Name |
Department |
Position |
SMC |
Phone |
Suburb |
State |
Amy & Todd West |
Advocate Financial |
Managing Partners |
|
407-902-6750 |
Orlando |
FL |
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 |
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 |
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 |
Kevin M. Smith |
KMS Wealth Management |
President |
|
407-923-8724 |
Orlando |
FL |
Mark D. Goldstein, CFP® |
Safe Money Alliance |
President |
|
847-778-7986 |
Naples |
FL |
Nadine M. Perez CF2, RFC, CLTC, RSSA |
NBP Insurance and Financial Services |
Founder / Broker / Agent CF2, RFC, CLTC, RSSA |
|
561-594-9758 |
Greenacres |
FL |
Pete Newmes |
Florida Retirement Group |
Insurance and Retirement Advisor |
|
1-866-376-1672 |
Maitland |
FL |
Steven Kanner CFP®, ChFC® |
Valaur, LLC |
Managing Member |
|
561-989-0014 |
Boca Raton |
FL |