David Strunc is a financial advisor with Cetera, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Cetera Advisors LLC since 2013 in various roles. Outside of his advisory work, he is an owner and operator of a family-run restaurant, Santinos Pizza N Wings, in Oviedo, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services utilizing a multi-manager platform with discretionary and non-discretionary program options.

Christopher Boylan is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Schornack is a Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2007, holding various roles including Retirement Investment Specialist, Investment Management Consultant, Financial Consultant, and Investment Solutions Consultant before his current position starting in 2026. With over 20 years of experience, Patrick collaborates with clients to understand their financial and personal goals and helps make complex financial concepts clear and actionable. He utilizes trusted resources and a personalized approach to create, implement, and adapt financial plans that meet clients' evolving needs. Patrick holds insurance licenses in Arkansas and California. His personal interests include spending time at the beach, attending concerts, football, running, and traveling.

Hannah Amdahl is a financial advisor with LPL Financial in Montverde, FL, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at HomeStreet Bank and Buried Onions LLC, and she pursues activities as an artist and musician as well as serving as a notary. 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 portfolio programs, and access to third-party asset managers, supported by a national network of investment adviser representatives.

David Moyston is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investment Inc. and Primerica Financial Services since 2016, and briefly with Alton Clark Realty. In addition to advisory services, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with about 3,698 advisors and $15.5 billion in assets under management. The firm uses model-delivery strategies from third-party managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Cynthia Beymer is a financial advisor at Fidelity with 31 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on multi-manager and fund-of-funds structures.

Fernando Fernandez is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2015. Prior to his current roles, he was involved with Harry Buffalo from 2012 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. The firm offers model-based and discretionary strategies supported by internal and third-party investment teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alex Perez is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he worked at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Louis Bell Jr. is a financial advisor at LPL Enterprise with 24 years of industry experience and holds a Series 66 designation. His career includes roles at The Prudential Insurance Company, Pruco Securities, Ameriprise Financial Services, Cetera Advisors, UBS Financial Services, Merrill, and Citigroup Global Markets. Bell is involved in owner and financial planner roles for multiple entities affiliated with LPL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate 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 services such as financial planning, access to third-party asset managers, and participation in wrap programs.

James Rooney is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment and financial services.

Lonnie Salimone is a financial advisor at Edward Jones with nine years of industry experience. His prior roles include positions at Merrill Lynch and AXA/Equitable, as well as service in the United States Coast Guard Reserve for 25 years. He also has experience working with government agencies and theological education. 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 broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Julian Arribas is a financial advisor at Osaic Wealth with Series 63 and Series 65 credentials and three years of industry experience. He has worked at several firms including Freedom Financial Group, LLC, and Copperleaf Capital, LLC. In addition to his advisory role, he is involved with Freedom Financial Group as a financial producer focusing on sales and marketing. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Alexander Triska is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. He previously worked at LifeWealth Investments LLC, Madison Avenue Securities, and The LifeWealth Group. Prior to his financial advisory career, he spent 15 years at Travel + Leisure Co. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of advisors.

Zachary Zimovan is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation. He has one year of industry experience and previously worked at Matthew Presser before joining Equitable Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver its services.

Paul Tierney is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and The Gabor Agency, Inc. In addition to his advisory role, Tierney serves as an independent agent involved in outside fixed insurance sales. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, institutions, and charitable organizations, utilizing a variety of third-party programs and discretionary management models.

Steven Fortino is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Equitable Advisors since 2011 and also serves as an adjunct professor at the University of Wyoming, teaching CFP courses online. Additionally, he volunteers with the Knights of Columbus in Orlando. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory programs to tailor investment solutions, including proprietary mutual funds, ETFs, and alternative investments.

Sam Safdari is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans based on their individual goals. He utilizes Fidelity's resources to provide personalized guidance aimed at helping clients pursue their objectives. Sam's experience at Fidelity Investments spans several roles since 2018, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his comprehensive understanding of financial planning and investment consulting. Outside of his professional work, Sam engages in outdoor adventures, Pilates, reading, skiing, and traveling.

Michael Smith is a Series 66 certified financial advisor with Edward Jones in Orlando, FL, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he is involved in operating a cabinet and countertop franchise, Smithway Ventures, in the Orlando area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

James Houston Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Dw Inc., MSI Financial Services, Inc., and BB&T Investment Services, Inc. Outside of his advisory role, he is a property owner involved in real estate rental activities. 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, model portfolio programs, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.

Kerry Luellen is a CFP®-designated financial advisor with Edward Jones in Apopka, FL, where he has worked since 1990, accumulating 36 years of industry experience. He also owns a commercial property management business in Apopka. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a variety of advisory programs and investment solutions under a fiduciary standard.