Broker Check

Our Advisors

Timothy Cawley

Timothy P. Cawley, MBA, CRPC®

Jacksonville Office

866-963-5887

260-455-9518

Bruce Chadbourne

Bruce D. Chadbourne, Jr., CFP®

Orlando Office

407-916-9500 ext 4310

407-916-9501

Michael Cirino

Michael A. Cirino, CLU, ChFC®, CBEC® 

Jacksonville Office

904-380-4023

904-380-4024

Alex Harrison

Alexander P. Harrison

Jacksonville Office

904-380-4015

904-633-8759

Taylor Lloyd

Taylor D. Lloyd

Jacksonville Office

904-380-4021

904-633-8759

James Neel

James D. Neel

Jacksonville Office

904-380-4047

904-633-8759

Michael Sullum

Michael Sullum, CRPC®

Boynton Beach Office

561-869-6438

561-869-6439

Nathan Rogero

Nathan F. Rogero, FSCP®, CRPS®

Jacksonville Office

904.380.4007

904.633.8759

Bruce Schilling

Bruce T. Schilling, CIMA®, CFP®, CLU, ChFC

Jacksonville Office

904.380.4006

904.633.8759

Support Staff

Christopher Beale

Christopher Beale

Jacksonville Office

904-380-4019

904-633-8759

Stephen Cefalu

Stephen Cefalu

Jacksonville Office

904-380-4030

904-633-8759

Carolyn Ford

Carolyn Ford

Jacksonville Office

904-380-4025

904-380-4024

Scott Patterson

Scott Patterson

Orlando Office

407-916-9500

407-916-9501

Joseph Turner

Joseph Turner

Jacksonville Office

904-380-4016

904-633-8759

Kari Wright

Kari Wright

Boynton Beach Office

561-869-6432

561-869-6439

Our combined team of financial specialists;
Have over 100 years of combined experience at one financial firm
Representative designations: CFP, ChFC, MBA, CLU, CRPC, RFC & CBEC
Client invested assets in excess of $1 BILLION