Our Resource Partners
The FPA of Central Florida thanks our Corporate Partners for their invaluable support of our chapter. The Financial Planning Association of Central Florida members are supported by a number of exceptional sponsors who help offset the cost of delivering benefits. These sponsors are helping to lead FPA's message of building the community of the financial planning profession with their commitment to the association, its mission, and its members.
FOR MORE INFORMATION ON PARTNERSHIP OPPORTUNITIES, CONTACT DIANE LAYON: 407.814.9905 OR ADMIN@FPAFLA.COM
34th Annual Symposium Resource Partners
| Level | Company | Name | Phone | |||||
|---|---|---|---|---|---|---|---|---|
| Lunch Partner | Allegro | Kelleigh Klein | kklein@allegroliving.com | 407.622.2648 | ||||
| Cocktail Recp | Altruist | Christine Miller | christine.miller@altruist.com | 424.276-.0883 | ||||
| Platinum | American Century Investments | Matthew Sennet | Matthew_sennet@americancentury.com | 813.785.5146 | ||||
| Gold | Andes Wealth | Helen Yang, CFA | helen.yang@andeswealth.com | 978.494.3909 | ||||
| Platinum | Aptus | Matt McGowen | matt@apt.us | 302.632.9625 | ||||
| Conference | Avantis Investors | Daniel Lohman | Daniel_lohman@avantisinvestors.com | 213. 992.9034 | ||||
| Conference | Charles Schwab | Katerina Durcak | katerina.durcak@schwab.com | 561.416.5807 | ||||
| Gold | Contango Investments, Inc. | George Rosen | contangogroup@gmail.com | 321.251.6090 | ||||
| Ethics Partner | Coumbia Threadneedle | Rob Carpenter | robert.carpenter@columbiathreadneedle.com | 781.383.2914 | ||||
| Platinum | Davey Law Group, P.A | Catherine Davey, Esq | catherine@daveylg.com | 407.645.4833 | ||||
| Platinum | Federated Hermes | Kip Anderson | kip.anderson@federatedhermes.com | 800.245.5000 ext. 1427 | ||||
| Platinum | First Trust Portfolios | Paul Peterson | PPeterson@ftadvisors.com | 630.890.6185 | ||||
| Underwriter | Florida PrePaid | Shannon Smith | shannons@themooreagency.com | 850.488.8514 | ||||
| Conference | Franklin Templeton | Sean Swager, CIMA | sean.swager@franklintempleton.com | 727-201-7420 | ||||
| Gold | Hines | Travis Conlan | travis.conlan@hines.com | 734-274-0586 | ||||
| Platinum | Invesco | Stefan Bernardi | stefan.bernardi@invesco.com | 407. 453.2377 | ||||
| Platinum | KeyBella Homes at Exp Realty | Amy Moline | amy@keybella.com | 407.506.7447 | ||||
| Gold | Longwood CPA | Janelle Pedulla | longwoodcpa@longwoodcpa.com | 407.774.7797 | ||||
| Platinum | Midland | Len Durso, ChFC, AIF | ldurso@sfgmembers.com | 412.225.4936 | ||||
| Gold | Movement Mortgage | George Vrban | george.vrban@movement.com | 904.616.8181 | ||||
| Platinum | NFP Private Client Group | DeAnne Pledger, CPIA | deanna.pledger@nfp.com | 561.443.2000 | ||||
| Conference | One America | Elizabeth Blackburn | elizabeth.blackburn@oneamerica.com | 954-821-4255 | ||||
| Conference | Pacific Life | Orian Williams, D, LL.M. CFP | orian.williams@pacificlife.com | 615-930-4136 | ||||
| Platinum | Raymond James Investment Management | Aaron Shapiro | aaron.shapiro@rjinvestmentmanagement.com | 727.304.9737 | ||||
| Conference | Senior Plan Optons | Joe Santiago, CLU | Joe@HIOptions.com | 407.265.3244 | ||||
| Conference | Sit Mutual Funds | Connor Murnighan | fcm@sitinvest.com | 312.550.5809 | ||||
| Underwriter | T Rowe Price | Wayne Ewan | wayne_ewan@troweprice.com | 404.210.2205 | ||||
| Gold | TSC Bank | Ryan Staude | rstaude@tscbank.com | 412.431.9875 | ||||
| Gold | United Healthcare | Audrianna Leiphardt | audrianna_leiphardt@uhc.com | 949.835.6232 | ||||
| Gold | Vanguard | Brian Musick | brian_musick@vanguard.com | 305-704-7003 | ||||
| Conference | Weitz Investments | Joe Merlo | jmerlo@weitzinvestments.com | 732.272.8786 | ||||
| Conference | Loveland Properties | Cleve Loveland | lovelandcleve@gmail.com | 407.352.8118 | ||||
