Tyler Witman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at several firms, including Ameritas Investment Corp, Capital Choice Investment Advisers, and Manatee River Financial Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management and advisory strategies tailored to client objectives.

Matthew Bender is a CFP® and Series 66-registered financial advisor with Edward Jones in Orlando, FL, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Pablo Casal Pereira is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at UBS Financial Services from 2015 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. 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 focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Felix Greer is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equitable Advisors and the U.S. Census Bureau, as well as work during his education at California Polytechnic State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and applies oversight controls to manage conflicts of interest.

Christopher Hosko is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. He is based in Winter Garden, Florida. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on clients with significant Ameriprise-managed assets.

Brian Heapps is a financial advisor with Osaic Wealth Inc. in Orlando, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Signator Financial Services and SII. He is president of several business entities, including GenX Financial LLC and Innovative Financial Group, which oversee various financial services and business operations. Osaic Wealth Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms and third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

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.

Bruce Broussard is a financial advisor at Cetera with 36 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior experience includes roles at Securian Financial Services and Minnesota Life Insurance Company, as well as continuous involvement since 2004 with entities such as The Continuing Education Academy and Omni Resource Group. Broussard is also involved in training and teaching through The Continuing Education Academy. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Lauren Voeller is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Wells Fargo entities since 2010, including Wells Fargo Advisors, LLC, before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Austin Howard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His career includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, Wells Fargo, and AJH Commerce LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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.

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.

Maan Halees is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Enterprise, Halees has been involved with multiple organizations including Concert Golf Partners, The Fathers Table, and MTMR Surgical Group LLC. Outside of advisory roles, Halees has professional experience spanning diverse industries such as surgical group management and golf partnerships. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance product sales through an integrated platform.

David Withee Jr. is a Series 66 licensed financial advisor with J.P. Morgan Securities in Orlando, FL, bringing 15 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Withee Consulting. Outside of finance, he owns Withee Chocolates, a small chocolate business, and serves as Treasurer and Director for The Orlando Ballet, Inc., as well as a Council Member for the UCF College of Arts and Humanities Executive Council. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products and strategies.

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 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a partner in Starr Guitars, a business focused on the manufacture and repair of guitars. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.