Florida (FL)

Name Department Position SMC Phone Suburb State
Brent Meyer – Wealth Planner Brent Meyer – Wealth Planner Safe Money Resource, Inc. President & Owner Safe Money Certified 800-790-7791 ext. 102 Key West FL
David A Swanson David A Swanson Quantum Financial Group, Inc. President & CEO Safe Money Certified 386-247-0139 Tampa FL
Edward Orell Edward Orell PRES Financial CFO 561-351-9495 Wellington FL
Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge Emil J. Wansa, NSSA, CLTC, LTCP, FRC, Senior Financial Concierge Financial Education & Designs CEO / President 913-449-4804 Naples FL
Eric Hutter Eric Hutter Osprey Retirement Solutions President 772-463-7112 Palm City FL
Frank Gutta Frank Gutta Frank Gutta CPA President Safe Money Certified 954-824-0500 Davie FL
Gianna Campo Gianna Campo PRES Financial President 941-323-2124 Wellington FL
Hank Progar, MBA Hank Progar, MBA AIM Safe Money Advisors Owner 941-355-4362 Lakewood Ranch FL
John Foster Ripley CLTC®, FRC℠, ChFEBC℠ John Foster Ripley CLTC®, FRC℠, ChFEBC℠ Smarter Retirement Solutions Investment Advisor Representative (877) 309-3364 Tampa FL
Keith A Kelsey Keith A Kelsey Kelsey Financial Services President 386-801-2084 Deland FL
Melody Wilder Melody Wilder Gold Leaf Financial Founder Safe Money Certified 561-632-3119 Port Saint Lucie FL
Pete Newmes Pete Newmes Florida Retirement Group Insurance and Retirement Advisor Safe Money Certified 1-866-376-1672 Maitland FL
Robert E. Grace JD, CLU, ChFC, RICP Robert E. Grace JD, CLU, ChFC, RICP Retirement by Design CEO 239-249-8888 Naples FL
Roland C. Manuel, EA Roland C. Manuel, EA Palm Beach Tax Group Inc. CEO / President 561-655-5777 Palm Beach FL
Shoncy Williams Shoncy Williams Goshen Wealth Advisors Owner & Sr. Advisor 877-898-0287 Orlando FL
Steven P. Hennessy Steven P. Hennessy Trinity Financial Services of South Florida President 305-233-7751 Miami FL
Todd & Amy West Todd & Amy West Advocate Financial Managing Partners Safe Money Certified 407-902-6750 Orlando FL

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