BAY AREA ADVISORS MEMBERS ​

STEVE FREY

Steve Frey currently is owner/operator of the niche hospitality company, Oasis Corporate Housing. Oasis provides extended stay travelers and relocating families with an alternative to hotel living (minimum 30 day stay required).Their inventory of 1,2, and 3 bedroom condos include: Top of the Line Full furnishings & decor Washer and Dryers All utilities Digital cable Free nation-wide long distance telephone …Continue Reading

ADAM WOODRUFF

Adam Woodruff is an attorney in Shutts & Bowen’s Tampa office. Mr. Woodruff concentrates his practice in the areas of banking law, corporate, real estate and business transactions. Mr. Woodruff represents financial institutions, including national, regional and community banks, in structuring, documenting and closing complex credit facilities. He has also assisted financial institutions with loan workouts and foreclosure related matters. …Continue Reading

KOSTAS STOILAS

Kostas Stoilas has 12 years experience in Real Estate with a focus on client relationships encompassing full service representation. He graduated from the Florida State University, then went on to work in Orlando for Lockheed Martin, in various Leadership Development Programs and Corporate Audit positions on the fast track to organizational management. …Continue Reading

TOM STANTON

As former President of BrixTec, Tom is the classic example of a leader with an entrepreneurial spirit that took a risk for the American Dream, by starting a technology company with his friend and business partner Rolland Lucas before graduating from college and passing up lucrative corporate positions being offered. In 2010 he took advantage of a merger with IT Authorities where he ran the …Continue Reading

MARK SPENCE

Mark Spence attended the University of South Florida and holds a Bachelor’s degree in Business and Finance. He began his financial services career at Wachovia Bank formerly First Union Bank where he served as a financial consultant for nine years. In this capacity he primarily developed business for the commercial and retail segments of the bank while networking in the …Continue Reading

MATTHEW SCHWARTZ

Matthew Schwartz is an attorney at the law firm of Cole, Scott & Kissane, P.A. and practices in the areas of commercial and civil litigation.  Mr. Schwartz represents financial institutions, registered representatives and investment advisors in securities disputes, and in regulatory investigations and examinations.  He also appears on behalf of real estate brokers, title agents and insurance agents, attorneys and …Continue Reading

ERIC RABINOVITZ

Eric Rabinovitz is CEO and Co-Founder of Lilypad Solutions, an industry-leading platform for beverage sales teams. Lilypad works with craft breweries, distilleries and cideries across the United States and around the world. Eric has over 15 years experience in Business to Business Software as a Service, and has held executive and operational positions in all aspects of product lifecycle, customer success and market development. …Continue Reading

DANIEL P. MARONEY, CRPS

Dan started his financial planning practice in 2004, specializing in the construction and ongoing management of investment strategies specific to the complex needs of both individuals and corporations. Whether he is creating private investment plans for individuals or helping establish 401(k) plans and deferred compensation packages, Dan’s approach is consistent. He then …Continue Reading

COREY W. LILBURN, CEBS

Corey Lilburn is a senior broker and shareholder at Alltrust Insurance, representing small to medium-sized Florida corporations in group employee benefits. He earned his Certified Employee Benefits Specialist (CEBS) designation through the Wharton School of Business in 2009, achieving a designation held by only 1% of brokers nationally. He also holds the Group Benefits Associate (GBA) designation, and is a …Continue Reading

JASON LEVY

Jason Levy is Founder and President of Professional Insurance Services, an independent Property and Casualty Agency. With over 19 years of experience in the insurance industry, Jason has established his practice into one of the fastest growing independent insurance companies in Tampa. Professional Insurance Services is designed to be a full service one-stop shop for all of your personal and …Continue Reading

CHRIS HOUNCHELL, CDPE

Chris Hounchell (CDPE), a Broker Associate/REALTOR with RE/MAX Metro, brings to the organization an impressive range of professional experience, as well an entrepreneurial spirit and intense work ethic. Chris has repeatedly been an award-winning sales producer in the Florida real estate market for nearly 15 years. …Continue Reading

DENNIS GALLAGHER

​After 13 years of financial services industry experience and leadership roles in one of the world’s largest “Big 4” consultancies, Dennis is now the Founder and President of Dominion Payroll Services (DPS), Florida. Dominion Payroll Services provides payroll, tax preparation and filing, time & attendance and human resource solutions to over 1,500 satisfied clients across the United States. DPS has offices …Continue Reading

CHRIS BOSS

Christopher W. Boss is co-owner and a managing member of Boss, Arrighi & Hoag, P.L. Chris’ practice is primarily in the areas of Real Property Law, Residential and Commercial Real Estate, Residential and Commercial Lending, Collections, and Consumer Protection. In today’s tumultuous economy, Chris often represents both debtors and creditors in order to restructure debt, foreclosures, loan workouts, loan modifications …Continue Reading

DEREK BUSCIGLIO

Dr. Derek M. Busciglio, Owner, DMB Orthodontics LLC Derek is a Tampa native who grew up in Brandon and later Plant City, Florida. Upon graduating high school, he continued at The University of South Florida where he completed his bachelor’s degree in chemistry while earning an athletic scholarship playing for the Universities inaugural football team in 1997. In 2000, he …Continue Reading

BRENDEN CRAMPTON

Brenden Crampton, Vice President – Atlantic Merchant Capital Investors Brenden Crampton joined Atlantic Merchant Capital Investors (AMCI) in March of 2014 as Vice President. AMCI is a Tampa based lower middle market investment bank and private equity firm, also providing investment banking advisory services to clients. His role prior to his involvement with AMCI was Vice President of Finance for …Continue Reading

AARON DAVIS

Aaron M. Davis is the founder and CEO of AMD Enterprises, a conglomerate of business ventures including Florida Agency Network (FAN), Premier Data Services (PDS), Hometown Title Network (HTN), BPM Solutions (BPM), Network Transaction Solutions (NTS), AMD Holdings, Alexander Oaks Office Park, and several others. …Continue Reading

BRADY E. DIGGS

Brady E. Diggs currently serves as Partner and Director of Technology Services with Vaco Tampa LLC, where he is responsible for the development and management of the Vaco Technology line of business. He has over 10 years of experience in the technology consulting and staffing industry, and has previously held …Continue Reading

JASON D. PAPY

Jason W. Papy is currently the Director of Finance and Operations at Reliatex, Inc., a small business with the branches in Florida serving marine, contract, healthcare, and hospitality markets with upholstery materials and foam fabrication. …Continue Reading

RYAN CONIGLIARO

Ryan Conigliaro was born and raised in the Tampa Bay area, and has spent his adult years as an avid spear fisherman and entrepreneur. While he started his career in the financial industry, he and his business partner Scott Roberts felt a strong desire to create a business around their passion​. …Continue Reading