Jason Rosado is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at various J.P. Morgan and JPMorgan Chase entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Elizabeth Hall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. She previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Hall is involved with the Orlando Rowing Club Inc., where she coaches crew and rowing. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and utilizes a range of analytical tools, supporting clients through advisory programs and partnerships unique among large institutional advisors.

Tamara Rodriguez is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Abigail Blanton is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing, she worked at Gill Logistics and Mudpie, and has experience in educational roles at the College of Central Florida and Forest High School. Wells Fargo Clearing specializes in retirement plan consulting for 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Miguelangel Gomez is a financial advisor with Fidelity in Winter Park, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in various roles including valet service with Orlando Parking Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Nicole St Jean is a financial advisor with Charles Schwab based in Orlando, FL. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as positions with Albertsons Companies Inc. and Primerica. Charles Schwab & Co., Inc. serves a large client base of 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 employs a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Patrick Buchanan is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at Raymond James Financial Services and operating Accurate Concrete and Curbing, LLC. He is also involved in independent insurance brokering specializing in term life insurance. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized Recommendation Reports through a centralized consulting team.

Derek Roy is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Sagepoint Financial, The Leaders Group, Wealthvest Marketing, LPL Financial, and Transamerica Financial Advisors. Roy also works as an insurance agent providing fixed insurance products. OSAIC Wealth serves a diverse client base including retail, institutional, high-net-worth individuals, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment programs and maintains a complex affiliate network with private-equity ownership.

Caroline Prybyl is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021. Prior to this, she held roles at the Central Florida Zoo & Botanical Gardens and several other organizations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models.

Jared Incinelli is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of his advisory role, Jared serves as the head varsity softball coach at The Geneva School of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies that include discretionary and non-discretionary management with diversified investment options.

Michael Bensey is a financial advisor at LPL Financial in Orlando, FL, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2019, following prior roles at Ameriprise Financial Services and Kestra Investment Services. Outside of his advisory role, he is involved with Good Life Insurance Agency and Bensey Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Suzanne Magee Fleming is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since the summer of 1977. Prior to joining Merrill Lynch, she was employed at another financial services firm in New York City. Suzanne works with affluent families, individuals, and women in transition, focusing on areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. She helps clients prioritize their needs and establish quantifiable goals through personal consultation, subsequently developing and implementing customized strategies using a wide variety of financial instruments. Suzanne leads a team of seven, including her son James, who joined in 2011. Suzanne holds a Bachelor of Science Degree in Business Management from Bucknell University and is a Personal Investment Advisor (PIA). She is active in her community as a board member of the Pet Alliance of Greater Orlando and is also a member of the Collaborative Family Law Group of Central Florida. Suzanne and her husband, Mike, reside in Bay Hill. Her personal interests include boating, gardening, and traveling.

Nicholas Harker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrently worked at Wells Fargo Bank NA since 2011. Outside of finance, he has worked at Lowe's Home Improvement since 2005. 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 a combination of brokerage and advisory solutions supported by research and analytics.

Sydney Eckstein is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation with approximately one year of industry experience. Their prior experience includes roles at JPMorgan Chase Bank, N.A., and academic involvement at Rollins College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence combining quantitative and qualitative research, and may include ESG considerations within its investment recommendations.

Rene Crespo is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cetera, Regions Bank, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of 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 and third-party sources.

Elizabeth Hove is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to this, she was with Ameriprise Financial Services Inc and Overton Financial Group LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amit Raninga is a financial advisor with Fidelity Investments based in Orlando, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Charles Schwab, Fifth Third Bank, and running his own consulting firm, RANINGA Consulting, Inc. He also manages a business consultancy focused on farm operations and inventory management. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Bruce Alvarado is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America N.A., and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, and incorporates an ESG eligibility framework within a broader derivatives and commodities capabilities platform.

William Giffing is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and 27 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for nine years before joining Wells Fargo Clearing in 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

David Bilka is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Orlando, FL, and has 16 years of industry experience. He has worked with Royal Alliance Associates and currently holds teaching roles at the University of Central Florida and Lake Sumter State College. Outside of advisory work, he serves as a trustee managing personal financial responsibilities and holds a power of attorney role related to elder care for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.