Our Representatives
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Mark Fenton
Mark Fenton’s practice as a financial advisor is devoted to helping individuals grow and protect their financial portfolios. His career began with a focus on mathematics and a Master of Science degree from an engineering school, followed by corporate positions with responsibility for improving growth and profitability while reducing costs and taxes. Mark integrates the same math-based principals today when working with individuals. He enjoys the natural beauty of SW Florida and being able to play tennis outdoors all year long.
John Parker
John is an alumni of Texas Christian University with a degree in Economics. He worked in the Reinsurance Industry before his transition to Asset Management in order to help individuals reach their financial goals. Outside of work, his favorite hobby is health and fitness. To John, the process involved in building a successful diet and training plan in the gym is very similar to building a blueprint to financial success: “It's about finding what works for each individual that makes that blueprint a reality!”
Raymond Filorimo
Raymond Filorimo helps individuals, families and businesses with investment management and their retirement choices. Raymond holds a BS in Electrical Engineering from Florida Atlantic University in Boca Raton, FL and has been part of the community since 1975.
Herb Friedman
Herb Friedman entered the financial services industry over 25 years ago after a career as a private psychotherapist. He specializes in helping clients achieve their investment objectives by creating portfolios that balance risk and reward through investment management strategies he developed. Herb is an avid photographer and his work has been displayed in galleries across the country. He, his wife Karen and dog Lilly enjoy traveling the world and spending time between their homes in Florida and New York.
Gerry Griffith
Gerry has been with Portfolio Medics since 2008. He is dedicated to his clients and enjoys helping them plan for a debt-free retirement. Gerry leads an extremely diverse life. After serving in the United States Marine Corps for seven years he worked eleven years with the Columbus Division of Police. When Gerry is not spending time with his six children and grandchild you can find him negotiating obstacle course mud races and crafting fine furniture.
Joe Hamel
Joe Hamel concentrates on educating his clients so they can understand how they are investing and teaches them how to avoid investments that fall outside of their comfort zones. He enjoys building his clients retirement plans to maximize their income. Joe lives in Medina, Ohio with his wife and four children. He spends much of his free time volunteering at his church, or coaching his son’s and daughter’s basketball teams.
Casey Croysdale
Curtis Hill
For the past twenty five years, Curtis Hill has been serving clients by helping them pursue financial freedom. Curtis’s philosophy is to deliver real financial strategies that are founded in the best interest of his clients. Thus, Curtis does not offer the same old advice and guidance - he strives to give clients what they need. Curtis is a Certified Financial Planner TM. He holds BS degrees in both Electrical and Aerospace engineering and a MS degree in Telecommunication. His first job was at NASA. Curtis enjoys travel and writing books. 
Steve Landis
Steve Landis has been in the practice of financial planning and investment management for more than thirty years. His early practice focused on the long-term planning and investment needs of middle and upper income clients and small businesses. Today Steve focuses his energy on actively managed strategies. Over the course of his career he has been quoted in the Los Angeles Times and the Wall Street Journal and many other publications. He is a graduate of Ohio University (B.S., 1973) and The University of Cincinnati (M.S., 1977).Sally Mirabella
John Neff
John Neff has over 40 years of experience in financial planning and investment management. As a resident of Fernandina Beach, John’s areas of expertise include comprehensive planning for already and soon to be retirees, corporate retirement plans and divorce planning. He is a graduate of Gannon University with a major in Economics and minor in Finance. He has obtained both the Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP) designations from the American College. John is a Certified Financial Planner (CFP).
Neal Skiles
Neal Skiles has been with Portfolio Medics since their inception. He enjoys helping individuals, organizations and corporations with their investment and retirement options. Neal and his wife have been married 40 years and reside in central Ohio. Outside of the office, his life revolves around his church and his family.
Stephen Smith
Stephen Smith focuses on the financial lives of his clients with the goal of instilling confidence and peace of mind. An Oklahoma native, Stephen’s focus on financial and retirement income planning helps his clients navigate the unpredictability of life changes and global market volatility. Outside of the office, he and his wife enjoy traveling, fishing, and collecting and playing guitars.
Paul Tarins
Paul Tarins is passionate about educating his clients so they can make informed decisions and avoid costly mistakes. He is continually educating himself on new approaches that can help his clients reach their financial dreams. He holds a Bachelor’s of Science Degree in Economics from Florida State University. He obtained the Retirement Income Certified Professional designation, RICP®, from the American College. Paul and his wife reside in Central Florida.
