Alyssa Benitez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2020, following prior roles at Bernstein Private Wealth and a legal practice spanning over a decade. Outside of finance, she is a co-owner of Skora Skin, an aesthetic medical business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework in its recommendations.

Danielle Fink is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Amazon, and Navy Federal Credit Union, among others. Danielle also has experience in emergency services with City of Rittman Fire and Rescue. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Daniel Chiavaroli is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, and it offers a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

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®-certified financial advisor with Edward Jones, based in St Cloud, FL, and has six years of industry experience. He has worked at Edward Jones since 2019 and has held prior roles in various municipal government positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of advisors and offices, offering advisory programs that include discretionary and non-discretionary strategies, 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 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 individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that supports discretionary and non-discretionary accounts with a range of program options.

Thomas Floyd is a financial advisor with LPL Financial based in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His career includes positions at Scottrade, TD Ameritrade, Robinhood Financial, and Fairwinds Credit Union. He also operated Floyd Financial Coaching, LLC and worked as a home educator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 in Orlando, FL, with two years of industry experience and a Series 66 designation. Prior to joining LPL Financial in 2025, he worked at Fairwinds Credit Union and CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Jessica Sanzone is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to joining Equitable, she was associated with The Dog Pound for eight years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Victoria Lowell is a financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Empowered Worth and UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Sailesh Shah is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 28 years with Metlife Securities Inc. In addition to his advisory role, he is the owner and sales agent of Best Agency USA. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools such as Monte Carlo simulations and automated asset-allocation software.

Kevin Masih is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked with FAIRWINDS Credit Union since 2014 and was previously with CUSO Financial Services, LP for 11 years. His current role includes managing Fairwinds Wealth Management and Investments, a business related to his LPL advisory activities. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Laporte is a financial advisor with LPL Financial in Oakland, Florida, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience, including prior roles at Cetera Advisor Networks and Vicus Capital, and has operated LaPorte Financial, LLC since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.

Jennifer Guittard is a financial advisor at Raymond James Financial in Orlando, FL, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Bank of New York with Eliassen and Robert W. Baird. She is also involved 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 client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

Carlos Lowell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Lowell serves on the finance, investment, audit, and other advisory committees for Baptist Health South Florida. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment options to deliver customized financial strategies.

James Moulton is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes roles at Bank of America, JP Morgan Chase Bank, and J.P. Morgan Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies constructed by internal and third-party managers.