Meet our team Who we are Meet our talented and dedicated team members who are guiding and serving our clients across the country. Locations for Our Team page All Florida Georgia Indiana Nationwide Reset Todd Burkhalter CEO/Founder DAVID J BRADFORD COO Gerry Linarducci Managing Partner/Financial Strategist Julie Edwards Chief Administration Officer Adam Israel Financial Consultant Aimee Spencer Financial Consultant AJ Shanklin Financial Consultant Akiel McBean Financial Consultant Alice Kim Financial Consultant Allie Walsh Consultant Support An Nguyen Financial Consultant Andrew Chavez Financial Consultant Angela Duncan Financial Consultant Angelo Sadone Financial Consultant Bob Kidwell Financial Consultant Bric Bradford Financial Consultant Brian Nates Financial Consultant Cecilia Warren Financial Consultant Cherry Frederick Financial Consultant Chris Lawlor Financial Consultant Chris Quintana Financial Consultant Christian Giannotti Financial Consultant Cindy Jeffries Financial Consultant Cory Fletcher Financial Consultant Cynthia Kerstiens Consultant Dan Araque Financial Consultant Daniel Steere Financial Consultant Darrell Que Financial Consultant David Cooper Financial Consultant David Deangelis Financial Consultant David Gorsage Financial Consultant David Munoz Financial Consultant Delia Wilson Financial Consultant Donato Palacio Financial Consultant Douglas Eze Financial Consultant Eddy Spaeth Financial Consultant Estephany Espinoza Financial Consultant Everett Stull Financial Consultant Felipe Barganier Financial Consultant Francisco Herrera Financial Consultant Gaby Zesati Financial Coach Hector Herrera Financial Consultant Hernan Leon Financial Consultant Hugh Hale Financial Consultant Ilango Veeraiyan Financial Consultant Jacob Blalock Financial Consultant Jake Sarnoff Financial Consultant James Greene Financial Consultant James Thomasson President Drive Tax and Accounting Janet Maus Broker Jason Aubin Financial Consultant Jason Hawkins Financial Consultant Jason Mayo Financial Consultant Jason Struthers Financial Consultant Jay Beattey Financial Consultant Jeff Black Financial Consultant Jeff Iorio Financial Consultant Jeffrey Howard Financial Consultant Jeff Seelig Financial Consultant Jenae Murphy Licensed Financial Therapist Jeremy Bradshaw Financial Consultant Jeremy Schmidt Financial Consultant Jeremy Wejroch Financial Consultant Jerry Tsui Financial Consultant Jimmy Diaz Broker Joe Maniaci Financial Consultant John Chao Financial Consultant John Tidwell Financial Consultant John Williamson Financial/Real Estate Consultant Jose Lopez Financial Consultant Josh Strickland Financial Consultant Joshua Marshman Financial Consultant Juana Flores Financial Consultant Julian Arredondo Financial Consultant Julian Escamilla Financial Consultant Juliana Mejia Financial Consultant Juliana Olarte Financial Consultant Julie Adams Broker Kalan McEuen Financial Consultant Kanoe LaFontaine Financial Consultant Karla Juarez Financial Consultant Kavitha Kamaraj Financial Consultant Kelly Romano Financial Consultant Ketler Bosse Financial Strategist Kyle Foyer Financial Consultant Larry Speir Financial Consultant Lavaisha Davis Financial Consultant Liz Mace Investment Support Lonnie Murphy Financial Consultant Lorena Buzo-Herrera Financial Consultant Lorenzo Linarducci Investor Services Luis Delgado Drive Media Luz Aguilar Financial Consultant Mario Renteria Financial Consultant Mark Haye Financial Planning Partner Martha Patino Financial Consultant Mary Garcia Financial Consultant Matt Otani Financial Consultant Maurice MacEwen Financial Consultant Meredith Bruce Financial Consultant Michael Sevc Financial Consultant Michael Woodford Managing Partner Michial D Mumford Financial Consultant Miguel Ramos Financial Consultant Mike Breshears Financial Consultant Misti Wiseman Financial Consultant Monica Perez Financial Consultant Natalie Green Financial Consultant Nate Schiro Financial Consultant Neal Ploeger Financial Consultant Nick Reinhart Financial Consultant Noel Ambrosio Financial Consultant Pablo Casas Financial Consultant Rahul Shirahatti Financial Consultant Ramona Reyes Financial Consultant Raul Ramirez Financial Consultant Raymond Ward Financial Consultant Remy Cruzmel Financial Consultant Rene Rogelio Mantecon Broker Rich Grange Financial Consultant Richard Greenman Financial Consultant Robert Johnson Financial Consultant Roberto Lara Financial Consultant Robin Rowan Financial Consultant Roger Herring Consultant Russell Houle Financial Consultant Ryan Lawlor Financial Consultant Ryan Logan Financial Consultant Sandra Caicedo Financial Consultant Sebastian Arguello Financial Consultant Sharrod Neasman Financial Consultant Stephane Bosse Financial Strategist Stephanie Maus Broker Stephanie Strahlem Financial Consultant Steve McBrayer Financial Consultant Stuart Jones Financial Consultant Susie Duke Financial Consultant Taylor Lazenga Financial Consultant Victor Arocho Financial Consultant Virginie Baptiste Financial Consultant Will Holt Financial Consultant