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PSI Advisors, LLC

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Client assets under management

$756,855,976

Clients

1,704

33% high-net worth

Advisors

11

of 22 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

155

Very High

Average account size

$444,164

About

PSI Advisors is a registered investment adviser operating as a network of independent investment adviser representatives and manages approximately $801 million for a mix of individual, high-net-worth, business, and employer-sponsored retirement plan clients. Services described in the brochure include portfolio management, fee-based financial planning (including fixed and hourly arrangements), retirement plan fiduciary and consulting services, and participation in multiple LPL-sponsored advisory programs.

The firm says IARs tailor client plans using a range of analytical methods (fundamental, quantitative, technical, charting) and employ model allocations, long-term trading, and, where appropriate, margin and options strategies; accounts can be managed on a discretionary or non-discretionary basis and the firm uses LPL platforms including algorithm-based Guided Wealth Portfolios for some clients. PSI also provides ERISA-related plan services (including selection and monitoring of designated investment alternatives and creation of model asset allocation portfolios) and offers participant education and consulting as part of its retirement practice.

Noteworthy disclosures in the brochure that distinguish PSI from many peers include the firm’s stated use of client testimonials in advertising and the emphasis on a dual-role model: most IARs are dually registered as broker-dealer representatives with LPL and may be licensed insurance agents operating under separate DBAs, and the brochure discloses substantial transition assistance and forgivable loans from LPL to the firm and its representatives and discusses the resulting conflicts of interest. The firm also participates in wrap-fee programs and a broad suite of LPL program offerings (including outsourced model and robo solutions), a combination of features the brochure presents as material to clients’ custody and program-selection decisions.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Negotiated fixed fees for financial planning, up to $15,000 annually

Commissions

Commissions on securities and insurance products sold by dually registered representatives and licensed insurance agents

Project-based

Financial planning hourly fees between $250 and $500 per hour

Other

Account minimum: $5,000 Fee-only: Financial planning hourly fees between $250 and $500 per hour; fixed fees up to $15,000 annually (discountable to zero)

Main office location

PSI Advisors, LLC

13059 W. Linebaugh Ave Ste. 102

Tampa FL 33626, United States

Number of offices

3

Most active in

Alabama · California · Florida · Georgia · Illinois · Louisiana · Massachusetts · Michigan · Missouri · Nebraska · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Marcus B

Series 63, Series 65

Tampa, FL

PSI Advisors, LLC

Marcus Brandenburg is a financial advisor with PSI Advisors, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Independent Financial Partners, and Ameriprise Financial Services. Outside of his advisory work, he is president of Self Storage Properties, Inc. PSI Advisors provides fee-based investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $696.7 million in assets. The firm offers both discretionary and non-discretionary portfolio management using multiple analytical methods and distributes a variety of LPL Financial-sponsored program solutions.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Brandan T

Series 63, Series 65

Tampa, FL

PSI Advisors, LLC

Brandan Teague is a financial advisor with LPL Financial in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at LPL Financial since 2016 and provides investment advisory services through PSI Advisors, LLC, an independent firm he founded in 2017. Teague also operates Teague & Associates, his own advisory business. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and charities. The firm supports its advisors with in-house research, model portfolios, and a platform that integrates advisory and brokerage solutions tailored to client needs.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Mark S

CFP®, Series 63

Tampa, FL

PSI Advisors, LLC

Mark Scheidter is a CFP® with 27 years of industry experience, currently serving at PSI Advisors, LLC since 2018. He previously worked with Princor Financial Services Corporation and Principal Financial Group for 20 years and has operated Mark Scheidter & Associates since 2008. Outside of advisory work, he is involved in non-variable insurance services and owns a business entity used for payroll and tax purposes. PSI Advisors, LLC provides fee-based investment advisory and financial planning services to individuals, businesses, and employer-sponsored retirement plans. The firm manages approximately $696.7 million in assets across over 2,100 client relationships and offers portfolio management, retirement-plan consulting, and wrap-fee program management through a network of independent advisers.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Savannah S

Series 65

Tampa, FL

PSI Advisors, LLC

Savannah Sevor is a Series 65 licensed advisor with PSI Advisors, LLC in Tampa, FL, with experience spanning several roles since 2015, including positions in education and local businesses. Her background includes work at Walker Wealth Management and Indian River Preserve, as well as teaching roles at multiple schools. PSI Advisors provides fee-based investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $696.7 million in assets across over 2,100 clients. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary portfolio management through a network of independent advisers.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Christopher F

