Broker Check

703-821-1685

Leadership Team

Matthew Echaniz

Matthew Echaniz

Vice President, Southeast Division

757-777-3175

Jeffrey Lang

Jeffrey Lang, CFP®, MSM, MSFS, CLF, CRPC®, CLU®

Director of Supervision, Southeast Division

410-339-6614

Steve Koziol

Steve Koziol

Relationship Management Director, Southeast Division

757-777-3156

Deborah Massey

Deborah Massey

Business Operations Manager

561-869-6403

Korneila Forvour

Korneila Forvour

Regional Director of Operations

856-488-2823

Boca Raton Office

5355 Town Center Rd., Suite 401
Boca Raton, FL 33486

Barbara Patton, JD*, CRPC®

561-869-6401

Charles Brown, LUTCF®

561-869-6425

Michael McNulty

ProActive 401k

561-869-6442

Michael Sullum, CRPC®

Aegis Consulting

561-869-6438

Paul Carman

561-869-6447

Richard Karp

ProActive401k

561-869-6455

Richard Rosenberg

561-642-7008

Saul Simon, CFP®, CFS, RFC

561-869-6464

Thomas Alten, CFP®, LUTCF®

561-869-6422

Tom Bulloch

561-869-6445

Bradenton Office

4842 88th St. East
Bradenton, FL 34211

Stuart Dempsey

240-401-2524

Delray Beach Office

101 SE 6th Ave., Suite F
Delray Beach FL, 33483

Joseph Moore, ChFC®, CLU®, RICP®

Gwynn, Moore & Associates, Inc

561-278-3378

Gainesville Office

5106 NW 8th Avenue
Gainesville, FL 32605

Richard Fabiani, CRPC®

Fabiani Financial

352-375-2662

Jacksonville Office

One Independent Dr., Suite 2901
Jacksonville, FL 32202

Alex Harrison, RFC

Aegis Consulting

904-380-4015

Bruce T. Schilling, CIMA®, CFP®, CLU®, ChFC®

Aegis Consulting

904-380-4006

Fred Fedorowich, CFP®, CRPC®

904-380-4012

Ira Goldfield, CLU®, ChFC®

904-380-4032

James Neel, MBA

Aegis Consulting

904-380-4047

Jane Johnson, CFP®, CRPC®

904-380-4011

Mike Cirino, CLU®, ChFC®, CBEC®

Aegis Consulting

904-380-4023

Nathan Rogero, CRPS®, FSCP®

Aegis Consulting

904-380-4007

Taylor Lloyd

Aegis Consulting

904-380-4021

Jacksonville Beach Office

2602-30 Isabella Blvd
Jacksonville Beach, FL 32250

David E. Hudson, CFP®, CRPC®

Concierge Service Group

904-281-9196

Jacob Fucito

American Freedom Financial

904-281-9196

Jupiter Office

601 Heritage Dr., Suite 204
Jupiter, FL 33458

Thomas Marcacci, CFP®

561-799-1809

Largo Office

801 W Bay Dr., Suite 517
Largo, FL 33770

Marc D'Elia, CLU®, ChFC®, AAMS®

Premier Planning Partners

727-215-7815

Miami Office

9100 S. Dadeland Blvd., Suite 300
Miami, FL 33156

Alejandro Jerez , CFP®, AWMA®

Heritage Financial Consultants

305-570-1801

Maitland Office

2450 Maitland Center Pkwy, Ste 201
Maitland FL, 32751

Bruce Chadbourne, CPA*, CFP®

Aegis Consulting

407-916-4310

Rebecca Kauffman, CFP®, CRPC®

The Farb Financial Group

407-551-4333

Stuart Farb, CLU®, ChFC®, CRPC®

The Farb Financial Group

407-551-4333

Oldsmar Office

235 Arbor Woods Circle
Oldsmar, FL 34677

Gilbert Davis, CFP®, MBA

727-369-1530

Orlando Office

1900 Summit Tower Blvd., Suite 170
Orlando, FL 32810

Bruce Chadbourne, CPA*, CFP®

Aegis Consulting

407-916-4310

Rebecca Kauffman, CFP®, CRPC®

The Farb Financial Group

407-551-4333

Stuart Farb, CLU®, ChFC®, CRPC®

The Farb Financial Group

407-551-4333

Parrish Office

11444 Savannah Lakes Dr.
Parrish, FL 34219

Saied Zangenehpour, CFP®, CRPC®

941-531-4792

Pensacola Office

7100 Plantation Rd., Suite 10B
Pensacola, FL 32504

Hugh Hinson

Hinson Wealth Management Group

256-686-4780

Punta Gorda Office

3333 Sunset Key Circle, Unit 102
Punta Gorda, FL 33955

John Ross, MBA

703-749-5060

Sarasota Office

7120 Beneva Rd.
Sarasota, FL 34238

Glenn McNorton

941-366-2827

Jason Klingel

941-366-2827

Orion Marx, CFP®, CLU®, ChFC®, CRPC®

Atlas Financial

941-366-3788

St. Petersburg Office

1360 77th Street North
St. Petersburg FL, 33710

James Grady, RFC, CRPC®

727-369-1515

Walt Williams, MBA, CFP®

727-369-1511

Treasure Island Office

12110 Capri Circle South
Treasure Island, FL 33706

Gene Stern, CLU®, CRPC®, CFP®

Innovative Retirement Solutions, LLC

727-369-1512

Windermere Office

515 E 6 Ave
Windermere FL, 34786

Beth Fleming-Brown, CFP®, CRPC®, CLU®, ChFC®

407-551-4306