Andrew Bensey is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at Lockheed Martin and Ram Tool Construction Supply, as well as four years at Towne Park. He operates Good Life Financial Advisors of Orlando as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

Miguel Riveros is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services LLC since 2005, with brief periods at Merit Financial Group and LPL Financial in 2021. Outside of his advisory role, he is involved in real estate ownership. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Erich Krzyzak is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in Orlando, FL. He has worked at Wells Fargo Clearing Services since 2018 and previously at JPMorgan Chase from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Colleen Galarza is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a co-owner and guided imagery/meditation teacher at Soul's Compass. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is grounded in modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jessica Neumann is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2024. Prior to her current role, she held various positions outside the financial industry, including at Lowe's Home Improvements and Giunta's Meat Farms. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Urundi Knox is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual in both investment services and life insurance roles. Outside of advising, he is involved with Willie Mack III LLC, a sports and fitness-related activity based in Orlando. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Michael Urso is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He is currently with Cetera and has held positions at Avantax and 1st Global Advisors. In addition to his advisory roles, he is a CPA and owns Michael Urso, CPA, Inc., which provides accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

Debbie Latimer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves on the finance committee and participates in financial oversight and strategic planning for Highland Falls Country Club in Highlands, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Louis Feinberg is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 63 designation and bringing 55 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm‑approved tools and analyses.

Jason Jones is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. His prior firms include Edward Jones and Cetera, among others. Jones serves as a board member of the Rotary Club of Seminole County Sunset. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, providing tailored strategies across multiple platforms with both proprietary and third-party model options.

Michael Brewer is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Kraig Vanatti is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has six years of industry experience, including roles at JPMorgan Chase Bank and a prior position at DMZ Entertainment LLC. His background also includes two years at the University of Central Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Henley Ridore is a financial advisor at Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 credentials with eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery processes and firm-approved tools.

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.

Michael Perez is a Planning Consultant at Fidelity Investments, where he works with investors to develop customized retirement strategies. He partners with clients to navigate complex financial situations, aiming to provide clarity and actionable plans tailored to individual needs. Michael has been with Fidelity Investments since 2024, progressing through roles as Financial Representative and Relationship Manager before his current position. His experience encompasses client relationship management and financial planning. Outside of his professional work, Michael has interests that include boating, cars, cooking and baking, fishing, exploring food, and scuba diving.

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.

Cameron Mauchin is a CFP® and Series 66 licensed advisor with Charles Schwab, bringing five years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and BNY Mellon, as well as prior work at Publix Supermarkets. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and centralized custodial and order-routing services.

Ken Bradshaw is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 13 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 his advisory work, Bradshaw is involved in a mobile notary service and works as an insurance claims adjuster. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 with 23 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Massmutual Life Insurance Co, METLIFE SECURITIES Inc, and AllianceBernstein L.P. Since 2015, he has contributed as a writer and is also involved in buying and selling baseball cards. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors employing a range of strategies supported by research and operational tools.