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.

Amelia Petree is a financial advisor with Fidelity in Altamonte Springs, FL, holding a Series 66 designation and one year of industry experience. She has previously worked at Equitable Advisors, LLC and Engineerica Systems, Inc, and has experience as a self-employed professional and as a student at Rollins College and its Crummer Graduate School of Business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

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.

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.

Robert Brown is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies that address their unique goals and priorities. His areas of focus include college education planning, family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Robert holds a Bachelor's Degree and a Master's Degree from the University of West Florida. He has earned the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning. Through a disciplined and personalized approach, he assists clients in navigating financial decisions and adapting strategies to their evolving life circumstances. Outside of his professional work, Robert engages in personal interests such as adventure sports, skydiving, spending time with his family, watching movies, writing, and practicing yoga.

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 bringing 32 years of industry experience. He has been with Charles Schwab since 1993. Outside of his advisory role, he participates occasionally as a background actor in media productions and theme park activities. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a formal alternative-investment onboarding process.

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 with Raymond James Financial who holds a Series 66 credential and has nine years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2018 and also operates Orlando Wealth Management. Outside of his advisory work, he is a partner and owner of PopGolfPro, LLC, a mobile golf-simulator rental business serving events in Central Florida. 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, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional services in municipal advising and SIMPLE IRA employer consulting.

Michael Lipscomb is a financial advisor with Ameriprise in Windermere, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he works as a business coach. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports through a centralized consulting team.

Karrie Verduin is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2012. 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, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Brandon Fair is a Certified Financial Planner® at Edward Jones with 11 years of industry experience. He previously worked at JPM Institutional Investments Inc., JPMorgan Asset Management, and JPMorgan Distributions Services Inc. since 2014. His current role at Edward Jones began in 2020. 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 options. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors and offers discretionary and non-discretionary strategies under a fiduciary standard.

Kelly Barber is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He held prior roles at Edward Jones for 17 years before joining Raymond James and Concurrent Advisors. Outside of advising, Barber is the CEO of The Barber Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting services aligned with client goals.

Maria Vigil is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1988. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Esteban Rondon is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Christopher Abel Viteri, Headquarter Toyota, Classic Davila Floor, and Express Car Wash. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implementing solutions through third-party asset managers and LPL-sponsored programs.