How the journey began.
We lived inside the captive world — and we hated the handcuffs. So three of us came together around a simple idea: build the environment we always wanted. All the support, structure and marketing power of a captive shop, with none of the restrictions of one.
That’s SRO. It isn’t about overrides, or comp, or contracts. It’s about what we’re trying to accomplish for advisors: a business you actually own, with a partner that has your back.
Three advisors. One mission.
Each of them built a practice first. The system came second, out of everything they wished they’d had.
Haitham Aboul-Hosn
Haitham has been in financial services since 2006, and founded Florida Retirement Group in 2017 on a simple belief: retirement planning should feel personal and clear rather than overwhelming. As SRO’s Chief Operating Officer, he brings that same standard to how the organization runs for the advisors it serves.
He is a FINRA Registered Representative, holds Life and Health licenses, and has earned several professional designations. Outside the office he volunteers through local nonprofit programs and coaches soccer, and lives with his wife Priya and their three sons.
Ali Moghaddam
Ali has been running educational Medicare workshops since 2002 — the format that became the backbone of what SRO does for advisors today. In 2015 he became Principal of USA Senior Advisors 101 Corp., an Atlanta nonprofit that has helped thousands of people understand their Medicare options. As SRO’s Chief Distribution Officer, he leads how the organization grows and who it grows with.
He holds a BS and an MBA in Finance and Marketing from Georgia State University. Ali volunteers and coaches youth sports alongside his wife Maryam and their children, and rarely misses an Atlanta game.
Thomas Shultz
For more than 16 years Thomas has led TNMedicare101 and Lyfe Advisors, guiding retirees from American Airlines, Boeing, IBM, Honeywell, Pitney Bowes, and the State of Tennessee through the move from group coverage to Medicare.
He built TNMedicare101.org to put research in front of people who previously couldn’t reach it. As SRO’s Chief Marketing Officer, he shapes the training and the marketing philosophy advisors get here — the same instinct, aimed at advisors instead of clients. Thomas lives in Franklin with his wife Coralyn and their son Jackson, and coaches youth sports when he isn’t on the court himself.
A national team behind every advisor.
The operations, marketing, and support team that executes every advisor’s plan from start to finish — across SRO and Florida Retirement Group.
Mirna Andrade
Mirna leads operations, overseeing the team that partners with advisors to execute their marketing plans end to end — onboarding, workshop prep, and ongoing execution.
Dorean Beltran
Dorean keeps the agency running day to day — contracting, licensing, and the administrative work behind every advisor relationship.
Diya Cotto
Diya supports advisors through onboarding and beyond, handling the requests and follow-ups that keep campaigns moving.
Annika Garcia
Annika works with advisors daily to keep their marketing running — coordinating workshops, managing logistics, and making sure nothing stalls between campaigns.
Macy Scheer
Macy leads marketing strategy and execution for our advisors, running the programs that connect onboarding, workshops, and campaigns into one plan.
Leon Marks
Leon builds and manages the digital systems behind the marketing — automation, performance, and the technology frameworks that keep campaigns measurable.
Sophia Stricker
Sophia develops marketing collateral and advertising campaigns, bringing creativity and strategy together so every campaign is both engaging and effective.
Let’s grow your practice.
See exactly how SRO Marketing brings you qualified prospects and takes marketing off your plate — watch the free webinar.
Watch the webinarOr call (407) 901-2850 · email contact@sromarketing.com