Wealthspan Investment Management, LLC

Lyndon Harrison is a CFP® professional with 14 years of experience, currently associated with Wealthspan Investment Management, LLC in Naples, FL. His prior experience includes roles at Bison Advisors, Gulf Harbor Financial, and several other firms. Outside of financial advising, he is involved in nonprofit work promoting financial education for seniors and maintains accounting records for a local church. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, providing comprehensive financial planning, consulting, and discretionary portfolio management through both active and passive model portfolios. The firm utilizes fundamental and technical analysis and can engage third-party sub-advisers when appropriate.

Melissa Mendenall is a financial advisor at Wealthspan Investment Management, LLC with six years of industry experience. She holds a Series 65 credential and has previously worked at FIRST CITIZENS BANK, Brookstone Wealth Advisors, and Retirement Wealth Advisors, Inc. Outside of her advisory role, she provides tax preparation services through Lisa Mendenall CPA and works as a controller for a real estate development firm. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering comprehensive financial planning, consulting, and discretionary portfolio management using both active and passive model-based strategies. The firm incorporates fundamental and technical analysis and utilizes sub-advisers and third-party managers when appropriate.

Jeffrey Stukey is a financial advisor with Wealthspan Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at several firms, including AI Alpha, LLC, Strategic Navigators Private Wealth, FormulaFolio Investments LLC, and Retirement Wealth Advisors, Inc. Outside of advisory roles, he serves as president of two independent insurance-related businesses focused on financial planning and insurance agent support. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, offering financial planning, consulting, and discretionary portfolio management through active and passive model portfolios. The firm uses fundamental and technical analysis and manages sub-advisers to align client objectives with model strategies.

Robert Mendenall is a financial advisor at Wealthspan Investment Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Brookstone Wealth Advisors, LLC and Bryson City Slingshots, LLC. Outside of his advisory role, he is involved with The College Funding Center of SC, LLC, providing college admissions and financial aid consulting alongside his insurance business. Wealthspan Investment Management serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors, offering comprehensive financial planning, consulting, and discretionary portfolio management through a combination of active and passive model portfolios. The firm’s investment process includes fundamental and technical analysis, use of third-party signals, and the option to delegate to outside managers when appropriate.

Jade Rossback is a financial advisor at Wealthspan Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including FormulaFolio Investments LLC and Retirement Wealth Advisors. Rossback is also self-employed, occasionally selling annuities and life insurance on a very limited basis to acquaintances. Wealthspan serves individual and high-net-worth clients as well as corporate and retirement-plan sponsors with financial planning, consulting, and discretionary portfolio management. The firm employs a range of active and passive model portfolios and integrates fundamental and technical analysis, sometimes using third-party signals, while also recommending outside managers when appropriate.