Rueben Hill II is a financial advisor with LPL Enterprise holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management while integrating advisory programs with brokerage and insurance product offerings.

Vincent Paolo is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, N.A. Outside of his advisory role, he is the sole owner of a rental property business. 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, and institutions.

Steven Bennett is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at AdventHealth Corporate for six years and has been associated with Wealthcare Strategies, LLC since 2007. 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 as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Caleb Chapman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with JPMorgan Securities LLC since 2015 and previously operated Chapman & Associates Therapy Solutions from 2004 to 2020. 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 affiliated brokerage and investment management capabilities.

Sandra Ramos is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Oriental Financial Services Corp for eight years before joining J.P. Morgan in 2019. Outside of her advisory role, she is an independent consultant for Rodan & Fields. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Matthew Presser is a financial advisor at Equitable Advisors in Orlando, FL, holding a Series 66 designation with 20 years of industry experience. He has worked at Equitable Advisors since 2006, including its predecessor, Axa Advisors, LLC. Outside of his advisory role, Presser is involved in life settlements through Ashar. 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 broker-dealer, leveraging extensive program sponsorships and third-party managers to deliver advisory and brokerage solutions.

Mitchell Scher is a financial advisor at Cambridge Investment Research Advisors with 49 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked previously with Lincoln Financial Advisors. In addition to advisory work, he is involved as an independent insurance agent and operates the Advanced Planning Group of NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, combining proprietary models and third-party strategies tailored to client objectives.

Orville Davy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has been with Jpmorgan Chase Bank and J.P. Morgan Securities since 2016. 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, which includes asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jose Lopez Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance in areas such as general investing, retirement planning, philanthropic planning, LGBT wealth planning, and retirement income, while also facilitating access to Bank of America specialists for services including banking, credit, lending, and small business solutions. Raised in the Dominican Republic by parents with careers in banking, Jose developed an early understanding of the importance of guiding clients toward meaningful financial objectives. He earned a Bachelor's Degree from American University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jose is a member of Sigma Chi Fraternity and communicates with clients in both English and Spanish. Outside of his professional responsibilities, Jose enjoys fishing, horseback riding, skiing, traveling, and spending time with his family. He lives in Washington, DC, with his Standard Schnauzer, Mangu.

Grace Pattison is a Series 65 licensed financial advisor with 30 years of industry experience, currently with Cetera Investment Advisers, LLC since 2017. She has also been involved in accounting and tax services through her roles at G. Pattison CPA and All Accounting Services & Taxes Inc. In addition to her financial and accounting work, Pattison serves as president of Decorative Painters of Central Florida Inc., an organization offering art classes. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party money managers across various program structures and custodial relationships.

Marina Gill is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. She has been with Merrill and Bank of America since 2015. Additionally, she worked at the University of Maryland University College from 2015 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Malik Farr is a CFP® professional with 15 years of experience, currently affiliated with J.P. Morgan Securities since 2012. He has held roles at JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory work, Farr is an investor in a private real estate entity. 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 reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Michael Holt is a financial advisor with Equitable Advisors in Orlando, FL. He holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Tyger Asset Holdings, LLC, Atlas Group LTD, and Smith Viceroy Capital. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering 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 multiple program sponsors and third-party managers to provide advisory and brokerage solutions.

David Pieronowski is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Orlando, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Raymond James in 2021, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for seven years. He is also CEO of DP Wealth Strategies and is involved in brokering and planning life insurance solutions through multiple affiliated insurance agencies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with a focus on risk profiling, modeling, and specialized programs including municipal advisory and SIMPLE IRA employer services.

Aluizio Pacheco is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a previous role at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Lawrence Johnson is a CFP® professional with 15 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at firms including Charles Schwab, Robinhood Financial, and Northwestern Mutual Investment Services. Outside of advising, he is the owner of V’s Barbershop and serves on the board of the Roper YMCA in Winter Garden, FL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products via its integrated platform.

Sherri Stansbury is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with OSAIC since 2012. Outside of her advisory role, she is registered as an insurance agent but does not actively solicit insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios across various asset classes.

Anet Shakenov is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and previously operated One Hobby Shop, LLC for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory services.

Joel Speakman is a financial advisor with Edward Jones in Davenport, FL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities such as a trust company and securities-based lending options.

Lawrence Widener is a financial advisor with Edward Jones in Davenport, FL, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of advising, Widener is involved in livestock production and serves as a board member of the Kiwanis club in Davenport. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.