Brian Winterowd
Brian helps residents of Austin plan for retirement by achieving growth and income through proactive, safety-first investment vehicles. He believes that asset protection must always be a healthy part of a sustainable financial solution. An Austin, TX resident for 32 years, Brian and his wife, Geryl, love to travel and live each day to the fullest. 
Geryl Winterowd
Geryl believes that financial peace of mind comes from a plan that is protective during bad times and opportunistic in good times. She enjoys working with clients to help them build and implement strategies designed to achieve security and peace of mind. Geryl graduated from St. Edward’s University in 2009 with a Master of Science in Project management. Her undergraduate is from Arizona State University in Management Information Systems.
Brion Walters CFP, ChFC
As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant, Brion specializes in retirement and investment planning. His goal for his students is to provide them with peace of mind about their financial futures by helping them understand what’s vital to consider for retirement. For over fifteen years, Brion has educated, advised, and coached his clients by helping to provide the critical pieces of information they need to make intelligent financial decisions. He strives to instill them with confidence in their plans, knowing they’ve made good decisions with their money so they can fully enjoy their retirement. Brion lives with his wife Meg, a Montessori Teacher, and their five children in Anderson Township. His hobbies include bike riding with friends and family, volunteering at church and fundraising events, landscaping, and traveling. Brion is a warm and engaging communicator.
Michael Huber
Mike Huber concentrates on developing a very detailed and ever evolving strategic plan with his clients. Mike enjoys regular communication in educating clients on their very unique strategy for their stage in life. Mike lives in Sioux Falls, SD with his wife and two small dogs. He spends much of his free time volunteering at his church, teaching yoga in community and to incarcerated individuals, volunteering at Lakota, Dakota, Nakota Spiritual Conferences held at SD State Prison, riding bikes, and traveling the world.
Mike Brown
Eric Dudley
Richard Simpson
Jason Collins
Jason services client accounts across the country but his primary focus is working with advisors of Portfolio Medics. Having a flexible, unique approach to both investing and communication enhances the careers of those under his wing and benefits the customers he serves. He is an accomplished musician…if you are lucky enough to be in the right place at the right time, you can catch him touring with his band Floyd Nation. Jason lives with his wife and daughter in Fort Myers, FL.
Andrea Smalley
Andrea Smalley entered the world of financial services 17 years ago. Her mission as a financial advisor is to develop an understanding of each client and make her client's goals her own. She will tailor a strategy for each client to help make their financial goals attainable. What is your financial dream come true? Andrea resides in Colorado Springs, CO surrounded by three beautiful daughters, loving husband and their dog Tex. When not working Andrea enjoys traveling, playing tennis or adventuring into the mountains in her jeep.
Patrick Holmes
Patrick Holmes concentrates on helping clients make the best financial decisions regarding investment management and Medicare options for retirees. Patrick holds a bachelor’s degree in History from the University of North Carolina at Charlotte. Patrick lives in Charlotte, North Carolina and enjoys spending his free time visiting family and fly fishing the mountains of western North Carolina.
Robbie Cagle
As an investment advisor representative, I enjoy the freedom to work with my clients in a way that is best suited to their individual situations. I take pride in the relationships I create and keep…there is nothing more important to me than family. I’m an avid golfer and enjoy the outdoors! I reside with my wife Mary and son Vance in Waynesville, NC.
John Blacklidge
Jorge Diaz-Druet
Sisse Ferguson
Brandon Galici
Bruce Kaserman
Peter Mcfadden
Justin Mcguffey
Thomas Mead
Abel Molina
Juan Suarez
Richard Perez
Christopher Pollina
Cyril Roseman
Neelanjana Sarker
Justin Schlechter
Michael Sloan CRPC®
Corey Cyr
Corey was born and raised in a small town in Maine. He has since been a Florida resident since 2006 in Charlotte and Sarasota counties, currently residing in North Port, FL. He has an extensive background including experience in finance, management, and auditing. He is happily married to his wife Amy and they have two children, Brynn and Nova. In his spare time, Corey enjoys spending time with his family, reading, and hockey.
