Sai Balroop is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at the City of Orlando and German Excellence Auto Repair. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

Sandra Burgess is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining LPL Financial in 2024, she worked at Thrivent Financial and served as an instructional teacher for the Lake County School Board. Outside of advising, she maintains a role as an instructional teacher and operates a tax preparation and accounting service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies implemented by its network of investment adviser representatives.

Michael Gallagher is a financial advisor with Raymond James & Associates in Clermont, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2013. Gallagher serves as an officer and secretary for the Garden City HOA and is a finance committee member for both the Faith Neighborhood Center and Wesley Christian Academy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individual, institutional, and municipal clients. The firm provides a range of services, including financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management approaches and affiliated research.

Svetlana Light is a CFP® and Series 66-licensed financial advisor with Edward Jones in Orlando, FL, where she has worked since 2019. She has seven years of industry experience and previously owned and operated Alpha Tours and Translations, LLC from 2008 to 2019. 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 and investment strategies supported by a large network of financial advisors and branch offices.

Kalli Le Jeune is a financial advisor at Edward Jones in Clermont, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, Le Jeune worked at FreshPoint, Inc. for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alejandro Caceres is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Ocean Bank, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through related affiliates.

Drew Moomaw is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds the CFP® designation and securities licenses including Series 63, 65, and 66. Prior to joining Wells Fargo Advisors in 2019, he worked at Zeiders Enterprises Inc. and continues to operate Aberrant Global Advisors, LLC, a consulting business. He is also involved with Vissionary Care Corp, a nonprofit organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Kenneth Patton is a CFP® professional with 25 years of industry experience, currently with OSAIC since 2024. He previously worked at Triad Advisors, Inc. for 14 years and has operated his own CPA firm since 2003. Outside of his advisory role, Patton is owner and manager of a CPA LLC and partners in an investment-related wealth management business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment process and a multi-advisor platform.

Jeffrey Krug is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at firms such as Morgan Stanley, Raymond James Financial Services, Metlife Securities, and Mass Mutual Investors Services. He also receives residual income from insurance policies written at a prior employer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

David Doorneweerd is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. He has held prior positions at Arbor Point Advisors, SECURITIES AMERICA, Commonwealth Financial Network, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andre Gucailo is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, following prior work with Axa Advisors. Outside of his advisory role, he is a general member of the Central Florida Hotel and Lodging Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching client information and risk tolerance with investment models or discretionary managers, offering access to a broad range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tyler Witman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at Ameritas Investment Corp, Capital Choice Investment Advisers, and Manatee River Financial Group. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Anoop Nath is a CFA® and holds the Series 66 designation. He joined Edward Jones in 2026 and previously worked at the Atlanta Hawks and Ned Davis Research. He has no industry experience prior to his current roles. 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 wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Matthew Bailey is a Series 66-licensed financial advisor with experience at Keller Williams Realty, Allstate, and academic positions at the University of South Carolina and the University of Toledo. He is currently affiliated with Equitable Advisors in Orlando, FL. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Maan Halees is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has experience with several other businesses, including Concert Golf Partners, The Fathers Table, and MTMR Surgical Group LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in wrap programs.

Jongwook Kim is a financial advisor with Equitable Advisors in Oakland, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Jack Thompson is a financial advisor with Equitable Advisors in Orlando, FL. He holds the Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, Thompson held positions in retail and education. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of investment programs and referrals to third-party asset managers to deliver its advisory services.

Yousuf Ghalayini is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities compared to many institutional advisory programs.

Clifton Smith is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Stegner Investment Associates, and Uvest Financial Services Group. Outside of his advisory work, he is the owner of CSGolf LLC, a business established to support his son's college and professional golf career through NIL and sponsorship contract management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with a range of financial planning and consulting services, employing a variety of portfolio management styles supported by firm research and model managers.

Michael Curatolo is a financial advisor with OSAIC based in Windermere, FL, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has been associated with GeorgetownTown Capital Group since 1990 and continues to serve clients under this entity alongside his role at OSAIC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and provides various managed account solutions and third-party manager options.