Dan joined Compass Financial team in 2012 and is primarily working with clients throughout the Southeast. His background is in retail sales and understands the importance of exceeding customer expectations. He fully embraces the motto of Compass Financial as he helps clients develop a "Clear Financial Direction" for their future. In his free time, Dan enjoys spending time with his family and serving the community. He is also an active member of Corvette Cruisers of Atlanta, Georgia.

MLA FINANCIAL & INSURANCE INC.

President/Owner

Insurance Professional/Investment Adviser Representative/Fiduciary

Michael has been advising his clients for over 25 years managing, protecting, preserving and insuring their assets. He believes in careful investment planning and well thought out strategies working in a holistic approach, looking at all aspects of your financial life offering advice on a wide array of investment and insurance options to meet your goals.

Michael started his Insurance career in 1990 offering Medicare supplements and Long-term Care insurance. Furthering his education, he moved his focus toward financial planning.

In October of 2000 he started MLA Financial & Insurance Inc. with the goal of helping preserve his client’s assets. Expanding his education even further he is also an Investment Adviser Representative as well as a Certified Financial Fiduciary offering a full array of investment services.

Michael moved in 1983 from Peoria Illinois to Indian Shores, Florida. He and his Wife Debbie live in Spring Hill and enjoy the Florida life style, spending time with family and friends boating/snorkeling/fishing and traveling.

As an Investment Advisor Representative, I am a Fiduciary and I will work in your best interest.

After receiving a Bachelor’s degree in Entrepreneurship and Emerging Enterprises from Syracuse University, George started his career in financial services in New York City before relocating to South Florida in 2013. Currently, he is a Certified Wealth Strategist and Investment Advisor with 16 years’ experience specializing in Retirement Planning.

When not working, George enjoys helping others learn and improve themselves by volunteering for various non-profit organizations. He also enjoys playing tennis, traveling, fishing and scuba diving.

Christina Maria Lamb is a Financial Planner and IRS Enrolled Agent with Nelson Financial Planning (NFP) as well as a FINRA Registered Representative and Principal of Nelson Ivest Brokerage Services (NIBS), in Winter Park, Florida. 

Mrs. Lamb graduated from the University of Central Florida earning her Bachelor of Science degree in Business Administration as a finance major. While attending college, Mrs. Lamb worked a full-time accounting position with Aramark and joined the NFP team as a financial intern back in January of 2004.

Mrs. Lamb holds an Enrolled Agent designation from the Department of the Treasury Internal Revenue Service, a Series 6 Securities License, Investment Company Products/Variable Contracts Representative and Series 26 Securities Principal License, Investment Company and Variable Contracts Products Principal.  Mrs. Lamb specializes in integrating tax implications throughout an individual’s financial plan.

Mrs. Lamb’s volunteer work in the community includes involvement with local public schools in the Kissimmee/Saint Cloud area where she grew up, along with yearly participation with the American Cancer Society.

Mrs. Lamb has been married to Eric Lamb since 2008. They have one son Ethen, who currently is involved with the Boy Scouts of America and hockey.

Robert Crane founded The Crane to work exclusively with mature investors and help them protect their financial assets.

Bob’s 35 years career has been devoted in the insurance industry, specially assisting retirees and pre-retirees with estate planning, asset preservation and proper financial planning. Bob adheres to the highest standards and qualifications prescribed by the National Association of Insurance and Financial Advisors (NAIFA). In addition to attaining the prestigious CLU, ChFC and CASL designation also he is Certified Financial Fiduciaries.

Ocala, FL  34471

500 E Fort King, ste A

Mir Faisal was born in India.  When he was 12 years old, he and his family moved to Fairfax Virginia.  After graduating from Herndon High School, he attended the University of Tennessee, earning a Bachelor’s Degree in Business Marketing.  He has been in the financial services industry for 35 years, and established his own company, A & A Financial Solutions in 2002.  His focus is serving retirees with safe retirement planning.  Mir serves numerous clients throughout Georgia, where he resided for many years. In 2017 Mir and his wife Beth moved to Stuart, Florida.   Since that time Mir has been able to successfully help clients throughout Florida as well as Georgia.  Mir has 2 children, Aaron age 25 and Alyssa, age 20.  

Kenneth Levin is a Co-Founder of the independent tax and financial planning firm SCHLAGER SCHLAGER & LEVIN

SCHLAGER SCHLAGER & LEVIN has been assisting our clients in its effort to create and grow their wealth, protect and preserve that wealth, and plan for the distribution of that wealth during their lifetime and beyond - in a tax-advantaged way.

