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.

Jeffrey Seewald is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Sterling National Bank, LPL Financial, and Capital One Financial Advisors. Outside of advising, he is involved with Freedom Financial Group, LLC, where he engages in insurance brokerage and marketing and branding activities. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach is based on model-driven asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Anthony Cox Jr. is a financial advisor at Edward Jones in Clermont, FL with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed at Hillsborough County Public Schools for eight years and worked briefly at Crunch Fitness. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Diaz is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior advisory experience at Truist Advisory Services and Truist Investment Services. Outside of finance, Diaz engages in photography, primarily taking photos for friends and family. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions along with integrated brokerage, custody, and financial planning services.

Michael Triana is a Series 66 licensed financial advisor with Edward Jones in Winter Garden, Florida. He has two years of industry experience, including over a decade at Healthplex, Inc. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.

Courtnay Thompson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2016 and previously worked at Target for one year. Outside of advising, she is a general partner and managing member of businesses involved in rental car services and trucking. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Naas Jr. is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for Rosen Hotels for 24 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated mutual funds supported by a nationwide network of more than 23,000 financial advisors.

Brian Youngs is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including LifeWealth Investments LLC, Madison Avenue Securities, Edward Jones, and Ally Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services using a variety of investment strategies and technology tools to support its extensive network of advisors.

Ronda Wilson is a CFP® professional with 21 years of industry experience, currently advising at Cetera. Her prior experience includes roles at Concourse Financial Group Securities Inc, Waddell & Reed Inc, and operating her own financial services firm, RJ Wilson Investments & Insurance. She serves on the Valencia College Business Advisory Council, engaging with local businesses on educational program development and workforce skills. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Tracy Wilson is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. Based in Orlando, FL, her career has been focused within this firm for over 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Anton Lohn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, with prior experience at Bank of America, Merrill Lynch, and Edward Jones. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, with recommendations that may incorporate an ESG eligibility framework.

Ashley Laubach is a financial advisor with UBS Financial Services in Windermere, FL, holding a Series 66 designation and 23 years of industry experience. She has worked at UBS Financial Services and UBS PaineWebber since 2001 and 2002, respectively. Laubach is a member of the National Association of Professional Women, a network that provides professional development resources. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services supported by proprietary research and capital market models.

Francine Stessel is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at Ameriprise Financial Services LLC since 2024 and previously spent 14 years at Edward Jones. She is based in Clermont, FL. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies and offers a range of advisory, brokerage, and insurance solutions through affiliated companies.

Amanda Mendez is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2018, including prior roles at JPMorgan Chase Bank and Jpmorgan Chase Bank (Mi). J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations.

Cody Cervellera is a CFP® professional with ten years of experience at Edward Jones, beginning in 2016. He operates out of Winter Garden, FL, and holds a Series 66 license. Outside of his advisory role, Cody owns and manages an eBay store where he sells items sourced from thrift stores. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Anthony Pike is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Inc and EP Wealth Strategies. Pike has been involved in community organizations such as the Kiwanis Club of Orlando. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Eric Boylan is a CFP® professional with 17 years of industry experience, currently advising at Edward Jones since 2009. He holds the Series 66 designation and is based in Clermont, FL. Outside of his advisory role, he co-owns rental properties in Panama City Beach. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Tara Bachinsky is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Raymond James since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

James Millar is a Private Wealth Advisor at Merrill Private Wealth Management, where he also serves as a Senior Resident Director of the firm's Windermere, Florida office. He assists clients in evaluating and implementing portfolio strategies that may involve hedge funds, private equity, managed futures, and middle-market investment banking services through Bank of America. James has experience working with small business owners and corporate executives, focusing on strategies for managing stock options as well as hedging concentrated stock positions and illiquid assets. He is a qualified Portfolio Manager who builds and manages personalized or defined investment strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. He operates within the firm's Investment Advisory Program, managing some strategies on a discretionary basis. He holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute® and is a member of the same organization. James earned bachelor's degrees in finance and economics from the University of Florida. In addition to his professional work, he participates in community organizations including Windermere Little League, Shepherds Hope, Special Olympics, and Alpha Tau Omega.