Our professionals
Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.
Our Leadership Team
The combined experience, credentials, and knowledge of our leadership team allows the financial professionals in our firm to provide top-quality, cost-effective financial strategies, designed to help our clients realize their financial goals.
Our professionals
Working with one of our financial professionals can give you the confidence to see your way to the financial future you want. With offices conveniently located in Orlando and Tampa we are easily accessible to help meet our clients’ needs.
We offer in-depth knowledge and financial strategies to help you design and implement your optimal wealth management strategy. Our team of financial professionals helps ensure that the many areas of your financial life are addressed and coordinated.
Find A Financial Professional
- Abel Viteri
- Aubrey Petrone
- Clay Knuth
- Mark Menahem
- Aidan O'Dowd
- Alex Haberman
- Ali Hamdani
- Alice Arnold
- Andre Gucailo, CFP®
- Angela Quintana, CFP®, ChFC®, CLU®
- Barry Roderick
- Bill Warner
- Bill Bucher
- Brian Fajardo
- Bruce Gelin
- Charles Bailey
- Chelsea Hoagland, CFP®, ChFC®
- Chris Musick
- Christine Marrero
- Cindy Price, CFP®
- Clint Shea
- Corbin Bogeajis
- Cullen Lovett
- Daniel Turner
- David A. Vente
- Dean Rosko, CLU, ChFC
- Destiny Walker
- Edwin Soto Quiñones
- Emma Lafex
- Esteban Rondon
- Fernando Vidal-Otero
- Gary Clancy
- Gary Bernard, CFP®
- Greg Vaughn
- Gregg Hall
- Grieta Patenaude
- Harvey Small, CLU, LUTCF
- Hemant Sachdev
- Ivan Wirbiezcas
- Jack Thompson
- Jacobie Green
- Jake Bubenik, ChFC, CLU, RICP, LUTCF
- Jeff Davis, ChFC, CLU
- Jennifer Morales
- Jessica Sanzone
- John Musick
- John Simone
- Jonathan Zollo, CFP®
- Jordan Haberman
- Jorge Vazquez
- Joseph Maldonado
- Joshua Smith, ChFC®, CLU®
- Julie Bartley
- Krystle Zepp
- Leanna Argenziano
- Leo "Smokey" Thomas
- Lisa Robinson
- Logan Fairbanks
- Lori Rogers, LUTCF
- Maria Contreras
- Matt Price
- Matthew Presser
- Matthew Cassity
- Michael Tippin
- Michael Brietz
- Michael Cosentino
- Michael Morelli
- Milton Sanchez
- Natalie Knaus
- Natasha Daniels
- Nelson Fernandez
- Nicholas Karl
- Nicole Lasnicki
- Noah Chaberek
- Pat Tierney
- Patrick McCarty
- Patrick Bungo
- Paul Colte
- Robert Blanchard
- Robert Caesar
- Roman Sessa
- Ryan Brems
- Sean Ryan
- Shane Runyon
- Sheila Bewley
- Stephen Mattoon
- Steven Fortino, CFP®, ChFC®, DBA
- Thomas Walter
- Thomas Lovett Jr.
- Timothy Baker
- TJ Bouhamid
- Vincenzo LoSasso
- William Poole
- Zachary Zimovan
Our Staff
You can always depend on the professionalism and experience of our dedicated staff members. Their job is to support you and help you reach your goals.