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 15 years of experience, currently affiliated with J.P. Morgan Securities since 2012. He has held roles at JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory work, Farr is an investor in a private real estate entity. 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 reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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.

Julie Riley is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2010 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research, with a notable presence in municipal advisory services.

Rebecca True is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. She previously worked at Triad Advisors, Inc. for 15 years before joining Cambridge. Outside of her advisory role, she is a committee member of the Central Florida Foundation and owner of True Capital Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches and custodial 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.

Brian Colvin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial, Thrivent Financial, and New Paradigm Group. 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 broad range of advisory programs, managed solutions, and affiliated investment products with a nationwide network of financial advisors and branches.

Kelly Cartier is a CFP® professional with 28 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2009. Her background includes roles as an independent insurance agent and involvement in business consulting. She is also active in nonprofit work, serving as a board member of the Greater Clermont Cancer Foundation and as secretary for Companions for Courage Inc. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, and other clients through a network of independent financial professionals. The firm offers a range of financial planning, investment management, and retirement plan advisory services with both proprietary and third-party strategies across multiple platform arrangements.

Michael Laliberte is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. He has been with Cambridge since 2016. Outside of his advisory role, Laliberte is involved in several business activities including serving as an insurance agent, a business exit planning consultant, and managing philanthropic initiatives focused on eradicating entrepreneurial poverty. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

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.

Juan Saavedra Marin is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan in 2020, he worked at Regions Bank from 2016 to 2020. Outside of his advisory role, he is an owner and partner of JB Pro Rentals, LLC, a business involved in managing and leasing real estate properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers non-discretionary advice through select Wealth Advisors and integrates an ESG eligibility framework in its investment recommendations.

Janet Burke is a financial professional with 38 years of industry experience, currently affiliated with Cetera Investment Advisers. She holds Series 63 and Series 66 credentials and has worked previously at Ameriprise Financial Services for 18 years. In addition to her advisory work, she is an insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Matthew Hackler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to Raymond James, he worked at Collier & Hackler Financial and Steling Financial Group. Hackler serves as vice president and treasurer of a nonprofit organization and chairs the board of the Florida Hospital Waterman Foundation’s Finance Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a large advisor network.

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.

Grant Harkness is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Cetera Investment Services LLC since 2016 and has been affiliated with Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to both affiliated and third-party investment managers.

Robert Young is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones in Clermont, FL, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he serves as a board member for the West Orange High School Scholarship Group, helping to determine college scholarship recipients, and is the managing member of a consulting business that handles administrative functions. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering various investment strategies and affiliated financial services.