Team

Andrew Bascom, CFP®

CEO | Financial Advisor

(850) 300-7056 x101

(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...

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Todd Harper, CFP®

Vice President | Financial Advisor

(850) 300-7056 x103

(850) 354-8159

todd@luminosityfinancial.com

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...

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Jacob Daus, M.S., CFP®

LPL Financial Advisor

(850) 300-7056 x104

(850) 354-8159

jacob@luminosityfinancial.com

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.

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James Balarezo

Advisor Assistant

(850) 300-7056 x106

(850) 354-8159

james@luminosityfinancial.com

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...

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Amber Harper

Office Manager

(850) 300-7056 x105

(850) 354-8159

amber@luminosityfinancial.com

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...

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Gabriel Castaño

Advisor Assistant

(850) 300-7056

(850) 894-9953

gabriel@luminosityfinancial.com

Gabriel Castaño is the newest member of our team, bringing two years of experience working at an IT company. His interest in investing led him to Luminosity Financial and ultimately sparked his desire to switch careers. Focused on...
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