Winter Park, FL W Morse Blvd Office

Steven Porter is a financial advisor with Raymond James & Associates in Winter Park, FL. He holds the CFP® designation and Series 66 license and has 18 years of industry experience. Prior to joining Raymond James in 2025, he worked at Charles Schwab and Charles Schwab Bank from 2015 to 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting mainly through non-discretionary relationships supported by a variety of portfolio management styles and affiliated research.

Bryan Delpino is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Truist Investment Services, Inc. and Truist Advisory Services. 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, charitable organizations, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

Michael Krise is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James & Associates since 2008. Outside of his advisory role, Mr. Krise serves as President on the board of the North Orlando Kiwanis Little League. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Misael Lugo III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise and Health Advocate. Outside of advising, Lugo is involved in several business ventures including ownership roles in multiple LLCs related to insurance and potential real estate activities. 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, pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Mauricio Cardenas is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2020, following five years at Regions Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Timothy Kelley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2013. 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, pension plans, and charitable organizations, offering financial planning and investment consulting services predominantly through non-discretionary relationships.

Jose Lopez is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Ameriprise and earlier tenures at Raymond James. Outside of advisory work, he is involved in several business ventures, including ownership interests in LLCs related to business services and real estate holding companies, as well as a membership in the Vice Versa Winery. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients including individuals, institutions, and municipalities, offering customized financial planning and consulting services supported by diverse portfolio management styles and affiliated research resources.

Lewis Fisher is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. Fisher serves as a committee member for the American Lung Association, where he reviews investment policies and monitors fund 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 a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brian Kelley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James & Associates since 2018 and previously worked at Raymond James in 2017. Prior to his financial career, he studied at Florida State University from 2013 to 2017. 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 broad range of clients including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Deric Milligan is a CFP® professional with three years of industry experience, currently affiliated with Raymond James & Associates in Winter Park, FL. Prior to joining Raymond James, he was the founder and Chair of the Board of Inheritance of Hope, a nonprofit serving young families with a terminally ill parent. He also serves as Treasurer and a board member for the Orlando Philharmonic Orchestra. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering financial planning, investment consulting, and municipal advisory services.

Danielle Krise is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2007. 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 broad client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lynette Ancona is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2024. Prior to this, she had roles at Charles Schwab Bank and Charles Schwab & Co, Inc. from 2009 to 2024 and was the owner of Down Home Enterprises, LLC from 2012 to 2024. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting through a range of portfolio management styles and affiliated research resources.

John Quigley is a financial advisor with Raymond James & Associates in Winter Park, FL, holding the Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Quigley serves on the Regional Board of the Boys and Girls Club of Central Florida, contributing to both the Finance and HR committees. 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 clientele, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.