We believe the investing public deserves objective, independent advice and access to a wide array of investment products and services. You deserve a financial professional who exceeds your expectations as a valued advisor. SCHLAGER SCHLAGER & LEVIN is a firm of professional advisors who answer to their clients' needs.

At SCHLAGER SCHLAGER & LEVIN, we believe your goals are best achieved when your advisor is completely objective and impartial in giving you investment and financial advice. We offer experienced, professional advisors to draw upon their expertise and our significant resources to help you create your own unique financial future, utilizing our broad selection of products and services.

Kenneth holds the series 6, 7, 63, and 65 securities licenses as well as the health insurance, life insurance, and variable annuity licenses.

SCHLAGER SCHLAGER & LEVIN (SS&L) provides tax advice & tax strategies. Securities offered through JW Cole Financial, Inc (JWC), Member SIPC. Investment advisory services offered through JW Cole Advisors, Inc (JWCA). SS&L and JWC/JWCA are not affiliated entities.  Neither JWC nor JWCA nor their  representatives provide legal, tax or accounting advice.  If advisors do provide such advice, they do so in a capacity other than as a registered representative or investment advisor.

I am passionate about building relationships with people and partnering with them to achieve their unique goals. With individual investors, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Whether you're planning for retirement, saving for college, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.  

I am also passionate about working with small business owners. Utilizing my business background, I help in establishing a new benefit to allow their employees to save for retirement, protecting key personnel, and help businesses transition to the next generation.

Born and raised in Fort Atkinson, I received my degree from the University of Wisconsin-Whitewater. I began my professional career on-air as a Sports Anchor/Reporter. I met my wife Sabrina while on-air. She was our station’s Weekend News Anchor. The last 8 years, I have worked in the financial services industry in both banking and financial advising.

 When I’m not working I enjoy traveling with family. My wife loves to plan fun excursions from apple picking to visiting Mickey Mouse. I spend down time actively following my  favorite Wisconsin sports teams. My wife and I are proud parents of two daughters.

Jonathon W. Aggen (Principal) founded Midwest Investment Services in 2015. Jonathon has been affiliated with multiple Military and Law Enforcement organizations; including the U.S. Marine Corps, Illinois Army National Guard, Illinois State Police, Transportation Security Administration, and Federal Protective Service (Department of Homeland Security). In the public sector, he held professional positions with companies up to the fortune 500 level, including technical sales and management positions for Ricoh USA, and Northrop Grumman. He has an associates degree in Electronic Engineering Technology, a BA from the University of Illinois, and is 9 hours from an MBA at the University of Phoenix. He is an Independent Financial Advisor and Insurance Broker who holds Series 7,66, Life, Health, Property and Casualty licenses. He maintains offices in East Peoria, Illinois as well as South Florida. Both of his sons (Zach and Weston) are also working in the agency. 

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Joe offers his years of experience, education, and expertise to implement personalized planning strategies for clients.  Our firm, Avanti Wealth Management, specializes in full service, holistic financial planning, tax clarity, wealth management, estate legacy and protection planning.  The Avanti core team has over 150 years of combined professional financial industry experience.  We have successfully managed clients’ financial planning through an incredible range of market environments, building a reputation in the financial community for solid direction, integrity, and a commitment to client service.  We truly are interested in our clients, -their families, livelihood, and legacy.  We work with clients in their unique financial experience to realize their life vision and purpose through effective and insightful ideas that integrate both financial and spiritual values. Avanti offers innovative perspectives, providing clients with substantial, lasting growth and results that matter.  

Joe is a Certified Financial Fiduciary ®, Chartered Financial Consultant ®, Certified Estate Planner®, Certified Kingdom Advisor®.  He is a FINRA Registered Principal of GA Repple & Company, Broker Dealer and Registered Investment Advisor and COO of Avanti Wealth Management LLC, Investment Advisor. His  memberships are current as a Member of the National Association of Certified Financial Fiduciaries, a Top of the Table qualifying member of the financial industry’s Million Dollar Round Table as well as a member of numerous national and local industry organizations such as the National Association of Insurance and Financial Advisors, Charter and Qualified Member - Kingdom Advisors, Society of Financial Service Professionals and C12 Group- a CEO Advisory Group.

 Joe has served on charitable and business boards including Advent Health Planned Giving Board (formerly Florida Hospital) and has been honored numerous times as a “Million Dollar Advisor” for the foundation.  Joe is a current member and past president of Probus, an Italian American business owners and professional association.  Born and raised in Long Island NY and now living in Florida for over 30 years, Joe enjoys time on the water, good conversations and humor, great Italian food, and spending time anywhere with family and friends.  Joe and his wife, Leisa, have two beautiful daughters and two lively grandchildren and they all live in Central Florida.