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.

William Schwemlein is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and SunTrust prior to his current roles. He was also involved with WPS Nutrition LLC for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including third-party asset management and institutional platforms, supported by a large network of advisors and various operational tools.

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.

Patrick Schornack is a Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2007, holding various roles including Retirement Investment Specialist, Investment Management Consultant, Financial Consultant, and Investment Solutions Consultant before his current position starting in 2026. With over 20 years of experience, Patrick collaborates with clients to understand their financial and personal goals and helps make complex financial concepts clear and actionable. He utilizes trusted resources and a personalized approach to create, implement, and adapt financial plans that meet clients' evolving needs. Patrick holds insurance licenses in Arkansas and California. His personal interests include spending time at the beach, attending concerts, football, running, and traveling.

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.

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.

David Moyston is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investment Inc. and Primerica Financial Services since 2016, and briefly with Alton Clark Realty. In addition to advisory services, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with about 3,698 advisors and $15.5 billion in assets under management. The firm uses model-delivery strategies from third-party managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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.

Yee Ling Lee Spears is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Miller is a CFP® professional at J.P. Morgan Securities with 11 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, and previously spent nearly nine years at Charles Schwab and its related entities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes unique regulatory registrations reflecting its broader derivatives and commodities capabilities.