Prostatis Financial Advisors Group

Katherine Groce is a financial advisor at Prostatis Financial Advisors Group with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Taylor Capital Management Inc. and Peak Brokerage Services LLC. Groce also serves as a client service manager at Prostatis, assisting advisors with operations and planning and supporting clients with investment-related services. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, managing approximately $509 million in assets. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management alongside financial planning and sub-advisory services.

Michael Canet is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Peak Brokerage Services LLC and TCM Securities, Inc., alongside operating his own law practice since 1997. He serves on the board of a nonprofit organization. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a team of about 18 advisors, serving individuals, high-net-worth clients, and various institutions. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing both customized and model portfolios, and offers a range of investment and financial planning services.

Erik Margetts is a financial advisor at Prostatis Financial Advisors Group with one year of industry experience. He holds a Series 65 designation and previously worked at ABM Industries and Chick-fil-A. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in client assets using a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Christian McPherson is a CFP®-certified financial advisor with five years of industry experience. He currently works with Prostatis Financial Advisors Group and previously held roles at Bank of America, Merrill Lynch, and The Vanguard Group. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, managing approximately $509 million in assets. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management alongside financial planning and sub-advisory services.

Travis Shepherd is a financial advisor with Prostatis Financial Advisors Group, holding a Series 65 credential and 14 years of industry experience. He has previously worked at Retirement Wealth Advisors, Inc. and founded Shepherd Wealth Solutions, which offers insurance and investment advisory services. He also owns Allied Tax Advisors, a tax preparation business, and founded Capital Learning Academy, providing adult financial education courses. Prostatis Financial Advisors Group serves individual and high-net-worth clients as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in client assets through a multi-team of about 18 advisors, employing a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework.

Ryan Herbert is a financial advisor with Prostatis Financial Advisors Group in Hanover, MD, holding a Series 66 designation and 17 years of industry experience. He has worked at Peak Brokerage Services LLC and TCM Securities, Inc., and has been with Prostatis Financial Advisors since 2008. Prostatis Financial Advisors Group manages approximately $509 million in client assets through a multi-team of 18 advisors, serving individual, high-net-worth, and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Kimberly Owen is a CFP® with 16 years of experience in the financial services industry. She has worked at Prostatis Group LLC since 2024 and previously at The Vanguard Group and SunTrust Advisory Services. Outside of her advisory role, she owns a rental property in Fort Myers, Florida. Prostatis Financial Advisors Group serves individual and high-net-worth clients as well as foundations, trusts, estates, corporations, and charitable organizations, managing approximately $509 million in assets with a team of 18 advisors. The firm employs a top-down, macro-environmental approach to tactical asset allocation and offers a mix of discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Ashley Michelli is a financial advisor at Prostatis Financial Advisors Group in Baton Rouge, LA, holding a Series 65 designation with one year of industry experience. She has been with Prostatis Financial Advisors Group, doing business as Game Changer Wealth, since 2019 and was self-employed for five years prior. Prostatis Financial Advisors Group serves individual, high-net-worth, and institutional clients, managing approximately $509 million in assets through a multi-team of 18 advisors. The firm uses a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Andrew Duckworth is a financial advisor with Prostatis Financial Advisors Group in Baton Rouge, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cetera Investment Services, Hancock Whitney Bank, J.P. Morgan Securities, and Edward Jones. Outside of finance, he provides color commentary for Denham Springs High School football broadcasts through Jon Fine Productions. Prostatis Financial Advisors Group serves individual and high-net-worth clients as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework, managing approximately $509 million in client assets across a multi-team of 18 advisors.

Brian Canet is a financial advisor at Prostatis Financial Advisors Group in Hanover, MD, holding a Series 65 designation with seven years of industry experience. He has been with Prostatis Group LLC since 2018 and previously worked at Howard County Community College from 2013 to 2017. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in assets through a multi-team approach, offering discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services with a focus on tactical asset allocation and sector rotation.

Arthur Mcpherson is a financial advisor with Prostatis Financial Advisors Group in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at World Equity Group Inc, Triumph Wealth Advisors, and Tcm Securities, as well as managing Mcpherson Financial Group, LLC. Outside of advisory work, he serves on the board of the non-profit Security Clearance Pathway Foundation and is an author of financial education books, in addition to speaking at universities to promote financial literacy. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, managing approximately $509 million in assets across a multi-team of 18 advisors. The firm employs a top-down, macro-environmental approach to tactical asset allocation, utilizing both customized and pre-built portfolio models, and offers a range of services including discretionary portfolio management, financial planning, and sub-advisory arrangements.

Jerry Linebaugh is a financial advisor with Prostatis Financial Advisors Group in Baton Rouge, LA, holding a Series 65 designation and seven years of industry experience. He has worked with several firms, including Foundations Investment Advisors LLC and Simplicity Wealth LLC, and manages tax planning and preparation services through Game Changer Tax Pros. Outside of investment advising, he is a licensed insurance agent and owner of Linebaugh Group DBA J Line Financial. Prostatis Financial Advisors Group manages approximately $509 million in client assets and serves individual, high-net-worth, and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation, offering discretionary and non-discretionary portfolio management alongside financial planning and sub-advisory services.

Lawrence Kiely is a financial advisor at Prostatis Financial Advisors Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, The Capital Group Investment Advisory Services, and Northwestern Mutual Investment Services. Outside of finance, he owns Kings Gentlemen LLC, a business providing fashion advice for made-to-measure suits. Prostatis Financial Advisors Group manages approximately $509 million in client assets for individual, high-net-worth, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a top-down, macro-environmental approach to tactical asset allocation combined with sector rotation and a relative growth/value framework.

Vanessa Pruett Urie is a financial advisor at Prostatis Financial Advisors Group with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Prostatis Group LLC in 2023, she worked at CETERA ADVISORS LLC dba Shapiro Financial Advisors for 13 years. Outside of her advisory role, she owns Gladway Homes, a real estate sales business. Prostatis Financial Advisors Group serves individual and high-net-worth clients as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in client assets, employing a top-down, macro-environmental approach to tactical asset allocation and offering both discretionary and non-discretionary portfolio management alongside financial planning and sub-advisory services.

Artur Engler Pinto is a financial advisor at Prostatis Financial Advisors Group with Series 63 and Series 65 licenses. He has experience working at multiple firms including GLP Financial and PNC, and has been with Prostatis since 2026. Prior to his advisory roles, he held positions outside the financial sector, such as at Macs Arcadian Seafood Shack. Prostatis Financial Advisors Group serves individual and high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in client assets through a multi-team of about 18 advisors, employing a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework.