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 at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Fidelity since 2011, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to various clients, including retail and institutional investors. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage a wide range of portfolios, including model portfolios delivered to intermediary platforms.

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 in Orlando, FL, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Truist Investment Services, INC. from 2012 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and employs diversification principles and modern portfolio theory in its investment evaluations.

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.

Terry Geter is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Next Financial Group Inc, Stewardship Legacy Coaching, LLC, QA3 Financial LLC, and G. A. Repple & Company. Outside of his advisory role, he is involved in consulting and tax preparation through his business, Apshawa Consulting & Services, and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational and research tools.

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.

Nicholas Shirkey is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Prudential Insurance Company of America, and Pruco Securities, and has a background that includes three years at the University of Central Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

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 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Clearing since 2016. 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 offers a range of brokerage and advisory solutions supported by research and analytics.

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 financial advisor with Wells Fargo Clearing in Orlando, FL, holding CFP® and Series 66 designations and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the investment committee of the Sefirot Foundation, a nonprofit focused on the Jewish community. 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 offers a broad range of brokerage and advisory solutions.

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, where he has been advising clients since 2019. He specializes in areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Shane holds a Bachelor's Degree in Finance with a Concentration in Economics from McNeese State University in Lake Charles, Louisiana. He also holds the designation of Personal Investment Advisor (PIA). He is proficient in English and German. Originally from Satellite Beach, Florida, Shane helps clients develop financial strategies tailored to their individual and family goals. Outside of his professional work, he enjoys golfing, surfing, and tennis.