John Beavers is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with business owners, corporate executives, and affluent families to develop and implement personalized wealth management plans. His expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management services, tax minimization, and personal retirement planning. John began his financial advising career in 1998 and joined Merrill and its predecessor firm Banc of America Investments in 2002. He has an extensive background in customized client investment portfolios, budgeting, cash flow analysis, wealth transfer strategies, fixed income portfolios for income, retirement planning, and cash management and lending through Bank of America, N.A. He holds a Bachelor’s degree and an M.B.A. from Stetson University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. John resides in Orlando with his wife Natalie and their two children. He is active in the local community and volunteers across several organizations. Outside of work, he enjoys golfing, skiing, traveling, and spending time with his family.

Jeffrey Ramsey is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at firms including Atlantic Capital Advisors and Morgan Keegan & Company, LLC. In addition to his advisory work, he is involved in selling fixed annuities through Atlantic Insurance Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad array of financial products.

Robert Thrift Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Summit Financial Group. He has been with Cetera and its affiliated entities since 2019. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing a multi-manager platform with various program structures and investment options.

Michele Cook is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63, 65, and 66 licenses and 24 years of industry experience. Her tenure at Charles Schwab spans multiple periods between 2016 and the present. 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 mix of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Christopher Chong is a financial advisor with Fidelity Investments based in Orlando, FL. He holds the Series 63 and Series 66 designations and has 17 years of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Clearing and Wachovia Bank. Outside of finance, Chong is the sole proprietor of Iron Age Fitness LLC, a fitness apparel business where he designs clothing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Alexandra Mc Isaac is a Series 66 licensed advisor with J.P. Morgan Securities, based in Orlando, FL. She has four years of industry experience, including roles at J.P. Morgan Chase Bank, Keller Williams, Vineyard Vines, and Aeropostale. Outside of her advisory role, she is an owner and partner in Creative Village – Parcel H, a mixed-use real estate development project in downtown Orlando. 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 program. The firm’s advisory process integrates systematic quantitative screens and qualitative research, supported by centralized due diligence.

Roxanne Natale Vanblarcom is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for multiple terms totaling over a decade, as well as Raymond James and Wells Fargo Clearing. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on ESG eligibility and broad derivatives and commodities capabilities.

Linette Bell is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 certifications and previously worked at Merrill from 2015 to 2022. 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 including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Luz Fuentes is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 66 designation and has previously worked at Kestra Advisory Services, Kestra Investment Services, HUB International, Summit Wealth Partners, Pershing LLC, and the University of Central Florida. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term investment orientation.

Rachell Lavasseur is a Series 66-registered financial advisor with Wells Fargo Advisors in Orlando, FL, and has 12 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory work, she has ownership interests in PEACE RIVER CAPITAL LLC and a coin-selling business, PINE CREEK PARTNERS LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with options for clients to implement recommendations through various brokerage or advisory programs.

Shanna Ramsey is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined total of 17 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with model asset allocations and includes a broader derivatives and commodities capability.

Sean Sharpe is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked with Raymond James Financial and its affiliates since 2006 and was previously associated with Swain Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting and supports municipal and public finance work through a unique municipal advisor affiliation.

Gabor Csizmadia is a financial advisor with Edward Jones in Orlando, FL, holding CFP® and Series 66 credentials, and has eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Lantower Luxury Living and Pinnacle Property Management Services. He serves as Director at Large for the Pride Chamber Orlando, contributing to board meetings and event planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Jeffrey Toadvine is a financial advisor with Ameriprise in Ocoee, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm utilizes algorithmic automation alongside research and modeling to generate tailored advice and provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Maria Vasquez is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Her prior work includes roles at New York Life Insurance Company and service as a member of the State of Sonora Congress. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of financial advisors and branch offices.

Ian Manahan is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms, including JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Bear Repair LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice and manager searches, with clients retaining final decision-making authority.

Leigh Parks is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies without providing individual security recommendations as part of standalone planning.

Cesar Sa Freire Vieira is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at IE International Programs S.A. and completed an MBA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

David Stella is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Orlando, FL. His career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, Morgan Keegan & Company, LLC, and AmSouth Investment Management Company. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that 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 variety of investment strategies to support its clients.

Pedro Lugo is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His career includes positions at Bank of America, Fidelity Investments, MassMutual, Charles Schwab, and Northwestern Mutual Investment Services. 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 for a range of individual and institutional clients.