Jeff Tamas
Jeff was born and raised in a small town in Upstate New York. He has lived in Southwest Florida since 2011 and is extremely involved in the community. Jeff has an extensive leadership background from the Army and vocational Christian ministry in addition to his experience in finance. He has been married to his wife Vanessa since 2008 and has three wonderful child and a beautiful golden doodle named Bailey. Jeff enjoys fishing, golf and volunteering at his church in his free time.
Brandon Galici
Brandon is a CERTIFIED FINANCIAL PLANNER™ who serves clients locally in Southern California and virtually throughout the country. He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future. He has also been blessed to serve on the Kingdom Driven Entrepreneur mentor team since the fall of 2019 and loves encouraging fellow kingdom business owners to walk out their God-given calling. Brandon lives in San Juan Capistrano, California with his beautiful wife Amanda and loves golfing, working out, mountain biking, and making craft coffee at home.
Nicholas MacDonald
Born and raised in Sioux Falls, SD, Nicholas worked in business publishing and communications with several firms in the US and in Shanghai, China before joining the financial services industry in 2015. He was trained as a financial advisor with Bank of America Merrill Lynch, and worked as a 401(k) consultant and a private banking and wealth management associate with Wells Fargo before joining Midwest Secure Retirement as an independent financial planner in 2021. Nicholas focuses his practice on retirement income planning and comprehensive financial plan development.
Nicholas holds a Bachelor of Arts degree in Philosophy and Government & International Affairs from Augustana University, and a Master of International Business degree focused on corporate finance, financial analysis and innovation management from Hult International Business School. He is a Certified Financial Planner, and also holds the Accredited Wealth Management Advisor designation from the College for Financial Planning, a designation in high-net-worth wealth management strategies and techniques. When Nicholas isn’t working, he can usually be found cooking Asian cuisine, reading books on history, philosophy, economics, and psychology, or playing role-playing games with his intrepid band of weekend warriors, the Sunday Night Slayers. He splits his life between Minneapolis and Shanghai, and lives with his wife, Angela Yingwei Wu, and his six-year-old son, Ramsey.
Andre Payne
Baron Murdock
Warren Collier
Neil Poulicakos
Henry Angelucci Jr.
Kent Petticord
Robert McCall
Mark Fenton
Mark Fenton’s practice as a financial advisor is devoted to helping individuals grow and protect their financial portfolios. His career began with a focus on mathematics and a Master of Science degree from an engineering school, followed by corporate positions with responsibility for improving growth and profitability while reducing costs and taxes. Mark integrates the same math-based principals today when working with individuals. He enjoys the natural beauty of SW Florida and being able to play tennis outdoors all year long.
John Parker
John is an alumni of Texas Christian University with a degree in Economics. He worked in the Reinsurance Industry before his transition to Asset Management in order to help individuals reach their financial goals. Outside of work, his favorite hobby is health and fitness. To John, the process involved in building a successful diet and training plan in the gym is very similar to building a blueprint to financial success: “It's about finding what works for each individual that makes that blueprint a reality!”
Raymond Filorimo
Raymond Filorimo helps individuals, families and businesses with investment management and their retirement choices. Raymond holds a BS in Electrical Engineering from Florida Atlantic University in Boca Raton, FL and has been part of the community since 1975.
Herb Friedman
Herb Friedman entered the financial services industry over 25 years ago after a career as a private psychotherapist. He specializes in helping clients achieve their investment objectives by creating portfolios that balance risk and reward through investment management strategies he developed. Herb is an avid photographer and his work has been displayed in galleries across the country. He, his wife Karen and dog Lilly enjoy traveling the world and spending time between their homes in Florida and New York.
