Meet Our Team

Christopher Bordner

CEO, LPL Registered Principal, Wealth Manager

321-203-4458

chris@synergywealthalliance.com

David J. Schlitt, CLU^®, ChFC^®, CASL^®, CEPA ^®

Managing Principal Partner

(407) 661-1225

Sol Shen, CRPC^®, AIF^®, RFC^®, CPFA^®, CEPA^®

Managing Principal Partner

(407) 661-1225

Tom Gerardi, CRPC^®

Financial Consultant, Wealth Manager

352-259-8498

tom@synergywealthalliance.com

Kayla Bates

Firm Development Director and Practice Champion

321-203-4458

kayla@synergywealthalliance.com

Jeff Ackler, CFP^®

Wealth Management Advisor

(407) 797-3100

Michael Argenbright

LPL Financial Advisor

321-203-4458

michael.argenbright@synergywealthalliance.com

Preston J. Bellaire CLTC, LACP

Financial Planner & Investment Advisor Representative

321-203-4458

preston@synergywealthalliance.com

Guy Blakey

CFP®, Partner, Wealth Manager

407-740-0770

guy@synergywealthalliance.com

Chris Claude

Lead Advisor

321-203-4458

chris.claude@synergywealthalliance.com

Richie Coloni

Financial Consultant

386-603-4300

Richie.Coloni@LPL.com

Nicole S. Foreman, CFP^®

Director of Operations

(407) 661-1225

Jim Greene

Partner, Wealth Manager

321-203-4458

jim@synergywealthalliance.com

Debbie Hawksworth

Partner

386-603-4300

Debbie@SynergyWealthAlliance.com

Thomas Henry

Wealth Planner, LPL Financial Advisor

321-203-4458

Tom.Henry@SynergyWealthAlliance.com

Carrie Letsinger, CDFA^®

Financial Consultant, Wealth Strategist

352-259-8498

carrie@synergywealthalliance.com

Jay Mulligan

CFP®, Wealth Manager

(813) 565-1990

jay@synergywealthalliance.com

Isabel Ortiz, CFP®, CES™

Wealth Management Advisor

(352) 406-8501

Harry Overton

LPL Investment Advisor Representative

407-895-2438

harry.overton@lpl.com

Aaron Paul

Senior Wealth Manager

321-203-4458

aaron@synergywealthalliance.com

David J. Peckham, CFP^®, CLU, ChFC, LUTCF, CASL Conferred by The American College

Partner, Wealth Manager

321-203-4458

david@synergywealthalliance.com

Theresa Pohlman

Financial Consultant

321-255-7226

Theresa@SynergyWealthAlliance.com

Chris Reed

LPL Financial Advisor

352-207-8014

chris.reed@synergywealthalliance.com

Levi Silvas

Associate Advisor

352-259-8498

levi@synergywealthalliance.com

Jason Tucker, CFA, MBA

Senior Portfolio Manager

321-203-4458

jason.tucker@synergywealthalliance.com

Shawn Walton

Partner

386-603-4300

Shawn@SynergyWealthAlliance.com

Michael Wicks, CFP, ChFC

Wealth Manager

407-230-0813

Michael.Wicks@LPL.com

Jon Wilkins

CFP®, Wealth Manager

(813) 565-1990

jon@synergywealthalliance.com

Kyle Williams

Wealth Manager

321-203-4458

kyle.williams@synergyWealthAlliance.com

Brian Wise, CFP®, CPFA

Associate Advisor

321-203-4458

brian.wise@synergywealthalliance.com

Roberto Yudice, APMA®, CRPC™

Financial Advisor

(407) 661-1225

Julie Adams

Compliance Coordinator

321-203-4458

julie@synergywealthalliance.com

Amber Brown

Client Services Associate

(407) 661-1225

Andrea Chadwick

Client Service Associate

321-203-4458

andrea@synergywealthalliance.com

Belinda Davis

Client Care Specialist

321-203-4458

Belinda@SynergyWealthAlliance.com

Martina DePue

Director of Administration

(407) 661-1225

Audrey Dunbar

Client Service Associate

321-203-4458

audrey@synergywealthalliance.com

Shari Flowers

Client Service Associate

321-203-4458

shari@synergywealthalliance.com

Eva Klingerman

Client Care Specialist

352-259-8498

eva@synergywealthalliance.com

Cole Latimer

Business Development Associate

321-203-4458

cole.latimer@synergywealthalliance.com

Loretta Miller

Supervision & Operations Specialist, Principal

321-203-4458

loretta@synergywealthalliance.com

Christine Pachmayer

Client Care Specialist

352-259-8498

christine@synergywealthalliance.com

Mark Ramdorsingh II

Client Service Associate

321-203-4458

mark@synergywealthalliance.com

Liam Riley

Operations Analyst

321-203-4458

liam@synergywealthalliance.com

Ansley Silvas

Client Care Specialist

321-203-4458

ansley@synergywealthalliance.com

Shari Kennedy

Client Service Associate

321-203-4458

shari.kennedy@synergywealthalliance.com