Broker Check

Our Alliances

Registered Investment  Advisor

Independent Financial Partners Click here to learn more 

Estate Planning Attorney 

Special Needs Lawyers-Kole Long  Click here to learn more

Mastry Law-Mike Mastry Click here to learn more

Edwards Elder Law- Stephanie Edwards Click here to learn more

Clearwater Probate Attorney-Sylvia Noel White Click here to learn more

Professional Fiduciary

Coming Soon

Certified Public Accountant (CPA)

Snyder, Snyder, & Kessenich- Matt Kessenich (North Pinellas)   Click here to learn more

VanMiddlesworth and Company, P.A.- Guy VanMiddlesworth (South Pinellas) Click here to learn more


Mike Chissell Mortgage - Debbie Jenkins Click here to learn more

DDA Mortgage Inc-Didier Malagies Click here  to learn more

Homespire Mortgage-Arjun Jani  Click here to learn more

Reverse Mortgages

Finance of America Reverse-Elena Katsulos-Sabbouh Click here to learn more

Title and Escrow 

Coast to Coast Title & Escrow- Mike Lumsden Click here to learn more

Family Law Attorney 

Solution Focused Family Law- Suzane Woollums  Click here to learn more

Personal Injury Attorney 

 Doran, Beam & Farrell-Anna Farrell Click here to learn more

Teresa P. Williams  Click here to learn more

Personal & Business Insurance

Brightway Insurance - Jennifer Dittman Click here to learn more

Health Insurance

Edgewater Insurance Solutions - Danette Wilson Click here to learn more

McKnight & McKnight Insurance Solutions - Robert McKnight Click here to learn more

Residential Real Estate Agents

Ben Coughanour Click here to learn more

Quyen Trujillo  Click here to learn more  

Real Estate Investing and Property Management

Graystone Investment Group-Jorge Vazquez  Click here to learn more

Nanny Agency

Nannies Who Care Click here to learn more

Licensed Individual/Family Therapy

Changing Tides-Lauri Shannon  Click here to learn more

Digital Marketing

Rob Sloan Click here to learn more