Wealthspan Investment Management, LLC

Lyndon Harrison is a CFP® with 13 years of experience in the financial advisory industry. He is currently with Wealthspan Investment Management, LLC in Naples, FL, and has held roles at firms including Bison Advisors and Gulf Harbor Financial. Outside of advisory work, he is involved in several non-investment-related businesses, including a nonprofit focused on financial education for senior citizens and providing bookkeeping and accounting services for local companies. Wealthspan Investment Management serves individuals, high-net-worth clients, corporations, and retirement plans with comprehensive financial planning, consulting, and discretionary portfolio management. The firm utilizes a mix of fundamental and technical analysis across strategic and tactical models, offering both active and passive portfolios and collaborating with affiliated advisers and sub-advisers as part of its investment approach.

Melissa Mendenall is a financial advisor at Wealthspan Investment Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at First Citizens Bank and Retirement Wealth Advisors, Inc. prior to joining Wealthspan. Outside of advisory work, Mendenall provides tax preparation services as a CPA through Lisa Mendenall CPA. Wealthspan Investment Management serves individuals, high-net-worth clients, corporations, and retirement plans with comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs both active and passive investment models, combining fundamental and technical analysis, and maintains multiple formal affiliations with other investment advisers and related businesses.

Jeffrey Stukey is a financial advisor with Strategic Navigators Private Wealth in Grand Rapids, MI, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior roles include positions at Wealthspan Investment Management LLC, FormulaFolio Investments LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he serves as president of multiple independent financial and insurance-related firms focused on financial planning, insurance marketing, and financial technology development. Strategic Navigators Private Wealth provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm employs an asset-allocation first approach using passive, tactical, or blended strategies, with ongoing portfolio monitoring and the use of third-party sub-advisers tailored to client objectives.

Robert Mendenall is a financial advisor at Wealthspan Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Brookstone Wealth Advisors, LLC and Bryson City Slingshots, LLC. In addition to his advisory role, he independently provides college admissions and financial aid consulting through The College Funding Center of SC, LLC, where he is also involved in insurance services. Wealthspan Investment Management serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental and technical analysis, offering both active and passive model portfolios and collaborating with third-party sub-advisers when appropriate.