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813.286.2280

Our Associates

Find a Financial Professional

  • Adam Taylor
  • Allan Zucker
  • Andrew Pease
  • Andrew Norman
  • Bill Chase
  • Brian Code
  • Brian Lubel
  • Bruce Vogt
  • Chris Cuccia
  • Cory Weiser, AIF®, CAS®, CIMA®, CMFC®, CRPC®, MBA
  • Dave Nguyen
  • David Grulich
  • Doug Gallagher
  • Enrico "Rick" Zollo
  • Eric Wilbur
  • Eric Roukey
  • Erik Fischer
  • Fazeela Bacchus-Ali
  • Frank Zito Jr.
  • Gary Levin
  • Ivan Valdes
  • Jack Edwards
  • Mike J. Jensen
  • James Hasley
  • Jayme Alfano
  • Jeffrey Anderson
  • Jordan Code
  • Jordan Milani
  • Joshua Fischer, ChFC, CLU, CLTC
  • Keith Maurer
  • Keith Heslin
  • Keith Vukusich
  • Kelly Wilhite
  • Kenny Speroni
  • Kirk Kinsman
  • Kyle Brennan
  • Lou DeSio Jr.
  • Mia Burns
  • Mark Rothman
  • Mark Monkarsh
  • Matt Douce, ChFC®, ChSNC®
  • Matthew Burks
  • Matthew Douce
  • Michael J. Levin
  • Michael Elders
  • Michael Everritt
  • Nicholas Ferrara
  • Pam J. Sweeney
  • Paul Gullickson
  • Paul Iandoli
  • Phillip Marrett
  • Richard Proctor
  • Rick Levin
  • Robert Smith
  • Robin Vernon
  • Roger Marks
  • Ronald Gruninger III, CFP®, CIMA®, AIF®, RICP®
  • Ronald Curtis
  • S Sherif
  • Sailesh Shah
  • Scott Gullickson
  • Shane Larson
  • 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 Chason

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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