William Lee Jr. is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 65 and Series 63 licenses and 10 years of industry experience. His prior roles include positions at Foundation Risk Partners, Advus Financial Partners, CommonGood Capital, and CNL Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research, incorporates ESG criteria, and offers broader derivatives and commodities capabilities.

Michael Osborn is a financial advisor with Wells Fargo Clearing in Melbourne, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at JPMORGAN Securities LLC for seven years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he owns a small business selling novelty T-shirts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erin Long is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. She has worked with Thrivent Financial and Fidelity Investments throughout her career. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers separate planning and managed-account services with periodic reviews and does not provide portfolio management for institutional clients.

Patrick Thompson is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 66 and Series 63 credentials with 10 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously was affiliated with Carillon Tower Advisers, Inc. and Eagle Fund Distributors, Inc. 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sidney Linehan is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He previously served as an Investment Consultant (2022-2023) and Planning Consultant (2021-2022) at Fidelity Investments. In his current position, Sidney acts as a point of contact to help guide clients through customized financial plans tailored to meet the unique needs of individuals and their families. Sidney works closely with clients to specify their retirement goals, develop strategies to build towards retirement, identify short-term and long-term opportunities, and maintain ongoing relationships for future financial planning needs. His experience spans a range of client-focused financial consulting roles within Fidelity Investments. Outside of his professional work, Sidney’s personal interests include beach activities, camping, fishing, fitness, movies, and outdoor adventures.

Courtnay Thompson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2016 and previously worked at Target for one year. Outside of advising, she is a general partner and managing member of businesses involved in rental car services and trucking. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kimberly Lastowicka is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Manning and Napier, RBC Wealth Management, and Maggio CPAs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Susan Graham is an Investment Solutions Representative III at Fidelity Investments, where she works closely with clients to develop customized financial plans aligned with their short and long term goals. She emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in her approach. Her professional experience includes roles as an Investment Consultant at Fidelity Investments since 2021, Regional Vice President at Symetra Financial from 2019 to 2020, Registered Representative positions at Securian Financial in 2018, and AXA Advisors in 2017. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Susan engages in family activities, fitness, social events with friends, kayaking, music, and reading.

Winnona Grabe is a financial advisor with UBS Financial Services, holding a Series 63 designation and 29 years of industry experience. She has been with UBS and its predecessor, Painewebber, since 1991. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Katherine Viola is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, combining research, modeling, and tax analysis to support retirement planning within its managed accounts framework.

Ann Adams is a Certified Financial Planner (CFP®) with 24 years of experience in the financial services industry. She is currently affiliated with Morgan Stanley, where she has worked since 2023, and previously held roles at Valic Financial Advisors and Agia. Adams serves as president of the Orange County Toastmasters Club in Orlando, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools to help clients develop and maintain financial plans.

Paul Piscitelli is a financial advisor at Cetera with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including Morgan Stanley, Ameriprise, and Woodbury Financial Services. Piscitelli serves as treasurer and handles bookkeeping for Trafford Park Homeowners Association on a volunteer basis. Cetera is an SEC-registered adviser with a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Taylor Brown is a financial advisor at Merrill in Orlando, FL, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015 and at Bank of America, N.A. since 2019. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines internal Chief Investment Office teams and third-party managers to implement portfolio management, trading, and custody support.

Jason Diaz is a Planning Consultant who specializes in helping individuals, families, and business owners make confident financial decisions and build a stronger financial future. He focuses on understanding each client's unique goals, values, and circumstances to co-create personalized financial strategies. Jason works with clients across various financial areas including retirement planning, investing for the future, wealth management, and navigating major life transitions. His professional experience includes roles at Fidelity Investments where he served as Director Retirement Planner from 2025 to 2026, Investment Solutions Representative from 2023 to 2024, and High Net Worth Associate from 2022 to 2023. Prior to that, he worked as a Wealth Management Associate at Spartan Capital Securities, LLC from 2019 to 2021. Outside of his professional work, Jason has interests in cars, family activities, fitness, museums, and swimming.

Jeffrey Peterson is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and 33 years of industry experience, all with Charles Schwab since 1993. Outside of finance, he participates occasionally as a background actor in media and theme park projects through NBC Universal and Frontrunner Casting Agency. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated advisory, brokerage, custody, and financial planning services.

John Thorsen is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously spent five years with Raymond James & Associates. Thorsen serves as a trustee for multiple 401(k) plans associated with his practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Michael Maurno is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. In his role, he focuses on building trusted relationships with clients and their families, aiming to make meetings productive and to clearly explain financial matters. He helps clients understand their financial standing in relation to their goals and ensures their investments align with their intended use of funds. Clients can expect comprehensive discussions about their financial situation and portfolios. Michael holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional responsibilities, he is involved in family activities and enjoys fitness and golf.

Gregory Broner is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Wells Fargo Bank and Wells Fargo Advisors before joining Merrill and Bank of America in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Dario Zapata is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2016. In addition to his advisory role, he is a partner and owner of PopGolfPro, LLC, a mobile golf-simulator rental business serving events throughout Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Brian Youngs is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including LifeWealth Investments LLC, Madison Avenue Securities, Edward Jones, and Ally Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services using a variety of investment strategies and technology tools to support its extensive network of advisors.