Our Team

Check the background of our investment professionals on FINRA's BrokerCheck:         http://brokercheck.finra.org/

J. Gunn

CEO
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813-445-4181
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Brandon Barile​ CFP® CRPC®

SVP, Investment advisor
bbarile.com retireprepared.org

813-448-6766

Greg Long

SVP, Broker
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321-293-0282

Mary Gunn

COO
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813-445-4182

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Nathaniel Goldenberg  CFP®

SVP, Investment Advisor
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813-448-6367

Joe Margolis

Investment Advisor

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941-518-8029

George Walters

SVP, broker

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321-293-0284

Aaron Knoll

President
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813-448-6765

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Harrison Gunn

Financial advisor
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813-448-6761

Ryan O'Leary​ CFP®

SVP, Investment advisor

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813-448-6369

Join Our Team

Innovative Independence for the financial professional

Interested in learning more and focusing the attention on your client's needs instead of what the firm wants you to sell?
Contact us to learn more.