Daniel Iachello is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and eight years of industry experience. He worked at Ameriprise since 2017 and previously spent one year in hospitality management at JW Marriott/Ritz-Carlton Grande Lakes. Outside of advising, he has seasonal employment as a Ride Attractions Host at Walt Disney World Resort. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools within an affiliated product ecosystem.

Kimberly Shirk is a financial advisor with OSAIC based in Clermont, FL, holding Series 63 and Series 66 designations and with 31 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018, and previously at Signator Investors, Inc. and Freedom Financial Group, LLC. Outside of her advisory work, she is also a vocal performer and karaoke DJ at private and public events. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

George Emerson is a financial advisor with Edward Jones in Winter Garden, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Dominic Daluga is a financial advisor with Cetera holding Series 63 and Series 65 licenses and two years of industry experience. He is also co-owner of Good Tax Solutions, Inc., where he prepares tax returns and financial statements, and serves as board member and treasurer at Good Insurance, Inc. Both businesses are based in Winter Garden, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and a range of investment program options.

Brittany Rose is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research Advisors since 2018, also working with Cartier Financial from 2015 to 2023. She serves as a committee member on an investment committee and is a licensed notary public in Clermont, Florida. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using various portfolio management strategies and custody platforms.

Norman Wright Jr. is a CFP® professional with 20 years of experience currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Ameriprise Financial Services and Ohio National Financial Services. Outside of his advisory work, he serves as treasurer for the Windermere Little League. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various platform arrangements and proprietary as well as third-party model strategies.

Patricia Donald is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding a Series 66 designation and three years of industry experience. She previously worked at Ameriprise and held roles with several nonprofit organizations, including Sandy Hook Promise and IDEA Public Schools. LPL Enterprise serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Mark Loop is a CFP® professional with 30 years of industry experience, currently serving at LPL Financial since 2024. He previously worked at Arbor Point Advisors, Securities America, Inc., and OSAIC. Outside of his advisory role, he is involved with Aileron Wealth Management, PLLC, and provides fixed insurance services in Longwood, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, various advisory programs, and consulting services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management strategies.

Milady Irizarry is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Primerica Advisors since 2014 and TaxWorks since 2015. Outside of advisory work, she is involved with Intrepid Ventures, Inc., operating Liberty Tax Service, and works as a real estate agent with Keller Williams Capital Realty. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Urundi Knox is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Enterprise in 2025, Knox worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial advising, Knox is involved with Willie Mack III LLC, a sports and fitness coaching business. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services that include financial planning, model portfolios, and access to third-party asset management. The firm integrates advisory programs with sales of financial products such as insurance, supported by a platform that combines proprietary and third-party investment solutions.

Michael Urso is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He is currently with Cetera and has held positions at Avantax and 1st Global Advisors. In addition to his advisory roles, he is a CPA and owns Michael Urso, CPA, Inc., which provides accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

Kraig Vanatti is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has six years of industry experience, including roles at JPMorgan Chase Bank and a prior position at DMZ Entertainment LLC. His background also includes two years at the University of Central Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Deidra Schornack is a financial advisor with Fidelity in Covington, KY, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios through systematic methodologies.

Terry Geter is a financial advisor with LPL Financial in Minneola, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2025, he spent 14 years at Next Financial Group Inc. He is also the owner of Apshawa Consulting & Services, which offers tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives.

Amaris Turner is a financial advisor with LPL Enterprise who holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to joining LPL Enterprise in 2024, Turner worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, Turner facilitates smoking cessation classes for Tobacco Free Florida-AHEC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by research, model portfolios, and third-party asset management arrangements.

Cory Weiser is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions with Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of advising, he is a contributing writer and is involved in buying and selling baseball cards. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Rodney Talbot is a financial advisor with Raymond James Financial in Winter Garden, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked with Raymond James Financial Services since 1991 and Raymond James Financial since 2009. Talbot serves as an advisory board member for the SIU Finance Department Alumni and advises the Tau Kappa Epsilon Fraternity board. He is also a partner in the Indianapolis Investment Group and operates a marketing company supporting his financial services practice. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, and supports its advisory network with specialized institutional and municipal consulting services.

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. He has recently transitioned to the financial industry after 11 years at Royal Automotive Inc. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products through an integrated platform.

Joshua Wintersdorf is a Series 66 credentialed advisor with Cambridge Investment Research Advisors, where he has worked since 2021. He has three years of industry experience and previously worked at the Central Florida Young Men's Christian Association and Umatilla Middle School. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using various portfolio management and model-based solutions.