James Tschudy is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at MassMutual Life Insurance Co and GW&K Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and investment solutions that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Melissa Fierman is a financial advisor with UBS Financial Services in Clermont, FL, holding Series 63 and Series 65 licenses and with 38 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services 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 provides research and capital markets services through a large network of financial advisors.

Daniel Kapple is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Smith Barney LLC since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory and brokerage solutions.

Andrew Katsanis is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 license and bringing 12 years of industry experience. His prior roles include five years at Edward Jones before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. He also serves as a successor trustee for a trust in Leesburg, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad retail and institutional offerings in its investment approach.

Hemant Ranadive is a financial advisor with Ameriprise in Windermere, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans, supported by a centralized consulting team and automated recommendation processes.

Cody Bertoglio is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2015 in Orlando, FL. Merrill, along 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 developed by internal and third-party managers.

Andrew Hoppen is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Charles Schwab in Clermont, FL. His work history includes roles across Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as prior experience at Fastenal and Bent Creek Golf Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s integrated structure supports both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Rachel Stewart is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2009. Outside of her advisory role, she serves as secretary for the Grand Island Estates Homeowners Association and is involved with Tours By Nona, Inc., a tour operator based in Eustis, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm offers various advisory programs and investment solutions supported by a nationwide network of financial advisors and offices.

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 credentials and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, Morris is a co-owner and board member of Liquid Planet Boat Works, a retail boat sales and service business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team in partnership with financial advisors.

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® and holds a Series 66 license, with 18 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory work, he is a managing member of Freedom Financial Group, LLC, where he conducts securities investment advisory and insurance business, and he is a co-founder of Brax Capital, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services, using asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

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.

Chance Bush is a financial advisor with Primerica Advisors in Apopka, FL, holding a Series 65 credential and three years of industry experience. His career includes roles at National Staffing Solutions and Primerica Financial Services. Outside of advisory work, he is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-based recommendations managed by unaffiliated asset managers.

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.