Our Team
A national team behind every advisor.
Founding partners, marketing, advisor success, and support — across SRO, Florida Retirement Group, and Lyfe Advisors.
Founding partners
AM
Ali Moghaddam
Founding Partner
SRO
TS
Thomas Shultz
Founding Partner
SRO
HA
Haitham Aboul-Hosn
Founding Partner
SRO · FRG
The team
MA
Mirna Andrade
Operations Manager
SRO
AG
Annika Garcia
Advisor Support Coordinator
SRO
MS
Macy Scheer
Marketing Manager
SRO
LM
Leon Marks
Digital Technology Engineer
SRO
SS
Sophia Stricker
Marketing Coordinator
SRO
DB
Dorean Beltran
Agency Administrator
Florida Retirement Group
DC
Diya Cotto
Agent Support Coordinator
Florida Retirement Group
RH
Rita Henderson
Customer Support Specialist
Lyfe Advisors
Consistent placeholder avatars shown — real, consistently-shot headshots replace these after the team photoshoot.
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