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
36th Annual Symposium Partners
| Company | Level | Partner | Phone | |||||
|---|---|---|---|---|---|---|---|---|
| Florida PrePaid | Chapter Underwriter | Shannon Smith | shannons@themooreagency.com | 850-488-8514 | ||||
| Avantis Investors | Silver | Daniel Lohman | daniel_lohman@avantisinvestors.com | 213- 992-9034 | ||||
| Axos Advisor Services | Silver | Thomas Roberts | Thomas.Roberts@axosadvisorservices.com | 214-883-3897 | ||||
| Bento Engines | Platinum | Phillip Hecker | philipp@bentoengine.com | 617-230-1972 | ||||
| Blackstone | Silver | Brian Munson | brian.munson@blackstone.com | 407-338-8331 | ||||
| CNL | Silver | Chad Trecida | Chad.Trecida@cnl.com | 813-285-9181 | ||||
| Coumbia Threadneedle | Gold | Rob Carpenter | robert.carpenter@columbiathreadneedle.com | 781-383-2914 | ||||
| Dimensional Funds | Platinum | Chad Burns | chad.burns@dimensional.com | 704-650-3844 | ||||
| Encore Estate Plans | Platinum | Daniel Michaelsen | daniel.michaelsen@encorestateplans.com | |||||
| Exit Factor | Gold | Edward Dellheim | ed.dellheim@exitfactor.com | 321-343-6154 | ||||
| First Trust Portfolios | Platinum | Paul Peterson | PPeterson@ftadvisors.com | 630-890-6185 | ||||
| Franklin Templeton | Platinum | Sean Swager | sean.swager@franklintempleton.com | 727-201-7420 | ||||
| Hines | Gold | Travis Conlan | travis.conlan@hines.com | 734-274-0586 | ||||
| Inland | Gold | Joe Kingsley | jkingsley@inland-securities.com | 224-361-1226 | ||||
| KeyBella Homes at eXp Realty | Platinum | Amy Moline | amy@keybella.com | 407-506-7447 | ||||
| LoCorr Funds | Gold | Chris Moreno | cmoreno@locorrfunds.com | 954-668-6316 | ||||
| Lincoln Financial Distributers, Inc. | Platinum | Mark Jernigan | Mark.Jernigan@lfd.com | 954-395-0507 | ||||
| Loveland Properties | Silver | Cleve Loveland | cloveland@cfl.rr.com | 407-352-8118 | ||||
| Midland National | Silver | Leonard Durso, ChFC | ldurso@sfgmembers.com | 727-594-9383 | ||||
| Movement Mortgage | Gold | George Vrban | george.vrban@movement.com | 904-616-8181 | ||||
| MLG Capital | Platinum | Conor Donohue | cdonohue@mlgcapital.com | 847-970-2271 | ||||
| PIMCO | Silver | John Kronour | John.Kronour@pimco.com | 513-292-3362 | ||||
| Raymond James Investment Management | Silver | Aaron Shapiro | aaron.shapiro@rjinvestmentmanagement.com | 727-304-9737 | ||||
| Senior Plan Options | Gold | Joe Santiago | Joe@HIOptions.com | 407-265-3244 | ||||
| Sit Mutual Funds | Silver | Steve Benjamin | spb@sitinvest.com | 612-359-2554 | ||||
| TSC Bank | Cocktail Reception | Ryan Staude | rstaude@tscbank.com | 412.431.9875 | ||||
| Vanguard | Gold | Chad Gustus | chad_gustus@vanguard.com | 404-418-8937 | ||||
| WealthSpire | Platinum | Kevin Smith | kevin.smith@wealthspire.com | 301-679-6215 | ||||
| Your Caring Law Firm | Gold | Merrell Bailey | Merrell@yourcaringlawfirm.com | 407-622-1900 | ||||
| Zeplyn AI | Platinum | Era Jain | era@zeplyn.ai |
