Markowski Investments

Gary Kueker is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Brookstone Capital Management and S.C. Care & Associates. Markowski Investments offers personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a multi-asset strategic allocation approach combining technical, fundamental, and chart analysis, with both long-term and tactical portfolio adjustments.

Logan Foster is a financial advisor at Markowski Investments with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Markowski, he worked at Murray Wealth Management LLC and has held management roles outside the investment industry, including Sales and Marketing Manager for Murray Sporting Goods. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, and charitable organizations. The firm employs a multi-asset strategic allocation approach with both long-term and tactical portfolio adjustments under discretionary authority.

Joshua Markowski is a financial advisor at Markowski Investments with the ChFC® designation and nine years of industry experience. He has worked with Compass Financial Management LLC since 2020 and has been with Westminster Financial Securities, Inc. and Markowski Investments since 2016. Outside of his advisory role, he has worked as a bellman at the Gasparilla Inn in Boca Grande, FL. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that incorporates technical, fundamental, and chart analysis, with both long-term positions and tactical adjustments based on changing market conditions.

Boyce Mc Loud is a Series 65 licensed advisor at Markowski Investments with nine years of industry experience. He has worked at Tradeway since 2013 and is also active as a seminar speaker and sales contractor in the insurance sector. Markowski Investments provides personal financial planning and discretionary portfolio management to a range of clients, including individuals, families, high-net-worth clients, and charitable organizations. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis, focusing on both long-term positions and tactical adjustments.

Austin Lowder is a financial advisor at Markowski Investments with one year of industry experience. He holds a Series 65 designation and has a diverse work history including roles in education and community organizations such as Florida Soccer Referees and Gasparilla Tennis Club. Markowski Investments provides personal financial planning and discretionary portfolio management to a wide range of clients including individuals, families, and charitable organizations. The firm employs a multi-asset strategic allocation approach that incorporates technical, fundamental, and cyclical analysis, balancing long-term positions with tactical adjustments.

Matthew Markowski is a CFP® with 27 years of industry experience, currently serving at Westminster Financial Securities, Inc. since 1999. He is based in Tampa, FL, and holds a Series 63 license. Markowski also holds a license to sell insurance and dedicates limited time to insurance sales outside of trading hours. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $410 million in assets and employs a multi-asset strategic allocation approach that incorporates technical, fundamental, and chart analysis, with adjustments made through cyclical and tactical overlays.

Timothy Walworth is a financial advisor at Markowski Investments with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Tdw Financial Strategies, Truth of Investing LLC, and Caitlin John Private Wealth Management. In addition to his advisory work, he is an independent insurance agent. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach combining technical, fundamental, and chart analysis, with portfolio adjustments based on market conditions.

Michael Markowski is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Markowski Investments since 2008 and Westminster Financial Securities, Inc. since 1999. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-team approach, combining fundamental, technical, charting, and cyclical analysis to implement diverse investment strategies across equities, fixed income, mutual funds, and ETFs.

Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.

Christopher Markowski is a financial advisor with Compass Financial Management LLC in Tampa, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been associated with Westminster Financial Securities, Inc. and Markowski Investments since 1999. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-team approach with 27 advisors managing approximately $519 million in discretionary assets.

Lance Cherry is a financial advisor at Markowski Investments with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Truth of Investing, Caitlin John, LLC, and Jackson National Life Distributors LLC. Cherry also owns Cherry Wealth Management, an investment-related business. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base including individuals, families, high-net-worth clients, and charitable organizations. The firm employs a multi-asset strategic allocation approach with a mix of long-term positions and tactical adjustments to manage approximately $410 million in client assets.