Henley Ridore is a financial advisor at Morgan Stanley with 8 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Wells Fargo Bank and SunTrust Bank. Ridore holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques to support client decision-making.

Deidra Schornack is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios through systematic methodologies.

Richard Tanner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he has a minority ownership interest in a residential rental property in Gainesville, FL, used to support family. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Ken Bradshaw is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Pruco Securities, The Prudential Insurance Company of America, and Edward Jones. Outside of advising, he is involved in mobile notary services and works as an insurance adjuster assessing homeowner and auto claims. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory services, including both discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Lydia Woodruff is a financial advisor at Raymond James & Associates in Orlando, FL, holding a Series 66 designation with 18 years of industry experience. She has worked at Raymond James & Associates since 2007. Outside of her advisory role, she serves in an unpaid capacity with the Secluded Oaks Home Owners Association, where she records meeting notes and maintains resident contact information. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a broad range of portfolio management options and affiliated research.

Cory Weiser is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions with Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of advising, he is a contributing writer and is involved in buying and selling baseball cards. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sydney Dragon is a financial advisor with LPL Financial, holding the Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Dragon held roles at Fairwinds Credit Union and CUSO Financial Services. Outside of advisory work, Dragon is a commissioned notary and operates a wealth management business under Fairwinds Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and model portfolios from both internal and third-party sources.

Thomas Squillante is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 63 designation and bringing 50 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as managing partner of Jaymer Group LLC and is involved in family estate planning through Black Aces LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by tools such as Monte Carlo simulations and secular return estimates.

Matthew Robertson is a financial advisor at LPL Enterprise with a Series 66 designation. He has recently transitioned to the financial industry after 11 years at Royal Automotive Inc. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products through an integrated platform.

Mitchell Schiller is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 credential. His career includes experience at GA Repple & Company and involvement with the University of South Florida and The Masters Academy. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Jacob Suberman is a CFP® with nine years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He serves as an investment committee member for the Sefirot Foundation, where he participates in discussions regarding grant distributions to the Jewish community. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Anthony Wentzell is a financial advisor with Thrivent Investment Management in Orlando, FL, holding a Series 66 designation and over 15 years of industry experience. His prior experience includes roles at J.P. Morgan Securities LLC, Charles Schwab, TD Ameritrade, and E*TRADE Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based analyses and a variety of planning topics without portfolio management for institutional clients.

John Pinkley is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2002. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Rene Espinal is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize advisory roles without individual security recommendations.

Micah Larson is a CFP® and Series 66-licensed financial advisor with LPL Financial, based in Orlando, FL, and has four years of industry experience. His prior roles include positions at Tripletail Wealth Management, Odegaard Financial, and Securities America, Inc., as well as experience outside finance at Reel Surgical. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Travis Damon is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Orlando, FL, and has 15 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with a centralized due diligence process and applies an ESG eligibility framework when recommending strategies.

Samantha Philip is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Emma Lafex is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and has previous roles that include work with Better B Lifestyle and 3inOneHealth, as well as teaching experience at Orange County Public Schools. Additionally, she was involved with Clermont Crossfit for three years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver its solutions.

Jason Stramara is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and TD Ameritrade Investment Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Javier Ramirez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2023. He attended Cornell University from 2018 to 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.