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 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.

Linda Taylor is a financial advisor at Cetera with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2015. Outside of her advisory role, she is involved in a handyman services business assisting with administrative tasks and acts as an agent for vision care insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and financial planning services delivered through a nationwide network of independent advisors.

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.

Larissa Morgan is a financial advisor with Charles Schwab in Orlando, Florida, holding a Series 66 designation and eight years of industry experience. She has been with Charles Schwab since 2015, with a one-year tenure at ReliaQuest in between. She serves as a trustee for family trusts at Stifel, Nicolaus & Co., managing accounts on a fully discretionary basis. Charles Schwab primarily serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s Center for Financial Research.

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 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.

Parandi Patel is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Charles Schwab since 2008. 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’s model combines primarily non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset strategic allocation portfolios supported by research from the Schwab Center for Financial Research.

George Corrado is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he is a member of FREE THE CORK, LLC, an internet services company. Charles Schwab serves primarily 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 combines a nondiscretionary client relationship model with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operations and a formal alternative investment program.

Lydia Woodruff is a Series 66 licensed financial advisor with Raymond James & Associates in Orlando, FL, where she has worked since 2007. She has 18 years of industry experience. Outside of her advisory role, she serves in an unpaid capacity for the Secluded Oaks Home Owners Association, taking notes during meetings and maintaining resident contact information. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and municipal clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with additional expertise in public finance and municipal services.

Cory Weiser is a financial advisor with Mass Mutual Investors Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior experience includes eight years at MetLife Securities and ongoing roles at MassMutual Life Insurance Company since 2016. Outside of advising, he contributes as a writer and engages in buying and selling baseball cards. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning relationships using firm-approved software and offers a range of services including educational seminars and specialized planning programs.

Nicholas Shirkey is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. He previously worked at TD Ameritrade, Prudential Insurance Company of America, Pruco Securities, and Publix. Located in Orlando, FL, he has also been affiliated with Charles Schwab Bank since 2024. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investment onboarding process.

Gary Hernquist is a financial advisor with Charles Schwab who holds a Series 63 designation and has 30 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary client advisory with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Rodney Talbot is a financial advisor with Raymond James Financial in Winter Garden, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James Financial Services since 1991 and Raymond James Financial since 2009. Talbot serves on the advisory board for his alma mater, Southern Illinois University Finance Department, and advises the Tau Kappa Epsilon Fraternity board. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers a range of customizable solutions, including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and has notable involvement in municipal and public finance.

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.