Broker Check

Employee Directory


Investments and Wealth Management Department


Paul J. Vladem, CPA/PFS, Partner, President
Email: [email protected]
Phone: (954) 983-5600, Ext. 138


Luana Mobley Corral, CFP®, CFS, CLTC, CDS
Email: [email protected]
Phone: (954) 983-5600, Ext. 119

Evan Vladem, Financial Advisor
Email: [email protected]
Phone: (954) 983-5600, Ext. 604

Jacquel Missick, Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 121

Daniel Dorman, Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 130

Hezekiah Ross, Account Executive 
Email: [email protected]
Phone: (954) 983-5600, Ext. 145
Fax: (954) 987-7710

Danielle D. Martinez, MBA, Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 154

Lystra Singh, Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 125

Valerie Sussman, Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 141

Akeliah Esson, Administrative Assistant
Email: [email protected]
Phone: (954) 983-5600, Ext. 122




Employer Sponsored Retirement Plan Services Department


Steven Fraidstern, CLU, ChFC, Partner
Email: [email protected]
Phone: (954) 983-5600, Ext. 134

Jeff Zuckerman, Pension Consultant
Email: [email protected]

Phone: (954) 983-5600, Ext. 115

Tara Aspinall, Pension Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 131

Michael Fraidstern, Pension Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 140

Carrie Horowitz, MBA, Pension Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 118


Group Health and Benefits Department


Marc H. Weiss, RHU, Partner, President
Email: [email protected]
Phone: (954) 983-5600, Ext. 137

Liz McBride, Group Benefits Consultant
Email: [email protected]
Phone: (954) 983-5600, Ext. 163

Ivonne Gancedo, Sr. Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 113

Sherry Phillips, Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 160

Maggie Mercedes, Director of Claims
Email: [email protected]
Phone: (954) 983-5600, Ext. 128



Individual Life, Disability and Long Term Care Insurance



Marc H. Weiss, RHU, Partner, President
Email: [email protected]
Phone: (954) 983-5600, Ext. 137

Paul J. Vladem, CPA/PFS, Partner, President
Email: [email protected]
Phone: (954) 983-5600, Ext. 138

Steven Fraidstern, CLU, ChFC, Partner
Email: [email protected]
Phone: (954) 983-5600, Ext. 134

Luana Mobley Corral, CFP®, CFS, CLTC, CDS
Email: [email protected] 
Phone: (954) 983-5600, Ext. 119

Jeff Zuckerman, Pension Consultant
Email: 
[email protected]
Phone: (954) 983-5600, Ext. 115

Maxine Bryant, Insurance Coordinator, Director of New Business
Email: [email protected]
Phone: (954) 983-5600, Ext. 127


Office Administration


Kathryn Sealey, Office Manager
Email: [email protected]
Phone: (954) 983-5600, Ext. 124

Isa Glasserman, Administrative Assistant 
Email: [email protected]
Phone: (954) 983-5600, Ext. 168