AUTHORIZED FINANCIAL ADVISORS
1. AIG Retirement Services (VALIC)-403(b)/457(b)/Roth 403(b)/Roth 457(b)
(800)448-2542
425 Commercial Court, Suite B
Venice FL 34292
Steven Meinbresse, Financial Advisor
Business: (239)284-7857
Client Care Center: (800)448-4542
Email: Steven.Meinbresse@aig.com
Analiese Thomas-Larocque
Business: (239) 834-9540
2. Aspire Financial Services (Edward Jones)-403(b)/457(b)/Roth 403(b)/Roth 457(b)
Fax: (800)245-0317
(800)511-8381
Email: edwardjones.com
Shirley Willis, Financial Advisor
100 South Hall Street, Suite B
LaBelle, FL 33935
Business: (863)675-0510
Email: Shirley.willis@edwardjones.com
Joe Timm, Financial Advisor
870 West Hickpochee Ave, Suite 1200
LaBelle, FL 33935
Business: (863)675-5026
Email: joe.timm@edwardjones.com
Aspire Financial Services (Edward Jones)-403(b)/457(b) /Roth 457(b) Cont’d
Al Perry, Financial Advisor
1012 W Segamore Ave Suite 1
Clewiston, FL 33440
Business: (863)983-1019
Cell: (863) 227-3757
Email: al.perry@edwardjones.com
Lucinda DeFreitas, Registered Representative
Ron DeFreitas, Financial Advisor
4974 Royal Gulf Circle
Fort Myers, Florida 33966
Office: (239)591-2724
Cell: (239)210-1186
Email: Lucinda.DeFreitas@GCEIWM.com
Email: Ron.DeFreitas@GCEIWM.com
3. Equitable Life Insurance Company)-403(b)/457(b)/Roth 403(b)/Roth 457(b)
Financial Professional
Cole Rebora, Financial Professional
9530 Marketplace Road, Suite 101
Fort Myers, FL 33912
Cell: (630)201-0811
Fax: (239)225-6680
Email: cole.rebora@equitable.com
4. Nationwide Life Group (LSW)-403(b)/457(b)/Roth 403(b)/Roth 457(b)
Donna Schock, Retirement Specialist
1001A Shortwood Lane
Orlando, Florida 32836
Cell Phone: (407)810-0950
Email: dschock@valuteachers.com
Lucinda DeFreitas, Registered Representative
Ron DeFreitas, Financial Advisor
4974 Royal Gulf Circle
Fort Myers, Florida 33966
Office: (239)591-2724
Cell: (239)210-1186
Email: Lucinda.DeFreitas@GCEIWM.com
Email: Ron.DeFreitas@GCEIWM.com
5. PFS Investments (PRIMERICA)-403(b)/Roth 403(b)
Dan Fairchild, Saint Clair Pilgrim, Ricardo Bartolo, Chris Charlton
Regional Leader
9360 SW 72nd ST
Suite 245-C
Miami FL 33173-5432
Cell: (863)673-3524
Residency: (863)675-5952
Fax: (863)888-4811
Email: danfairchild@gmail.com
6. GCE Insurance & Wealth Management, LLC
Lincoln Investments
Lucinda DeFreitas, Registered Representative
Ron DeFreitas, Financial Advisor
4974 Royal Gulf Circle
Fort Myers, Florida 33966
Office: (239)591-2724
Cell: (239)210-1186
Email: Lucinda.DeFreitas@GCEIWM.com
Email: Ron.DeFreitas@GCEIWM.com
Revised: 7/1/2023