Our Associates (Full List)

Our Associates

Find a Financial Professional

Adam Taylor
Allan Zucker
Andrew Pease
Andrew Norman
Anton Labuschagne
Bill Chase
Brian Flanagan
Brian Code
Brian Lubel
Bruce Vogt
C.J. Rogan
Chris Cuccia
Christian Nana Tanke
Cory Weiser, CIMA®, CMFC® CRPC ®, MBA
Daniel Pecoraro
Dave Nguyen
David Grulich
Digna Deleon-Morris
Doug Gallagher
Efraysa Ramos
Enrico "Rick" Zollo
Eric Wilbur
Eric Roukey
Eric Bracy
Erica Ogden
Erik Fischer
Euan Wilson, CFA®, AWMA®
Fazeela Bacchus-Ali
Frank Zito Jr.
Gary Levin
Ivan Valdes
Jack Edwards
Jacob Marin
Mike J. Jensen
James Hasley
Jayme Alfano
Jeffrey Anderson
Jennifer Avalo
Jonathan Flores
Jordan Code
Jordan Milani
Joseph Lykes, MBA
Joshua Fischer
Keith Maurer
Keith Heslin
Keith Vukusich
Kelly Wilhite
Kenny Speroni
Kirk Kinsman
Kyle Brennan
Kyle Knapp
Linda Fries
Lou DeSio Jr.
Luz Flores
Mia Burns
Maria De Souza
Mark Rothman
Mark Monkarsh
Matt Douce, ChFC®, ChSNC®
Matthew Hunter, CIMA®
Matthew Burks
Matthew Douce
Michael J. Levin
Michael Elders
Michael Everritt
Nathaniel DeJesus
Nicholas Ferrara
Nick Chason
Pam J. Sweeney
Paul Gullickson
Paul Abbott
Paul Iandoli
Phillip Marrett
Piers Curry
Reynaldo Pizarro Rivera
Richard Proctor
Rick Levin
Robert Smith
Robin Vernon
Roger Marks
Ronald Gruninger III, CFP®, CIMA®, AIF®, RICP®
Ronald Curtis
Ryan Stovash
S Sherif
Sailesh Shah
Scott Waechter
Scott Gullickson
Shane Larson
Shawn Harney
Tim Conti
Todd Gullickson
Todd Elders
Tracy Pick

