Jose Olarte Reina is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for four years. Outside of finance, he has ownership interests in event planning and hospitality businesses. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Andrew Gartrell is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior work includes roles at Brian Layman Wealth Management and Principal Funds Distributor, Inc. He is also involved in marketing activities for new advisors at Agility Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while maintaining a notable affiliation with a municipal advisor to enhance its public finance work.

Kaylyn Van Meter is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity since 2019, serving in various roles including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Kaylyn worked as a Business Development Consultant at Raymond James from 2017 to 2019 and as a Relationship Specialist at Charles Schwab from 2016 to 2017. Her approach to financial guidance emphasizes building trust and understanding through an ongoing partnership with clients. Kaylyn focuses on listening to her clients to gain a deep understanding of their financial and personal priorities, partnering with them to create comprehensive financial plans that provide clarity and confidence throughout different stages of life. She maintains close connections with clients to support them as their goals evolve. Outside of her professional work, Kaylyn enjoys cooking and baking, participating in family activities, following football, gardening, and traveling.

Andrew Petty is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Petty is an investor in a startup video game company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Andrew Broughman is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at CUSO Financial Services LP. Outside of his advisory role, he is involved with FAIRWINDS Credit Union and Firkin and Kelgler LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

Austin Goody is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Samuel Mattei is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping high-net-worth families and business owners develop goals-based wealth planning strategies. He focuses on areas including Family Wealth Management, International Wealth Management, and Sports & Entertainment. Fluent in English, Portuguese, and Spanish, he assists clients with complex financial considerations across borders. With over a decade of experience, Mr. Mattei works closely with business owners and individuals to align their financial resources with their long-term ambitions. He aims to bring clarity to financial complexity, preserve wealth, and create opportunities for clients and the causes important to them. His expertise encompasses wealth planning that extends beyond traditional investing, addressing transitions, legacy planning, and international interests. Mr. Mattei holds a Master of Business Administration from Universidade Pitagoras Unopar, a Bachelor's Degree from the same institution, an Associate's Degree from Universidade Do Sul De Santa Catarina, and a High School Diploma from Escola de Ensino Medio Sarandi. He has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His personal interests include fishing, golfing, music, soccer, and tennis.

Christopher Musick is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2002, including the period when the firm operated as Axa Advisors, LLC. He is based in Orlando, Florida. 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 network of Investment Adviser Representatives and partners with third-party asset managers to deliver customized investment solutions.

Rachel Davis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2014, with prior roles at Newport Group and Newport Group Securities. Outside of her advisory work, she is involved as an associate employee in office support at METRO Financial Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Daniel Valdes is a financial advisor with Merrill in Orlando, FL, holding a Series 66 credential and six years of industry experience. He has worked with Bank of America and Merrill since 2012 and is also involved part-time with Transtate Industrial Pipeline Systems, where he assists with pipeline safety and regulatory projects. 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 investment strategies supported by internal and third-party managers. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Daniel Kirk is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Pierce, Fenner & Smith Inc., Wells Fargo, and Citizens Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations, with implementation support from affiliated investment-management entities.

Barry Roderick is a financial advisor at Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. His career includes tenures at Equitable Advisors, AXA Advisors, LPL Financial, Collaborative Wealth Management, Securian Financial Services, and MSI Financial Services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Sean Marlowe is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in consulting and is a part owner of Apex Strategic Alliance LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement-income recommendations.

Jason Wingo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Edward Jones. Prior to his career in finance, he spent two years at Compass Flooring Distributors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Ramon Jorge is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior roles at Merrill and Banc of America Investment Services. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a range of strategies, including ESG considerations.

Michael Fernandez is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior experience includes roles at Merrill, Morgan Stanley, Wells Fargo, and Cetera. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Leanna Argenziano is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and has prior experience working at K12 Lift and Orange County Public School, alongside a long-term involvement with Senegence. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm utilizes third-party managers and programs, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Luis Alvarez is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and choose portfolio strategies designed to help them achieve these objectives. Luis provides ongoing advice and adapts clients' portfolios as their situations change. He has expertise in areas including general investing, retirement planning, and saving for unexpected events. Luis takes the time to understand what is important to each client in order to help develop a strategy that pursues their financial goals. He holds a Bachelor's Degree from the University of Central Florida and an Accredited Certificate Program from Kaplan University. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Luis speaks both Spanish and English. Outside of his professional work, Luis is involved with several community organizations including the American Cancer Society, Boys and Girls Club of Central Florida, Keep Orlando Beautiful, Inc., and Second Harvest Food Bank of Central Florida. He enjoys activities such as baseball, biking, bowling, cooking, fishing, music, running, soccer, and tennis. Luis is a proud father and is married.

Andrew Tucker is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab & Co., Inc. and Addition Financial. Outside of his advisory role, Tucker owns Tucker Health Solutions, LLC, which assists clients with Medicare enrollment. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals.

Shaun Spaid is a financial advisor with Ameriprise in Oviedo, FL, holding a Series 66 credential and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice supported by a centralized consulting team.