Rodney Talbot is a financial advisor with Raymond James Financial in Winter Garden, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked with Raymond James Financial Services since 1991 and Raymond James Financial since 2009. Talbot serves as an advisory board member for the SIU Finance Department Alumni and advises the Tau Kappa Epsilon Fraternity board. He is also a partner in the Indianapolis Investment Group and operates a marketing company supporting his financial services practice. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, and supports its advisory network with specialized institutional and municipal consulting services.

Brian Fucile is a financial advisor with Edward Jones in Orlando, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Edward Jones since 2002. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sydney Dragon is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has prior experience at Fairwinds Credit Union and CUSO Financial Services. Additionally, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management, supported by tools such as machine learning for operational and research purposes.

Eric Anderson is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

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 and one year of industry experience. Prior to joining LPL Enterprise, he worked for Royal Automotive Inc for eleven years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is primarily model-driven, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

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.

Nader Khela is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at Bank of America, N.A. and Merrill for six years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial product offerings than typical institutional advisers.

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.

Shane Baker is a Financial Advisor at Merrill Lynch Wealth Management, a role he has held since joining Merrill in 2019. He specializes in areas including college and education planning, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategies, and retirement income. Shane holds the Professional Investment Advisor (PIA) designation. Originally from Satellite Beach, Florida, Shane earned a Bachelor's Degree in Finance with a Concentration in Economics from McNeese State University in Lake Charles, Louisiana. He provides financial advice and guidance focused on uncovering what matters most to clients and their families to create strategies tailored to their financial goals. Fluent in English and German, Shane's personal interests include golfing, surfing, and tennis.

Alexandra Almanza is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo for seven years and had a brief tenure at Khols. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

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.

Kent Mc Kee is a financial advisor at Raymond James Financial with over 33 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Raymond James in 2025, he worked for Cambridge Investment Research Advisors, Inc. for 14 years. Outside of advising, he is the CEO and President of 4th Generation Financial, a support company based in Winter Park, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling tools and supports municipal and public-finance work through a municipal advisor affiliation.

Micah Larson is a CFP® professional affiliated with LPL Financial in Orlando, FL, with 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 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Dylan Bridgemohan is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has two years of industry experience and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he works part-time as a deli clerk at Publix in Winter Park, FL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Shaharazade Kayume is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she is involved in food delivery services as a DoorDash driver. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Martin Brown is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds the Series 66 credential and has been associated with Raymond James since 2000. Outside of his advisory work, Brown is involved in business ventures including serving as branch manager of BCW Financial Consultants LLC and operating Edgewater Family Wealth as a DBA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Lewis Fisher is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Morgan Keegan & Company, LLC, Wells Fargo Clearing, and Invest Financial Corporation. Fisher serves as a committee member of the American Lung Association, where he assists with reviewing investment policies and monitoring investment performance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.