Broker Check
Open Enrollment Information

Our Team

Search for an Advisor

  • Zan Sattar
  • Aaron Cheesman, CRES
  • Adam Indianer
  • Alex Brouwer, CRES
  • Andrea Diamantis Modica, CRES
  • Bryan Seaquist
  • Casey Caldwell, ChFC® CLU®
  • Claudia Hall
  • Cody Johnson, CRES
  • David Kirk, CRES, RICP®
  • Debbi James, CFP®
  • Gabor Financial Solutions
  • Greg Sokolow, CRES
  • James Saylor, CRES
  • Jennifer A. Williams
  • Jose Gautier, CFA®
  • Kevin Sokolow, CPCU, ARM, CRES
  • Larry Sokolow, CLU®, ChFC®
  • Matthew Romano, CRES
  • Mike Leatzow, CRES
  • Minka Muka
  • Nick Rodkin, CRES
  • Pat Tierney, CRES
  • Peter Ream
  • Sabrina Hartley
  • Sage Bleakney
  • Sam Matteo
  • Samantha M. Wells, CRES
  • Sean Neary, CRES
  • Shane Isaac, CRES

Executives

Kevin Sokolow

Kevin Sokolow, CPCU, ARM, CRES

President

(850) 894-9611

(850) 894-4268

Larry Sokolow

Larry Sokolow, CLU®, ChFC®

Chief Executive Officer

(850) 894-9611

(850) 894-4268

Florida A&M University

Zan Sattar

Zan Sattar

Financial Advisor

(850) 339-2087

(850) 894-4268

James Saylor

James Saylor, CRES

Financial Advisor

(850) 616-6400

(850) 894-4268

Florida Atlantic University

Andrea Diamantis Modica

Andrea Diamantis Modica, CRES

Vice President, Southern Region

(561) 714-4301

(850) 894-4268

Nick Rodkin

Nick Rodkin, CRES

Financial Advisor

(561) 367-5065

(850) 894-4268

Peter Ream

Peter Ream

Financial Advisor

(561) 703-4941

(850) 894-4268

Florida Gulf Coast University

Aaron Cheesman

Aaron Cheesman, CRES

Vice President of Advisor Development

(850) 321-3790

(850) 894-4268

Alex Brouwer

Alex Brouwer, CRES

Financial Advisor

(239) 880-8519

(850) 894-4268

Florida International University

Greg Sokolow

Greg Sokolow, CRES

Vice President & Senior Financial Advisor

(407) 890-0488

(850) 894-4268

Claudia Hall

Claudia Hall

Financial Advisor

(305) 424-2545

(850) 894-4268

Adam Indianer

Adam Indianer

Financial Advisor

305-419-2844

850-894-4268

Sage Bleakney

Sage Bleakney

Financial Advisor

407-753-7917

850-894-4268

Florida Polytechnic University

Greg Sokolow

Greg Sokolow, CRES

Vice President & Senior Financial Advisor

(407) 890-0488

(850) 894-4268

Sean Neary

Sean Neary, CRES

Financial Advisor

(904) 513-2487

(850) 894-4268

Florida State University

Kevin Sokolow

Kevin Sokolow, CPCU, ARM, CRES

President

(850) 894-9611

(850) 894-4268

Larry Sokolow

Larry Sokolow, CLU®, ChFC®

Chief Executive Officer

(850) 894-9611

(850) 894-4268

Zan Sattar

Zan Sattar

Financial Advisor

(850) 339-2087

(850) 894-4268

Mike Leatzow

Mike Leatzow, CRES

Financial Advisor

(850) 443-4756

(850) 894-4268

Aaron Cheesman

Aaron Cheesman, CRES

Vice President of Advisor Development

(850) 321-3790

(850) 894-4268

Bryan Seaquist

Bryan Seaquist

Financial Advisor

(850) 524-4251

(850) 894-4268

James Saylor

James Saylor, CRES

Financial Advisor

(850) 616-6400

(850) 894-4268

Sabrina Hartley

Sabrina Hartley

Financial Advisor

(850) 559-2027

(850) 894-4268

Jennifer A. Williams

Jennifer A. Williams

Financial Representative

(850) 980-3013

(850) 894-4268

David Kirk

David Kirk, CRES, RICP®

Financial Advisor

(850) 616-7008

(850) 894-4268

Sam Matteo

Sam Matteo

Financial Advisor

(850) 518-6523

(850) 894-4268

Minka Muka

Minka Muka

Financial Advisor

(941) 500-5924

(850) 894-4268

New College of Florida

Aaron Cheesman

Aaron Cheesman, CRES

Vice President of Advisor Development

(850) 321-3790

(850) 894-4268

Casey Caldwell

Casey Caldwell, ChFC® CLU®

Financial Advisor

(727) 744-5080

(850) 894-4268

Minka Muka

Minka Muka

Financial Advisor

(941) 500-5924

(850) 894-4268

University of Central Florida

Greg Sokolow

Greg Sokolow, CRES

Vice President & Senior Financial Advisor

(407) 890-0488

(850) 894-4268

Pat Tierney

Pat Tierney, CRES

Financial Advisor

(407) 250-7566

(850) 894-4268

Cody Johnson

Cody Johnson, CRES

Financial Advisor

(407) 634-2418

(850) 894-4268

Matthew Romano

Matthew Romano, CRES

Financial Advisor

(352) 309-5252

(850) 894-4268

Sage Bleakney

Sage Bleakney

Financial Advisor

407-753-7917

850-894-4268

University of Florida

Debbi James

Debbi James, CFP®

Financial Advisor

(352) 538-0106

(850) 894-4268

Greg Sokolow

Greg Sokolow, CRES

Vice President & Senior Financial Advisor

(407) 890-0488

(850) 894-4268

Sage Bleakney

Sage Bleakney

Financial Advisor

407-753-7917

850-894-4268

University of North Florida

Sean Neary

Sean Neary, CRES

Financial Advisor

(904) 513-2487

(850) 894-4268

University of South Florida

Casey Caldwell

Casey Caldwell, ChFC® CLU®

Financial Advisor

(727) 744-5080

(850) 894-4268

Shane Isaac

Shane Isaac, CRES

Vice President, Central Region

(813) 263-9107

(850) 894-4268

Sean Neary

Sean Neary, CRES

Financial Advisor

(904) 513-2487

(850) 894-4268

Minka Muka

Minka Muka

Financial Advisor

(941) 500-5924

(850) 894-4268

University of West Florida

Samantha M. Wells

Samantha M. Wells, CRES

Financial Advisor

(850) 291-5379

(850) 894-4268

Broward College

Nick Rodkin

Nick Rodkin, CRES

Financial Advisor

(561) 367-5065

(850) 894-4268

Peter Ream

Peter Ream

Financial Advisor

(561) 703-4941

(850) 894-4268

College of Central Florida

Matthew Romano

Matthew Romano, CRES

Financial Advisor

(352) 309-5252

(850) 894-4268

Pensacola State College

Samantha M. Wells

Samantha M. Wells, CRES

Financial Advisor

(850) 291-5379

(850) 894-4268

Santa Fe College

Debbi James

Debbi James, CFP®

Financial Advisor

(352) 538-0106

(850) 894-4268

Seminole State College

Pat Tierney

Pat Tierney, CRES

Financial Advisor

(407) 250-7566

(850) 894-4268