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Tanner S
Series 63, Series 65
Maitland, FL
SKadvisors, LLC
Tanner Stanley is a financial advisor at SKadvisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at StoneX Financial Inc. and INTL FCStone Financial, Inc. Outside of advisory roles, his background includes time with the Kansas City Royals. SKadvisors is a small team advisory firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm uses a multi-method investment process and offers integrated accounting and insurance services through affiliated professional practices.
Kenneth S
Series 63, Series 65
Maitland, FL
SKadvisors, LLC
Kenneth Simon is a financial advisor at SKadvisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes founding and operating his own CPA firm since 1987, as well as experience with Lincoln Investment Planning, Inc. from 1991 to 2024. In addition to his advisory work, he is involved in affiliated professional practices including a CPA firm and an insurance agency. SKadvisors is a small team advisory firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a multi-method investment process and manages client assets on a discretionary basis, integrating in-house accounting and insurance services to support tax and implementation needs.
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