A seasoned team of financial planners
and client service specialists.
Downtown Tampa
100 North Tampa Street, Suite 2400
Tampa, FL 33609
813-221-4444
Financial Advisors
Thomas S. Franke
Vice Chairman
Damien Bertucelli
Financial Advisor
William Boas
First Vice President, Investments
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
Cameron Diehl, CFP®
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
Complex Operations Professionals
Linda Van Pelt
Complex Administrative Manager
Susan Strandberg
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.