Erika Wilson

Since joining our marketing and coaching affiliate in December 2013, Erika has played an instrumental role in the Marketing Departments’ growth. She manages all aspects of marketing, encompassing online and print advertising, social media, communications, public relations and promotional events. Erika also leads all market research and competitive analysis projects for Advisors’ Academy, as well […]
Barry Wheeles

With more than 25 years of experience in the financial services industry, Barry C. Wheeles has a unique and diverse background that includes roles in the retail financial advisory side of the business, as well as the business development side, through his work expanding national territories and multi-state branch offices. Barry has held several sales […]
Rick Bates

Richard Hanna

Richard joined the Firm in November 2020. He attended Florida International University and has a Bachelor’s in Liberal Studies. After graduating, Richard worked at Planet Air Sports, where he was the head of their social media department. He then went on to work for The Christmas Palace in the same role before working at Beauty […]
Abby Kladivko

Teresa Mariconda

Shannon Pentell

Sarah Samuels

Sarah is the Marketing Manger and the contact for our in-house studio. She works with the Broadcast Team to coordinate and produce Dave’s weekly television and radio show, The Income Generation. She also assists in the production of both tv and radio commercials, as well as other advisor projects. Sarah graduated from the University of […]