About Us Our Company Worldwide locations Regional locations Principal® Financial Network of West Central Florida West Central Florida locations & financial professionals

West Central Florida locations & financial professionals

Fort Myers

12670 New Brittany Blvd., Suite 203
Fort Myers, FL 33907
239-461-0001
Directions to the Fort Myers office

Devon Philip
devon@philip-financial.com
239-461-0001

Dwight T. Philip
dwight@philip-financial.com
239-461-0001

Lakeland

140 Fitzgerald Rd. Suite #2
Lakeland, FL 33813
863-701-7402
Directions to the Lakeland office

Joe Sissel
joe@onesourceadvisory.com
863-701-7402

Lakewood Ranch

7822 Bowspirit Way
Lakewood Ranch, FL 34202
630-205-2547
Directions to the Lakewood Ranch office

Mark Kaszubski
kaszubski.mark@principal.com
630-205-2547

Lutz

17852 North US Hwy 41
Lutz, FL 33549
813-961-7940
Directions to the Lutz office

Kenneth Van Asdonk
kenneth@onesourceadvisory.com
813-961-7940

Lee Brockway
lee@onesourceadvisory.com
813-961-7940

Dan Goldberg, CFP®, ChFC®
dan@onesourceadvisory.com
813-961-7940
Visit our website

Joe Sissel
joe@onesourceadvisory.com
863-701-7402

Keith Willett
keith@onesourceadvisory.com
813-229-0600

Naples

3395 Cayman Lane
Naples, FL 34119
239-564-0366
Directions to this Naples office

Brian Cassell
cassell.brian@principal.com
239-564-0366

New Port Richey

5320 Main Street
New Port Richey, FL 34652
727-847-2277
Directions to the New Port Richey office

Larry Schalles
schalles.larry@principal.com
727-847-2277

Ocala - 50 SE 16th Ave

50 SE 16th Ave
Ocala, FL 34471
352-629-6556
Directions to this Ocala office

Kenneth R. Nadeau, RICP
nadeau.ken@principal.com
352-629-6556
Visit our website

JT Staines
staines.james@principal.com 
352-629-6556

B. "Diana" Williams, RICP®
williams.diana@principal.com
352-629-6556

Ocala - 201 SW 2nd Street #101

201 SW 2nd Street #101
Ocala, FL 34471
352-351-3770
Directions to this Ocala office

Philip Olstein, CLU®, ChFC®
olstein.philip@principal.com
352-351-3770

Odessa

13134 Royal George Avenue
Odessa, FL 33556
813-610-2333
Directions to the Odessa office

Marc Turgeon
turgeon.marc@principal.com
813-610-2333

Sarasota

2803 Fruitville Road, Suite 120
Sarasota, FL 34237
352-629-6556
Directions to the Sarasota office

Matthew R. Reed
matthew@monarch-wmg.com
813-872-5857
Visit our website

Nelson Saladino
nelson@monarch-wmg.com
813-371-6925
Visit our website

Tampa - 4830 W. Kennedy Blvd., Suite 550

4830 W. Kennedy Blvd., Suite 550
Tampa, FL 33609
813-870-0111
Directions to this Tampa office

Alonzo F. Barnes, RICP®
barnes.al@principal.com
813-357-3806

Bill Congelio, CFP®, ChFC®, CLU®
congelio.bill@principal.com
813-872-5848

Suzanne Do
do.suzanne@principal.com
813-357-3815

Robert Fabrizio, Jr.
fabrizio.robbie@principal.com
813-286-4479

Robert Fabrizio, Sr.
fabrizio.robert@principal.com
813-286-4479

Joseph C. Fernandez, CFP®
fernandez.joseph@principal.com
813-872-5890

George J. Follstad, CLU®
follstad.george@principal.com
813-872-5880

Howard Greene
greene.howard@principal.com
352-631-9697

William Mannix
mannix.william@principal.com
813-917-0684

Colin J. McDougall
mcdougall.colin@principal.com
813-286-3805

Harold "Mac" McIntosh
mac@michini-wealth.com
813-453-6434
Connect with me on LinkedIn

Sahil Mehta
mehta.sahil@principal.com
813-286-3871

Matthew Michini, RICP®, AAMS®, CAP®
matthew@michini-wealth.com
813-872-5853
Visit my website

Lori S. Nadglowski, CFP®, MBA
lori@laurelwm.com
813-252-0799
Visit my website

Joseph A. Pallet, CFP®, MSM
pallet.joseph@principal.com
813-357-3823
Connect with me on LinkedIn

Maraud J. Pemberton
pemberton.maraud@principal.com
813-286-4480

Page Pittman, CFP®, CRPC®, CRPS®
pittman.page@principal.com
813-872-5840

Brian Rafferty
rafferty.brian@principal.com
847-844-0551

Louis F. Robert, Jr.
robert.louis@principal.com
813-842-7997
Connect with me on LinkedIn

Steven Saladino, LUTCF® , RICP®
saladino.steve@principal.com
813-872-5869
Connect with me on LinkedIn

Michael E. Shaver
shaver.michael@principal.com
813-872-5875

Michael Sullivan
sullivan.michael@principal.com
813-286-3860

Chauncey Thomas
thomas.chauncey@principal.com
813-357-3802

Eric Truvillion, RICP®
truvillion.eric@principal.com
813-505-5853

Dan Woodham
woodham.dan@principal.com
813-872-5850

Tampa - 4014 Gunn Hwy, Ste 180

4014 Gunn Hwy, Ste 180
Tampa, FL 33618
813-319-0891
Directions to this Tampa office

Larry Bryant, ChFC®
larrybryant@lbryant.com
813-319-0891
Visit my website

William F. Daines II, CLU®, ChFC®, LUTCF
will@dainesfinancial.com
813-319-0891
Visit our website

Tampa - 3401 W. Cypress St. Ste 203

3401 W. Cypress St. Ste 203
Tampa, FL 33607
813-210-9680
Directions to this Tampa office

Ron Moore
ron@provbenefit.com
813-210-9680

Tampa - 4017 W Dr. Martin Luther King Blvd, Suite 203

4017 W. Dr. Martin Luther King Blvd, Suite 203
Tampa, FL 33614
Directions to this Tampa office

Nick Albani
nick@360wealthbenefits.com
813-357-3815

Keith Groesbeck
keith@360wealthbenefits.com 
813-540-9144

Karl Lunney
karl@360wealthbenefits.com
813-540-9142

Tampa - 8902 N. Dale Mabry Hwy., Ste. 118

8902 N. Dale Mabry Hwy., Ste. 118
Tampa, FL 33614
813-872-5857
Directions to this Tampa office

Matthew R. Reed
matthew@monarch-wmg.com
813-872-5857
Visit our website

Nelson Saladino
nelson@monarch-wmg.com
813-371-6925
Visit our website

St. Petersburg

1700 66th St N, Ste 404
St Petersburg, FL 33710
Directions to this St. Petersburg office

Brian Clark
clark.brian@principal.com
727-575-7689

Windermere

14012 Florigold Drive
Windermere, FL 34786
321-228-6226
Directions to this Windermere office

KC Collignon, CFP®
collignon.kc@principal.com
321-228-6226
Connect with me on LinkedIn

Get to know us

We'd like to get to know you and share how we can work together to help solve problems and make a difference. 

Interested in working with us?

We work with both new and experienced financial professionals. Reach out if you're interested in partnering with us, and a member of our leadership team will be in contact shortly.

connect with us