Eric Geyer is a Financial Advisor with Merrill Lynch Wealth Management based in Windermere, Florida. He began his career with Bank of America Consumer Bank in 2015 and joined Merrill in 2018. In his role, Eric focuses on assisting busy and successful individuals, including business owners and their families, to navigate significant life transitions and manage their wealth effectively. Eric's expertise includes family wealth management strategies, legacy planning, managing new wealth, small business strategies, tax minimization, and retirement income. He emphasizes understanding clients' priorities and financial situations in detail to design, implement, and monitor customized wealth management strategies that align with their goals and risk tolerance. He holds a Bachelor's degree in Hotel/Restaurant Management from Northern Arizona University, a Florida Real Estate Broker's License, and designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Eric resides in Winter Garden, Florida with his wife and two children, and enjoys active and athletic pursuits such as running, Obstacle Course Races, traveling, cooking, and spending time with family and friends.

Brady Keller is a financial advisor with Cetera based in Orlando, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera and its affiliate Sunrise Wealth in 2025, he worked at Ameriprise from 2019 to 2025. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party models, discretionary and non-discretionary programs, and various custodial relationships.

Brandon Shepard is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses. He has two years of industry experience and has worked at Charles Schwab and affiliated entities since 2021. Prior to his financial advisory roles, his background includes experience in technology and education. Charles Schwab & Co., Inc. serves a large client base primarily composed 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, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

Anderson Wren is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 11 years. 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.

Mark Guy is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Enterprise Car Rental and TIAA-CREF. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research.

Richard Macak III is a financial professional with 15 years of industry experience, currently affiliated with LPL Enterprise. He holds Series 63 and Series 65 designations and has worked with firms including Cetera Wealth Services, Omni Financial Services, and MetLife Securities. Outside of his advisory role, he is involved in fixed insurance sales and participates as a trainer in continuing education seminars. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Rachel Linville is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Her prior firms include Edward Jones, MassMutual, and The Infinity Group. Linville is also involved with The Infinity Group, a support company based in Apopka, FL. 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 institutions. The firm provides tailored, non-discretionary planning using analytical tools to help clients understand potential outcomes and supports a broad network of advisors and affiliated firms.

Vladimy Pierre Louis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked with Avantax Advisory Services and related firms for over a decade and operates his own CPA practice, Vladimy Pierre-Louis CPA PLLC. He is also a director and officer of the PLOUIS Foundation, a nonprofit organization he founded. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Edwin Sotoquinones is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. He has been with Equitable Advisors since 1999, including its prior identity as AXA Advisors. Outside of his advisory role, he is involved in auto racing as a driver team owner. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm offers various investment options through its network of Investment Adviser Representatives and third-party asset managers, emphasizing personalized client assessment and model-based portfolio management.

Lisa Robinson is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. She has worked at Equitable Advisors since 2015, including during its prior registration as Axa Advisors. In addition to her advisory role, she engages in outside insurance sales, primarily focusing on Medicare plan sales. 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 diverse asset management programs, utilizing third-party asset managers and advisory models tailored to clients’ risk tolerance and investment needs.

Destiny Walker is a financial advisor with Equitable Advisors in Orlando, FL, holding the Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she managed and operated Stick & Shine, Co., a business specializing in stickers, magnets, and flyers. She also has experience in the food service industry, including a role as Catering Manager and Store Associate at Jersey Mike's. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through both proprietary and third-party programs.

Joseph Volpe is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2015. Based in Orlando, FL, his practice is part of a large institutional firm serving a broad client base. Charles Schwab & Co., Inc. primarily serves 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 with access to discretionary separately managed accounts, supported by centralized operations and multi-asset model portfolios.

Daniel Smith IV is a CFP® professional affiliated with Raymond James Financial in Orlando, FL, with 29 years of industry experience. He serves as the managing partner and CEO of Signature Wealth Partners, a role he has held since 2021. Prior to his current positions, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2014 to 2021. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses analytical tools for risk profiling and outcome modeling to support client goals.

Luke Dinges is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials. He has less than one year of industry experience and has held prior roles at Insight Asset Management and MCA, as well as various positions outside the financial sector. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure that supports a broad range of investment options.

Daniel Polon is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his advisory career, he was employed by public school systems in Mobile and Escambia counties. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a broad network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and participating in a Model Wealth Portfolios wrap program.

Mark Menahem is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Allstate Financial Services and Allstate Insurance. Outside of advising, he owns an insurance agency and serves as a trustee for his mother's estate. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions without sponsoring its own wrap fee program.

Gregory Lopez is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Combined Underwriters, Equitable Advisors, Shapiro Insurance Group, and Starkweather & Shepley Insurance Brokerage Inc. prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation strategies.

Scott Pollaci is a CFP®, CFA®, and Series 66-designated financial advisor with 23 years of industry experience. He is currently with Osaic Wealth, Inc., where he has worked since 2026. Prior to that, he was affiliated with Rim Securities LLC and Rochdale Investment Management LLC from 2007 to 2026. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alexander Utsey is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory role, he is involved in property and casualty insurance through Couch Braunsdorf Insurance Group. LPL Enterprise serves a diverse clientele including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance products through affiliated entities.

Gregg Hall is a financial advisor at Equitable Advisors in Orlando, FL, holding the Series 66 designation with 14 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2012. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.