Portfolio Medics, LLC

Thomas Mead is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he is also an agent providing insurance and annuities through Pecan Financial Services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Patrick Holmes is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Seven Two Wealth Partners and C Rice and Associates, where he is also a licensed real estate agent in North Carolina. Holmes engages in insurance and business consulting activities through Seven Two Wealth Partners outside of market hours. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches that include model portfolios, discretionary and non-discretionary management, and a combination of passive and programmatic trading strategies.

Rowdee Taylor is a financial advisor at Portfolio Medics, LLC with two years of industry experience. He holds a Series 65 designation and is also the owner of Taylor Insurance and Investments, where he transacts in insurance products including annuities. Additionally, he serves as an HR Manager for Fierce Firearms. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non‑high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Enri Santee is a Series 65 registered advisor at Portfolio Medics, LLC with five years of industry experience. His career includes roles at multiple firms such as Trilogy Capital, One America, and Equus Workforce. Outside of advising, he is an Operating Engineer with the International Union of Operating Engineers Local 12, where he operates construction equipment during non-market hours. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of investment management, financial planning, and consulting services using both strategic and tactical approaches.

Casey Croysdale is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC since 2019. He previously worked at Horter Investment Management and IFS Financial Services. Outside of advising, he is a licensed soccer official for high school and non-affiliated games. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across various model portfolios and strategies.

Joseph Hamel is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and 18 years of industry experience. He has been involved with Hamel Advisory Services, LLC since 2007 and Hamel & Associates, Inc. since 1994. Outside of his advisory role, Mr. Hamel is a licensed insurance professional through Hamel & Associates, Inc., operating separately from his work at Portfolio Medics. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a mix of strategic and tactical investment approaches alongside financial planning and consulting services.

Stephen Evans is a financial advisor at Portfolio Medics, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Janney Montgomery Scott and Avondale Partners. Outside of advising, he consults for Blue Refuge, a company focused on school security systems and mental health awareness, and is an independent insurance agent. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, employing a mix of strategic and tactical investment approaches with a variety of model portfolios and discretionary and non-discretionary management services.

Kenneth Clark is a financial advisor at Portfolio Medics, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Portfolio Medics, Mr. Clark held roles at firms including Allstate Insurance Company and Edward Jones. Outside of his advisory work, he serves as Senior Vice President at Vital Records Control, a records management and information scanning business, and is the owner of Harbor Light LLC, a personal investment firm. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a blend of strategic and tactical investment approaches, including model portfolios and a mix of passive and active strategies.

Connor Tyson is a financial advisor at Portfolio Medics, LLC with 23 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include positions at Altium Wealth Management LLC, TIAA-CREF, and J.P. Morgan Securities. Additionally, Mr. Tyson works as an independent insurance agent, selling insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical approaches and a range of model portfolios.

Gerald Griffith is a Series 65-licensed financial advisor with Portfolio Medics, LLC, where he has worked since 2009. He has 16 years of industry experience and also operates independently and through Forward Financial Group, offering debt elimination and debt reduction plans as well as life, health, and fixed annuity products. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients with a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a variety of model portfolios and strategies.

Robert Cagle is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Portfolio Medics, LLC since 2020 and previously at Edward Jones from 2017 to 2020. Before entering the financial sector, he was employed at Fort Mill Ford from 2015 to 2017. Portfolio Medics, LLC is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Michael Petticord is a financial advisor at Portfolio Medics, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AlphaStar Capital Management, LLC and Horter Investment Management. Petticord is also president of USA Wealth Management, where he offers insurance and annuity products. Portfolio Medics manages approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non‑high-net-worth and high-net-worth individuals, providing investment management, financial planning, and consulting services using a mix of strategic and tactical approaches across various model portfolios and strategies.

Juliann Gibson is a financial advisor at Portfolio Medics, LLC with three years of industry experience. She holds a Series 65 designation and has been associated with Gibson Capital Management since 1999. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using both strategic and tactical approaches across various model portfolios and strategies.

Jason Stuber is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Red River, EMC Corporation, Nutanix Inc, and Riverbed Technology. Outside of advising, he owns Bayfront Tax and Accounting, DBA Liberty Tax, providing accounting services, and is an independent insurance agent offering annuity transactions. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a range of portfolios and strategies.

Brion Walters is a ChFC® credentialed financial advisor with 22 years of industry experience, currently with Portfolio Medics, LLC since 2019. His prior roles include positions at Horter Financial Strategies and State Farm, where he worked for over a decade. Outside of advisory work, he is also engaged in insurance and annuity sales as a licensed agent. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.