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
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
Gregory J. Geegan
Senior Vice President, Wealth Management
Managing Director
Cynthia J. Gilmore, CFP®
Senior Vice President, Wealth Management
Danyell Jones
Financial Advisor
Jeff Kikoler, CFP®, CFA
Vice President, Wealth Management
T.J. King, CFP®, MBA
First Vice President, Wealth Management
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
Janet A. Nichols, CFP®
Senior Vice President, Wealth Management
Managing Director
Ryan Nugent, WMS
Vice President, Wealth Management
Michael Ragsdale, WMS
Financial Advisor
Chad Tortorice, CFP®
First Vice President, Wealth Management
Complex Operations Professionals
Linda Van Pelt
Complex Administrative Manager
Susan Strandberg
Branch Operations Specialist
Service Professionals
Misty Berry
Registered Service Associate
Angele Olsen
Senior Registered Service Associate
Sharon Dunaway-Alt
Registered Service Associate
Jennifer Glass
Registered Service Associate
Andrew Hays
Service Associate
Pat Huggins
Senior Client Service Associate
Laurie A. Parker
Practice Manager
Jacky Ramos
Senior Client Service Associate
Brenda Sandifer
Senior Registered Service Associate
Porsche Sanders
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.