Jeffrey Cornstubble is a financial advisor with LPL Financial in Winter Garden, Florida. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including seven years at Ameriprise before joining LPL Financial in 2007. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 J.P. Morgan Chase Bank and J.P. Morgan Securities since 2016. 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 is supported by centralized due diligence that combines quantitative screens and qualitative research, with recommendations that may include ESG considerations.

Michael Kelley II is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Orlando, FL. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Adam Shelp is a financial advisor with Ameriprise in Clermont, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Janney Montgomery Scott for 13 years before joining Ameriprise in 2024. Outside of his role at Ameriprise, he is co-owner of Premier Planning Wealth Advisors, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Robert Oliver is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies a disciplined, personalized approach to wealth management, focusing on understanding each client's unique financial situation and long-term goals. Robert works closely with clients to develop tailored financial strategies aimed at providing both financial well-being and emotional security. With experience dating back to 2002 at Merrill Lynch Wealth Management and a prior decade spent in diabetes research at the University of Miami, Robert brings a scientific approach to portfolio design and financial planning. He collaborates with partner Don Tollin and a team of specialists at Merrill and Bank of America to deliver personalized service and solutions for clients. Robert holds a Bachelor's Degree from the University of Florida and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Personal Investment Advisor (PIA). Outside of his professional role, he spends time with his wife and two sons and pursues hobbies including hiking, playing piano, cooking, and photography.

Marina Gill is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 credential and has been with Merrill and Bank of America since 2015. Gill also taught at the University of Maryland University College from 2015 to 2018. Merrill, along 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 plans, corporations, and charitable organizations.

Kyle Wassmann is a Certified Financial Planner® with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and was previously with Merrill from 2008 to 2012. 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 framework. Their advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Brent Jordan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial career in 1999 at another investment management firm before joining Merrill Lynch in 2008. Brent specializes in designing and implementing long-term wealth management strategies, with a focus on retirement income planning as well as estate and wealth transfer concerns. Brent holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in communications from the University of Memphis. Outside of his professional work, Brent is an avid golfer and a member of the Bay Hill, Isleworth, and Secession Golf Clubs. He helped establish the Core Values Cup for First Tee of Central Florida, a youth program focused on developing life skills through golf. Brent is active in his church and resides in Windermere with his wife, Amy, and their children Brent Jr., Julia, and Sarah. He was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as a member of the Windermere Private Wealth Management team.

Malik Farr is a CFP® professional with 16 years of experience, currently serving at J.P. Morgan Securities since 2012. He has been with JPMorgan Chase Bank, N.A. since 2011. Farr is an investor in a private real estate entity, WRR 1, LLC. 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 within a non-discretionary advisory program.

Bernardo Napoles is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has less than one year of experience in the financial industry, having held prior roles at MassMutual Life Insurance Company/Weiser Financial and MML Investors Services, LLC. His background also includes diverse work experience outside finance, including positions in hospitality and education. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Michael Wytiaz is a CFP®-designated financial advisor with Charles Schwab in Orlando, FL, bringing 42 years of industry experience. He has held positions at Charles Schwab since 2012 and has longstanding affiliations with Jackson National Life Insurance Company and Reassure America Life Insurance Company. Outside of his advisory work, he is a managing member of Big Hammer of Florida, LLC, involved in marine manufacturing and services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. Schwab’s scale and integrated service model provide comprehensive wealth management and custody solutions across a broad client base.

David Pieronowski is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Raymond James, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. He is the CEO of DP Wealth Strategies and is involved in brokering and providing life insurance solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and utilizes risk profiling and analytical tools to support client goals.

Rebecca True is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Triad Advisors, Inc., Merrill, and Advest, Inc. True is a committee member of the Central Florida Foundation and owns True Capital Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Joel Ingram is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2025. Outside of his advisory role, he provides music instruction as a contractor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kelly Cartier is a CFP® professional with 29 years of industry experience, currently with Cambridge Investment Research Advisors since 2009. Prior to that, she worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. She serves as a board member for the Greater Clermont Cancer Foundation and volunteers as secretary for Companions for Courage Inc. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base, with access to multiple platforms and proprietary model strategies.

William Brewster is a financial advisor with Morgan Stanley in Gotha, Florida, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Stanley Smith is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2008, as well as Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Gifford is a CFP® with 18 years of industry experience, currently serving as a financial professional at Cetera since 2023. He previously worked at Securian Financial Services, Inc. and Minnesota Life Insurance Company for 15 years and has been involved with North Star Consultants, Inc. since 2008. His other business activities include advisory and insurance roles as well as financial services through North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform to a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services utilizing both affiliated and third-party managers across various discretionary and non-discretionary program structures.

Joseph Heintzelman is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously had roles at Adventist Health System and as a self-employed sports official. Outside of his financial career, he is involved in sports officiating as an independent referee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs and focusing on a broad retail advisor and branch network alongside affiliated financial services.

David Sosa is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo, Regions Bank, LPL Financial, and AXA Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment strategies.