Bradford Malloy is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and introduces them to solutions offered through Merrill and Bank of America. His approach focuses on empowering clients with the knowledge and tools needed to manage their financial lives effectively. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Mercer University. Bradford's professional philosophy centers on helping clients identify what matters most to them and their families to develop strategies that pursue their financial goals.

Michael Brodsky is a financial advisor with Ameriprise in Oviedo, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, Brodsky serves as president and board member for multiple community organizations, including the Yale Alumni Association of Central Florida and the All-Ivy Club of Central Florida, and he is an author of a book on personal improvement. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team in partnership with client advisors.

Alyssa Benitez is a Series 66 licensed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities since 2020. Prior to joining J.P. Morgan, she worked at Bernstein Private Wealth and maintained involvement with her former law practice through Sidebar Consulting. In addition to her advisory role, she is a co-owner of Skora Skin, an aesthetic medical business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative analysis supported by centralized due diligence and offers capabilities in derivatives and commodities through various regulatory registrations.

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.

Jeannier Oliveira is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Services LLC since 2018. His prior experience includes roles at Regions Bank, SunTrust Bank, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

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.

Victoria Lowell is a financial advisor with Morgan Stanley in Windermere, Florida, holding Series 66, Series 65, and Series 63 licenses. She has five years of industry experience, previously working at Empowered Worth and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning based on structured discovery processes and firm-approved tools.

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.

Jarrod Shoemaker is a financial advisor with Ameriprise in Clermont, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with Ameriprise since 2019 and is also a professional triathlete with over 20 years in the sport. Additionally, he operates Training Camp South, providing coaching and training programs for triathletes, runners, and swimmers. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and a collaborative advisory approach.

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.

Michael Laporte is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, with prior roles at Cetera Advisor Networks, Vicus Capital, Walnut Street Securities, and his own firms, LaPorte Financial, LLC and LaPorte Financial Group, Inc. He also operates an insurance agency under LaPorte Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies supported by advisor-facing technology.

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.