Advisors at this firm
Cory C
Series 65
Winter Park, FL
Fortress Wealth Group
Cory Churchill is a financial advisor at Fortress Wealth Group with five years of industry experience. He holds a Series 65 designation and has previously worked at The LifeWealth Group, AE Wealth Management, and Ruggie Wealth Management. Outside of finance, he was involved with Diversity Fitness for several years. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios using various asset classes and also offers consulting services to brokerage customers.
Cole L
CFP®, Series 66
Winter Park, FL
Fortress Wealth Group
Cole Linquist is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Fortress Wealth Group since 2020 and previously worked at Ameriprise Financial Services from 2014 to 2020. Linquist is also involved in insurance sales, dedicating approximately 10% of his time to this activity. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios, implementing strategies both directly and through independent managers and automated platforms.
Timothy S
ChFC®, Series 63, Series 66
Winter Park, FL
Fortress Wealth Group
Timothy Smisek is a financial advisor with Fortress Wealth Group, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including six years at Moors & Cabot, Inc. before joining Fortress Wealth Group in 2021. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios, implementing strategies both directly and through unaffiliated managers and automated platforms.
Justin I
Series 65
Winter Park, FL
Fortress Wealth Group
Justin Isenhour is a financial advisor at Fortress Wealth Group in Winter Park, FL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PFM Financial Advisors LLC, Evershore Financial Group, and three years at Orange Tree Golf Club. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and employs both direct management and third-party sub-advisors.
John L
CFP®, Series 63, Series 65
Winter Park, FL
Fortress Wealth Group
John Ledford is a CFP® with 28 years of industry experience, currently serving as an advisor at Fortress Wealth Group since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of his advisory role, Ledford is involved in producing and directing films through Celebrity Press Publishing. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios, implementing strategies through various platforms and external managers.
Bradley L
Series 66
Winter Park, FL
Fortress Wealth Group
Bradley Ledford is a financial advisor at Fortress Wealth Group with nine years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Pressure Free Services. Outside of his advisory role, he manages a farm and property in Winter Springs, Florida. Fortress Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, corporations, and charitable organizations. The firm uses a long-term investment approach that combines fundamental and technical analysis to build diversified portfolios across various asset classes, implementing strategies both directly and through independent managers.