Thomas Duff is a financial advisor with Raymond James Financial in Celebration, FL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1992 and with Raymond James Financial since 2009. Outside of his advisory role, Duff serves as an officer and treasurer for a nonprofit organization and owns a support company in Maine. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm delivers tailored, non-discretionary planning and consults using risk profiling and analytical modeling, supporting clients through its advisory programs and a large advisor network.

Kevin Mc Nair is a financial advisor with J.P. Morgan Securities in Ocoee, Florida, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as prior experience at Truist and Foresters Financial Services, Inc. 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 broker-dealer and investment adviser registrations, delivering recommendations through Wealth Advisors on a non-discretionary basis.

Terrence Tucker is a Series 66 licensed financial advisor with Edward Jones in Davenport, FL, bringing one year of industry experience. Prior to joining Edward Jones, he was self-employed for five years and has held various roles including health insurance agent with Florida Blue. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Rodrigo Torres Pinto is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2016 and has prior experience with Bank of America, N.A. and adidas America. Outside of his advisory role, he is the sole owner of rental properties in Orlando, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ernesto Ramirez is a financial advisor with LPL Enterprise in Orlando, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, J.P. Morgan Securities, and JPMorgan Chase Bank. He has also been self-employed during his career. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

Wayne Cook is a financial advisor with LPL Financial in Kissimmee, FL, holding a Series 66 designation and 22 years of industry experience. He previously worked at Invest Financial Corporation for 15 years and has been involved with WEC Associates for over two decades, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Justin Moreno is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Bank of America, Charles Schwab, and TD Bank. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jared Silverman is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer for 10 years and Raymond James & Associates for 4 years. His background also includes six years at Anastasio Associates / Laffey Fine Homes. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products through its integrated platform.

Erik Abraham is a financial advisor with LPL Enterprise in Orlando, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Fidelity Investments, Allianz Life Financial Services, and The Prudential Insurance Company of America. LPL Enterprise serves a diverse range of clients, including 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.

Maximilian Gold is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he owns Fluorescent Village, LLC, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving 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 for its services.

Joshua Wyatt is a financial advisor with LPL Financial in Lake Buena Vista, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. His career includes positions at Wells Fargo Clearing Services and Wells Fargo Bank. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources and advanced technologies.

Elizabeth Walcott Pinkston is a financial advisor with Primerica Advisors in Orlando, FL, holding a Series 65 credential and 14 years of industry experience. She has worked with Primerica Advisors since 2011 and has additional experience at Spectrum starting in 2024. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving 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 for its services.

Ali Hamdani is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors since 2005, having also worked at Axa Advisors, LLC during that time. Equitable Advisors serves individual investors across wealth levels, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to support client recommendations.

Tyson Hughes is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch/Bank of America for 17 years. Outside of his advisory role, he is involved in renting farmland and homes in Conway, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Milton Sanchez is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation. He has been with Equitable Advisors since 2025 and has prior experience in sales and customer service roles, including working at Domino's Pizza. Outside of advising, he continues to work as a delivery expert for Domino's Pizza. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing program sponsors and third-party managers to deliver advisory and brokerage solutions.

David Santillo is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in construction through Christie Lites Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Jingbo Yuan is a financial advisor with LPL Enterprise in Orlando, FL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Yuan had roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he operates a financial planning business under a DBA related to his LPL affiliation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm provides access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Nicholas Carbia is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Interlachen Country Club, Target Corporation, and Arby's. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary management solutions.

Robert Gole is a CFP® with 17 years of industry experience, currently serving as a financial advisor at OSAIC. His prior experience includes positions at Woodbury Financial Services and Capital One Advisors. He is also the managing partner of Capital Harvest Real Estate Investment, LLC. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build diversified portfolios across various asset classes.

William Keenan Jr. is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.