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Name Position Phone
David LeidelDavid Leidel Partner 863-385-1101
Erica BeddingfieldErica Beddingfield Director of Operations & Business Relationships 856-334-9400
Dennis Edmonds, ChFEBC(sm)Dennis Edmonds, ChFEBC(sm) Founder and Managing Director 727-537-6702
David J. DurhamDavid J. Durham President & Founder 954-740-3882
Joseph Derenzis CFEIJoseph Derenzis CFEI President 941-203-8103
Hank Progar, MBAHank Progar, MBA President 941-355-4362
Paul M. Kent, RICPPaul M. Kent, RICP Insurance & Retirement Income Advisor 850-380-9944
Leslie KnudsenLeslie Knudsen CEO / Retirement and Income Planning 941-888-2271
James A. Manna CLU, ChFCJames A. Manna CLU, ChFC Co-Founder and Full Partner 954-665-8340
Robert KellyRobert Kelly President 954-568-4910
Frank GuttaFrank Gutta President 954-452-8813
Lamont PelaezLamont Pelaez Director 727-623-4645
Harry JamesonHarry Jameson President 727-935-7194
James H. Willis, IIIJames H. Willis, III Founder / President 813-948-9109
William M Durham, CFPWilliam M Durham, CFP President 850-385-3578
Dr. Frank RagoneseDr. Frank Ragonese CEO 239-985-4097
Gary L. OdendahlGary L. Odendahl President 386-263-7673
Matthew G. Sherman, Sr.Matthew G. Sherman, Sr. Founder & President 561-793-2540
Miguel (Mike) KarpelMiguel (Mike) Karpel President 305-332-3211
Laurence J. FrishmanLaurence J. Frishman CEO 305-319-9179
James Whitaker PhD James Whitaker PhD President 813-909-2900
Michael W. BroderickMichael W. Broderick President 352-777-3577
Blake M. Campbell, Sr., CKA, CCFSBlake M. Campbell, Sr., CKA, CCFS Managing Partner 866-895-1222
Terry GurleyTerry Gurley Owner and Safe Money Advisor 321-288-2196
David MeadDavid Mead President 954-234-5551
Steven P. HennessySteven P. Hennessy President 305-233-7751
Drake Consulting Group, LLCDrake Consulting Group, LLC 1-888-357-1186
Whitney StorickWhitney Storick Founder/CEO 800-713-2296
David EdwardsDavid Edwards President 407-310-9391
Robert LucciRobert Lucci FL Licensed Insurance Professional 1-800-590-8808

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