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Advisor Directory

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Ross Baumgarten
First Vice President - Financial Advisor
phone239-649-3668
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Jeremy Lansat, CPFA®, CPWA®
Managing Director - Financial Advisor
phone561-691-5300
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Ryan Burke
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone561-691-5325
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Felipe Blanco
Managing Director - Financial Advisor
Senior Consulting Group
phone786-582-2749
Drew Dinzik, CPWA®
Senior Vice President - Financial Advisor
phone772-403-0891
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Pamela Dallas
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone772-403-0836
Brian Coatoam, CFP®, CIMA®, CPWA®
Managing Director - Private Wealth Advisor
phone407-961-5601
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Marilyn Black
First Vice President - Financial Advisor
Consulting Group
phone239-649-2134
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Bita Asgari
Vice President - Private Wealth Advisor
phone786-932-1058
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Joel Lansat, CPFA®
Managing Director - Financial Advisor
phone561-691-5300
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Tristan Lambert
First Vice President - Private Wealth Advisor
phone786-582-2758
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The McGovern Wealth Management Group
phone772-403-0842
John Dunn
Senior Vice President - Branch Director
Portfolio Manager - Portfolio Focus
phone954-232-9778
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Frank Lisboa Jr.
Associate Vice President - Financial Advisor
phone212-703-6031
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Collin Meyer, AWM, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone561-691-5336
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Diana Gallagher
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone561-691-5303
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Kitsi Estrem
Associate Vice President - Financial Advisor
phone239-649-2123
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Howard Smith, AWM
Senior Vice President - Financial Advisor
Senior Consulting Group
phone561-691-5309
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Ed Enfield, AAMS®
Senior Vice President - Financial Advisor
Consulting Group
phone888-524-8455
Ross Feigen
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone800-681-3272
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William Haring
First Vice President - Financial Advisor
Consulting Group
phone954-766-7227
Irl Solomon
Senior Vice President - Financial Advisor
Consulting Group
phone954-766-7225
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Brady Pedler
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone941-316-4862
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Dino Kallenekos
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-502-3604
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Michael Funsch, CFA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-502-3668
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Carey Bosch
Managing Director - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone786-582-2745
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John Letourneau
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone941-316-4814
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Gina Palanzi, AWMA®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone941-316-4824
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David Henwood, CFA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-502-3627
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R. Clark Mason
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone727-825-7753
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Nearing & Dallas Wealth Management Group
phone772-403-0835
Linda Natale, CFP®
Vice President - Financial Advisor
phone239-649-2128
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John Marino, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-895-8800
Glen Schwesinger
First Vice President - Financial Advisor
phone239-649-2122
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Matthew Kutner
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone561-322-4673
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Mark Palombi, CDFA®, CFP®, CRPC®
Managing Director - Financial Advisor
Senior Consulting Group
phone772-403-0840
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James M. Earl, AWM
First Vice President - Financial Advisor
Consulting Group
phone888-524-9349
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Matthew DePinto, CRPC®
Senior Vice President - Financial Advisor
phone561-691-5318
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Michael Kravitz
Managing Director - Financial Advisor
Senior Consulting Group
phone561-322-4657
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Glasband Stempel Wealth Management Group
phone561-322-4690
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Doug Sharon
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone786-582-2744
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Stephen McGovern
Managing Director - Financial Advisor
Senior Consulting Group
phone772-403-0842
Marshall Ames
Senior Vice President - Financial Advisor
phone727-895-8825
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Kirstin Turner
Senior Managing Director - Branch Director
Senior Consulting Group
phone561-691-5333
The Dinzik Plummer Wealth Management Group
phone772-403-0890
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Valerie Ramo, CPA
Vice President - Financial Advisor
phone954-766-7181
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Adam Rothstein
Managing Director - Financial Advisor
Consulting Group
phone561-322-4698
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Anthony Mazzo
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone561-322-4692
Loguidice & Benson Wealth Management Group
phone561-232-5097
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Anthony Polimeni
Managing Director - Branch Director
Portfolio Manager - Portfolio Focus
phone561-322-4675
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Terrence J. Hornsby, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-895-8869
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Miles Green, CFA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-825-7779
Ryan Plank
First Vice President - Financial Advisor
phone407-274-0881
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Stacey Ellis, AWM, CFP®
Associate Vice President - Financial Advisor
phone727-502-3611
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Stephen A. Stapp, CFP®
Senior Vice President - Financial Advisor
Consulting Group
phone727-895-8808
Troy Wheat
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone561-322-4659
Dustin Smith
Managing Director - Branch Director
Consulting Group
phone239-649-3663
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Richard Gress
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone941-316-4810
Peter Loguidice, JD
Senior Vice President - Financial Advisor
phone561-232-5097
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Mitchell Pearl, AWM, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone561-691-5320
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Joanne Fabec
Vice President - Financial Advisor
phone941-316-4813
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Marina Galli, AWM, CFA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone561-691-5328
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James Rubinton
Senior Vice President - Financial Advisor
Consulting Group
phone239-649-3664
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Telby Turner, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone561-691-5323
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Agnese Butler, CFA
Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone941-316-4823
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Ken Cerruto, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone954-766-7205
Marc Harwood
Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone561-691-5324
Krider Legacy Wealth Management Group
phone239-649-2124
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Jeremy Ruccio, CPWA®
Managing Director - Private Wealth Advisor
phone786-582-2751
Derek Grimm
Senior Vice President - Financial Advisor
phone407-619-9777
Alex Montague
Senior Vice President - Financial Advisor
phone954-766-7200
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Mitchell Halperin
First Vice President - Financial Advisor
phone941-316-4866
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Cari Schnipper, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone561-691-5319
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Scott Ramo, CFP®, JD
Senior Vice President - Financial Advisor
Consulting Group
phone954-766-7192
Gary Weissman
Managing Director - Financial Advisor
Senior Consulting Group
phone561-322-4665
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Bradley Haring
Vice President - Financial Advisor
phone954-766-7221
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Sarah Lodge, CFP®
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone941-316-4811
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Donald Schultz, AIF®, AWM, CPFA®
Vice President - Financial Advisor
phone727-895-8807
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Brian Amster, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone561-322-4691
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Jeff Nova
Senior Vice President - Financial Advisor
Consulting Group
phone954-766-7202
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Michael R. Zeman, AAMS®
Financial Advisor
phone561-322-4703
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Steven R. Karmelin, CRPC®
Senior Vice President - Financial Advisor
Consulting Group
phone561-691-5329
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Eric Glasband
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone561-322-4678
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Gordon Nearing, CFP®, CIMA®, CPWA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone772-403-0835
Palanzi Butler Wealth Management Group
phone941-316-4824
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Mary Lou Ferguson, AWM
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone888-524-1202
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Green & Henwood Wealth Management Group
phone727-825-7726
Todd Watson
Senior Vice President - Financial Advisor
phone954-766-7210
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Joe Santana
Vice President - Financial Advisor
phone941-320-9958
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Stephen Tucci, CFP®, CRPS®
First Vice President - Financial Advisor
phone941-316-4840
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Ellen Ford Krider, CFP®
Senior Vice President - Financial Advisor
Senior Consulting Group
phone954-766-7220
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Christopher Sadaka, ADPA®, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone561-691-5335
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Justin Hanlon, CIMA®, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone561-322-4681
Weissman, Dion and Weissman Wealth Management Group
phone561-322-4665
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Aine Tomasso, CFP®
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone727-895-8800
Lee Rumley
Senior Vice President - Financial Advisor
phone954-766-7190