Sharleen Bhoop is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Merrill, Bank of America, TIAA, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Keith Crosby is a financial advisor at Raymond James & Associates with 13 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 12 years before joining Raymond James in 2025. Crosby holds the Series 66 designation and is based in Orlando, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

David Baer is a financial advisor at LPL Financial with 22 years of industry experience. He holds the ChFC® designation as well as Series 63, 65, and 66 licenses. His prior experience includes roles at United Community Bank, First Horizon, Woodbury Financial Services, Cetera Investment Services, and Regions Bank. Outside of his advisory work, Baer is involved in multiple business ventures, including ownership stakes in Prime IV and Vetavize Angels LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides various institutional and participant-focused investment solutions.

Irina Parker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley in various roles from 2014 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach 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.

Tiffany Wax is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and having 10 years of industry experience. She has been with various divisions of Charles Schwab since 2015. Outside of her advisory work, Wax serves as a volunteer arbitrator and is an attorney committee member of the Florida Bar Consumer Protection Committee. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary advisory guidance and access to discretionary managed accounts, delivering investment advice through multi-asset model portfolios and a structured due diligence process on alternative investments.

Donald Welsh is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and SunTrust Advisory Services. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which features written recommendations and annual ongoing advice focused on income sources and tax-aware withdrawal strategies.

Stanley Porfirio is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized investment strategies aimed at pursuing their financial goals. He also provides access to Bank of America services for banking and lending needs. Stanley holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from FAAL Faculdade de Administração e Artes de Limeira. His approach focuses on understanding what matters most to clients and their families to help guide their financial planning.

Fredrick Venturoni is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliates since 2019, with prior experience at Summit Financial Group Inc and Summit Brokerage Services Inc dating back to 2007. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account management with access to model portfolios and third-party managers.

Joshua Langholz is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on a range of financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Carla Bulnes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. Outside of her advisory work, she owns and operates a small business that bakes and sells cakes and cupcakes in Orlando, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its financial product offerings.

Mark Weston is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2020. He is also a partner in an investment and finance-related business based in Windermere, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Juan Pino is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Verizon Connect. 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.

Robert Brett is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. 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 utilizing various analytical tools.

Santiago Escallon is a financial advisor at Morgan Stanley in Orlando, FL, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he spent five years at Rollins College and five years at Colegio Nueva Granada. He is also authorized with SANIK LLC, an investment-related business focused on real estate. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and investment programs supported by firm-approved tools and rigorous analytical methods.

Paul Prewitt is a financial advisor with Ameriprise in Longwood, FL, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2018 and previously worked at The Walt Disney Company from 2011 to 2018. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Don Greenberg is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2014. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Beau Przytulski is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2017. Prior to his current role, he spent time at Charles Schwab Bank, SSB, Target Corporation, and Ball State University. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jeffrey Cornstubble is a financial advisor at LPL Financial with 25 years of industry experience. He has been with LPL Financial since 2007 and holds the Series 63 and Series 66 designations. Cornstubble also has experience providing long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, using a range of model portfolios and research to support both discretionary and non-discretionary management.

David Brinckerhoff is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he serves as Youth Services Chair for the Rotary Club of Lake Buena Vista, organizing community service projects involving youths. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

Kirsty Leeson Walker is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes prior roles at Merrill Lynch and Bank of America. Outside of her advisory work, she owns a vacation property garage rental business. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles, proprietary research, and municipal advisory services.