Investor Access Investor Access

A seasoned team of financial planners
and client service specialists.

Hyde House

1646 W. Snow Ave., Suite 4
Tampa, FL 33606
813-835-2400

Map & Directions

Financial Advisors

CJ Steadman
Financial Advisor

Jeffrey Zurek
Vice President, Investments

Michael Ragsdale, CFP®
Senior Vice President, Investments

Sharon Dunaway-Alt, AAMS®
Financial Advisor

C. Michael Brill, CLU, ChFC
Senior Vice President, Investments



Service Professionals

Carissa Aliaga-Mbulo
Senior Client Service Associate

Maggie Passanante
Registered Client 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.