Danielle Fink is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and three years of industry experience. Her background includes roles at JPMorgan Chase Bank, Amazon, and Navy Federal Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and may incorporate ESG criteria in its recommendations.

Daniel Chiavaroli is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources, managing approximately $671 billion in assets with over 14,000 financial advisors.

David Hage is a financial advisor with Morgan Stanley in St. Cloud, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling to support client financial goals.

Uniqua Deberry is a financial advisor at Thrivent Investment Management in Orlando, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Thrivent in 2026, Deberry worked at Charles Schwab for four years and has experience operating Berry Vegan Cupcakes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without managing discretionary accounts.

Blake Robson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of advisory work, he is involved in independent insurance brokering with several providers, including Physicians Life and Voya. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

William Brewster is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 credential and 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of finance, he is the registered owner of a screen-printed T-shirt business, TIME & CHANGE CLOTHIERS, which is currently inactive. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers both direct and corporate financial planning services.

Kenton Scott is a CFP® and Series 66-registered advisor with Edward Jones, based in St Cloud, FL. He has seven years of industry experience, including prior roles in municipal government positions with the City of Naples, Collier County Government, and the City of Batesville. Scott has worked with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Rosen is a Series 66–licensed financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice Chair of LEADS for the Kissimmee Chamber of Commerce. 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 range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mason Moyer is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at Fairwinds Credit Union and CUSO Financial Services, LP prior to his current role. Mason is also involved with Fairwinds Wealth Management and Investments in conjunction with his LPL business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jessica Sanzone is a Series 66 registered advisor with Equitable Advisors in Orlando, FL, where she has worked for six years. She has a total of five years of industry experience and previously worked at The Dog Pound for eight years. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party models and emphasizing fiduciary services for qualified plans.

Sailesh Shah is a financial advisor with Mass Mutual Investors Services based in Orlando, FL, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 28 years at Metlife Securities Inc. Shah is also an owner and sales agent of Best Agency USA. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing a structured, collaborative planning approach and offering various asset management and educational programs.

John Macclary Jr. is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. He has been involved with multiple firms, including Agility Wealth Management and WMM Group LLC, and is a 25% owner of Agility Wealth Management Casper. Outside of his advisory roles, he serves as treasurer for the Center For The Visually Impaired - Conklin Davis Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Rebecca Welker is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. She previously worked with Equitable Advisors and Wealth Management Strategies of Central Florida before joining Cambridge. In addition to her advisory role, she serves as Client Services Manager and Financial Consultant at Bull & Bear Wealth Management Partners LLC in Orlando, FL. Cambridge Investment Research Advisors serves a diverse clientele, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms, provides access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Kevin Masih is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at FAIRWINDS Credit Union since 2014, Cuso Financial Services, LP from 2014 to 2025, and Guardian Life from 2013 to 2014. He is also involved with Fairwinds Wealth Management and Investments, a DBS business affiliated with his LPL work. 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 financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, supported by various advisor-facing technologies.

Jennifer Guittard is a financial advisor at Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior roles include positions at Robert W. Baird and the Bank of New York with Eliassen. She is also associated with Lakepark Wealth Group, a non-investment related support company based in Orlando. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dennis Turner is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Orlando Club Sport and small business ventures such as Helping Hand Lawn Care and I9 Sports. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Florencia Urbina is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2011. Her prior work includes 13 years with Newark Public Schools. In addition to her advisory role, she is involved in part-time sales of home security and automation products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm utilizes third-party asset managers and provides custody and trade execution services through established financial institutions.

Kevin Mac Lean is a financial advisor at Edward Jones in Orlando, FL, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years with ADT LLC. Outside of his advisory role, he is involved in managing a rental property in St. Cloud, FL. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Annaliese Grissom is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2024. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gretell Romero Rosa is a financial advisor at Merrill in Orlando, FL, holding a Series 66 designation with 11 years at the firm and one year of industry experience. Outside of her advisory role, she is the owner of a small rental property business. 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 strategies for a range of individual and institutional clients.