Joseph Judge is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and has a background in education. Outside of his advisory role, he volunteers with a Montessori school in Mount Dora, where he leads financial literacy programs for adolescent students. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Carlos Lowell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Lowell serves on the finance, investment, audit, and other advisory committees for Baptist Health South Florida. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment options to deliver customized financial strategies.

Timothy Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc., as well as nearly three decades in education with Orange County Public Schools and Hope Charter School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies across various investment approaches.

Lee Blackwell is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a board member for the South Shores Oceanside Condo Association in Melbourne Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by Wells Fargo research and planning tools.

Terald Shaw is a Series 66 licensed advisor with six years of industry experience, currently with Thrivent Investment Management. His work history includes positions at Eaton and its Crouse-Hinds Business unit prior to joining Thrivent. He serves as President of the Purdue Alumni of Central Florida and is a board secretary for the Windermere Little League. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Louis Siracusano is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He holds a Series 66 credential and is licensed to practice law in the state of New York. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Eva Drew is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 11 years of industry experience, having previously worked at Wells Fargo Advisors and Key Wealth Advisor. Outside of her advisory role, she owns a plumbing business and serves in leadership positions as secretary of a homeowners association board and president of an elementary school PTO. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various platform arrangements and proprietary as well as third-party model strategies.

Nickolas Bellanza is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at E*TRADE Capital Management, Uber, and Voya Investment Management. Outside of advisory work, he is involved in content creation on YouTube. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and approved planning tools, offering a broad range of investment and advisory services.

Ryan Eckert is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and 66 credentials and bringing 31 years of industry experience. His career includes positions at Charles Schwab and Waddell & Reed, and he operates two investment-related entities, Eckert Eagle LLC and EP Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Bryan Beloff is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and partner of 7629 Aloma, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers recommendations on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Heather Churchill is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee.

Giovanna Testoni is a financial advisor with UBS Financial Services in Windermere, FL, holding a Series 63 designation and over 30 years of industry experience. She has been with UBS since 1990 and previously worked at Painewebber Incorporated starting in 1984. Testoni also participates as a guest speaker outside of her advisory role. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Sandra Burgess is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining LPL Financial in 2024, she worked at Thrivent Financial and served as an instructional teacher for the Lake County School Board. Outside of advising, she maintains a role as an instructional teacher and operates a tax preparation and accounting service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies implemented by its network of investment adviser representatives.

Nicholas Govola is a CFP® professional with five years of experience and currently affiliated with LPL Financial. He has worked at Infinex Investments, Inc. and Citizens First Bank prior to joining Seacoast Bank and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Michael Gallagher is a financial advisor with Raymond James & Associates in Clermont, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2013. Gallagher serves as an officer and secretary for the Garden City HOA and is a finance committee member for both the Faith Neighborhood Center and Wesley Christian Academy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individual, institutional, and municipal clients. The firm provides a range of services, including financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management approaches and affiliated research.

Kalli Le Jeune is a financial advisor at Edward Jones in Clermont, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, Le Jeune worked at FreshPoint, Inc. for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alejandro Caceres is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Ocean Bank, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Drew Moomaw is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds the CFP® designation and securities licenses including Series 63, 65, and 66. Prior to joining Wells Fargo Advisors in 2019, he worked at Zeiders Enterprises Inc. and continues to operate Aberrant Global Advisors, LLC, a consulting business. He is also involved with Vissionary Care Corp, a nonprofit organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Kenneth Patton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Triad Advisors, Inc. for 14 years and has operated his own CPA firm since 2003. In addition to his advisory role, he is a partner and owner of Apex Wealth Management LLC and manages a CPA LLC providing tax and bookkeeping services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various advisory programs and transitions.

Tyler Witman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at several firms, including Ameritas Investment Corp, Capital Choice Investment Advisers, and Manatee River Financial Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management and advisory strategies tailored to client objectives.