Broker Check

Meet Our Team

MEET THE TEAM
Who You'll be Working With

Click on our advisor profiles to watch a brief introductory video about each advisor.

Christopher Bordner

Christopher Bordner

CEO, LPL Registered Principal, Wealth Manager

321.203.4458

David J. Schlitt

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

Managing Principal Partner

321.203.4458

Sol Shen

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

COO & Managing Principal Partner

321.203.4458

Tom Gerardi

Tom Gerardi, CRPC®

CRPC conferred by College for Financial Planning.

Partner, Financial Consultant, Wealth Manager

352.259.8498

Kayla Bates

Kayla Bates

Chief of Staff

321.203.4458

Jeff Ackler

Jeff Ackler, CFP®

Wealth Management Advisor

407.797.3100

Michael Argenbright

Michael Argenbright

LPL Financial Advisor

321.203.4458

Preston J. Bellaire

Preston J. Bellaire CLTC, LACP

Financial Planner & Investment Advisor Representative

321.203.4458

Guy Blakey

Guy Blakey

CFP®, Partner, Wealth Manager

407.740.0770

Chris Claude

Chris Claude

Lead Advisor

321.203.4458

Richie Coloni

Richie Coloni

Financial Consultant

386.603.4300

Britton Davidson

Britton Davidson

Associate Advisor

321.203.4458

Nicole S. Foreman

Nicole S. Foreman, CFP®

Director of Operations

321.203.4458

Jim Greene

Jim Greene

Partner, Wealth Manager

321.203.4458

Debbie Hawksworth

Debbie Hawksworth

Partner

386.603.4300

Thomas Henry

Thomas Henry

Wealth Planner, LPL Financial Advisor

321.203.4458

Carrie Letsinger

Carrie Letsinger, CDFA®

Financial Consultant, Wealth Strategist

352.259.8498

Jay Mulligan

Jay Mulligan

CFP®, Wealth Manager

813.565.1990

Isabel Ortiz

Isabel Ortiz, CFP®, CES™

Wealth Management Advisor

352.406.8501

Harry Overton

Harry Overton

LPL Investment Advisor Representative

407.895.2438

Aaron Paul

Aaron Paul

Senior Wealth Manager

321.203.4458

Dave Peckham

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

Partner, Wealth Manager

321.203.4458

Theresa Pohlman

Financial Consultant

321.255.7226

Chris Reed

Chris Reed

LPL Financial Advisor

352.207.8014

Levi Silvas

Levi Silvas

Associate Advisor

352.259.8498

Jason Tucker

Jason Tucker, CFA, MBA

Senior Portfolio Manager

321.203.4458

Shawn Walton

Shawn Walton

Partner

386.603.4300

Michael Wicks

Michael Wicks, CFP, ChFC

Wealth Manager

407.230.0813

Jon Wilkins

Jon Wilkins

CFP®, Wealth Manager

813.565.1990

Kyle Williams

Kyle Williams

Wealth Manager

321.203.4458

Brian Wise

Brian Wise, CFP®, CPFA

Associate Advisor

321.203.4458

Roberto Yudice

Roberto Yudice, APMA®, CRPC™

Financial Advisor

321.203.4458

Julie Adams

Julie Adams

Compliance Coordinator

321.203.4458

Amber Brown

Amber Brown

Client Services Associate

321.203.4458

Andrea Chadwick

Andrea Chadwick

Client Service Associate

321.203.4458

Belinda Davis

Belinda Davis

Client Care Specialist

321.203.4458

Martina DePue

Martina DePue

HR Director

321.203.4458

Audrey Dunbar

Audrey Dunbar

Client Service Associate

321.203.4458

Shari Flowers

Shari Flowers

Client Service Associate

321.203.4458

Alberto Foster

Alberto Foster

Client Service Associate

321-203-4458

Shari Kennedy

Shari Kennedy

Client Service Associate

321.203.4458

Eva Klingerman

Eva Klingerman

Client Service Associate

352.259.8498

Cole Latimer

Cole Latimer

Business Development

321.203.4458

Loretta Miller

Loretta Miller

Supervision & Operations Specialist, Principal

321.203.4458

Kyle Naab

Kyle Naab

Investment Operations Analyst

321-203-4458

Christine Pachmayer

Christine Pachmayer

Client Service Associate

352.259.8498

David Paton

David Paton

Investment Operations Associate

321.203.4458

Mark Ramdorsingh II

Mark Ramdorsingh II

Client Service Associate

321.203.4458

Liam Riley

Liam Riley

Operations Analyst

321.203.4458

Ansley Silvas

Ansley Silvas

Client Care Specialist

321.203.4458

David Watson

David Watson

Client Service Associate

321.203.4458