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.

Fabio Garcia is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has held roles at Thrivent Financial and Regions Bank prior to his current position. Before entering the financial industry, he worked for seven years at Acorn Stairlifts. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party money managers, operating a multi-manager structure with substantial assets under management and an extensive advisor network.

Michael Brietz is a Series 66 credentialed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2024. He has two years of industry experience. Outside of advising, he serves as Director of Operations for the Greater Orlando Soccer Academy and is involved in youth soccer refereeing through the Florida Youth Soccer and Florida High School Athletic Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, often utilizing third-party asset managers and programs, and serves clients across wealth levels through a network of Investment Adviser Representatives.

Bradley Geltzer is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2021 and previously held positions at firms including Cetera Investment Services and LPL Financial. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Jacobie Green is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors. Since 2021, he has also been a partner at Abel To Be Green Financial Services, LLC. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Patrick Mccarty is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he sells health insurance through United Healthcare and other carriers. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and does not sponsor its own wrap fee program.

Brian Fajardo is a Series 66-licensed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2025. His prior experience includes roles at New York Beer Project and Global Financial Impact. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Michael Odero is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. He has worked at firms including Charles Schwab, Robinhood, and First Command Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Timothy Sackett is a financial advisor with LPL Financial holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, Oppenheimer & Co. Inc, and Metropolitan Life Insurance Company. Outside of advising, he is involved with Uber as a rideshare operator in Davenport, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party managers, and technology tools, managing over $819 billion in discretionary assets through a large network of advisors.

Joseph Labs is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at MML Investors Services, Weiser Financial, MassMutual Life Insurance Co., Equitable Advisors, and multiple other firms. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager fund structures and model portfolios.

Diana Castaneda Cortes is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2024. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Joseph Sing Po is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Merrill and Securian Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Kristi Glover is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She has worked at J.P. Morgan Securities since 2023 and concurrently at JPMorgan Chase Bank since 2021. Her background includes positions at Amazon.com, Trustco Bank, Michael Kors, TJX Company, Chipotle, and TUI UK. 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 within a non-discretionary advisory program.

Devin Crimzon is a financial advisor at J.P. Morgan Securities with Series 66 credentials and four years of industry experience. His work history includes roles at J.P. Morgan Securities since 2021, JPMorgan Chase Bank since 2017, and prior experience at the University of Florida and Polo Ralph Lauren. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG criteria in its recommendations.

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, Pruco Securities, LLC, and Edward Jones. Outside of his advisory work, he is involved with Hill Properties, a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.

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 at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked in both financial and corporate settings, including six years at AdventHealth Corporate and nearly two decades with Wealthcare Strategies, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs, utilizing a combination of proprietary and third-party solutions delivered through its network of Investment Adviser Representatives.

Caleb Chapman is a Series 66-licensed financial advisor at J.P. Morgan Securities in Orlando, FL, with 15 years of industry experience. He has worked at JPMorgan Securities LLC since 2015 and previously operated Chapman & Associates Therapy Solutions from 2004 to 2020. 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 within a non-discretionary advisory program.

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 has worked at firms including Oriental Financial Services Corp and Wells Fargo Clearing. Outside of her advisory role, she is an independent consultant for Rodan & Fields. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Matthew Presser is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including its prior iteration as Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and offers ERISA fiduciary services for qualified plans.