Louis Bell Jr. is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company, Pruco Securities, LLC, and Ameriprise Financial Services, Inc. In addition to his advisory role, he owns and operates structured wealth and financial planning businesses affiliated with LPL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm provides access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Julian Arribas is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Freedom Financial Group, LLC, Copperleaf Capital, LLC, and JP Morgan Chase Bank. In addition to his advisory role, he is involved with Freedom Financial Group as a financial producer focusing on sales and marketing. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple platforms, including third-party managed accounts and alternative investment options.

Ellen Burzynski is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. Additionally, she has been associated with Crossmark since 2012. Wells Fargo Clearing provides retirement plan consulting to 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 grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Zachary Zimovan is a financial advisor with Equitable Advisors in Orlando, FL. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, he worked with Matthew Presser and has experience outside the financial industry including roles at Walmart and Adventure Landing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Ryan Camis is a financial advisor at Edward Jones in Davenport, FL, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Paychex, ADP, Enterprise Rent-A-Car, and Best Buy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a national network of more than 23,000 financial advisors and over 15,000 branch offices.

Michelle Correa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked exclusively within the J.P. Morgan organization since 2015, including roles at JPMorgan Chase Bank and JPMorgan Securities LLC. 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 performance reporting. The firm operates on a non-discretionary basis, combining large institutional advisory services with broker-dealer and investment adviser registrations.

Paul Tierney is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Lincoln Investment for nine years and The Gabor Agency, Inc. for 14 years. Outside of his advisory role, Tierney is also an independent agent involved in outside fixed insurance sales. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that relies significantly on LPL-sponsored programs and endorsed third-party managers.

Carol Cullen is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and emphasizes diversification and modern portfolio theory in its investment evaluations.

Steven Fortino is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has worked with Equitable Advisors since 2011 and was also associated with AXA Advisors during that period. Outside of his advisory role, Fortino serves as an adjunct professor at the University of Wyoming, teaching CFP courses online, and is a volunteer member of the Knights of Columbus. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Robert Rosenberger III is a Series 66 licensed financial advisor with three years of industry experience. He is currently affiliated with LPL Enterprise, where he has worked for one year, following three years with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Outside of his advisory work, he is a Certified Exit Planning Advisor and has been involved with GolfCarts Unlimited, LLC for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that supports both advisory and brokerage channels.

Daniel Grisham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for over two decades. 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 performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis where clients retain final decision-making authority.

Patricia Donald is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding a Series 66 designation and three years of industry experience. She previously worked at Ameriprise and held roles with several nonprofit organizations, including Sandy Hook Promise and IDEA Public Schools. LPL Enterprise serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Andrew Zelman is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked with Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Zelman holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to model financial outcomes.

Eugene Garner is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Minnesota Life Insurance Co, Securian Financial Services Inc, and Evershore Financial Group. Outside of his advisory role, he operates a private business providing woodwind music lessons. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies along with oversight controls in its portfolio management.

Milady Irizarry is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Primerica Advisors since 2014 and TaxWorks since 2015. Outside of advisory work, she is involved with Intrepid Ventures, Inc., operating Liberty Tax Service, and works as a real estate agent with Keller Williams Capital Realty. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Urundi Knox is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Enterprise in 2025, Knox worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial advising, Knox is involved with Willie Mack III LLC, a sports and fitness coaching business. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services that include financial planning, model portfolios, and access to third-party asset management. The firm integrates advisory programs with sales of financial products such as insurance, supported by a platform that combines proprietary and third-party investment solutions.

Samantha Philip is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Emma Lafex is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and has previous roles that include work with Better B Lifestyle and 3inOneHealth, as well as teaching experience at Orange County Public Schools. Additionally, she was involved with Clermont Crossfit for three years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver its solutions.

Travis Keller is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Ameriprise Financial Services and involvement with Twin Rivers Golf Club and the University of Central Florida. Outside of his advisory work, he hosts "Project Book Club," a podcast focused on reading and reviewing fantasy books. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes multiple program options and third-party managers.

Thomas Bray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Cetera, he worked at Disney for five years. Outside of his advisory role, he owns a business raising and selling corals and tropical fish online. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, supporting both discretionary and non-discretionary strategies.