FINRA's BrokerCheck
(941) 366-5443
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Sarasota, FL

Daniel Long headshot

Daniel Long

Senior Vice President/Investments; Branch Manager; Portfolio Manager - Solutions Program

[email protected]
(941) 329-6292
James Springer headshot

James L. Springer, Jr., CIMA, CPWA

Managing Director/Investments

[email protected]
(941) 329-6290
Gary Brochin headshot

Gary S. Brochin

Managing Director/Investments

[email protected]
(941) 329-6286
Brian Maddox headshot

Brian K. Maddox, AIF

Managing Director/Investments

[email protected]
(941) 329-6282
James LeBaron headshot

James S. LeBaron

Senior Vice President/Investments

[email protected]
(941) 329-6264
Jim Braun headshot

Jim Braun, AIF

Senior Vice President/Investments

[email protected]
(941) 329-6269
Dan Carnevale headshot

Dan Carnevale, AIF

Senior Vice President/Investments

[email protected]
(941) 329-6270
Kirk List headshot

Kirk D. List

First Vice President/Investments

[email protected]
(941) 329-6265

Kevin J. Schroepfer

Vice President/Investments

[email protected]
(352) 373-2500
Peter Krause headshot

Peter J. Krause

Vice President/Investments

[email protected]
(941) 366-5443
DJ Long headshot

DJ Long

Financial Advisor

[email protected]
(941) 329-6272
Brendan Ward headshot

Brendan Ward

Financial Advisor

[email protected]
(941) 329-6280
Lynn Friend headshot

Lynn Friend

Branch Operations Manager

[email protected]
(941) 329-6263
Mary Amato headshot

Mary Amato

Registered Investment Associate

[email protected]
(941) 329-6289
Rachel Reeves headshot

Rachael Reeves

Client Relationship Manager

[email protected]
(941) 329-6288

Beth Gillmann

Client Service Associate

[email protected]
(941) 329-6273
Shonna Parker headshot

Shonna Parker

Registered Client Service Associate

[email protected]
(941) 329-6276
Brock Maddox headshots

Brock Maddox

Client Service Associate

[email protected]
(941) 329-6284
James Pass headshot

James J. Pass

Registered Client Service Associate

[email protected]
(941) 329-6266