Our advisors

Shaun Spaid

Shaun Spaid

Private Wealth Advisor

Learn more about Shaun Spaid
James Rice

James Rice

Financial Advisor

Learn more about James Rice

Our team

Erika Link

Erika Link

Registered Practice Associate,

Financial Planning Specialist

Personal Intro

Erika Link is a graduate from the University of Central Florida with a bachelor's degree in both Finance and Business Administration. Originally from El Salvador, she is fluent in Spanish but has lived most of her life in the United States. Erika enjoys spending time with her family and friends, staying physically active and developing healthy recipes.


  • Chartered Retirement Planning Counselor
  • Series 7 licensed (Securities representative)
  • Series 66 licensed(Investment advisor representative)
  • Series 24 licensed (General Securities Principal)
  • Life, health & variable annuity Licensed (insurance agent)

Roles & Responsibilities

  • Financial Planning
  • Investment Management
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Lori Welch

Lori Welch

Client Service Associate