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Name Position Phone
Dennis Edmonds, ChFEBC(sm)Dennis Edmonds, ChFEBC(sm) Managing Director and Educator 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
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
Frank GuttaFrank Gutta President 954-452-8813
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
Matthew G. Sherman, Sr.Matthew G. Sherman, Sr. Founder & President 561-793-2540
Miguel (Mike) KarpelMiguel (Mike) Karpel President 305-332-3211
Bob HertzBob Hertz Advisor 708-363-8121
James Whitaker PhD James Whitaker PhD President 813-909-2900
Lawrence SpencerLawrence Spencer Managing Director 248-670-7209
Blake M. Campbell, Sr., CKA, CCFSBlake M. Campbell, Sr., CKA, CCFS Managing Partner 866-895-1222
Steven P. HennessySteven P. Hennessy President 305-233-7751
Keith A KelseyKeith A Kelsey President 386-801-2084
Joshua SchlinskyJoshua Schlinsky President 954-843-3450
Pete NewmesPete Newmes President 1-866-376-1672
David A SwansonDavid A Swanson President & CEO 813-374-3670
Brandon NievesBrandon Nieves Managing Partner 321-277-8411
Joseph CianchettiJoseph Cianchetti President 877-532-5115
Gianna CampoGianna Campo President 941-323-2124
Edward OrellEdward Orell CFO 561-351-9495
The Safe Money DoctorsThe Safe Money Doctors CEO 954-790-5000

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