Orson Lin is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, following a prior role at Old National Bank and earlier experience in healthcare at IU Health Bloomington Emergency Department. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm’s process integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, focusing on approved funds and strategies while operating within the broader J.P. Morgan broker-dealer and banking organization.

Mario Mendez Jr. is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and J.P. Morgan Chase Bank, where he has been employed since 2019. Prior to that, he held roles at Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan organization and offers a range of investment products including security-based swaps and futures commission merchant services.

Daniel Luna is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Cetera and Regions Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources in its investment approach.

Eric Geyer is a Financial Advisor at Merrill Lynch Wealth Management, specializing in working with successful business owners who anticipate selling their companies within the next 3 to 5 years. He focuses on guiding clients through the critical years leading up to a sale, assisting them in navigating financial, strategic, and personal aspects of the exit process. As a Certified Private Wealth Advisor® (CPWA®) and Chartered Retirement Planning Counselor™ (CRPC™), Eric provides expertise in increasing enterprise value, managing liquidity events, and aligning business, personal, and wealth strategies ahead of significant transitions. His approach includes consultative collaboration, tax-efficient strategies, estate planning coordination, and proactive communication to prepare clients for each stage of their planning. Eric holds a Bachelor's Degree from Northern Arizona University and maintains additional designations including Personal Investment Advisor (PIA). Outside of his professional work, he values family, fitness, and community involvement.

Brady Keller is a financial advisor with Cetera based in Orlando, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera and its affiliate Sunrise Wealth in 2025, he worked at Ameriprise from 2019 to 2025. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party models, discretionary and non-discretionary programs, and various custodial relationships.

Anderson Wren is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 11 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Rachel Linville is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Her prior firms include Edward Jones, MassMutual, and The Infinity Group. Linville is also involved with The Infinity Group, a support company based in Apopka, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools to help clients understand potential outcomes and supports a broad network of advisors and affiliated firms.

Daniel Smith IV is a CFP® professional affiliated with Raymond James Financial in Orlando, FL, with 29 years of industry experience. He serves as the managing partner and CEO of Signature Wealth Partners, a role he has held since 2021. Prior to his current positions, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2014 to 2021. 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 institutional investors. The firm emphasizes tailored, non-discretionary planning and uses analytical tools for risk profiling and outcome modeling to support client goals.

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 CFP®, CFA®, and Series 66-designated financial advisor with 23 years of industry experience. He is currently with Osaic Wealth, Inc., where he has worked since 2026. Prior to that, he was affiliated with Rim Securities LLC and Rochdale Investment Management LLC from 2007 to 2026. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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 in Orlando, FL, holding the ChFC® designation and Series 63 license. He has 26 years of industry experience, including prior roles at MML Investors Services and Massachusetts Mutual Life Insurance Company. Carlson serves as a successor trustee for a family trust and is a board member of Catholic Charities of Central Florida, where he oversees facilities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports advisory programs with analytical tools and specialized services, including municipal advisory and SIMPLE IRA employer consulting.

Ashley Starr is a financial advisor with Merrill in Apopka, FL, holding a Series 66 designation and beginning her advisory career in 2026. Prior to her current role, she worked at Bank of America and has experience in healthcare and retail sectors as well as academic positions. 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, institutional plans, and charitable organizations.

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 with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has been with JP Morgan Securities LLC since 2016 and JPMorgan Chase Bank, N.A. since 2018. Based in Orlando, FL, his career has focused within the J.P. Morgan organization. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

David Strunc is a financial advisor with Cetera, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Cetera Advisors LLC since 2013 in various roles. Outside of his advisory work, he is an owner and operator of a family-run restaurant, Santinos Pizza N Wings, in Oviedo, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services utilizing a multi-manager platform with discretionary and non-discretionary program options.

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.

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.