An advisor committed to your financial future.

Our LPL* financial advisors are available by appointment to meet and discuss your wealth management and retirement goals. Contact us today to set up a complimentary, no-obligation meeting.

Meeting with a financial advisor.
Portrait of Josh Howell

Tom Howell

LPL Senior Financial Advisor

Josh Howell

LPL Financial Advisor

Serving members in the Waterford Lakes branch.

Portrait of Mason Moyer

James Eiker

LPL Senior Financial Advisor

Mason Moyer

LPL Financial Advisor

Serving members in the Deltona, New Smyrna Beach, DeLand, Orange City, and Sanford — Lake Forest branches.

Portrait of Brittany Brewer

Felix Bartolomei

LPL Senior Financial Advisor

Brittany Brewer

LPL Financial Advisor

Serving members in the Clermont, Four Corners, Leesburg, Mount Dora, and Winter Garden branches.

Portrait of James Caldwell

James Caldwell

LPL Senior Financial Advisor

Serving members in the Altamonte Springs, Lake Mary, and Avalon Park branches.

Kevin Masih. VP - Financial Advisor.

Kevin Masih

LPL Financial Advisor

Serving members in the Oviedo — Mitchell Hammock, and Tuskawilla branches.

Andrew Broughman

LPL Financial Advisor

Serving members in the Winter Park — Full Sail, Longwood, and South Semoran branches.

Portrait of Austin Kinney

Jeremy Cooley

LPL Financial Advisor

Austin Kinney

LPL Financial Advisor

Serving members in the Kissimmee — St. Cloud, Oviedo — Red Bug, and Vista Lakes/Lake Nona branches.

Portrait of Joey Floyd

Joey Floyd

LPL Financial Advisor

Ramsey Smart Vestor

Serving members in the Orlando — Downtown, Metro West, University of Central Florida, and Universal Studios branches.

Ryan Burk Headshot

Ryan Burk

LPL Financial Advisor

Serving members in the Apopka, Sanford — Downtown, and Winter Park branches.

Tony Capitano

LPL Sales Manager/LPL Financial Advisor

Serving members in the Ormond Beach branch.