Our Associates
Find a Financial Professional
- Adam Taylor
- Andrew Pease
- Andrew Norman
- Anton Labuschagne
- Benjamin Dyal
- Bill Chase
- Brian Flanagan
- Brian Code
- Brian Lubel
- Brooks Glovins
- Bruce Vogt
- Cesar Toro
- Cory Weiser
- Curtis Neuman, LUTCF
- Daniel Smith
- Darren Hinshaw, CFA
- Dave Nguyen
- David Pieronowski
- David Grulich
- Enrico "Rick" Zollo
- Eric Wilbur
- Eric Roukey
- Eric Carlson
- Erica Ogden
- Erik Fischer
- Evelio Silvera
- Fazeela Bacchus-Ali
- Heather Purnell
- Ian Fisher
- Ivan Valdes
- Ivan Weirbeczas
- Mike J. Jensen
- James Hasley
- Jayme Alfano
- Jeffrey Anderson
- Jordan Code
- Jose "Joe" Henriquez Jr.
- Joshua Fischer
- Keith Maurer
- Kenny Speroni
- Kevin Lacassin
- Kirk Kinsman
- Kyle Brennan
- Linda Fries
- Mark Rothman
- Mark Monkarsh
- Mark Morse
- Matthew Burks
- Matthew Douce
- Nathaniel Stember
- Nathaniel DeJesus
- Nicholas Ferrara
- Nick Chason
- Nicki Biamonte
- Paul Gullickson
- Paul Iandoli
- Phillip Marrett
- Preston Bellaire
- Que Do
- Robert Smith
- Roger Marks
- Ronald Gruninger
- Ronald Curtis
- Ryan Stovash
- S Sherif
- Sailesh Shah
- Scott Waechter
- Scott Gullickson
- Shane Larson
- Sophia Belilovskiy
- Thomas Wilson
- Tim Conti
- Tim Mariano
- Todd Bryant
- Todd Gullickson
- Todd Elders
- Tracy Pick
Jayme Alfano, CLU®, CLTC® CHFC
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
Fazeela Bacchus-Ali, LUTCF®
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone: 407.393.6632
Sophia Belilovskiy
4030 W Boy Scout Blvd Suite 490
Tampa, FL 33607
Phone: 813.461.4006
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
Nick Chason
1701 Hermitage Blvd, Suite 104
Tallahassee, FL 32308
Phone: 850.972.9725
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
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 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
Matthew Douce, ChFC®
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone: 407.299.2929
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
Ian Fisher
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 813.394.9422
Josh Fischer, CLU®, CLTC®
1330 NW 6th Street, Suite B
Gainesville, FL 32601
Phone: 352.371.7638
Erik Fischer CFP®
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
Brian Frambes
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 904.595.7177
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
Brooks Glovins
4030 W Boy Scout Blvd
Tampa, FL 33607
Phone: 813.461.4001
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
James Hasley, CFP®, CLU®, ChFC®, CFBS®
PO Box 916028
Longwood, FL 32791
Phone: 407.661.2289
Jose "Joe" Henriquez Jr.
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 813.360.3558
Darren Hinshaw, CFA
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone: 407.921.9889
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
Alexander Jett
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 561.718.4424
Kirk Kinsman, CASL®, ChFC®
1330 NW 6th Street, Suite B
Gainesville, FL 32601
Phone: 352.371.7638
Anton Labuschagne
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 813.203.7258
Kevin Lacassin
4830 W Kennedy Blvd Suite 800
Tampa, FL 33609
Phone: 813.731.0819
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
Tim Mariano
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 852.953.0066
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, CFP®
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 813.637.6336
Thomas Morgado
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 813.286.2280
Mark Morse
301 E. Pine Street, Suite 800
Orlando, FL 32801
Phone: 407.435.0403
Curtis Neuman, LUTCF®
101 E Silver Springs Blvd Suite 207
Ocala, FL 34470
Phone: 352.351.9288
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 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
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
Heather Purnell
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 646.633.1313
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
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
Evelio Silvera
101 E Silver Springs Blvd Suite 207
Ocala, FL 34470
Phone: 352.421.3124
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
Ryan Stovash
630 S. Maitland Ave
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
Robin Vernon, CLU®, ChFC®
1701 Hermitage Blvd, Suite 104
Tallahassee, FL 32308
Phone: 850.972.9725
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
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
Kelly Wilhite
4830 West Kennedy Boulevard, Suite 800
Tampa, FL 33609
Phone: 813.637.6337
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
Enrico "Rick" Zollo, LUTCF®
6767 North Wickham Road, Suite 400
Melbourne, FL 32940
Phone: 321.421.6967