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Russell K. Achzet, CFP(r)
Achzet Family Enterprises, Inc.
Bonita Springs, FL
russ@achzet.com
239-947-3978
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Gene Balliett
Balliett Financial Services, Inc.
Winter Park, FL
gene@balliettfs.com
800-624-8961
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Jim Luffman
CPS Investment Advisors
Lakeland, FL
JLuffman@CPAlliance.com
(863) 688-1725
http://www.cpalliance.com
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Albert Marques
Dimension Capital Management LLC
Miami, FL
amarques@dimensioncapital.com
305-371-2776 ext 310
dimensioncapital.com
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Roger Toelke, RFC (R), AIFA (R), CSP (R)
Dobson Street LLC
Winter Park, FL
Toelkeaif@gmail.com
407-740-5900
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Steve Athanassie, CFP, ATP, AIFA
ProVise Management Group, LLC
New Port Richey, FL
Athanassie@ProVise.com
727-848-8950
www.provise.com
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Ray Ferrara, CFP
ProVise Management Group, LLC
Clearwater, FL
ferrara@provise.com
727-441-9022
www.provise.com
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Linda Lubitz Boone
The Lubitz Financial Group
Miami, FL
LindaL@LubitzFinancial.com
305 670-4440
www.lubitzfinancial.com
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Scott Poulin
Wescott Trust Services
Miami, FL
SPoulin@Wescott.com
(305) 960-2357
www.wescott.com
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