Investor Access Investor Access

A seasoned team of financial planners
and client service specialists.

Downtown Tampa

100 North Tampa Street, Suite 2400
Tampa, FL 33609
813-221-4444

Driving Directions

Financial Advisors

Chcuk Curtis
Senior Vice President, Investments
Branch Manager

Thomas S. Franke
Vice Chairman

Damien Bertucelli
Financial Advisor

C. Michael Brill, CLU, ChFC
First Vice President, Wealth Management
Managing Director

Kevin Caldwell
Financial Advisor

L. Mark Carron, WMS
Senior Vice President, Wealth Management
Trust & Retirement Plan Consultant

Jody Clark, AAMS®
Financial Advisor

Cameron Diehl, CFP®
Financial Advisor

Dwight Edwards, CRPS®, CRPC, AIF®
Financial Advisor

Craig Federer, AAMS®
Financial Advisor

Matthew Fernandez
Financial Advisor

Danyell Jones
Financial Advisor

Jeff Kikoler, CFP®, CFA
Vice President, Wealth Management

Cory Kleinman
Financial Advisor

Gary W. Kleinman, WMS
Senior Vice President, Wealth Management
Managing Director

Jeff Locker, CFP®, WMS
Financial Advisor
Investment Management Consultant *

Eric Longphee, MBA
Financial Advisor

Greg Mitro, MBA
Financial Advisor

Michael Ragsdale, WMS
Financial Advisor

Camille York
Financial Advisor

Brian Visconti
Vice President, Wealth Management

Adriana Sormani
Vice President, Investments

William O. Day II
Senior Vice President, Wealth Management

Robert J Wetzork
First Vice President, Wealth Management

Jody Clark, AAMS®
Financial Advisor

Brent Hulling
First Vice President, Investments



Branch Operations Professionals

Kathy Brooke
Branch Operations Manager

Kristine Menko
Branch Operations Specialist



Service Professionals

Fallon Bertucelli
Registered Service Associate

Sharon Dunaway-Alt
Registered Service Associate

Jennifer Glass
Registered Service Associate

Angele Olsen
Senior Registered Service Associate

Brenda Sandifer
Senior Registered Service Associate



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.