., and Key Investment Services LLC. He is also the president and owner of Life Goals Financial, a separate financial services business. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm offers discretionary portfolio management and emphasizes tailored account supervision with a diversified investment approach using individual stocks, bonds, ETFs, mutual funds, options, and other instruments.

Mark Lind is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Prosperity Wealth Management, Inc. since 2023 and Fortune Financial Services Inc. since 2008. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm emphasizes tailored account supervision with portfolios constructed from various investment types and uses a blend of fundamental, technical, and cyclical analysis across multiple strategies.

Mark Young is a financial advisor at Exodus Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Financial Management Center and Prosperity Wealth Management. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans with asset management, financial planning, and consulting services. The firm emphasizes tailored portfolio supervision using a range of investment strategies and conducts ongoing due diligence on third-party managers.

Tony Sonsini is a financial advisor with Prosperity Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes roles at Foresters Equity Services, Inc. and Fortune Financial Services, Inc. Outside of advisory work, he is involved in insurance sales. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million with a focus on tailored portfolio supervision, employing multiple analytical methods and oversight of third-party managers.

Lauren Gidley is a financial advisor with Prosperity Wealth Management, Inc. in San Ramon, CA, holding Series 63, 65, and 66 designations and bringing 36 years of industry experience. She has worked at Prosperity Wealth Management since 2017 and previously at First Allied Advisory Services and First Allied Securities. Outside of her advisory work, she is an author of a financial planning paper titled "Take Control of Your Financial Future" and is involved in a family business selling Amway products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients and emphasizes continuous, tailored portfolio supervision with a diversified investment approach and ongoing oversight of recommended third-party managers.

Joseph D'urso is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Fortune Financial Services, Prosperity Wealth Management Inc., Parkland Securities, LLC, SPC, Integrated Wealth Concepts LLC, LPL Financial, and Osaic FA, Inc. He is also an Investment Adviser Representative with Prosperity Wealth Management. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and emphasizes tailored account supervision with regular portfolio reviews and due diligence on third-party managers.

Bruce Musselman is a financial advisor at Prosperity Wealth Management, Inc. in Cocoa, FL, holding the ChFC® and Series 63 designations with 29 years of industry experience. He has been with Prosperity Wealth Management since 2015 and is also the owner and CEO of BLM Enterprises, a separate administrative business he has managed since 2000. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients and utilizes a multi-method investment approach that includes ongoing oversight of third-party managers.

Alexander Merrill is a financial advisor at Exodus Wealth, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fortune Financial Services Inc and Maine Maintenance Plus LLC. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets and employs a combination of fundamental, technical, and cyclical analysis with tailored portfolio supervision.

Nicole Brewer is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Prosperity Wealth Management, Inc., Fortune Financial Services, CoreCap Investments, Inc., and other firms. Outside of advising, she owns Brew Crew Enterprises, LLC, where she teaches skydiving and manages parachute packing and gear repair, and serves on the board of the Olmsted Chamber of Commerce. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm uses a blend of fundamental, technical, and cyclical analysis for portfolio construction across various asset classes, with discretionary management and regular reviews.

Stephen Hecker is a financial advisor at Exodus Wealth, LLC with 50 years of industry experience. He holds a Series 63 designation and has worked at Prosperity Wealth Management, Inc. and Fortune Financial Services, Inc. since 2016. He is also an investment adviser representative with Prosperity Wealth Management. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio supervision using a mix of fundamental, technical, and cyclical analysis across various investment strategies and manages several hundred million dollars in discretionary assets.

Micah Tipton is a Series 65-licensed advisor with three years of industry experience, currently serving clients at Exodus Wealth, LLC. Prior to joining Exodus Wealth, he worked at Brookstone Wealth Advisors and Evans Financial Group. He is also the owner of Armor Life & Annuity, an independent life insurance and annuity business that he maintains with existing clients. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm provides discretionary portfolio management alongside standalone financial plans and utilizes a blend of fundamental, technical, and cyclical analysis across various investment strategies.

John Meo III is a financial advisor at Exodus Wealth, LLC with one year of industry experience. He holds the Series 63 and Series 65 licenses and has prior work experience with Fortune Financial Services, Yorktown Systems Group, Meo Wealth Management, and the U.S. Army. Before his professional career, he spent four years as a soccer referee in high school. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis in managing discretionary portfolios that include a variety of investments and conducts regular portfolio reviews and due diligence on recommended managers.

Jim Pulley is a financial advisor with Prosperity Wealth Management, Inc. in Wichita Falls, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Prosperity Wealth Management since 2018 and previously spent eight years at Questar Asset Management and Questar Capital Corporation. Outside of advising, he is an author of the book *Love, Loneliness, Abuse and Murder*. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews and a diversified investment approach that includes fundamental, technical, and cyclical analysis.