Jeffrey Ramsey is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at firms including Atlantic Capital Advisors and Morgan Keegan & Company, LLC. In addition to his advisory work, he is involved in selling fixed annuities through Atlantic Insurance Group. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad array of financial products.

Jacob Morgan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL. He holds a Series 66 designation and has been in the industry since 2026. Prior to his current role, he has experience working at firms including Greystar and Michael Clark CFP, alongside various roles in the service industry and education. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Robert Thrift Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Summit Financial Group. He has been with Cetera and its affiliated entities since 2019. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing a multi-manager platform with various program structures and investment options.

Christopher Chong is a financial advisor with Fidelity Investments based in Orlando, FL. He holds the Series 63 and Series 66 designations and has 17 years of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Clearing and Wachovia Bank. Outside of finance, Chong is the sole proprietor of Iron Age Fitness LLC, a fitness apparel business where he designs clothing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Alexandra Mc Isaac is a Series 66 licensed advisor with J.P. Morgan Securities, based in Orlando, FL. She has four years of industry experience, including roles at J.P. Morgan Chase Bank, Keller Williams, Vineyard Vines, and Aeropostale. Outside of her advisory role, she is an owner and partner in Creative Village – Parcel H, a mixed-use real estate development project in downtown Orlando. 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 within a non-discretionary program. The firm’s advisory process integrates systematic quantitative screens and qualitative research, supported by centralized due diligence.

Roxanne Natale Vanblarcom is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for multiple terms totaling over a decade, as well as Raymond James and Wells Fargo Clearing. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on ESG eligibility and broad derivatives and commodities capabilities.

Linette Bell is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 certifications and previously worked at Merrill from 2015 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Luz Fuentes is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 66 designation and has previously worked at Kestra Advisory Services, Kestra Investment Services, HUB International, Summit Wealth Partners, Pershing LLC, and the University of Central Florida. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term investment orientation.

Shanna Ramsey is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined total of 17 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with model asset allocations and includes a broader derivatives and commodities capability.

Sean Sharpe is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked with Raymond James Financial and its affiliates since 2006 and was previously associated with Swain Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting and supports municipal and public finance work through a unique municipal advisor affiliation.

Gabor Csizmadia is a financial advisor with Edward Jones in Orlando, FL, holding CFP® and Series 66 credentials, and has eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Lantower Luxury Living and Pinnacle Property Management Services. He serves as Director at Large for the Pride Chamber Orlando, contributing to board meetings and event planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Jeffrey Toadvine is a financial advisor with Ameriprise in Ocoee, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm utilizes algorithmic automation alongside research and modeling to generate tailored advice and provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Adam Logan is a financial advisor with Raymond James Financial in Orlando, FL. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining Raymond James, he worked at Epic Flight Academy and Kraton Corporation and studied at Florida State University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports its clients through a broad advisor network and specialized programs.

Maria Vasquez is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Her prior work includes roles at New York Life Insurance Company and service as a member of the State of Sonora Congress. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of financial advisors and branch offices.

Leigh Parks is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies without providing individual security recommendations as part of standalone planning.

David Stella is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Orlando, FL. His career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, Morgan Keegan & Company, LLC, and AmSouth Investment Management Company. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a variety of investment strategies to support its clients.

Pedro Lugo is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His career includes positions at Bank of America, Fidelity Investments, MassMutual, Charles Schwab, and Northwestern Mutual Investment Services. 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 investment strategies for a range of individual and institutional clients.

David Auvil Jr. is a financial representative with Mass Mutual Investors Services in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at MML Investors Services LLC, MassMutual Life Insurance Co, and Northwestern Mutual. Outside of his advisory role, he is involved in life insurance, fixed annuities, disability, and long-term care sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, technology-supported planning engagements without discretionary investment authority.

Arti Gupta is a financial advisor at Edward Jones in Orlando, FL, holding the CFA® designation and Series 63 license with four years of industry experience. Prior to joining Edward Jones in 2024, Gupta worked at the Bank of New York and Bank of America and was involved with Atlas Business LLC and AXA Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branches, as well as its integrated services including trust and securities-based lending options.

Yolanda Mc Leod Terry is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016, including through its affiliation with Bank of America. She serves as a board member for the Second Harvest Food Bank of Central Florida. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.