Joshua Wintersdorf is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has four years of industry experience, including prior work with the Central Florida Young Men's Christian Association and Umatilla Middle School. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Samantha Philip is a financial advisor with J.P. Morgan Securities in Windermere, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, including roles at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Glyn Griffis is a CFP® professional with 26 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. since 2009. He has also been involved with Griffis Wealth Strategies since 2006 and served at Griffis, Macclary and Halbert for 11 years. Outside of financial advising, he participates in poker tournaments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jason Stramara is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and TD Ameritrade Investment Management. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Carina Borkon is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Beavers Krause Wealth Management Team. She began her career in the financial industry in 2011 with Edward Jones in Charleston, South Carolina, where she lived for 12 years before returning to her hometown of Winter Park, Florida. Carina joined Merrill Lynch Wealth Management in February 2016 and subsequently became part of the Beavers Krause Wealth Management Team. Carina holds a Bachelor of Arts in Music and a Master of Public Administration with a certificate in Arts Management from the College of Charleston. She also holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Her client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and women and wealth. Carina is actively involved in her local community, serving on boards such as The Jewish Pavilion and Trinity Preparatory School's Alumni Board and Board of Trustees. She resides in Winter Park with her husband and two children, and enjoys cooking, dancing, interior decorating, music, singing, and spending time with her family.

Christopher Strickland is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Triad Advisors, Equitable Advisors, Axa Advisors, and Under Armour. Outside of his advisory work, he teaches a 13-week personal finance course at the University of Central Florida’s Wesley Foundation. OSAIC Wealth provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment process with portfolio optimization and offers a range of programs such as managed portfolios, Unified Managed Accounts, and retirement plan consulting.

Lisa Stewart is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has held positions at Wells Fargo Clearing and Prudential Equity Group, LLC prior to joining Morgan Stanley in 2020. Stewart also serves as a trustee for a trust in Windermere, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Elvis Abreu is an advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at the Office of Healthy Aging and Rhode Island College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of funds and model portfolios, incorporating oversight controls and systematic methodologies.

Nichole Leland is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America for twelve years. Outside of her advisory role, she operates a resale clothing business and works as an independent contractor in electricity sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered through intermediary platforms.

Barbara Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in managing new wealth, personal retirement planning, and addressing the financial needs of women. Barbara is dedicated to providing personalized wealth management strategies that align with her clients' life priorities and goals. With over 40 years of experience working in retirement communities, Barbara understands the importance of considering longevity risk in portfolio allocation. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned a Bachelor's Degree from Arizona State University. Barbara is also involved with Junior Achievement, serving as a Financial Literacy Mentor. In addition to her professional work, Barbara spends time volunteering in the community. Her personal interests include cooking, ice hockey, traveling, and writing.

Thomas Bray is a financial advisor at Cetera with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles within Cetera firms since 2016. Prior to his financial services career, he spent five years at Disney. Outside of finance, Bray owns a business raising and selling corals and tropical fish online. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform, providing access to affiliated and third-party managers across various program structures.

Chris Schilmoeller is a CFP® and Series 66-licensed financial advisor with Edward Jones in Orlando, FL, where he has worked since 2018. He has eight years of industry experience, including ten years with The Fellowship of Catholic University Students prior to joining Edward Jones. 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 supported by a large national network of advisors and branch offices.

Kevin Mc Nair is a financial advisor at J.P. Morgan Securities in Orlando, FL, with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist and SunTrust Banks, Inc. among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.

Patricia Freehling is a Series 66 licensed financial advisor with 20 years of industry experience. She has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009, and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She also serves as an administrative representative of a registered investment adviser. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, manages a multi-billion dollar asset base, and offers a range of account implementation platforms and proprietary model strategies.

Felix Bartolomei is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FAIRWINDS Credit Union, Cuso Financial Services, and Santander Securities LLC. He is also involved with Fairwinds Wealth Management and Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Jessica Palmer is a Planning Consultant at Fidelity Investments, where she works closely with clients and their dedicated advisors as part of the wealth planning team. In her role, she focuses on establishing and maintaining financial plans tailored to individual client needs. Jessica has been with Fidelity Investments since 2015, holding various positions including Financial Representative from 2015 to 2018, Relationship Manager from 2018 to 2022, and Planning Consultant since 2022.

Kyler Stokes is a financial advisor at Cambridge Investment Research Advisors with the Series 66 designation. He has less than one year of industry experience, having previously worked at Equitable Advisors and in other roles outside the financial sector, including at Walt Disney World and Loews Hotels. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals, offering both discretionary and non-discretionary management across multiple platforms and custodians.

Paul Zirakian is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera since 2024 and also operates Ancient Oak Wealth Management, a financial services DBA. His previous experience includes roles at Ameriprise and Raymond James & Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a broad range of program structures and custodial relationships.

Bradford Hahn is a financial advisor with Edward Jones in Oakland, Florida, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Brook Furniture Rental from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Dylana Hopler is a financial advisor with Ameriprise in Winter Garden, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income recommendations.