Nicole Fuhrer is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for more than two decades and has also held roles in education and logistics. Outside of her advisory work, Fuhrer is an ESL instructor at the Inlingua Language Institute and provides English coaching services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Jeffrey Smith is a financial advisor at LPL Enterprise with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley and Cetera Advisors LLC. Outside of finance, he was involved with Home Design Partners for five years. LPL Enterprise offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated services.

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.

Hemant Sachdev is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at AXA Advisors, Park Avenue Securities, Guardian Life Insurance, Edward Jones, and Concourse Financial Group Securities. He is also the founder and president of NxtGen Advisory Group, LLC. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services while integrating proprietary and external investment solutions.

Ethan Vanz is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Strategic Advisers LLC, Fidelity Brokerage Services LLC, and J.P. Morgan Chase & Co. He has also worked in educational institutions and briefly in entrepreneurial activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning using advanced analytical tools and supports municipal and public finance work through unique affiliations, alongside specialized advisory programs.

Beth Fleming Brown is a financial advisor with OSAIC, holding a Series 63 designation and having 32 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 26 years and has been associated with Eq Financial Consultants, Inc. for over three decades. Outside of her advisory role, she offers long-term care and traditional life insurance products as an insurance agent. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process that incorporates asset allocation, portfolio optimization, and risk assessment, supporting both discretionary and advisor-managed strategies.

Stanise Richardson is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 22 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2002 and has prior experience at The Diamond Agency and BestMark. Outside of her advisory role, she is an independent contractor for VIPKID HK LTD. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third parties. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Alejandro Gutierrez is a financial advisor at Primus Trust with eight years of industry experience and holds a Series 65 designation. He has been involved in managing and serving as CFO for child care centers, including My Kids Academy LLC and Aquarelle Kids LLC, since 2006. Outside of his advisory role, he manages administrative and financial duties for these education-related businesses. Primus Trust provides investment advisory and trust-related services primarily to pooled vehicles and institutional or corporate accounts. The firm leverages its team’s combined expertise in finance, accounting, and operations research to manage institutional assets and administer business-related accounts, with a strong emphasis on internal governance and compliance.

Peter Chamberlain is a financial advisor with BRC Management LLC, an independent firm based in Windermere, FL. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding BRC Management in 2011, he worked elsewhere in the financial sector. Outside of advisory work, Mr. Chamberlain serves as president of the BR Chamberlain Foundation for Public Enrichment, a public charitable organization. BRC Management LLC is a single-advisor independent firm.

Timothy Cross is a Series 65 credentialed financial advisor at Altior Capital with eight years of industry experience. He has held various roles within the Altior Capital entities since 2021. Altior Capital is an independent firm based in Windermere, FL.

Firouz Farrokh is the sole advisor at ARIA Corporation, an independent firm based in Clermont, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. In addition to his advisory role, Farrokh is a licensed life, health, and variable annuities agent and provides tax preparation and planning services to clients. He also serves as a soccer referee and instructor. ARIA Corporation provides financial planning and investment management services, with a focus on income and estate tax planning and coordinating with CPAs to support clients' tax and investment needs.

Jing Lin is a financial advisor at ARIA Corporation with a Series 65 designation and no prior industry experience. Before joining the financial sector, Lin worked at Orlando Health Hospital and managed operations at China Star Restaurant. ARIA Corporation is a supported firm with a single advisor serving clients from Clermont, Florida.