About Our Firm

At Tristate Financial Advisors, we have reinvented the concept of financial advice to help take you and your future to a whole new level...together.


At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents. As a branch of the Florida Financial Advisors company, we are a full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We take a personalized approach and work together with you to navigate your financial strategy.

To us, it is vital that we work with you to not only identify your current financial situation but anticipate what the future may bring: private school, a boat, a beach house, a business venture. We know that planning for the future is all in the details, with a special focus on your career as the most important cornerstone. We take a holistic approach and factor in your company's benefits package to ensure you are maximizing your financial future.

Our Mission

To take you to your highest possible
level in both career and life.

Our Commitment to you:

  • We provide advice that serves your needs and your needs only.
  • We are prompt in our response, and pride ourselves on great communication.
  • We will continually meet and make small adjustments to your planning to avoid costly mistakes.

We promise to provide you with the very best in financial planning and exemplary customer service.

About Our Financial Advisors

Our Team

We are a group of highly trained professionals committed to helping you achieve your needs and goals in life. We look forward to truly getting to know you, so we can work together with you to develop a financial plan that fits with your path in life. 

Jason Mickool

President - Jason Mickool

President of Florida Financial Advisors, Jason is an industry expert with 25 years' experience. Jason brings experience and knowledge to many aspects of financial planning, most notably high net worth individuals and business owners. 

Jason started his career at American Express Financial Advisors (now Ameriprise) where he was able to demonstrate his integrity and servitude to grow to a Field Vice President. As an Executive for American Express, he received several awards for being a consistent top performer. Although enjoying his career as an executive, Jason always had a passion for helping clients. After leaving Amex, he continued his stared career as a Managing Partner for New England Financial. There he led the country in growth while at the same time was able to get back to his real passion: serving his clients through financial planning. From there Jason joined McAdam as part of the Executive Team where he was able to continue to serve his clients while at the same time provide strategic direction to one of the fastest-growing financial firms in the country. 

While still having a great relationship with McAdam, Jason began McAdam FA Tampa in Tampa, Florida – where he currently resides. After living in Florida, he quickly realized that “Floridians” have needs that only “Floridians” understand, and soon realized the lack of financial planning firms committed to these needs. This led him to the establishment of Florida Financial Advisors, FFA.  A best-of-breed, independent, product-neutral, comprehensive financial planning firm serving the specific needs of Floridians.

In his free time Jason enjoys traveling, windsurfing, playing guitar and spending time with his wife Allyson and English bulldog, Bailey. 

Eric Wolstenholme - Tristate Financial Advisors, Field Vice President

Eric Wolstenholme - Field Vice President, Philadelphia

Eric is a trusted advisor and emerging industry leader in the financial industry. He brings energy, vision, and passion to the Philadelphia office. Having both grown up and attended college in the Greater Philadelphia region, Eric understands the unique financial needs of his clients in the Tristate area. He has worked with a wide array of clients, including small businesses and business owners, individuals, and families.

Eric began his career as a Financial Advisor at the Tristate Financial Advisors (TFA) Philadelphia office and has since held several leadership positions and advisor roles for TFA. During his time with TFA Eric has worked with hundreds of individual clients on retirement planning, tax diversification strategies, risk management, and advanced insurance solutions.

Eric has also successfully recruited and trained dozens of financial advisors, many of whom have been recognized as Best of the Best at FFA/TFA. He has a passion for helping new advisors develop the skills they need to succeed as individuals and contribute to the larger team. Eric recognizes that the industry has gaps in financial advisor training and development, unbiased client advice, holistic financial planning, and innovative marketing systems for new client acquisition.

In his free time, Eric enjoys golfing and visiting his family and friends. When he is not assisting clients he can be found cheering for the Phillies and Eagles or spending time with his dog, Piper and cat, Ghost.

Ryan Smith - Charlotte field VP

Ryan Smith - Field Vice President, Charlotte

Everything Ryan Smith does is focused on his clients. Ryan’s every waking hour is contemplating what he can do to ensure financial stability for clients. Rumor has it, he even thinks about clients while sleeping. Ryan grew up in Naples, Florida and graduated from Florida State University with a double major in Finance and Commercial Real Estate. He started his career as a financial advisor with Florida Financial Advisors in the greater Orlando area and held multiple leadership and advisor positions. Ryan very much enjoys mentoring new financial advisors while creating a team environment so everyone can excel. His main objective is to give clients a “stress-free” retirement. He feels right at home in North Carolina having spent many summers in the Cashiers area in the Blue Ridge Mountains. He also has family in Raleigh. The Charlotte region excites Ryan because it is the second-largest financial hub in the United States behind New York. It is a young city full of young people and he wants to help them build wealth. At some point Ryan sees Tristate expanding into other North Carolina cities. When he is not helping people with their finances, Ryan golfs and spends time with his family. He also likes to travel and experience new cultures.

John Scriffiny - Field Vice President, Washington DC

John Scriffiny - Field Vice President, Washington, DC

As Vice President of the Tristate Financial Advisors DC office, John Scriffiny works diligently to take every client he meets to the highest possible level through his impeccable service and uncompromising integrity. He is a trusted advisor who specializes in comprehensive financial planning. By listening to each client’s individual needs and by offering customized retirement solutions, John has helped hundreds of clients create a path to secure their financial future. John prioritizes integrity, health, helping others, leadership, and independence to best serve his clients and advisors, and lives each day with the mindset that “there is no end to better.”

John earned BS degrees from the University of Colorado Boulder in Finance and Accounting. Outside of work, John enjoys basketball, running, traveling, and reading.

Jacob Buser - TFA Nashville Fielf VP

Jacob Buser - Field Vice President, Nashville

Jacob Buser is a driven and dedicated financial planner committed to helping his clients achieve their financial goals with the right tools and knowledge. He values family, health, wealth, leadership, and trust, which guide his work every day.

Originally from Staten Island, New York, Jacob pursued his academic and athletic career at the Florida Institute of Technology. He started his financial journey as a financial advisor with Florida Financial Advisors in Orlando, Florida. Over the years, Jacob gained extensive experience in the field, assisting clients from various industries, including small businesses, individuals, and families. He held leadership positions and advisory roles at different branch locations, where he successfully helped clients with retirement planning, tax strategies, risk management, and insurance solutions.

Throughout his career, Jacob has been passionate about addressing the gaps in the financial industry. He focuses on improving financial advisor training, providing unbiased advice, and implementing effective leadership systems for himself and his team. In pursuit of these goals, Jacob has expanded the presence of Tristate Financial Advisors in Nashville, Tennessee. As a fully independent and product-agnostic firm, Tristate Financial Advisors offers comprehensive advisor marketing and training, catering to the unique needs of families in Tennessee.

Outside of work, Jacob enjoys spending time with his wife Taylor, their puppy Ella, and loved ones. He has a passion for travel and discovering new destinations. When he's not assisting clients, Jacob can be found enjoying a round of golf or cheering for the New York Yankees.

Tristate Financial Advisors (TFA) is a Florida Financial Advisors (FFA) Company. FFA is an independent financial advisory firm with a network of hundreds of advisors operating offices in Florida, Pennsylvania, North Carolina, Georgia, Tennessee, and Washington, DC.
Branch offices include: Tampa, Orlando, Miami, Jacksonville, Philadelphia/Tristate Area, Charlotte, Atlanta, Nashville, and Washington, DC.

TFA logo