Gerry Griffith
Gerry has been with Portfolio Medics since 2008. He is dedicated to his clients and enjoys helping them plan for a debt-free retirement. Gerry leads an extremely diverse life. After serving in the United States Marine Corps for seven years he worked eleven years with the Columbus Division of Police. When Gerry is not spending time with his six children and grandchild you can find him negotiating obstacle course mud races and crafting fine furniture.Joe Hamel
Joe Hamel concentrates on educating his clients so they can understand how they are investing and teaches them how to avoid investments that fall outside of their comfort zones. He enjoys building his clients retirement plans to maximize their income. Joe lives in Medina, Ohio with his wife and four children. He spends much of his free time volunteering at his church, or coaching his son’s and daughter’s basketball teams.Casey Croysdale
Curtis Hill
For the past twenty five years, Curtis Hill has been serving clients by helping them pursue financial freedom. Curtis’s philosophy is to deliver real financial strategies that are founded in the best interest of his clients. Thus, Curtis does not offer the same old advice and guidance - he strives to give clients what they need. Curtis is a Certified Financial Planner TM. He holds BS degrees in both Electrical and Aerospace engineering and a MS degree in Telecommunication. His first job was at NASA. Curtis enjoys travel and writing books. Steve Landis
Steve Landis has been in the practice of financial planning and investment management for more than thirty years. His early practice focused on the long-term planning and investment needs of middle and upper income clients and small businesses. Today Steve focuses his energy on actively managed strategies. Over the course of his career he has been quoted in the Los Angeles Times and the Wall Street Journal and many other publications. He is a graduate of Ohio University (B.S., 1973) and The University of Cincinnati (M.S., 1977).Sally Mirabella
John Neff
John Neff has over 40 years of experience in financial planning and investment management. As a resident of Fernandina Beach, John’s areas of expertise include comprehensive planning for already and soon to be retirees, corporate retirement plans and divorce planning. He is a graduate of Gannon University with a major in Economics and minor in Finance. He has obtained both the Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP) designations from the American College. John is a Certified Financial Planner (CFP).Neal Skiles
Neal Skiles has been with Portfolio Medics since their inception. He enjoys helping individuals, organizations and corporations with their investment and retirement options. Neal and his wife have been married 40 years and reside in central Ohio. Outside of the office, his life revolves around his church and his family.Stephen Smith
Stephen Smith focuses on the financial lives of his clients with the goal of instilling confidence and peace of mind. An Oklahoma native, Stephen’s focus on financial and retirement income planning helps his clients navigate the unpredictability of life changes and global market volatility. Outside of the office, he and his wife enjoy traveling, fishing, and collecting and playing guitars.Paul Tarins
Paul Tarins is passionate about educating his clients so they can make informed decisions and avoid costly mistakes. He is continually educating himself on new approaches that can help his clients reach their financial dreams. He holds a Bachelor’s of Science Degree in Economics from Florida State University. He obtained the Retirement Income Certified Professional designation, RICP®, from the American College. Paul and his wife reside in Central Florida.Brian Winterowd
Brian helps residents of Austin plan for retirement by achieving growth and income through proactive, safety-first investment vehicles. He believes that asset protection must always be a healthy part of a sustainable financial solution. An Austin, TX resident for 32 years, Brian and his wife, Geryl, love to travel and live each day to the fullest. Geryl Winterowd
Geryl believes that financial peace of mind comes from a plan that is protective during bad times and opportunistic in good times. She enjoys working with clients to help them build and implement strategies designed to achieve security and peace of mind. Geryl graduated from St. Edward’s University in 2009 with a Master of Science in Project management. Her undergraduate is from Arizona State University in Management Information Systems.Brion Walters CFP, ChFC
As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant, Brion specializes in retirement and investment planning. His goal for his students is to provide them with peace of mind about their financial futures by helping them understand what’s vital to consider for retirement. For over fifteen years, Brion has educated, advised, and coached his clients by helping to provide the critical pieces of information they need to make intelligent financial decisions. He strives to instill them with confidence in their plans, knowing they’ve made good decisions with their money so they can fully enjoy their retirement. Brion lives with his wife Meg, a Montessori Teacher, and their five children in Anderson Township. His hobbies include bike riding with friends and family, volunteering at church and fundraising events, landscaping, and traveling. Brion is a warm and engaging communicator.Michael Huber
Mike Huber concentrates on developing a very detailed and ever evolving strategic plan with his clients. Mike enjoys regular communication in educating clients on their very unique strategy for their stage in life. Mike lives in Sioux Falls, SD with his wife and two small dogs. He spends much of his free time volunteering at his church, teaching yoga in community and to incarcerated individuals, volunteering at Lakota, Dakota, Nakota Spiritual Conferences held at SD State Prison, riding bikes, and traveling the world.
