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
35th Annual Symposium Resource Partners
| Level | Company | Name | Phone | |||||
|---|---|---|---|---|---|---|---|---|
| Gold | Andes Wealth | Helen Yang | helen.yang@andeswealth.com | 978.494-3909 | ||||
| Silver | Avantis Investors | Daniel Lohman | daniel_lohman@avantisinvestors.com | 213- 992-9034 | ||||
| Silver | Charles Schwab | Katerina Durcak | Katerina.Durcak@Schwab.com | 800- 435-4000 | ||||
| Gold | Columbia Threadneedle | Rob Carpenter | robert.carpenter@columbiathreadneedle.com | 781.383.2914 | ||||
| Gold | Contango Investments, Inc. | George Rosen | contangogroup@gmail.com | 321-251-6090 | ||||
| Platinum | DFA | Chad Burns | chad.burns@dimensional.com | 704-448-8000 | ||||
| Platinum | Eckard Enterprises | Taylor Black | tblack@eckardenterprises.com | 972-884-5920 | ||||
| Silver | Family First Firm | Brianne Ganesh | Brianne.ganesh@familyfirstfirm.com | |||||
| Platinum | First Trust Portfolios | Paul Peterson | PPeterson@ftadvisors.com | 630-890-6185 | ||||
| Underwriter | Florida PrePaid | Shannon Smith | shannons@themooreagency.com | 850-488-8514 | ||||
| Lunch Partner | Franklin Templeton | Sean Swager | sean.swager@franklintempleton.com | 727- 201-7420 | ||||
| Gold | Inland | Joe Kingsley | jjkingsley@inland-securities.com | 224-361-1226 | ||||
| Platinum | Jump Advissor AI | Parker Ence | parker@jumpapp.com | |||||
| Platinum | KeyBella Homes at eXp Realty | Amy Moline | amy@keybella.com | 407-506-7447 | ||||
| Gold | Lido Advisors, LLC | Thomas Bartling | tbartling@lidoadvisors.com | 561- 453-1000 | ||||
| Gold | Longwood CPA | Janelle Pedulla | longwoodcpa@longwoodcpa.com | 407-774-7797 | ||||
| Silver | Loveland Properties | Cleve Loveland | cloveland@cfl.rr.com | 407-352-8118 | ||||
| Gold | Movement Mortgage | George Vrban | george.vrban@movement.com | 904-616-8181 | ||||
| Silver | Raisin | Emily Zekonis | emily.zekonis@raisin.com | 484-542-9610 | ||||
| Silver | Raymond James Investment Management | Aaron Shapiro | aaron.shapiro@rjinvestmentmanagement.com | 727-304-9737 | ||||
| Gold | Senior Plan Options | Joe Santiago | Joe@HIOptions.com | 407-265-3244 | ||||
| Silver | Sit Mutual Funds | Steve Benjamin | spb@sitinvest.com | 612-359-2554 | ||||
| Gold | SSGA SPDR ETFs | Todd Page | todd_page@ssga.com | 404-747-1920 | ||||
| Cocktail Partner | TSC Bank | Ryan Staude | rstaude@tscbank.com | 412-431-9875 | ||||
| Gold | Vanguard | Chad Gustus | chad_gustus@vanguard.com | 404-418-8937 | ||||
| Gold | Village on the Green | Stephanie Turner | Stephanie.Turner@lifespacecommunities.com | 407-571-5420 | ||||
| Silver | Grayscale | JD Romann | romann@grayscale.com | 917-208-6441 | ||||
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