Lifemark Securities Corp.

Loren Bailey is a ChFC® with 29 years of industry experience, currently serving as an advisor at LifeMark Securities Corp. since 2022. His prior experience includes roles at Client First Capital, LLC and J.P. Morgan Securities. Outside of his advisory work, he is also an independent insurance agent specializing in Medicare insurance and works part-time as a caregiver. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice with a range of investment programs and manages accounts on both discretionary and non-discretionary bases.

Robert Wolf is a ChFC® and Series 66 registered advisor with Lifemark Securities Corp., bringing 31 years of industry experience. He has worked at Lifemark Securities Corp. since 2018 and holds concurrent roles at Frontier Insurance Services and Sterling Wealth Management. Wolf is involved with the West Pasco Chamber of Commerce, participating in networking activities for business owners. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice with account management options ranging from discretionary to non-discretionary, utilizing various managed account programs and platform tools.

Dennis Butterfield is a financial advisor at LifeMark Securities Corp. with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LifeMark in 2018, he worked at Foresters Equity Services, Inc. from 2010 to 2018 and has been an independent insurance agent since 1974. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering various managed account programs and consulting services tailored through risk assessments.

Keith George is a financial advisor with Lifemark Securities Corp. in Naples, FL, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. Prior to joining Lifemark Securities in 2018, he worked at Foresters Equity Services, Inc. from 2015 to 2018 and has served as an independent insurance agent since 2005. In addition to his advisory role, he is engaged in insurance sales and client service focused on life, disability, long-term care insurance, and fixed annuities. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm utilizes suitability-driven, tailored advice with options including Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager programs, maintaining custody through third-party custodians and offering both discretionary and non-discretionary account management.

Richard Von Hurst is a financial advisor with Lifemark Securities Corp. in Pittsburg, CA, holding Series 63 and Series 65 credentials and totaling 32 years of industry experience. His prior roles include a one-year tenure at Foresters Equity Services, Inc., and nine years as an independent insurance agent. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs such as Unified Managed Accounts, Separately Managed Accounts, and Fund Strategist Portfolios, with investment advice tailored through risk assessments and managed on discretionary or non-discretionary bases.

Andrew Ashkenazy is a financial advisor with Lifemark Securities Corp. and holds the Series 63 designation. He has 15 years of industry experience, including roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. He also works as an independent insurance agent, providing various life, disability, health insurance, and fixed annuity products. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm provides a range of investment programs tailored through risk assessments and manages accounts on both discretionary and non-discretionary bases.

Richard Pascale is a financial advisor at LifeMark Securities Corp. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has served as an independent insurance agent and co-owner of Classic Benefit Planners, Ltd. since 2005. At Classic Benefit Planners, he manages sales and accounting duties related to life, health, and accident insurance. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers customized, suitability-driven advice and manages accounts using various portfolio programs with both discretionary and non-discretionary options.

Andrew Kalinowski is a financial advisor with Lifemark Securities Corp. in Rochester, NY, holding a Series 63 designation and over 53 years of industry experience. He has been with Lifemark since 1985 and also works as an independent insurance agent specializing in life, long-term care, and disability insurance. Additionally, he serves as a board director of DMG, an insurance marketing organization. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering various managed account programs tailored through risk assessments and managed on discretionary or non-discretionary bases.

Andrea Johnson is a financial advisor at Lifemark Securities Corp. with 18 years of industry experience. She holds the Series 66 designation and has worked at Lifemark since 2018. Prior to that, she was with Foresters Equity Services, Inc. from 2015 to 2018 and has owned and managed Golden Circle Life Insurance Agency since 2001. Outside of her advisory work, Johnson serves as a funeral director assisting with services at Rawls Funeral Home. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement-plan sponsors. The firm offers tailored, suitability-driven advice with various managed account solutions and permits both discretionary and non-discretionary account management.

Devin Born is a financial advisor at Lifemark Securities Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Comprehensive Asset Management & Servicing, Inc. and B&D Financial Services. In addition to his advisory work, he operates as an independent insurance agent and assists clients with executor duties related to estate administration. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering a range of managed account programs and retirement-plan consulting tailored through risk assessments.

Linda Black is a ChFC® credentialed financial advisor with 25 years of industry experience. She has been with Lifemark Securities Corp. since 2008 and also works as an independent insurance agent. Additionally, she teaches money management classes for adults at the Center for Lifelong Learning Institute at George Mason University and conducts similar seminars for corporate groups. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, using a suitability-driven approach tailored through risk assessments. The firm offers various managed account programs and allows for both discretionary and non-discretionary account management.

Bowen Johnson is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has one year of industry experience and has also worked with Front Range Financial and Manor House. Outside of advising, he assists with back-office processes at Front Range Financial. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice using various managed account programs and maintains custody with third-party custodians.

Joseph Ferry Jr. is a financial advisor with Lifemark Securities Corp. and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including service as Vice President and agent/broker at Chittenden Group, where he has been involved in insurance sales since 1995. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Ronald Drake is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Lifemark Securities Corp. since 2012 and has also been an independent insurance agent since 2013. Prior to joining Lifemark, he held accounting positions at Teague Accounting Xperts, Inc. and PUMA Accounting. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs including Unified Managed Accounts and Separately Managed Accounts, delivering suitability-driven advice tailored through risk assessments with accounts managed on both discretionary and non-discretionary bases.

Robert Kosty is a financial advisor with Lifemark Securities Corp. in Hernando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Lifemark since 2018 and previously spent five years with Foresters Equity Services, Inc. In addition to his advisory work, Kosty has served as an Independent Insurance Agent since 2002 and is active in KAIROS Prison Ministry International, where he holds roles including Donor Coordinator and Financial Secretary. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors, employing suitability-driven advice through various managed account programs and custom portfolio management options.