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Financial Planning Association of Central Florida
"Promoting Professionalism in Financial Planning"
 



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FPA - The Heart of Financial Planning
FPA is the community that brings together those who deliver financial planning,
those who support it
and those who benefit from it.

 

Directory of Sponsors & Exhibitors

Advanced Equity Group, LLC Sandra Roberson 407-574-8603
 

sandra@advancedequitygroup.com

 
     
American Funds  Matthew Carlisle 877-421-5329
  macc@capgroup.com  
     
Ameriprise Financial Services, Inc. Woodrow “Trey” Clark, CLTC 813-868-8738
  trey.w.clark@ampf.com  
     
Ashar Group LLC Paul W. Bowen 407-772-1818
  www.ashargroupllc.com  
     
Broad and Cassel Scott G. Miller JD 407- 839-4207
  smiller@broadandcassel.com  
     
DTC Technologies Tim Costello 321-537-5862
tcostello@dtc-tech.com 
     
DWS Scudder Tadas Misiunas 800- 949-9940 x4
  tadas.misiunas@dws.com    
     
First Trust Portfolio LP Vance Hicks 407-232-0202
vhicks@ftportfolios.com
Gelbwaks Insurance Services Inc. William Dyess 954-236-9999x104
bill@gelbwaks.com
Hanlon Investment Management, Inc. Stephen H. Slack 609-226-0086
steve@hanloninvest.com 
Health Insurance of Florida Mike Barton 863-859-7680
Patbarton58@aol.com 
     
Hodges Fund  Rob Parnell 877-232-1222
  robp@hodgesfund.com  
     
KBS Capital Markets Group David Bulger 561-715-3235
dbulger@kbs-cmg.com
New England Financial Marc L. Ross CFA 407-772-0544
mross@orlando.nef.com 
     
OneAmerica Elaine Marvin CFP® 888- 799-8474
  Elaine.Marvin@oneamerica.com  
     
Pacific Life Annuities & Mutual Funds Brian Stone 800-722-2333x2036
 
brian.stone@pacificlife.com  
Peregrine Financial Group, Inc. Marc L. Fischbein 407-381-2772
mfischbein@pfmail.com 
     
ProVision IT  Josh Phillips 321-415-1595
jphillips@provision.com 
     
Russell Investment Group William E. Findley 703-338-9990
  bfindley@russell.com   
     
Schwab Institutional Mike Kurtz 800 437-3445 x 6
  mike.kurtz@schwab.com  
     
Security One Mortgage Lynne Rohde 407-681-9800x104
  lmreco@aol.com  
     
Select Mortgage Services Jack Speaks 321-303-1707
jack@selectfl.com 
     
Select Sector SPDRs Tim Gill 303-748-8931
  tim.gill@sectorspdrs.com  
     
Strongtower Financial David Blankman 888-378-6683x105
 
DBlankman@strongtowerfinancial.com
 
Thornburg Investment Management Wayne Redmond 877-215-1330x5296
wredmond@thornburg.com 
     
UMB Scout Funds Tony DeMarino 724-941-1020
  tony.demarino@umb.com  
     
The Vanguard Group R. Benjamin Cribbs 610-669-0265
  r_benjamin_cribbs@vanguard.com  
 
                
 
 
 
                                                     
 
 
                                                
 
 
                                                 
 
 
 

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P.O. Box 520310 | Longwood | FL | 32752