Kent Akins is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, Akins serves as secretary and treasurer of a small law center and is the general partner managing a timber farm investment holding company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Traci Avila is a Senior Financial Advisor at Merrill Lynch Wealth Management and a founding member of the Magee, Avila & Associates team since 1999. She began her career with Merrill Lynch in Florida in 1993 after earning a Bachelor's Degree in Finance from Illinois State University. With over three decades of experience, Traci specializes in areas such as college education planning, divorce transition planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. Traci holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is committed to building long-term client relationships by providing personalized advice and access to the broad resources available through Merrill and Bank of America. Her client-first approach, attention to detail, and dedication have established her as a trusted advisor. Residing in Longwood, Florida, Traci lives with her husband, Alex, and their daughter, Caroline. Their older daughter, Cate, is a collegiate softball player at the University of South Carolina Beaufort. Outside of her professional work, Traci remains active in the youth travel Fastpitch Softball community and volunteers for the softball team at Lake Brantley High School. She also enjoys baseball, football, genealogy, music, and spending time with her family.

Kate Sweeney is a financial advisor with Morgan Stanley in Winter Park, FL, holding CFP®, Series 65, and Series 63 designations and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Michael Scheid Jr. is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Level Equity Management, LLC. Scheid is also involved with KM Ventures, LLC, a real estate-related business based in Winter Park, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Kristen Skinner is a financial advisor at Ameriprise with 10 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing research and modeling to deliver tailored, tax-efficient retirement recommendations.

Jeremy Cooley is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and having nine years of industry experience. His prior roles include positions at Fairwinds Credit Union, CUSO Financial Services, Equitable Advisors, and Axa Advisors. Cooley is also involved with Fairwinds Wealth Management and Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various managed account options.

Aaron Kassler is a Series 66-licensed financial advisor with Morgan Stanley, based in Orlando, FL, and has 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Daniel Womack is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Park Avenue Securities, Guardian Life Insurance Company, and Hillsborough County School Board. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Randolph Peters is a financial advisor at LPL Financial with 40 years of industry experience. He holds the ChFC® and Series 63 credentials. His prior experience includes roles at Woodbury Financial Services, Inc. and Questar Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Jose Zuniga Becerra is a CFP® with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2013. He holds the Series 66 designation and is based in Winter Park, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Andrew Mazlin is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alan Monson is a Financial Consultant at Fidelity, a position he has held since 2024. He has extensive experience in the financial services industry, having previously served as an Investment Management Consultant from 2015 to 2024, a Wealth Planning Associate from 2013 to 2015, and an Investment Solutions Representative from 2012 to 2013, all within Fidelity. In his role, Alan focuses on building relationships with clients and their families to develop clear and adaptable financial plans that align with their goals and changing circumstances. Outside of work, Alan enjoys spending time with his wife and their six children, engaging in activities such as golf, dance, tumbling, singing, swimming, and soccer. He also has interests in beach outings, family activities, food, golf, outdoor adventures, and soccer.

Samuel Heise is a financial advisor at Merrill with Series 63 and Series 65 licenses. He is based in Orlando, FL, and has one year of industry experience. His prior work includes roles at Bank of America, Florida Financial Advisors, and positions in the education and fitness sectors. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Caiola is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Morgan Stanley, New York Life, and Cambridge Corporate Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining strategic asset allocation with access to alternative investments and centralized operational support.

Tony Quinn is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure across a large client base.

John Bitting is a financial advisor at Charles Schwab in Orlando, FL, with 12 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Schwab in 2020, he worked at USAA Investment Services Company and affiliated USAA financial advisory firms from 2014 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Stephanie Breske is a financial advisor with Osaic Wealth, Inc. in Orlando, FL, holding 25 years of industry experience. She has worked at Osaic Wealth since 2018 and previously spent two years at Signator Investors, Inc. Outside of her advisory role, she serves as a Non-Profit Lay Director for Orlando Cursillo, a 501(c)(3) organization. Osaic Wealth, Inc. serves a diverse mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to a wide range of investment products and third-party managed accounts. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios, managing accounts on both discretionary and non-discretionary bases.

Tanner Anderson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Before joining Fidelity, he worked at Charles Schwab & Co., Inc. and held positions in the solar energy and technology sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a research-driven and algorithmic approach to portfolio construction and management.

RJ Kelley is the Branch Leader at Fidelity Investments, a role held since 2025. In this position, he focuses on fostering a supportive, collaborative, and high-performance culture. He works to empower and encourage associates to maximize their career growth while assisting clients in planning for long-term financial well-being. Before becoming Branch Leader, RJ held several roles at Fidelity Investments, including Team Leader for Investment Solutions from 2023 to 2025, Team Leader for Client Services from 2021 to 2023, Onboarding Coach and High Net Worth Service Associate in 2021, and Customer Relationship Advocate from 2019 to 2021. This progression reflects his experience in leadership and client service within the investment industry. RJ's personal interests include fitness, food, football, music, parenthood, and traveling.

Joshua Howell is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fairwinds Credit Union, CUSO Financial Services, LP, Equitable Life Insurance Company, and CA Ventures. He is also associated with the University of Florida. Joshua is involved in Fairwinds Wealth Management and Investments as a related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, employing both discretionary and non-discretionary management strategies.