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 Gerry Linarducci Managing Partner/Financial Strategist Julie Edwards Chief Administration Officer James Thomasson President Drive Tax and Accounting Adam Israel Financial Consultant Aimee Spencer Financial Consultant AJ Shanklin Financial Consultant Akiel McBean Financial Consultant Alexandra Moleta Alice Kim Financial Consultant Allie Walsh Consultant Support An Nguyen Financial Consultant Angela Duncan Financial Consultant Russell Houle Financial Consultant Brad Johnson Financial Consultant BRANDI MOCK Financial Strategist Brian Nates Financial Consultant Bric Bradford Financial Consultant Cherry Frederick Financial Consultant Chris Lawlor Financial Consultant Christian Giannotti Financial Consultant Cindy Jeffries Financial Consultant Cory Fletcher Financial Consultant Dan Araque Financial Consultant Daniel Steere Financial Consultant Darrell Que Financial Consultant Darren Alexander Rych 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 Edwin Reategui Broker 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 Ilango Veeraiyan Financial Consultant Jacob Blalock Financial Consultant James Greene Financial Consultant James Leatherbarrow Broker 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 and Coach 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 John Chao Financial Consultant John Tidwell Financial Consultant John Williamson Financial/Real Estate Consultant Jose Lopez Broker 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 Julie Adams Broker Kalan McEuen Financial Consultant Karla Juarez Financial Consultant Kavitha Kamaraj Financial Consultant Keith Yungel Broker Kyle Foyer Financial Consultant Larry Speir Financial Consultant Lavaisha Davis Financial Consultant Liz Mace Investment Support 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 Martin Financial Consultant Mary Garcia Financial Consultant Matt Otani Financial Consultant Maurice MacEwen Financial Consultant Michael Svec Financial Consultant Michael Woodford Managing Partner Michial D Mumford Financial Consultant Miguel Ramos Financial Consultant Mike Breshears 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 Wealth Strategist Paul Favors Financial Strategist Peter Salazar Financial Advisor QAMAR AHMAD Financial adviser Rahul Shirahatti Financial Consultant Ramona Reyes Financial Consultant Raul Ramirez Financial Consultant Raymond Ward Financial Consultant Rene Rogelio Mantecon Broker RGM Financial Consultant Rich Grange Financial Consultant Richard Greenman Financial Consultant Robert Johnson Financial Consultant Robert Kidwell Financial Consultant Roberto Lara Financial Consultant Robin Rowan Broker Roger Herring Consultant Sandra Caicedo Financial Consultant Sebastian Arguello Financial Consultant Sharrod Neasman Financial Consultant Stephanie Maus Broker Stephanie Strahlem Financial Consultant Steve McBrayer Financial Consultant Susie Duke Financial Consultant Taylor Lazenga Financial Consultant Trenajiah Financial Consultant V Kishore Goli Financial Consultant Victor Arocho Financial Consultant Victoria Seabra Deutchman Financial Consultant Virginie Baptiste Financial Consultant Will Holt Financial Consultant