Isabel Ivette Ortiz

Current Employers

Employment History

• 01/2011 → 05/2017
  Eustis Middle School, Eustis High School
  Eustis, FL
• 12/2016 → 06/2018
  Chipotle
  Mount Dora, FL
• 06/2016 → 08/2020
  Mellow Mushroom
  Mount Dora, Winter Park, FL
• 08/2019 → 05/2020
  Stonebridge Financial Planning Group
  Orlando, FL
• 08/2020 → Present
  Lpl Financial, Llc
  Maitland, FL
• 08/2020 → 08/2024
  Merit Financial Group, Llc (Dba: Merit Financial Advisors)
  Maitland, FL
• 08/2024 → Present
  Synergy Investment Management, Llc
  Maitland, FL

Previous Registrations

• 2022-01-21 → 2024-08-30
  Merit Financial Advisors
  Maitland, FL
  Alpharetta, GA

Other Businesses

1. 04/15/2024- Merit Wealth Advisors- DBA for LPL Business (entity for LPL business)- At Reported Business Location (s)- Inv Rel 2. 09/13/2024 - Synergy Investment Management LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/30/2024- 20 Hours per Month/ During Trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 1/23/2025 - WellCents -Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:08/10/2020 - 4 Hrs/Mth - 4 Hrs During Trading. 4. 02/10/2026 - Synergy Wealth Alliance, LLC - Registered Investment Advisor DBA - Wealth Management Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 20 hours per month/ during trading - I provide investment advisory services to Synergy Investment Management, LLC, an independent investment advisor firm. I started this business activity in 2/2026. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 06/05/2026 - Wealthspire at Work hosted by Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/26/2026 - 5 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2021-10-17

Designations

Other Names

• Isabel Ivette Cardenas