Tara Bachinsky is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has been with Raymond James since 2010. 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, investment consulting, and specialized municipal advisory services.

Aaron Drone is a financial advisor with Ameriprise in Clermont, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as head coach for the varsity and junior varsity wrestling teams at Windermere High School and owns Claw Wrestling LLC. Ameriprise is an institutional firm that offers a retirement-income planning service primarily for clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficiency analysis to support retirement planning.

Daniela Martinez is a financial advisor at Edward Jones in Clermont, FL, with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Michael Radnothy is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he maintains ongoing involvement with Swell Properties LLC and Remax Realty. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Thomas Darden Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Darden is based in Clermont, FL. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Glenn Wheelock is a financial advisor with LPL Financial in Ocoee, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked previously at FINRA and Raymond James and Associates, each for a decade. He also serves as a FINRA arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a nationwide network of investment adviser representatives. The firm offers various advisory programs and financial planning services, with both discretionary and non-discretionary management supported by extensive research and model portfolios.

Shane Cole is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for TIAA and TIAA-CREF from 2011 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies and AI tools in portfolio management.

Kristi Glover is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. She has held positions at J.P. Morgan Securities since 2023 and Jpmorgan Chase Bank since 2021. Prior to her financial services career, she worked in various roles including at Amazon.com, Inc. and Michael Kors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.

James Bertrand is a financial advisor with Merrill in Clermont, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he owns Vinculum Properties LLC, a company involved in buying and selling properties. 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 plans, corporations, and charitable organizations.

Brittany Brewer is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 credential and has worked primarily with Fairwinds Credit Union and CUSO Financial Services before joining LPL Financial. 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 retirement plan consulting, with access to model portfolios, research, and a variety of investment strategies.

Donald Acosta is a financial advisor with Ameriprise in Montverde, FL, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Argent Trust and several SunTrust entities. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies and managed account requirements.

Mitchell Scher is a financial advisor at Cambridge Investment Research Advisors with 49 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked previously with Lincoln Financial Advisors. In addition to advisory work, he is involved as an independent insurance agent and operates the Advanced Planning Group of NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, combining proprietary models and third-party strategies tailored to client objectives.

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.

Orville Davy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has been with Jpmorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which includes asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Adam Shelp is a financial advisor with Ameriprise in Clermont, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Janney Montgomery Scott for 13 years before joining Ameriprise in 2024. Outside of his role at Ameriprise, he is co-owner of Premier Planning Wealth Advisors, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Jose Lopez Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance in areas such as general investing, retirement planning, philanthropic planning, LGBT wealth planning, and retirement income, while also facilitating access to Bank of America specialists for services including banking, credit, lending, and small business solutions. Raised in the Dominican Republic by parents with careers in banking, Jose developed an early understanding of the importance of guiding clients toward meaningful financial objectives. He earned a Bachelor's Degree from American University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jose is a member of Sigma Chi Fraternity and communicates with clients in both English and Spanish. Outside of his professional responsibilities, Jose enjoys fishing, horseback riding, skiing, traveling, and spending time with his family. He lives in Washington, DC, with his Standard Schnauzer, Mangu.

Marina Gill is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. She has been with Merrill and Bank of America since 2015. Additionally, she worked at the University of Maryland University College from 2015 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Malik Farr is a CFP® professional with 15 years of experience, currently affiliated with J.P. Morgan Securities since 2012. He has held roles at JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory work, Farr is an investor in a private real estate entity. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Aluizio Pacheco is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a previous role at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Kelly Cartier is a CFP® professional with 28 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2009. Her background includes roles as an independent insurance agent and involvement in business consulting. She is also active in nonprofit work, serving as a board member of the Greater Clermont Cancer Foundation and as secretary for Companions for Courage Inc. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and other clients through a network of independent financial professionals. The firm offers a range of financial planning, investment management, and retirement plan advisory services with both proprietary and third-party strategies across multiple platform arrangements.