Mike Brown
Eric Dudley
Richard Simpson
Jason Collins
Jason services client accounts across the country but his primary focus is working with advisors of Portfolio Medics. Having a flexible, unique approach to both investing and communication enhances the careers of those under his wing and benefits the customers he serves. He is an accomplished musician…if you are lucky enough to be in the right place at the right time, you can catch him touring with his band Floyd Nation. Jason lives with his wife and daughter in Fort Myers, FL.
Andrea Smalley
Andrea Smalley entered the world of financial services 17 years ago. Her mission as a financial advisor is to develop an understanding of each client and make her client's goals her own. She will tailor a strategy for each client to help make their financial goals attainable. What is your financial dream come true? Andrea resides in Colorado Springs, CO surrounded by three beautiful daughters, loving husband and their dog Tex. When not working Andrea enjoys traveling, playing tennis or adventuring into the mountains in her jeep.
Patrick Holmes
Patrick Holmes concentrates on helping clients make the best financial decisions regarding investment management and Medicare options for retirees. Patrick holds a bachelor’s degree in History from the University of North Carolina at Charlotte. Patrick lives in Charlotte, North Carolina and enjoys spending his free time visiting family and fly fishing the mountains of western North Carolina.
Robbie Cagle
As an investment advisor representative, I enjoy the freedom to work with my clients in a way that is best suited to their individual situations. I take pride in the relationships I create and keep…there is nothing more important to me than family. I’m an avid golfer and enjoy the outdoors! I reside with my wife Mary and son Vance in Waynesville, NC.
John Blacklidge
Jorge Diaz-Druet
Sisse Ferguson
Brandon Galici
Bruce Kaserman
Peter Mcfadden
Justin Mcguffey
Thomas Mead
Abel Molina
Juan Suarez
Richard Perez
Christopher Pollina
Cyril Roseman
Neelanjana Sarker
Justin Schlechter
Michael Sloan CRPC®
Corey Cyr
Corey was born and raised in a small town in Maine. He has since been a Florida resident since 2006 in Charlotte and Sarasota counties, currently residing in North Port, FL. He has an extensive background including experience in finance, management, and auditing. He is happily married to his wife Amy and they have two children, Brynn and Nova. In his spare time, Corey enjoys spending time with his family, reading, and hockey.
Jeff Tamas
Jeff was born and raised in a small town in Upstate New York. He has lived in Southwest Florida since 2011 and is extremely involved in the community. Jeff has an extensive leadership background from the Army and vocational Christian ministry in addition to his experience in finance. He has been married to his wife Vanessa since 2008 and has three wonderful child and a beautiful golden doodle named Bailey. Jeff enjoys fishing, golf and volunteering at his church in his free time.
Brandon Galici
Brandon is a CERTIFIED FINANCIAL PLANNER™ who serves clients locally in Southern California and virtually throughout the country. He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future. He has also been blessed to serve on the Kingdom Driven Entrepreneur mentor team since the fall of 2019 and loves encouraging fellow kingdom business owners to walk out their God-given calling. Brandon lives in San Juan Capistrano, California with his beautiful wife Amanda and loves golfing, working out, mountain biking, and making craft coffee at home.
Nicholas MacDonald
Born and raised in Sioux Falls, SD, Nicholas worked in business publishing and communications with several firms in the US and in Shanghai, China before joining the financial services industry in 2015. He was trained as a financial advisor with Bank of America Merrill Lynch, and worked as a 401(k) consultant and a private banking and wealth management associate with Wells Fargo before joining Midwest Secure Retirement as an independent financial planner in 2021. Nicholas focuses his practice on retirement income planning and comprehensive financial plan development.
Nicholas holds a Bachelor of Arts degree in Philosophy and Government & International Affairs from Augustana University, and a Master of International Business degree focused on corporate finance, financial analysis and innovation management from Hult International Business School. He is a Certified Financial Planner, and also holds the Accredited Wealth Management Advisor designation from the College for Financial Planning, a designation in high-net-worth wealth management strategies and techniques. When Nicholas isn’t working, he can usually be found cooking Asian cuisine, reading books on history, philosophy, economics, and psychology, or playing role-playing games with his intrepid band of weekend warriors, the Sunday Night Slayers. He splits his life between Minneapolis and Shanghai, and lives with his wife, Angela Yingwei Wu, and his six-year-old son, Ramsey.
Andre Payne
Baron Murdock
Warren Collier
Neil Poulicakos
Henry Angelucci Jr.
Kent Petticord
Robert McCall