Our Associates

Jayme Alfano, CLU®, CLTC® 
3830-5 Williamsburg Park Blvd
Jacksonville, FL 32257
Phone:   904.636.0460

Jeffrey Anderson, CFP®
4830 W. Kennedy Street, Suite 800
Tampa, FL 33609
Phone:   813.637.6347

Matt Anderson
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone: 407.393.6090  

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:   407.393.6670

Nicki Biamonte, CLTC®, LUTCF®
140 C Interlachen Road
Melbourne, FL 32940
Phone:   321.610.9906

Kyle Brennan, ChFC®
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.393.2786

Todd Bryant, AIF®, ChFC® , CLU® CFP®
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.270.4992

Matthew Burks
101 W. Main Street, Suite 133
Lakeland, FL 33815
Phone:   863.500.9018

Eric Carlson, CPCU®, ChFC®, CFP®
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.630.6673

Bill Chase, CLU®, ChFC®
1800 Second Street, Suite 707
Sarasota, FL 34236-5903
Phone:   941.366.8399

Will Chase CPA*
1800 Second Street, Suite 707
Sarasota, FL 34236-5903
Phone:   941.366.8399

Rodrigo Cherubin
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone: 407.761.6569   

Alex Chisholm
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.393.6612

Brian Code, CLU®, AEP, CFP®, ChFC®, CFBS®, 
4830 West Kennedy Boulevard, Suite 875
Tampa, FL 33609
Phone:   813.287.8775

Jordan Code, CLU®, ChFC®, CFP®
4830 West Kennedy Boulevard, 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
Kennedy Boulevard, Suite 800
Tampa, FL 4830 West 33609
Phone:   813.637.6331

Ronald Curtis
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.393.6642 

Nathaniel De Jesus
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   813.637.6300

Lou DeSio, CFS®, CLTC®
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 813.637.6339

Que Do
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.393.6095

Benjamin Dyal, CFP®
725 Primera Boulevard
Lake Mary, FL 32746
Phone:   407.391.1400

Michael "Todd" Elders, CLU®, ChFC®
1673 Mason Avenue, Suite 300
Daytona Beach, FL 32117
Phone:   386.673.9373

Michael Everritt
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   813.637.6370 

Nicholas Ferrara
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   904.636.0460

Josh Fischer, CLU®, CLTC®
1330 NW 6th Street, Suite B
Gainesville, FL 32601
Phone:   352.371.7638

Erik Fischer 
4030 W. Boy Scout Blvd, Suite 490
Tampa, FL 33607
Phone:   813.461.4001

Brian Flanagan
407 Wekiva Springs Road, Suite 221
Longwood, FL 32779
Phone:   407.660.8866

Linda Fries, CLU®, ChFC®
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   813.245.9145

Doug Gallagher
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   813.637.6354 

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

James Hasley, CFP®, CLU®, ChFC®, CFBS®  
100 East Sybelia Avenue, Suite 350
Maitland, FL 32751
Phone:   407.661.2289

Timothy (Reed) Henson
1330 NW 6th Street, Suite B
Gainesville, FL 32601
Phone:   352.371.7638

Brian Holtin
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:  

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 West Kennedy Boulevard, 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

Shane Larson, CFP®, ChFC®
725 Primera Boulevard
Lake Mary, FL 32746
Phone:   407.391.1400

Richard Levin, CLTC®
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   813.637.6348 

Gary Levin
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   813.286-2280 

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
3203 Bayshore Boulevard, Suite 1401
Tampa, FL 33629
Phone:   813.902.0002

Mark Monkarsh, CFP®
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   813.637.6336

Irma Monterozza
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   

Matt Mussett
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   813.637.6385

Dave Nguyen, CFBS®
2701 W Busch Blvd Suite 112
Tampa, FL 33618
Phone:   813.842.6453

Max Nissenbaum
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   321.750.6931

Andrew Norman
1673 Mason Avenue, Suite 300
Daytona Beach, FL 32117
Phone:   386.673.9373

Erica Ogden CLTC®
4949 Southfork Drive
Lakeland, FL 33813
Phone:   863.647.3562

Cynthia O'Brien
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.393.6611

Tracy Pick, LUTCF®
2760 SE 17 th Street, Bldg 500
Ocala, FL 34471
Phone:   352.629.9555

David Pieronowski
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.630.6672

Richard Proctor
1089 W Morse Blvd # C
Winter Park, FL 32789
Phone: 407.647.4060   

Kenny Rijos
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 813.637.6381   

Mark Rothman, AIF®
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

Sailesh Shah
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.393.6622

S. Sherif, MBA, RFC®
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 813.637.6320

Daniel Smith, CLU®, ChFC®, CASL®, CFP®
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone: 407.270.4990

Justin Soto
407 Wekiva Springs Road, Suite 221
Longwood, FL 32779
Phone: 407.660.8866   

Robert Smith, CLU®, RICP®, CFP®
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 813.287.8788

Kenneth Speroni
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 813.637.6335

Nathaniel Stember
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   321.759.9824 

Adam Taylor, ChFC®, CLU®, RICP®, CASL®, CLTC®
4030 W. Boy Scout Blvd, Suite 490
Tampa, FL 33607
Phone:   813.461.4001

Irving Teos
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   

Ivan Valdes, CLU®, ChFC®, CLTC®
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.393.2770

David Valenti, LUTCF®
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.393.6668

Tom Varghese
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone: 407.393.6608  

Bruce Vogt, CFBS®, ChFC®, AEP®, CLU®
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   413.531.0010

Scott Waechter, CFP®, CFA®
4830 West Kennedy Boulevard, Suite 875
Tampa, FL 33609
Phone:   813.287.8775

Roderick Whited
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone: 352-219-6259  

Evan Whittle 
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   813.286.2280

Cory Weiser, AIF®, CIMA®, CMFC®, CRPC®, MBA
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone:   407.393.6650

Eric Wilbur
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   813.637.6340

Thomas Wilson, LUTCF®
140 C Interlachen Road
Melbourne, FL 32940
Phone:   321.610.9915

Frank Zito
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone:   813.637.6369 

Rick Zollo, LUTCF®
6767 North Wickham Road, Suite 400
Melbourne, FL 32940
Phone:   321.610.9901

^{*Licensed but not practicing}