Joshua Wyatt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Wyatt is also affiliated with Partners Federal Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of advisors.

Paige Brach is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she works alongside her father, David Burns, and husband, Christopher Brach as part of The Burns Group advisory team. Established in 2011, the team brings over 40 years of combined experience serving clients with a focus on retirement planning strategies, retirement income, and portfolio analysis. Paige's practice concentrates on areas including cash flow projections, tax minimization strategies, retirement analysis, portfolio reviews, family wealth management, education planning, and legacy planning. Paige began her career as a financial advisor in 2011 after graduating from the University of Georgia with a Bachelor of Science in Psychology. During her collegiate years, she was a member of the University of Georgia's gymnastics program, contributing to four consecutive Division I NCAA National Championship teams from 2006 to 2009. She has earned the Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Her professional affiliations include membership in the Delta Delta Delta Orlando/Winter Park Alumnae Chapter. Beyond her professional commitments, Paige volunteers as a foster for rescued bulldogs through Florida English Bulldog Rescue. She enjoys supporting the University of Georgia and spending time with her husband, Christopher, their children Brooks and Brielynn, and their English Bulldog, Squintz.

Elizabeth Walcott Pinkston is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds the Series 65 credential and has been with Primerica Advisors since 2011, following prior roles within affiliated firms. Her other business activities include sales of investment-related products and referrals related to home security and automation through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and utilizes model-driven investment strategies overseen by third-party managers.

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 worked at Equitable Advisors since 2005, following previous roles at Axa Advisors, LLC and Mony Securities Corporation. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes aligning clients with appropriate advisory models and portfolios through a network of Investment Adviser Representatives and relies largely on third-party asset managers and advisory programs.

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 at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked in sales and held various roles at Domino's Pizza. Outside of his advisory work, he continues to work as a delivery expert for Domino's Pizza in Apopka, Florida. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and diverse asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.

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.

Bryan Korman is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 40 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC since 1983. Outside of his advisory role, he serves as a director and volunteer for the Cornucopia Society, a nonprofit community services organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers additional services such as financial planning and insurance product facilitation through affiliated entities.

Preston Mulder is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity in 2026, he worked at Morgan Stanley from 2023 to 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and specialized advisory services.

Jingbo Yuan is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previous experience at The Prudential Insurance Company of America and Pruco Securities LLC. Yuan has also spent time at Johns Hopkins University and the University of California, Irvine. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of services including financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Nicholas Carbia is a financial advisor with Equitable Advisors in Orlando, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Interlachen Country Club and Target Corporation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions to clients’ risk tolerance and goals.

Robert Gole is a CFP® professional with 17 years of industry experience, currently advising at OSAIC since 2024. His prior experience includes roles at Woodbury Financial Services and Capital One-affiliated firms from 2009 to 2024. He is also a managing partner of an LLC involved in real estate investment and financial advisory services. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization utilizing various tools and strategies, supported by its extensive affiliate network and broad service offerings.

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.

Kevin Garcia is a financial advisor with Equitable Advisors in Orlando, FL. He holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2026. Prior to this role, his work experience includes positions at Universal Studios, JetBlue, and H&R Block, as well as academic roles at the University of Central Florida and Valencia College. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party managers to deliver tailored investment solutions.

Paul Piscitelli is a financial advisor at Cetera with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms, including Morgan Stanley, Ameriprise, and Woodbury Financial Services. Piscitelli serves as treasurer and handles bookkeeping for Trafford Park Homeowners Association on a volunteer basis. Cetera is an SEC-registered adviser with a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Michael Lipscomb is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Ameriprise and its affiliates since 2014. Outside of his advisory role, he works as a business coach. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Van Diggelen is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and modeling techniques.

Curtis Catlin is a CFP® professional with 30 years of industry experience, currently serving at OSAIC since 2025. His prior roles include 15 years at Lincoln Financial Securities Corporation and positions at LPL Financial, Merrill, A. G. Edwards & Sons, Inc., and MSI Financial Services, Inc. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a variety of managed account strategies supported by proprietary tools and third-party manager options.

Maria Vigil is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1988. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Esteban Rondon is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Christopher Abel Viteri, Headquarter Toyota, Classic Davila Floor, and Express Car Wash. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implementing solutions through third-party asset managers and LPL-sponsored programs.