Broker Check

Team

Managing Partners

Michael Cirino

Michael A. Cirino, CLU, ChFC®, CBEC® 

Jacksonville Office

904-650-2129

904-650-2124

Alex Harrison

Alexander P. Harrison

Jacksonville Office

904-650-2145

904-650-2124

Advisors

Bruce Chadbourne

Bruce D. Chadbourne, Jr., CFP®

Orlando Office

407-916-9500 ext 4310

407-916-9501

Bruce Schilling

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

Jacksonville Office

904-650-2125

904-650-2124

James Neel

James D. Neel

Jacksonville Office

904-650-2140

904-650-2124

Taylor Lloyd

Taylor D. Lloyd

Jacksonville Office

904-650-2141

904-650-2124

Nathan Rogero

Nathan F. Rogero, FSCP®, CRPS®

Jacksonville Office

904-650-2147

904-650-2124

Michael Sullum

Michael Sullum, CRPC®

Boynton Beach Office

561-327-7068

904-650-2124

Rebecca Kauffman

Rebecca L. Kauffman, CFP®, CRPC

Orlando Office

407.598.9110

904.650.2124

Stuart Farb

Stuart H. Farb, CLU, ChFC, CRPC

Orlando Office

407.598.9113

904.650.2124

Support Staff

Stephen Cefalu

Stephen Cefalu

Jacksonville Office

904-650-2143

904-650-2124

Carolyn Ford

Carolyn Ford

Jacksonville Office

904-650-2130

904-650-2124

Joseph Turner

Joseph Turner

Jacksonville Office

904-650-2144

904-650-2124

Deserai Goldsmith

Deserai Goldsmith

Jacksonville Office

904-650-2142

904-650-2124

Natalie Zapp

Natalie Zapp

Jacksonville Office

904-650-2131

904-650-2124

Susan Lee

Susan Lee

Jacksonville Office

904-650-2121

904-650-2124

Jo Ann Farb

Jo Ann Farb

Orlando Office

407.598.9115

904.650.2124

Linda Lampman

Linda Lampman

Orlando Office

407.598.9143

904.650.2124

Scott J. Patterson

Orlando Office

407.598.9106

904.650.2124

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