Our Team Advisors Beth Courtney Owner/Wealth Advisor (321) 735-4994 Jim Herzog Financial Advisor 321-253-9220 Clint Braswell Financial Advisor 321-735-4994 Sandy Myers, CRES Retirement Education Specialist 321-735-4994 Andres Yepes Independent Wealth Advisor (321) 735-4994 Rosita Cotton Financial Professional 321-349-6431 Bill Drexler, CFP®, ChFC® Financial Planner 321-735-4994 Derek Sichler Financial Advisor 321-735-4994 Bert Prytherch Financial and Tax Planner 321-735-4994 Support Team Judie Devitt Administrative Assistant 321-735-4994 Suzanne Herzog Administrative Assistant 321-253-9220 Kim Wheeler Marketing and Database Strategist 321-735-4994 Mickey Roberts Sales Assistant 321-735-4994 Lacy Baluta Administrative Assistant 321-735-4994 Rick Bedford Data and Analytics Assistant 321-735-4994 Richard Myers Assistant 321-735-4994