Edvin Rustrian is a financial advisor with Fidelity in Clermont, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones Investment, Valuteachers Agency/National Life Group, and the NYC Department of Education. Outside of finance, he is affiliated with the Iglesia de Dios Pentecostal M.I. Church in Tampa, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and oversee model portfolios incorporating mutual funds, ETFs, and ETPs.

Matthew Robertson is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked for Royal Automotive Inc for eleven years. 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’s approach is primarily model-driven, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Joshua Wintersdorf is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at the Central Florida Young Men's Christian Association and Umatilla Middle School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering tailored strategies across various custody and platform arrangements.

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.

Travis Keller is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Ameriprise Financial Services and involvement with Twin Rivers Golf Club and the University of Central Florida. Outside of his advisory work, he hosts "Project Book Club," a podcast focused on reading and reviewing fantasy books. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes multiple program options and third-party managers.

Ashley Rosser is a financial advisor with Edward Jones in Orlando, FL, holding the CFP® and Series 66 designations. She has 10 years of industry experience, all with Edward Jones since 2016. Outside of her advisory role, she serves as president of the Friends of Lake LaGrange Homeowners' Association in Orlando. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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.

Ralph Winn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior work includes over a decade with Cetera and its affiliated entities. Outside of financial advising, he owns a winery in France and operates an eBay-based business selling various products. 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 offers a range of advisory and brokerage services, including financial planning and institutional platforms, with advice delivered primarily through investment adviser representatives using various portfolio strategies.

Christopher Strickland is a financial advisor at OSAIC with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Triad Advisors, Equitable Advisors, and Axa Advisors. Outside of his advisory role, Strickland teaches a personal finance course for the Wesley Foundation at the University of Central Florida. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that include various investment vehicles and supports multiple advisory platforms.

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. Prior to joining Morgan Stanley in 2020, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. She also serves as a trustee for several trusts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Elvis Abreu is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at the Office of Healthy Aging and Rhode Island College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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.

Craig Dykstra is a financial advisor at Edward Jones in Leesburg, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including 22 years with Edward Jones. Outside of his advisory role, he serves as treasurer for the South Lake Republican Club, providing financial status reports without handling funds. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management and a large national network of advisors and offices.

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 with J.P. Morgan Securities in Ocoee, Florida, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as prior experience at Truist and Foresters Financial Services, Inc. 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 broker-dealer and investment adviser registrations, delivering recommendations through Wealth Advisors on a non-discretionary basis.

Patricia Freehling is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. She has been with Cambridge Investment Research Advisors since 2009. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing both discretionary and non-discretionary strategies tailored to client objectives.

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.