Team

Andrew Bascom, CFP®
CEO | Financial Advisor
(850) 354-8159
andrew@luminosityfinancial.com
Andrew Bascom is a Financial Advisor, and CEO, at Luminosity Financial, and has been licensed since 2012. He currently holds his Series 7& 66 licenses with LPL Financial, and is a CERTIFIED FINANCIAL PLANNER™ certificant. He also...
Todd Harper, CFP®
Vice President | Financial Advisor
(850) 354-8159
Todd Harper adheres to a disciplined process delivering a consistent yet customized wealth management experience. He is a CERTIFIED FINANCIAL PLANNER™ certificant, holds his Series 7& 66 license with LPL Financial, as well as...
Jacob Daus, M.S., CFP®
LPL Financial Advisor
(850) 354-8159
Jacob Daus is an LPL Financial Advisor at Luminosity Financial and has been licensed since February 2022. He currently holds his Series 7 & 66 Licenses with LPL Financial, as well as a Life, Health, and Variable Annuity License.
James Balarezo
Advisor Assistant
(850) 354-8159
James is the newest member of the Luminosity Financial team and brings 9 years of experience as a franchise owner with multiple units. Changing careers, he is excited apply his 15 years of experience in the fitness industry to provide...
Amber Harper
Office Manager
(850) 354-8159
Amber Harper is the Office Manager at Luminosity Financial, and has been with the team since November 2020. She handles all of the office needs, and prepares all advisor and client needs for meetings. She is our smiling face that is...
Gabriel Castaño
Advisor Assistant
(850) 894-9953
gabriel@luminosityfinancial.com