Eric Bachinsky is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2006. Outside of his advisory work, he is the owner of ekb stables llc, a business focused on buying racehorses. Raymond James & Associates is a large, dually registered 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Nicole Granakos Green is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage Services, and Western Southern Life. She also conducts smoking cessation workshops as part of a Tobacco Free Florida AHEC program. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Scott Morris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based planning on topics such as retirement, tax, estate, and special needs without managing client portfolios directly. The firm combines planning with managed-account programs while keeping the services separate and conducts periodic reviews of its recommendations.

Robert Morris is a financial advisor with Ameriprise in Windermere, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Morris is a co-owner and board member of Liquid Planet Boat Works, a retail boat sales and service business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement service uses proprietary investment research and collaborative planning, with recommendations implemented non-discretionarily.

Keith Heslin is a financial advisor with LPL Financial in Ocoee, Florida. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at MML Investors Services and MassMutual Life Insurance. Outside of his advisory work, he operates as an insurance broker specializing in life, disability, equity fixed life, long-term care, fixed annuities, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Singer is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory work, he is a managing member of Freedom Financial Group, LLC, where he conducts securities investment advisory and insurance business, and he is a co-founder of Brax Capital, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services, using asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Angela Quintana is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 66 registrations and having 15 years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and AXA Advisors, among other firms. Outside of her advisory role, she serves as a scorekeeper for women's college and professional volleyball teams, including the University of Central Florida and Major League Volleyball. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, including non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, and charitable organizations. The firm utilizes third-party asset managers and advisory programs to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Keila Bevins is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for seven years. Bevins has been with Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach uses structured discovery processes and firm-approved tools to develop financial plans, while clients are responsible for implementing and updating those plans.

Camden Vinton is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab, Camden worked at Copper State Credit Union and has a background that includes several years in full-time education and positions outside the financial sector. Charles Schwab & Co., Inc. serves predominantly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account services supported by multi-asset model portfolios and centralized operational infrastructure.

David Becker is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Virtus Wealth Advisors and various positions outside the financial industry, including education and corporate roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured due diligence process for alternative investments.

Chance Bush is a financial advisor with Primerica Advisors in Apopka, FL, holding a Series 65 credential and three years of industry experience. His career includes roles at National Staffing Solutions and Primerica Financial Services. Outside of advisory work, he is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-based recommendations managed by unaffiliated asset managers.

Sandra Brooks is a financial advisor at Merrill with 29 years of industry experience and holds a Series 66 designation. She has worked at Merrill and Morgan Stanley, with notable tenures at Merrill from 1997 to 2006 and 2007 to 2018, and most recently from 2022 to the present. Outside of her advisory role, she is the sole owner of a rental property in Virginia Beach, VA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Eller Jr. is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and previously worked at Synovus Securities Inc. and Synovus Bank from 2013 to 2018. Eller has been with Edward Jones since 2018, based in Clermont, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Jose Rincon is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 63 designation and 26 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 1999 and previously at Optionsxpress, Inc. for five years. Rincon is also a sole owner of two rental properties managed by a professional company. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized operational and supervisory structures.

Mario Mendez Jr. is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and J.P. Morgan Chase Bank, where he has been employed since 2019. Prior to that, he held roles at Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan organization and offers a range of investment products including security-based swaps and futures commission merchant services.

Eric Lasso is a CFP® professional with 24 years of industry experience, currently serving at Edelman Financial Engines in Orlando, FL. He has been with the firm and its predecessors since 2015, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term management.

Chang Osurman is a CFP® with five years of industry experience, currently serving at Charles Schwab & Co., Inc. in Orlando, FL. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade for three years and has held roles ranging from a sole proprietorship to positions outside the financial industry, including work at Snohomish County District Court and the University of Hawaii at Manoa. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by its integrated brokerage, custody, and advisory platform.

Kenneth Swift is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Charles Schwab since 2023 and previously spent 10 years at Equitable Advisors and 7 years at Axa Advisors, LLC. He serves as a board member for JC Rawls - FFAC Foundation Inc., where he participates in strategic planning. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Daniel Luna is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Cetera and Regions Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources in its investment approach.

Jeannette Funi is a financial advisor at Edward Jones with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Truist Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.