Louis Knox is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Associated Securities Corp. for over two decades. Knox is involved in the sale of life, health, disability, long-term care, and fixed annuity insurance products through an affiliated business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and advanced technologies.

Drew Moomaw is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds the CFP® designation and securities licenses including Series 63, 65, and 66. Prior to joining Wells Fargo Advisors in 2019, he worked at Zeiders Enterprises Inc. and continues to operate Aberrant Global Advisors, LLC, a consulting business. He is also involved with Vissionary Care Corp, a nonprofit organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Christopher Dunnavant is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2009. Outside of his advisory role, he owns CR Wildlife Services, a sole proprietorship providing wildlife products and related consulting, and serves as a board member of the McCormick Research Institute, which focuses on expanding access to equine-assisted therapies for veterans and individuals with special needs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Nicholas Busch is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with three years of industry experience. Prior to his advisory role, he worked in various positions outside finance, including at SeaWorld and in the food service industry. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and provides a range of advisory programs and investment services.

Kenneth Patton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Triad Advisors, Inc. for 14 years and has operated his own CPA firm since 2003. In addition to his advisory role, he is a partner and owner of Apex Wealth Management LLC and manages a CPA LLC providing tax and bookkeeping services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various advisory programs and transitions.

Aaron Smith is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to his current role, he worked at GovOS and spent seven years with the Transportation Security Administration. Outside of finance, Smith freelances as a voice actor, providing voice-over work for various media including TV, radio, and audiobooks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers a broad range of topics. Their service is delivered through a network of advisors and allows clients to integrate planning with managed-account programs while maintaining separate billing and oversight.

Zuri Turner is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2021, Turner worked at Raymond James & Associates and Wells Fargo. Outside of finance, Turner is employed as a personal shopper and delivery employee for Shipt. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Antonio Moscoso is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 credential and has been with J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2013. Outside of his advisory role, he is a co-owner of Agma Realty Investments LLC, a real estate rental property business he operates with his wife. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jeffrey Krug is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Newbridge Financial Services Group, and Cambridge Investment Research, among others. He receives residual income from insurance policies written at a prior employer. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Joseph Celes is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he serves as an Investment Board Member for Beach Cities Lodge #753 F & AM, a fraternal organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and affiliated lending programs.

Andre Gucailo is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012, previously associated with Axa Advisors, LLC. Gucailo is a general member of the Central Florida Hotel and Lodging Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Jason Johnson is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Johnson has been with Morgan Stanley since 2024. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Daniel Mirto is a financial advisor with Fidelity in Orlando, FL, holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and USLM Financial. Outside of his advisory career, he works as an independent contractor streaming video game content on Twitch. Daniel is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Gregory Pienkosz is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC for one year. Outside of his advisory role, he holds ownership interests and administrative roles in several small businesses related to advertising and media operated by family members. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, including a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Joseph Marino is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, KMS Financial Services, and VOYA Financial Advisors. Outside of his advisory work, Marino is an independent insurance agent and provides basic tax preparation services for a select number of clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Matthew Bender is a CFP® and Series 66-registered financial advisor with Edward Jones in Orlando, FL, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Pablo Casal Pereira is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at UBS Financial Services from 2015 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Felix Greer is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equitable Advisors and the U.S. Census Bureau, as well as work during his education at California Polytechnic State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and applies oversight controls to manage conflicts of interest.

Christopher Hosko is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. He is based in Winter Garden, Florida. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on clients with significant Ameriprise-managed assets.

Brian Heapps is a financial advisor with Osaic Wealth Inc. in Orlando, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Signator Financial Services and SII. He is president of several business entities, including GenX Financial LLC and Innovative Financial Group, which oversee various financial services and business operations. Osaic Wealth Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms and third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.