Name |
Department |
Position |
Phone |
Suburb |
State |
Bob Hertz |
Robert Hertz |
Advisor |
708-363-8121 |
Sarasota |
FL |
Brent Meyer – Wealth Planner |
Safe Money Resource, Inc. |
President & Owner |
800-790-7791 ext.
102 |
Key West |
FL |
David A Swanson |
Quantum Financial Group, Inc. |
President & CEO |
386-247-0139 |
Tampa |
FL |
David J. Durham |
Durham Loyal |
President & Founder |
954-740-3882 |
Pembroke Pines |
FL |
David Pyle |
Pyle Financial Group |
CEO |
734-788-7998 |
Tampa |
FL |
Edward Orell |
PRES Financial |
CFO |
561-351-9495 |
Wellington |
FL |
Eric Hutter |
Osprey Retirement Solutions |
President |
772-463-7112 |
Palm City |
FL |
Frank Gutta |
Frank Gutta CPA |
President |
954-727-8120 |
Plantation |
FL |
Gerry James |
Safe Money Manager |
President |
904-349-7977 |
Ponte Vedra Beach |
FL |
Gianna Campo |
PRES Financial |
President |
941-323-2124 |
Wellington |
FL |
Hank Progar, MBA |
AIM Safe Money Advisors |
President |
941-355-4362 |
Lakewood Ranch |
FL |
Jim Snyder |
Senior Financial Group |
Owner |
330-854-1144 |
Canal Fulton |
OH |
John Foster Ripley CLTC®, FRC℠, ChFEBC℠ |
Smarter Retirement Solutions |
Investment Advisor Representative |
(877) 309-3364 |
Tampa |
FL |
Joseph Derenzis CFEI |
JD Financial Solutions & Insurance Group Inc. |
President |
941-203-8103 |
Sarasota |
FL |
Keith A Kelsey |
Kelsey Financial Services |
President |
386-801-2084 |
Deland |
FL |
Melody Wilder |
Gold Leaf Financial |
Founder |
561-632-3119 |
Port Saint Lucie |
FL |
Pete Newmes |
Florida Retirement Group |
Insurance and Retirement Advisor |
1-866-376-1672 |
Maitland |
FL |
Robert E. Grace JD, CLU, ChFC, RICP |
Retirement by Design |
CEO |
239-249-8888 |
Naples |
FL |
Roland C. Manuel, EA |
Palm Beach Tax Group Inc. |
CEO / President |
561-655-5777 |
Palm Beach |
FL |
Shoncy Williams |
Goshen Wealth Advisors |
Owner & Sr. Advisor |
877-898-0287 |
Orlando |
FL |
Steven P. Hennessy |
Trinity Financial Services of South Florida |
President |
305-233-7751 |
Miami |
FL |
Todd & Amy West |
Advocate Financial |
Managing Partners |
407-902-6750 |
Orlando |
FL |