Kevin Adam is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients through Windermere Private Wealth Management in Orlando, Florida. He joined Merrill in 2017 as part of the AFADP class. He focuses on portfolio management, investment analysis, family wealth management strategies, and tax minimization. Kevin was born in Ft. Lauderdale and raised in São Paulo, Brazil, before moving to Orlando at age fifteen. He graduated Summa Cum Laude from the University of Central Florida in Orlando with a bachelor's degree in finance. During his college years, he completed internships through the Merrill Financial Advisor Internship Program and at the UCF Foundation, which manages the university's endowment fund. He is a Chartered Financial Analyst (CFA) charterholder and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Kevin enjoys golfing, soccer, and spending time with his family. He is fluent in English, Portuguese, and Spanish.

Eric Bachinsky is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2006. Outside of his advisory work, he is the owner of ekb stables llc, a business focused on buying racehorses. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Nicole Granakos Green is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage Services, and Western Southern Life. She also conducts smoking cessation workshops as part of a Tobacco Free Florida AHEC program. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Scott Morris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based planning on topics such as retirement, tax, estate, and special needs without managing client portfolios directly. The firm combines planning with managed-account programs while keeping the services separate and conducts periodic reviews of its recommendations.

Robert Morris is a financial advisor with Ameriprise in Windermere, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Morris is a co-owner and board member of Liquid Planet Boat Works, a retail boat sales and service business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement service uses proprietary investment research and collaborative planning, with recommendations implemented non-discretionarily.

Keith Heslin is a financial advisor with LPL Financial in Ocoee, Florida. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at MML Investors Services and MassMutual Life Insurance. Outside of his advisory work, he operates as an insurance broker specializing in life, disability, equity fixed life, long-term care, fixed annuities, and health insurance. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Singer is a CFP® professional with 18 years of experience in the financial services industry. He has worked at OSAIC since 2018 and previously held positions at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory role, he is a co-founder of Brax Capital, LLC, which is involved in real estate rental and farm and forestry management practices. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, supported by discretionary and advisor-managed strategies along with third-party manager options.

John Meyer is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Orlando, FL. His prior roles include six years at Schwab Wealth Advisory and ten years at Charles Schwab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Keila Bevins is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for seven years. Bevins has been with Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach uses structured discovery processes and firm-approved tools to develop financial plans, while clients are responsible for implementing and updating those plans.

Camden Vinton is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab, Camden worked at Copper State Credit Union and has a background that includes several years in full-time education and positions outside the financial sector. Charles Schwab & Co., Inc. serves predominantly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account services supported by multi-asset model portfolios and centralized operational infrastructure.

Janice Rathman is a financial advisor with LPL Financial in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. She has been associated with both LPL Financial and Partners Federal Credit Union since 2010. Rathman is also involved with Partners Retirement and Wealth Management, where she is licensed to sell life, health, disability, long-term care, and fixed annuity products. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Sandra Brooks is a financial advisor at Merrill with 29 years of industry experience and holds a Series 66 designation. She has worked at Merrill and Morgan Stanley, with notable tenures at Merrill from 1997 to 2006 and 2007 to 2018, and most recently from 2022 to the present. Outside of her advisory role, she is the sole owner of a rental property in Virginia Beach, VA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Eller Jr. is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and previously worked at Synovus Securities Inc. and Synovus Bank from 2013 to 2018. Eller has been with Edward Jones since 2018, based in Clermont, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Orson Lin is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 63 and Series 66 registrations and six years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as prior experience at Old National Bank and IU Health Bloomington Emergency Department. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and integrates forward-looking capital market assumptions to build model asset allocations.

Mario Mendez Jr. is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has eight years of industry experience, including prior roles at Bank of America and Merrill. He is based in Winter Garden, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Daniel Luna is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Cetera and Regions Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources in its investment approach.

Eric Geyer is a Financial Advisor with Merrill Lynch Wealth Management based in Windermere, Florida. He began his career with Bank of America Consumer Bank in 2015 and joined Merrill in 2018. In his role, Eric focuses on assisting busy and successful individuals, including business owners and their families, to navigate significant life transitions and manage their wealth effectively. Eric's expertise includes family wealth management strategies, legacy planning, managing new wealth, small business strategies, tax minimization, and retirement income. He emphasizes understanding clients' priorities and financial situations in detail to design, implement, and monitor customized wealth management strategies that align with their goals and risk tolerance. He holds a Bachelor's degree in Hotel/Restaurant Management from Northern Arizona University, a Florida Real Estate Broker's License, and designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Eric resides in Winter Garden, Florida with his wife and two children, and enjoys active and athletic pursuits such as running, Obstacle Course Races, traveling, cooking, and spending time with family and friends.

Anderson Wren is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 11 years. 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.

Rachel Linville is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Her prior firms include Edward Jones, MassMutual, and The Infinity Group. Linville is also involved with The Infinity Group, a support company based in Apopka, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools to help clients understand potential outcomes and supports a broad network of advisors and affiliated firms.

Daniel Smith IV is a CFP® with 29 years of industry experience, currently serving at Raymond James Financial. He has held roles at Raymond James Financial Services Advisors, Signature Wealth Partners, and Mass Mutual Investors Services. Smith is the managing partner and CEO of Signature Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and supports client implementation through various advisory programs, with specialized municipal and SIMPLE IRA advisory services.