James Magee is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on building enduring relationships with individuals, families, and small businesses by providing advice and guidance grounded in time-tested investment and planning principles. James brings experience from prior management roles within a global hospitality company following his graduation from Wake Forest University in 2004, where he earned a Bachelor of Science degree in Business. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, and retirement income. James is involved with the Boys & Girls Clubs of Central Florida and is active in supporting this organization.

Steven Gorman is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has worked at Merrill since 1984 and at Bank of America since 2011. Outside of his advisory role, he is involved in a family-held LLC that manages timeshare rentals. 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, and institutional investors.

Lauren Voeller is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 licenses and 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 offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

Austin Howard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His work history includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, Wells Fargo, and AJH Commerce LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Yihe Luo is a Financial Advisor affiliated with Merrill Lynch Wealth Management, based in Orlando, Florida. He works closely with individuals and families to understand their financial goals and assist with the development of short-, mid-, and long-term financial plans. Yihe provides guidance on a range of financial matters including family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Yihe holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Fluent in English and Chinese Mandarin, he leverages his cultural understanding to better serve clients from diverse backgrounds, particularly Chinese families. He acts as a resource for general investing, retirement planning, and saving for unexpected expenses, and can facilitate access to Bank of America specialists for banking, credit, lending, and small business solutions. Outside of his professional role, Yihe is actively involved in the Orlando pickleball community and enjoys playing pickleball, skiing, and tennis.

Steven Merenda is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its predecessor firm since 1991. Outside of his advisory role, he owns and operates Virtus Tax Services, LLC, a tax preparation business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jessie Frail is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with 11 years of industry experience. Frail has worked at Edward Jones during multiple periods since 2009 and has prior experience with Allstate and Messina Insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed strategies, and operates under a fiduciary standard.

Anoop Nath is a CFA® and holds the Series 66 designation. He joined Edward Jones in 2026 and previously worked at the Atlanta Hawks and Ned Davis Research. He has no industry experience prior to his current roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Alberto Herran is a financial advisor with Ameriprise in Orlando, FL, holding the ChFC® and Series 66 designations and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is a co-owner of Penacacabarga Enterprises, Inc., which operates a retail supermarket, and is involved in managing his Ameriprise business through H & M Partners, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide non-discretionary, tax-efficient recommendations delivered by a centralized consulting team.

Matthew Bailey is a Series 66-licensed financial advisor with experience at Keller Williams Realty, Allstate, and academic positions at the University of South Carolina and the University of Toledo. He is currently affiliated with Equitable Advisors in Orlando, FL. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Maan Halees is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has experience with several other businesses, including Concert Golf Partners, The Fathers Table, and MTMR Surgical Group LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in wrap programs.

David Withee Jr. is a Series 66-licensed financial advisor at J.P. Morgan Securities with 15 years of industry experience. Prior to joining J.P. Morgan in 2018, he held various roles at SunTrust Advisory Services and operated his own consulting business. Outside of his advisory work, Withee is the owner of Withee Chocolates, a small chocolate business, and serves as Treasurer and Director for The Orlando Ballet, Inc., where he oversees financial matters. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes centralized due diligence, quantitative and qualitative analysis, and offers broader derivatives and commodities capabilities compared to many institutional advisors.

Jongwook Kim is a financial advisor with Equitable Advisors in Oakland, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Herman Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining Cetera in 2025, he spent 13 years with Avantax in various advisory and insurance roles. Outside of his advisory work, he serves as Treasurer and Comptroller for the First Baptist Church of Lincoln Gardens and has provided tax preparation services since 1971. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Nichole Godwin is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 proprietary tools and modeling techniques.

Kenneth Hountz is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a partner in Starr Guitars, a company that manufactures and repairs guitars. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jack Thompson is a financial advisor with Equitable Advisors in Orlando, FL. He holds the Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, Thompson held positions in retail and education. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of investment programs and referrals to third-party asset managers to deliver its advisory services.

Richard Springer is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation with 20 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. from 2005 to 2022 before joining J.P. Morgan Securities in 2022. 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 advisory framework.

Fiona Walker is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018, following four years at Wells Fargo Clearing. 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 individuals, institutions, and municipal entities, and offers financial planning and investment consulting with a primarily non-discretionary approach.

Michael Curatolo is a financial advisor with OSAIC based in Windermere, FL, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has been associated with GeorgetownTown Capital Group since 1990 and continues to serve clients under this entity alongside his role at OSAIC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and provides various managed account solutions and third-party manager options.