Series 66

Tampa, FL

PSI Advisors, LLC

Christopher Ferrell is a financial advisor with PSI Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with firms including LPL Financial LLC, Mark Scheidter & Associates, Principal Securities, NFP Advisor Services, and Capstone Retirement Group. Ferrell is also involved with Mark Scheidter & Associates, a business related to his LPL Financial activities. PSI Advisors, LLC provides fee-based investment advisory services and financial planning to individuals, businesses, and retirement plans, managing approximately $696.7 million in assets across more than 2,100 client relationships. The firm employs both discretionary and non-discretionary management strategies using various analytical methods and offers a range of LPL Financial–sponsored program solutions along with retirement-plan fiduciary services.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Yale W

Series 63, Series 65

St Petersburg, FL

PSI Advisors, LLC

Yale Walker is a financial advisor at PSI Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual and Avantax prior to joining PSI Advisors in 2022. He is also involved with Walker Wealth Management LLC, which focuses on fixed insurance. PSI Advisors provides fee-based investment advisory services and financial planning to individuals, businesses, and retirement plans. The firm manages approximately $697 million in assets across over 2,100 client relationships and offers a range of portfolio management and retirement-plan consulting services.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Joshua Z

Series 63, Series 65

Tampa, FL

PSI Advisors, LLC

Joshua Zimmerman is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at PSI Advisors since 2017 and previously held roles at LPL Financial, Excalibur Financial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advisory work, he is involved in non-variable insurance business activities. PSI Advisors provides fee-based investment advisory services and financial planning to individuals, businesses, and employer-sponsored retirement plans. The firm manages approximately $696.7 million in assets across over 2,100 client relationships and offers portfolio management, retirement-plan consulting, and wrap-fee program management through a network of independent advisers.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Jeremy M

Series 66

Tampa, FL

PSI Advisors, LLC

Jeremy Martin is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 66 designation with two years of industry experience. Prior to joining PSI Advisors in 2025, he worked at Mark Scheidter & Associates and has a background that includes positions at Charleston Southern University, University of Massachusetts Amherst, Plymouth State University, and Papa Gino's. PSI Advisors provides fee-based investment advisory services and financial planning to individuals, businesses, and employer-sponsored retirement plans, managing approximately $696.7 million in assets across more than 2,100 client relationships. The firm employs multiple analysis methods and offers a range of LPL Financial–sponsored program solutions alongside retirement-plan fiduciary services.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Bryan C

Series 65

Tampa, FL

PSI Advisors, LLC

Bryan Casale is a financial advisor at PSI Advisors, LLC in Tampa, FL, holding a Series 65 license with four years of industry experience. He has worked at PSI Advisors and Teague & Associates since 2021 and previously operated Casale Design Source from 2019 to 2021. PSI Advisors provides fee-based investment advisory services and financial planning to individuals, businesses, and employer-sponsored retirement plans, managing approximately $696.7 million in assets across over 2,100 client relationships. The firm offers both discretionary and non-discretionary portfolio management using various analysis methods and delivers services through a network of independent Investment Adviser Representatives.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Alexander M

CFP®, Series 66

Tampa, FL

PSI Advisors, LLC

Alexander Misarti is a CFP® professional with 10 years of industry experience, currently serving as an advisor at PSI Advisors, LLC since 2018. His prior experience includes roles at Principal Life Insurance Company and Princor Financial Services. Misarti is also involved as an agent for fixed life insurance, fixed annuities, disability, and long-term care insurance. PSI Advisors provides fee-based investment advisory and financial planning services to individuals, businesses, and employer-sponsored retirement plans. The firm manages approximately $696.7 million in assets and offers portfolio management, retirement-plan consulting, and wrap-fee program management through a network of independent Investment Adviser Representatives.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Eric E

Series 63, Series 65

Tampa, FL

PSI Advisors, LLC

Eric Eaton is a financial advisor with PSI Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at LPL Financial, Eaton Financial, Princor Financial Services, and Principal Financial Group. Outside of his advisory work, he owns and oversees operations at EFS Insurance, Inc., an insurance agency. PSI Advisors provides fee-based investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $696.7 million in assets. The firm offers a range of portfolio management and retirement-plan consulting services delivered through a network of independent advisers using diverse investment analysis methods and sponsored program solutions.

Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Private / alternative investments Founder/Business Owner Executive
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