Exodus Wealth, LLC

James Young is a financial advisor at Prosperity Wealth Management, Inc. in Tallahassee, FL, holding a Series 65 designation with 20 years of industry experience. He previously worked at Valic Financial Advisors, Inc. for two decades and has experience with firms including MassMutual Life Insurance Co. and Northwestern Mutual Investment Services LLC. Outside of advising, he is the owner of Synergy Medical Services LLC, a home health care business. 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, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million with a multi-method investment process and ongoing oversight of recommended managers.

Daniel Weimer is a CFP® professional with 37 years of experience in the financial services industry. He is currently with Prosperity Wealth Management, Inc., where he has worked since 2020. His prior experience includes roles at Fortune Financial Services, WesBanco Securities, Key Investment Services, LPL Financial, and First Niagara Securities. Outside of his advisory work, he is the president and sole proprietor of Life Goals Financial. 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 tailored portfolio supervision with a diversified investment approach and ongoing oversight of recommended third-party managers.

Mark Lind is a financial advisor with Prosperity Wealth Management, Inc. in Coraopolis, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Fortune Financial Services Inc. since 2008 and has been involved with Janoski's since 2005. 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 on a discretionary basis for around 1,600 clients and employs a multi-method investment approach, including fundamental and technical analysis, with ongoing oversight of third-party managers.

Mark Young is a financial advisor at Prosperity Wealth Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Secure Investment Management, JD Mellberg Financial, Severin Investments, and The Financial Mgmt Center. Outside of advisory work, he is a licensed insurance agent with JD Mellberg Financial, an insurance agency. 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 and employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

Blake Daniels is a financial advisor at Prosperity Wealth Management, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked at Prosperity Wealth Management since 2015 and at Fortune Financial Services, Inc. since 1996, where he also serves as CFO. Daniels is a 25% owner of Prosperity Wealth Management. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients, emphasizing tailored portfolio supervision and comprehensive 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 Prosperity Wealth Management, Inc. in Marietta, GA, holding Series 65 and Series 66 credentials and having 10 years of industry experience. His prior work includes roles at Fortune Financial Services, Parkland Securities, Integrated Wealth Concepts LLC, LPL Financial LLC, and Lincoln Financial Advisors. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and third-party manager referrals. The firm manages approximately $442 million for around 1,600 clients, employing a multi-method investment approach with quarterly portfolio reviews and oversight of recommended 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.

Nicole Brewer is a financial advisor with Prosperity Wealth Management, Inc., holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at CoreCap Investments, Inc., Investment Network, Inc., and Foresters Equity Services, Inc. Outside of advising, she owns and operates Brew Crew Enterprises, LLC, where she teaches ground school and skydiving, and she serves on the board of the Olmsted Chamber of Commerce. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets and employs a multi-method investment approach with ongoing oversight of recommended third-party managers.

Stephen Hecker is a financial advisor with Prosperity Wealth Management, Inc. He holds a Series 63 designation and has 49 years of industry experience. His prior work includes roles at Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and Wrp Investments, Inc. Hecker is also an Investment Adviser Representative with Prosperity Wealth Management. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million across about 1,600 clients, emphasizing tailored portfolio supervision with quarterly reviews and a diverse investment approach that includes fundamental, technical, and cyclical analyses.

Elliot Kallen is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Prosperity Financial Group since 2000 and also works with Prosperity Wealth Management and Fortune Financial Services. Prosperity Financial Group, Inc. provides asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a multi-adviser team structure and employs multiple analysis methods while offering tailored portfolios monitored on a continuous basis.

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.

Ronald Merrill is a financial advisor at Prosperity Wealth Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services, Inc., Voya Financial Advisors, Securities America Advisors, Inc., and Wall Street Financial Group. Merrill is also an independent insurance agent specializing in fixed insurance products. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages approximately $442 million for about 1,600 clients and employs a multi-method investment approach that includes fundamental, technical, charting, and cyclical analysis, with ongoing oversight of recommended third-party managers.

Bruce Sinclair is a financial advisor at Prosperity Wealth Management, Inc. in Alexandria, VA, with four years of industry experience. He holds a Series 65 designation and previously worked on political campaigns for U.S. Senate candidates and served at The Markham Group. Sinclair is the founder of Blue Vanguard Strategic, a consulting firm serving political and nonprofit clients, and serves on the board of Coulson Oil, a fuel distribution company. 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 employs a multi-method investment approach and conducts ongoing oversight of third-party managers for approximately 1,600 clients.