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.

John Shook is a financial advisor with Lifemark Securities Corp. in Ocala, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked with Lifemark since 2018 and previously held roles at Foresters Equity Services, H&R Block, and Fort King Insurance and Financial Services, where he serves as president and independent insurance agent. In addition to his advisory work, Shook also prepares taxes independently during tax season. 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’s investment approach is suitability-driven, utilizing programs such as Unified Managed Accounts and Separately Managed Accounts, with advisory and commission activities conducted under segregated compliance controls.

Gerald Plachta is a financial advisor with Lifemark Securities Corp. in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Lifemark Securities since 2018 and has operated JP Financial Wealth Consultants, LLC, an independent insurance agency providing life and long-term care insurance and annuities, since 2012. Lifemark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, utilizing programs such as Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager solutions. The firm provides suitability-driven advice tailored through risk assessments, with accounts managed on both discretionary and non-discretionary bases.

Karen O Brien is a financial advisor with Lifemark Securities Corp. in Ocala, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior work includes positions at Foresters Equity Services, Inc. and AXA Advisors. Outside of financial advising, she is a co-founder and partner of Artic Solar, Inc., and operates as an independent insurance agent specializing in Medicare insurance. 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’s approach includes suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis and supported by various managed account programs and platform tools.