Gregory Lopez is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Combined Underwriters, Equitable Advisors, Shapiro Insurance Group, and Starkweather & Shepley Insurance Brokerage Inc. prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation strategies.

Scott Pollaci is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at Rim Securities LLC, Rochdale Investment Management LLC, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Morgan Stanley DW Inc. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various investment programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Joshua Cason is a financial advisor with Edward Jones in Windermere, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at American Honda Finance Corporation and H&R Block. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Eric Carlson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® and Series 63 designations and bringing 26 years of industry experience. Prior to his current role, he worked at Signature Wealth Partners, MML Investors Services, Massachusetts Mutual Life Insurance Company, and Northwestern Mutual Investment Management. He serves as a successor trustee for a family trust and is a board member of Catholic Charities of Central Florida, where he participates in facilities oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through its advisory programs and partnerships.

Ashley Starr is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has worked at Bank of America and Merrill since 2026, following earlier positions at Bank of America starting in 2020 and roles outside the financial sector prior to that. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Sarah Herndon is a CFP® and holds a Series 66 license, working as a financial advisor with Wells Fargo Advisors in Orlando, FL. She has seven years of experience at Wells Fargo Advisors following prior roles at the Van Der Meer Tennis Academy and Hofstra University. In addition to her advisory work, she owns and operates SCH Consultants, LLC, a consulting firm based in Orlando. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, using Wells Fargo’s research and tools to develop recommendations delivered through meetings and client summaries.

Jeremy Handley is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation with 13 years of industry experience. He has worked with LPL Financial and has been with J.P. Morgan Securities since 2016, including time at JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and may include ESG considerations.

Melvin Edwards Jr. is a financial advisor with Primerica Advisors in Ocoee, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His work history includes roles at Valencia College and PFS Investments Inc., alongside his ongoing association with Primerica Financial Services. In addition to his advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Thomas Bray is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services since 2013 and is owner of Emerald Crane Holding Company, a collectibles business. Additionally, he operates as an independent insurance agent through Waterstone Financial LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides diversified portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

Christopher Boylan is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Schwemlein is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and SunTrust prior to his current roles. He was also involved with WPS Nutrition LLC for five years. 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 financial planning and investment management services, including third-party asset management and institutional platforms, supported by a large network of advisors and various operational tools.

Patrick Schornack is a Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2007, holding various roles including Retirement Investment Specialist, Investment Management Consultant, Financial Consultant, and Investment Solutions Consultant before his current position starting in 2026. With over 20 years of experience, Patrick collaborates with clients to understand their financial and personal goals and helps make complex financial concepts clear and actionable. He utilizes trusted resources and a personalized approach to create, implement, and adapt financial plans that meet clients' evolving needs. Patrick holds insurance licenses in Arkansas and California. His personal interests include spending time at the beach, attending concerts, football, running, and traveling.

Hannah Amdahl is a financial advisor with LPL Financial in Montverde, FL, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at HomeStreet Bank and Buried Onions LLC, and she pursues activities as an artist and musician as well as serving as a notary. 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 and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a national network of investment adviser representatives.

Cynthia Beymer is a financial advisor at Fidelity with 31 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on multi-manager and fund-of-funds structures.

Alex Perez is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he worked at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

James Rooney is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment and financial services.

Julian Arribas is a financial advisor at Osaic Wealth with Series 63 and Series 65 credentials and three years of industry experience. He has worked at several firms including Freedom Financial Group, LLC, and Copperleaf Capital, LLC. In addition to his advisory role, he is involved with Freedom Financial Group as a financial producer focusing on sales and marketing. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Alexander Triska is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. He previously worked at LifeWealth Investments LLC, Madison Avenue Securities, and The LifeWealth Group. Prior to his financial advisory career, he spent 15 years at Travel + Leisure Co. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of advisors.

Sam Safdari is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans based on their individual goals. He utilizes Fidelity's resources to provide personalized guidance aimed at helping clients pursue their objectives. Sam's experience at Fidelity Investments spans several roles since 2018, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his comprehensive understanding of financial planning and investment consulting. Outside of his professional work, Sam engages in outdoor adventures, Pilates, reading, skiing, and traveling.

Michael Smith is a Series 66 certified financial advisor with Edward Jones in Orlando, FL, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he is involved in operating a cabinet and countertop franchise, Smithway Ventures, in the Orlando area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.