Name |
Department |
Position |
SMC |
Phone |
Suburb |
State |
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 |
Edward Orell |
PRES Financial |
CFO |
|
561-351-9495 |
Wellington |
FL |
Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge |
Financial Education & Designs |
CEO / President |
|
913-449-4804 |
Naples |
FL |
Eric Hutter |
Osprey Retirement Solutions |
President |
|
772-463-7112 |
Palm City |
FL |
Frank Gutta |
Frank Gutta CPA |
President |
|
954-824-0500 |
Davie |
FL |
Gianna Campo |
PRES Financial |
President |
|
941-323-2124 |
Wellington |
FL |
Hank Progar, MBA |
AIM Safe Money Advisors |
Owner |
|
941-355-4362 |
Lakewood Ranch |
FL |
Jeffrey Hines |
Excel Empire |
Tax Strategist |
|
954-245-2002 |
Fort Lauderdale |
FL |
John Foster Ripley CLTC®, FRC℠, ChFEBC℠ |
Smarter Retirement Solutions |
Investment Advisor Representative |
|
(877) 309-3364 |
Tampa |
FL |
Keith A Kelsey |
Kelsey Financial Services |
President |
|
386-801-2084 |
Deland |
FL |
Ken Keplinger |
Safe Money Steps |
Owner |
|
813-909-4464 |
Lutz |
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 |