Dennis Turner is a Series 66-credentialed financial advisor with Equitable Advisors in Orlando, FL, and has three years of industry experience. His prior work includes roles at Orlando Club Sport and entrepreneurial activities such as running Helping Hand Lawn Care. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of sponsored programs and endorsed TAMPs to deliver advisory and brokerage 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.

Lee Blackwell is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a board member for the South Shores Oceanside Condo Association in Melbourne Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by Wells Fargo research and planning tools.

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.

Kevin Torres is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of his advisory role, he serves as an ambassador for the Osceola Chamber of Commerce, where he teaches new business owners about available resources and facilitates connections within the business community. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Omar Morales Vazquez is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. Outside of his advisory role, he is involved in business activities related to Primerica Mortgage and home security services referrals. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution services through Pershing.

Dale Edwards is a financial advisor with Merrill, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1998. Outside of his advisory role, he works part-time as a freelance professional musician. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

David Burns is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Central Florida area since 1985. He focuses on retirement and income planning strategies, helping clients construct investment portfolios aligned with their objectives, risk tolerance, and time horizon. David provides expertise in family wealth management, personal retirement planning, portfolio management, tax minimization, and retirement income. Throughout his career, David has collaborated closely with clients’ tax advisors and attorneys to promote the use of tax-efficient strategies and the implementation of appropriate estate plans. He has extensive experience in tax-exempt municipal bonds and other income-producing investments. David holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Moeller High School and attended Ohio State University and the University of Central Florida without obtaining a degree. Outside of his professional work, David enjoys fishing, football, and golfing. He is recognized as a "Diamond Knight" for his support of The University of Central Florida’s athletic and scholarship programs.

Eric Silsby is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, First Horizon Bank, and Fifth Third Securities. 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, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Alan Patten is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James & Associates since 1993 and holds a Series 63 designation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Khristian Soto Sanchez is a Financial Advisor based in Orlando, serving clients in Clermont, Central Florida, and Puerto Rico. He holds certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His expertise includes exit and transition planning for business owners, focusing on preparing the owner, the business, and the family for liquidity events well in advance. He provides wealth management services geared towards families seeking to understand the reasoning behind each financial decision. Khristian collaborates with CPAs, attorneys, and other specialists to ensure cohesive financial planning. Khristian is fluent in English, Spanish, and Portuguese. He obtained his Associate's Degree from Valencia College and holds a High School Diploma from Timber Creek High School.

Jill Birmingham is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of more than 23,700 financial advisors.

Terald Shaw is a Series 66 licensed advisor with six years of industry experience, currently with Thrivent Investment Management. His work history includes positions at Eaton and its Crouse-Hinds Business unit prior to joining Thrivent. He serves as President of the Purdue Alumni of Central Florida and is a board secretary for the Windermere Little League. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Karen Flynn is a CFP®-designated financial advisor with Raymond James Financial in Orlando, FL, bringing 27 years of industry experience. She has worked at Raymond James Financial Services Advisors since 2009 and previously at Strategic Wealth Accumulation from 2005. Outside of her advisory role, she serves as a trustee on a family trust and leads a local team known as the Retirement Solutions Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools to tailor recommendations and supports clients through advisory programs, with a focus on technology integration and municipal advisory services.

Eugene Rubow is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across multiple asset classes and employs oversight controls to address conflicts of interest.

Wade Worrell is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns a hunting property in Texas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Grace Chehansky is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and CSM Capital Corporation. She serves on the boards of Heart of Florida United Way, Lake Highland Preparatory School Board of Visitors, and the Lake Nona Ladies Association. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Damon Nicholson is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.