Ariel Acevedo

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.403.7806

Jayme Alfano, CLU®, CLTC® CHFC

3830-5 Williamsburg Park Blvd,

Jacksonville, FL 32257

Phone: 904.636.0460

Jeffrey Anderson, CFP®

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6347

Jennifer Avalo

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.209.7929

Fazeela Bacchus-Ali, LUTCF®

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.393.6632

Preston Bellaire, CLTC®

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.293.1631

Tamara Blow

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.286.2280

Kyle Brennan, ChFc®

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.393.2786

Matthew Burks

101 W. Main Street,

Suite 133

Lakeland, FL 33815

Phone: 863.500.9018

Nick Chas on

1701 Hermitage Blvd,

Suite 104

Tallahassee, FL 32308

Phone: 850.972.9725

Bill Chase, CLU®, ChFc®

1800 Second Street,

Suite 707

Sarasota, FL 34236-5903

Phone: 941.366.8399

Brian Code, CLU®, AEP®, CFP®, ChFc®, CFBS®

4830 W. Kennedy Blvd,

Suite 875

Tampa, FL 33609

Phone: 813.287.8775

Jordan Code, CLU®, ChFC®, CFP®

4830 W. Kennedy Blvd,

Suite 875

Tampa, FL 33609

Phone: 813.287.8775

Timothy Conti, ChFC®, CLU®

4949 Southfork Drive

Lakeland, FL 33813

Phone: 863.647.3562

Piers Curry

4030 W. Boy Scout Blvd,

Suite 490

Tampa, FL 33607

Phone: 813.637.6331

Ronald Curtis

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.393.6642

Nathaniel De Jesus

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6300

Digna Deleon-Morris

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.286.2280

Lou DeSio, CFS®, CLTC®

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6339

Benjamin Dyal, CFP®

725 Primera Blvd

Lake Mary, FL 32746

Phone: 407.391.1400

Jack Edwards

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.286.2280

Michael "Todd" Elders, CLU®, ChFC®

1673 Mason Avenue,

Suite 300

Daytona Beach, FL 32117

Phone: 386.673.9373

Michael Everritt

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6370

Nicholas Ferrara

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 904.636.0460

Erik Fischer CFP®

4030 W. Boy Scout Blvd,

Suite 490

Tampa, FL 33607

Phone: 813.461.4001

Josh Fischer, CLU®, CLTC®

1330 NW 6th Street,

Suite B

Gainesville, FL 32601

Phone: 352.371.7638

Brian Flanagan

407 Wekiva Springs Road,

Suite 221

Longwood, FL 32779

Phone: 407.660.8866

Nicholas Ferrara

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 904.636.0460

Luz Flores

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.286.2280

Doug Gallagher

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6354

David Grulich

1701 Hermitage Blvd,

Suite 104

Tallahassee, FL 32308

Phone: 850.972.9725

Ronald Gruninger, CFP®, AIF®, RICP®, CIMA®

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.270.4991

Paul Gullickson, CLU®, ChFC®, AEP®

2310 Jersey Ridge Road

Davenport, IA 52803

Phone: 563.823.1500

Scott Gullickson

2310 Jersey Ridge Road

Davenport, IA 52803

Phone: 563.823.1500

Todd Gullickson, ChFC®, MSFS®, AEP®

2310 Jersey Ridge Road

Davenport, IA 52803

Phone: 563.823.1500

Jim Hasley, CFP®, CLU®, ChFC®, CFBS®

PO Box 916028

Longwood, FL 32791

Phone: 407.661.2289

Paul Iandoli, CLU®, ChFC®, MBA®

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.992.0540

J. Michael Jensen M.S.F.S, CFP®, CFBS®, AEP®

4830 W. Kennedy Blvd,

Suite 825

Tampa, FL 33609

Phone: 813.287.8379

Kirk Kinsman, CASL®, ChFC®

1330 NW 6th Street,

Suite B

Gainesville, FL 32601

Phone: 352.371.7638

Kevin Lacassin

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.731.0819

Shane Larson, CFP®, ChFC®

725 Primera Blvd

Lake Mary, FL 32746

Phone: 407.391.1400

Gary Levin

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.286-2280

Richard Levin, CLTC®

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6348

Brian Lubel, CFP®, ChFC®, CLU®

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.270.4998

Roger Marks, CLU®, ChFC®, MSFS®, CFP®

630 South Maitland Avenue,

Suite 200

Maitland, FL 32751

Phone: 407.478.7800

Phillip Marrett

1673 Mason Avenue,

Suite 300

Daytona Beach, FL 32117

Phone: 386.673.9373

Keith Maurer

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.902.2002

Jordan Milani

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813-637-6367

Mark Monkarsh

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6336

Dave Nguyen, CFBS®

2701 W. Busch Blvd,

Suite 112

Tampa, FL 33618

Phone: 813.842.6453

Andrew Norman

1673 Mason Avenue,

Suite 300

Daytona Beach, FL 32117

Phone: 386.673.9373

Erica Ogden CLTC®

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 863.647.3562

Tracy Pick, LUTCF®

2760 SE 17th Street,

Building 500

Ocala, FL 34471

Phone: 352.629.9555

Richard Proctor

1089 W. Morse Blvd,

Suite C

Winter Park, FL 32789

Phone: 407.647.4060

Efraysa Ramos

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 929.375.8588

Gabriella Raposo

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.286.2280

Mark Rothman, AIF®,CFP®

4949 Southfork Drive

Lakeland, FL 33813

Phone: 863.647.3562

Eric Roukey

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.270.4994

Lauren Seaman

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.286.2280

Sailesh Shah

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.393.6622

S. Sherif, MBA, RFC®

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6320

Robert Smith, CLU®, RICP®, CFP®

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.287.8788

Kenneth Speroni

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6335

Ryan Stovash

630 S. Maitland Avenue

Maitland, FL 32751

Phone: 407.595.5198

Adam Taylor, ChFC®, CLU®, RICP®, CASL®, CLTC®

4030 W. Boy Scout Blvd,

Suite 490

Tampa, FL 33607

Phone: 813.461.4001

Ivan Valdes, CLU®, ChFC®, CLTC®

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.393.2770

Maria Vargas

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.460.9548

Robin Vernon, CLU®, ChFC®

1701 Hermitage Blvd,

Suite 104

Tallahassee, FL 32308

Phone: 850.972.9725

Bruce Vogt, CFBS®, ChFC®, AEP®, CLU®

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 413.531.0010

Cory Weiser, AIF®, CIMA®, CMFC®, CRPC®, MBA

301 E. Pine Street,

Suite 800

Orlando, FL 32801

Phone: 407.393.6650

Kelly Wilhite

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6337

Eric Wilbur

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6340

Ivan Wirbiezcas

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 305.527.4246

Frank Zito

4830 W. Kennedy Blvd,

Suite 800

Tampa, FL 33609

Phone: 813.637.6369

Enrico "Rick" Zollo, LUTCF®

6767 N. Wickham Road,

Suite 400

Melbourne, FL 32940

Phone: 321.421.6967

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