Our Team
Leadership
David H. Morgan
M.S.F.S. (BCAA, BCE, CAS, CFS, CIS)
Certified Estate Planner (CEP)
Certified Financial Fiduciary (CFF)
Retirement Management Advisor (RMA)
Registered Investment Advisor
Client Relations
Dave Petry
Investment Advisor Representative
Investment Advisor Representative
Suzanna Koizumi
Investment Advisor Representative
Investment Advisor Representative
Debora L. Terranova
Investment Advisor Representative
Investment Advisor Representative
Mark Levin
Investment Advisor Representative
(847) 370-5857
Investment Advisor Representative
(847) 370-5857
Gloria Couch
Client Relations Manager
Client Relations Manager
Advisory Team
Estate Planning
Nancy Hall
VP Account Management
Estate Plan Navigator
(727) 220-5152 ext. 802
(727) 330-2867
VP Account Management
Estate Plan Navigator
(727) 220-5152 ext. 802
(727) 330-2867
Joseph C. Skalski, CPA, JD
Skalski Law Firm, LLC
(678) 336-5329 ext. 105
Skalski Law Firm, LLC
(678) 336-5329 ext. 105
Mark F. Moss
Law Offices of Mark F. Moss, PLLC
(904) 329-7242
Law Offices of Mark F. Moss, PLLC
(904) 329-7242
Financial
Orion Portfolio Solutions
Matt Mileski, MBA
Regional Vice President
(570) 885-1774
Matt Mileski, MBA
Regional Vice President
(570) 885-1774
Thomas Duke
Operations Manager, Service Team
(800) 379-2513
Brookstone Capital Management
Mark DiOrio, CFA
(833) 233-2353
Mark DiOrio, CFA
(833) 233-2353
Sandra Robinson
Advisory Services
(833) 233-2353
Tax
John & Lise Vargo
Accu-Tax and Financial Services Corp
(904) 425-4440
Accu-Tax and Financial Services Corp
(904) 425-4440
Maria Saunders
Martin & Associates, PL
(386) 252-6075
Martin & Associates, PL
(386) 252-6075
Antonio Lemus, CPA
President & Tammy Yandle
(321) 710-0840
(407) 869-6366 ext. 1010
President & Tammy Yandle
(321) 710-0840
(407) 869-6366 ext. 1010
Compliance
Jay Esche, Managing Member
JE Compliance Consulting, LLC
(706) 974-7979
JE Compliance Consulting, LLC
(706) 974-7979
Additonal Support
Accounting & Tax
John Vargo & Associates, CPA
Tax Planning
Tax Planning
Martin & Associates, CPA
Tax Planning
Tax Planning
Antonio Lemus & Associates, CPA
Martin & Associates
Martin & Associates
Michael Long, JD
Tax Attorney
Tax Attorney
Roland Manuel, EA
Enrolled Agent, Tax Planning Specialist
Enrolled Agent, Tax Planning Specialist
Liz Vargo, EA
Tax Planning
Tax Planning
Doug Martin, CPA
Martin & Associates
Martin & Associates
Legal
Estate Planning Network
Legal Team
Legal Team
Marks Gray & Staff
Legal Team
Legal Team
Robert Keebler, CPA
Estate Lawyer
Estate Lawyer
Robert Sawyer
Attorney at Law
Attorney at Law
Joseph C. Skalski
Attorney at Law
Attorney at Law
Agnes Mombrum
Attorney at Law
Attorney at Law
Loans & Financing
Travis Sorci
Loans & Financing
Loans & Financing
Consulting
Emily Obenour
Medicare Specialist
Medicare Specialist
Phil Kosmala
Financial Analyst
Financial Analyst
Michael Furman
Alternative Products Specialist
Alternative Products Specialist
Steve Anderson & Associates
Media & Direct Marketing Consulting
Media & Direct Marketing Consulting
Third Party Administrators
Brookstone Capital Management
Registered Investment Advisors/Financial Strategists
Registered Investment Advisors/Financial Strategists
Orion Portfolio Solutions
Third Party Funds Administrator
Third Party Funds Administrator
Matson Money
Registered Investment Advisors/Financial Strategists
Registered Investment Advisors/Financial Strategists
Strategists
BlackRock
Clark Capital
Efficient Market Advisors
Horizon Investments
Howard Capital
Ocean Park
Vanguard
Various Structured Note suppliers
Wilshire/Lord Abbott
BlackRock
Clark Capital
Efficient Market Advisors
Horizon Investments
Howard Capital
Ocean Park
Vanguard
Various Structured Note suppliers
Wilshire/Lord Abbott
Various Custodians
TDAmeritrade Institutional
Schwab Institutional
TDAmeritrade Institutional
Schwab Institutional
Insurance Custodians
Lincoln Financial
Mass Mutual
AIG
National Western Life
American Equity
Guaranty Income
Lincoln Financial
Mass Mutual
AIG
National Western Life
American Equity
Guaranty Income
Affiliates
Learn more about our affiliates:
