Anthony Vitagliano is a financial advisor with Wells Fargo Clearing in Lake Mary, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at UBS Financial Services for 22 years before joining Wells Fargo Clearing in 2026. 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 and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leonard Perillo is a financial advisor with Wells Fargo Clearing located in Debary, FL. He holds Series 63 and Series 65 credentials and has 50 years of industry experience. Perillo has been with Wells Fargo Clearing since 2016 and worked previously at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Wren Jones is a CFP® and ChFC® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in Deland, FL, Jones holds a Series 66 license. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Frieze is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and has prior work history with Pershing LLC and Charles Schwab. Outside of his advisory role, he is a musician performing live music and also operates an Etsy shop where he sells original paintings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

John Walker II is a financial advisor with LPL Financial and holds Series 63, 65, and 66 licenses. He has 33 years of industry experience, including prior roles at Waddell & Reed and various insurance carriers. He is also involved with Proverbs 10:5 and serves in roles connected to Henry Baptist Church and the Peach State Quartet. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

James Wright is a CFP® credentialed financial advisor with Ameriprise, based in Deltona, FL, and has 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 1999. Outside of his advisory work, he provides consulting on practice leadership and compliance through Evola Management. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Stephen Mattoon is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Equitable Advisors and Axa Advisors since 2017, as well as Davinci Financial from 2015 to 2017. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and delivers advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Elizabeth Allen is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2018. Her prior experience includes roles at B.C. Ziegler and Company and Ameriprise Financial Services Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Patricia Anderson is a financial advisor with Edward Jones in Lake Mary, FL, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at GM Financial from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branches nationwide.

Richard Coloni is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisors LLC and Investors Capital Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and various model portfolios and research resources.

Kathy Russo is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 27 years of industry experience. Her prior roles include positions at Merrill, Fidelity Investments, UBS Financial Services, and RBC Capital Markets. Raymond James & Associates oversees approximately $501 billion in assets and serves a broad client base that includes individuals, institutional investors, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Jonathan Rogers is a Wealth Management Advisor with BCG Private Wealth Management, a Merrill financial advisory team based in Heathrow, Florida. He has over a decade of experience helping affluent individuals and families preserve and maximize their wealth while aligning financial strategies with their unique values, aspirations, and priorities. Jonathan emphasizes clarity and confidence in financial planning to help clients focus on what truly matters and live with purpose. Jonathan holds the CERTIFIED FINANCIAL PLANNER® certification and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. He earned both a Master of Business Administration and a bachelor's degree in Trust and Wealth Management with a minor in Financial Planning from Campbell University's Lundy-Fetterman School of Business. His professional recognitions include being named to the 2025 Forbes "Top Next-Gen Wealth Advisors Best-in-State" list and being a member of BCG Private Wealth Management, which has been recognized by Forbes as a "Best-in-State Wealth Management Team" for several years. Outside of his professional work, Jonathan is involved with the Gabriela Grace Foundation.

Brian Cox is a financial advisor with Merrill in Lake Mary, FL, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked with Merrill since 1984 and has been affiliated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary strategies developed by its internal Chief Investment Office and third-party managers, offering a range of portfolio implementation options and tax-aware strategies.

Amanda Ceballos is a financial advisor with Primerica Advisors in Lake Mary, FL, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she serves as Senior Tax Accountant at Dulniak Tax and Accounting Services LLC and is President of Sweet Pea Services USA Inc, both focused on tax preparation. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure for its services.

Erin Kronenberg is a financial advisor with Mass Mutual Investors Services in Sanford, FL, holding Series 63 and Series 66 credentials and having 15 years of industry experience. Her career includes roles at Edward Jones, Robinhood Financial, and Pershing LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Devon Bennion is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2017, with additional experience in the music industry, including operating Devon Bennion Music Services as a piano tuner, private music lesson instructor, and performer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies supported by a nationwide network of financial advisors and branch offices.

Bassem Bertizlian is a financial advisor with Ameriprise in Maitland, FL, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, Bertizlian is involved in software development through Marvel Mobi Inc. and serves as Vice President on the Board of Directors for Izak Group Inc. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Calin Cagliuso is a financial advisor with Edward Jones in Sanford, FL, holding CFP® and Series 66 designations and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Shipt LLC and PaySmart USA, LLC. He is also involved with the University of Central Florida Alumni chapter as an officer, participating in meetings and donation activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Ryan Arnold is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2017 and previously spent a year at FBC Mortgage LLC. Arnold also operates Ryan Arnold Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from internal and third-party sources.

Jordan Jacobs is currently Vice President, Wealth Planner at Fidelity Investments. In this role, Jordan partners with clients and their families to develop comprehensive, wholistic, and customized financial plans tailored to meet their evolving needs and goals. Jordan's professional experience includes a progression of roles at Fidelity Investments, starting as a Financial Representative in 2015, advancing through positions such as Active Trader Representative, Investment Consultant, and Investment Management Consultant II before becoming Vice President, Wealth Planner in 2025. Prior to joining Fidelity, Jordan served as an Advisory Consultant and then Senior Advisory Consultant at Raymond James Financial from 2017 to 2022.