Ignacio Bartolomei is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, PNC Investments, and Charles Schwab. Bartolomei is based in Orlando, FL. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Charles Logue III is a financial advisor with Mass Mutual Investors Services in Orlando, FL, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior positions include roles at UBS Financial Services Inc. and Morgan Stanley. Outside of finance, he is involved as a professional driving instructor and coach, providing high-speed track experiences and race car driver coaching, and is also an author on medicinal research related to snake venom. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, annual client relationships and goal-based investment strategies.

William Jones is a financial advisor with Wells Fargo Clearing in Orlando, FL. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior roles include positions at Stadion Money Management, ALPS Distributors, Inc., and DWS Investments Distributors, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party analytics.

Robert Whittington is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes 17 years at UBS Financial Services and prior roles at multiple Morgan Stanley entities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm utilizes structured planning tools and broad product offerings to support its clients’ financial goals.

Allen Brinckerhoff is a financial advisor with Raymond James & Associates in Orlando, FL. He holds a Series 63 designation and has 38 years of industry experience, including 18 years with Raymond James. Outside of his advisory role, he serves as Vice President and founder of a local nonprofit aviation chapter. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers tailored financial planning and consulting with a range of portfolio management styles, supported by extensive research and specialized advisory services.

Carlos Torres is a financial advisor with Primerica Advisors in Kissimmee, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Primerica Advisors since 2007 and also has a background with Primerica Financial Services and Net Reviews. Outside of his advisory role, he is a co-founder and director of Novo Church, Inc., a nonprofit organization based in Orlando, FL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

John Phaneuf is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He focuses on building lifetime relationships between clients and Fidelity by providing investment guidance and assisting with goal implementation to create a unique planning experience and identify opportunities for deeper client engagement. John has held various roles within Fidelity Investments since 2017, including Investment Consultant, Planning Consultant, Relationship Manager, Workplace Planning Consultant II and I, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Workplace Retirement Plan Associate at T. Rowe Price from 2015 to 2017.

Edward Grissom IV is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Scott Goodkind is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 registrations and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2014 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in real estate investment as a sole proprietor. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Johana Perez is a Series 66-credentialed financial advisor with Edward Jones, based in Orlando, FL, with one year of industry experience. Her prior work includes roles at Edward Jones since 2022 and managing a home goods business, JB Oak Barrel LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Anthony Jones is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Cetera and its affiliates since 2007. In addition to his advisory work, he owns and operates Taxes by Tony, LLC, a tax preparation business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to various model portfolios and third-party managers through a multi-manager platform.

Brandon Ronca is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and manages RRNTMO Inc., a business related to his Ameriprise practice. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Ethan Mendoza is a financial advisor at Fidelity with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Edward Jones and Wells Fargo. Outside of his advisory role, Mendoza is an online content creator and live streams video game play on TikTok. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios using systematic methodologies and long-term asset allocation strategies.

Christopher Phillips is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Mahnken is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Darian Mohring is a financial advisor with Ameriprise Financial Services in Orlando, FL, holding a Series 66 designation and 22 years of industry experience. He has worked continuously with Ameriprise since 2001 in various capacities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joshua Ceravolo is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Daniels Health and Patriot Contracting Solutions, as well as Universal Studios. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Ryan Olsen is a financial advisor at Morgan Stanley in Orlando, FL, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior roles include positions at Pershing LLC, Pershing Advisor Solutions LLC, and Charles Schwab. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and Corporate Financial Planning agreements.

Laura Ferraro is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 63 designation and 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Stephen Magee is a financial advisor at Fidelity with 9 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following prior experience at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of finance, he owns Magee Aerial Media, a drone video and photography service based in Orlando, Florida. Stephen works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment approach incorporates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.