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.

Louis Siracusano is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He holds a Series 66 credential and is licensed to practice law in the state of New York. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Danielle Guzman is a financial advisor at LPL Financial with 15 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory support using various investment strategies and operational tools.

Mark Jama is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes over a decade with Primerica Financial Services and Primerica Advisors, alongside roles in automotive sales and consulting. Outside of finance, he owns Nutty's Candies Gifts and Comics and teaches defensive driving. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Marc Young is a financial advisor with Wells Fargo Clearing in Orlando, FL. He holds Series 65 and Series 66 licenses and has 22 years of industry experience, including a prior role at Investment Advisors International, Inc. from 2010 to 2011. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Nickolas Bellanza is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at E*TRADE Capital Management, Uber, and Voya Investment Management. Outside of advisory work, he is involved in content creation on YouTube. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and approved planning tools, offering a broad range of investment and advisory services.

Ryan Eckert is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and 66 credentials and bringing 31 years of industry experience. His career includes positions at Charles Schwab and Waddell & Reed, and he operates two investment-related entities, Eckert Eagle LLC and EP Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Bryan Beloff is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and partner of 7629 Aloma, LLC, a real estate 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 and fund searches, and customized performance reporting. The firm’s advisory process uses a combination of quantitative and qualitative research supported by a centralized manager solutions team.

Evan Joffe is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience at Citigroup Global Markets and Legg Mason Wood Walker. He is also the president and sole owner of Joffe Enterprises, LLC. Morgan Stanley Wealth Management 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 broad range of investment offerings, serving clients through both direct and employer-sponsored arrangements.

Blanca Rivera is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Heather Churchill is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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 employs a structured planning process supported by its Global Investment Committee.

Christian Craft is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at firms including BNY Mellon and Morgan Stanley. Based in Orlando, FL, he has also been associated with JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach involves written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies incorporating quantitative and qualitative research.

Giovanna Testoni is a financial advisor with UBS Financial Services in Windermere, FL, holding a Series 63 designation and over 30 years of industry experience. She has been with UBS since 1990 and previously worked at Painewebber Incorporated starting in 1984. Testoni also participates as a guest speaker outside of her advisory role. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Sai Balroop is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at the City of Orlando and German Excellence Auto Repair. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

Richard Sane is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill for 28 years prior to joining Raymond James in 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. Raymond James offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research.

Kimberly Stewart is a CFP® with 31 years of industry experience, currently advising at Ameriprise in Orlando, FL since 2016. She previously worked at LPL Financial and Edward Jones. Outside of her advisory work, she owns Pretty and Wealthy LLC, a women's networking and empowerment group, and serves on the board of the Downtown Development Board in Orlando. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides personalized recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Frank Guerriero Jr. is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Wells Fargo Clearing, PNC Wealth Management, Citigroup Global Markets, and Merrill. He serves on the advisory board and investment committee of Heart of Florida United Way. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and operates with a broad spectrum of retail and institutional solutions.

Wanda Decker is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and AmSouth Investment Management Company. Decker has been with Ameriprise since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice based on proprietary research and third-party data.

Michael Gallagher is a financial advisor with Raymond James & Associates in Clermont, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2013. Gallagher serves as an officer and secretary for the Garden City HOA and is a finance committee member for both the Faith Neighborhood Center and Wesley Christian Academy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individual, institutional, and municipal clients. The firm provides a range of services, including financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management approaches and affiliated research.

Svetlana Light is a CFP® and Series 66-licensed financial advisor with Edward Jones in Orlando, FL, where she has worked since 2019. She has seven years of industry experience and previously owned and operated Alpha Tours and Translations, LLC from 2008 to 2019. 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 and investment strategies supported by a large network of financial advisors and branch offices.