Christopher Viteri is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, previously working at AXA Advisors and Herbalife. Outside of his advisory role, he is a co-owner of Abel To Be Green Financial Services LLC, a business focused on administrative functions. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, retirement plans, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, employing a delivery model that emphasizes LPL-sponsored programs and various endorsed third-party platforms.

Dorath Chamarthi is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds Series 65 and Series 63 licenses. His previous roles include positions at Tapfin/EY, MML/Coastal Wealth, Empower Retirement, and Florida Financial Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Daniel Lewis is a financial advisor at Edward Jones in Champions Gate, FL, holding ChFC® and Series 66 credentials with four years of industry experience. He worked at Walt Disney Company from 2011 to 2020 before joining Edward Jones in 2021. He had ownership in Weframe USA LLC but held no active responsibilities there. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a broad national network of financial advisors and branch offices.

Jacob Bennett is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2023. Prior to his advisory role, he has experience in the food service industry and was a student from 2014 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and global investment insights.

James Mcqueeney is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Fidelity and has previously worked at PRUCO Securities, Prudential Insurance Company of America, and Edward Jones. Mcqueeney serves as Vice President and Director of the Rotary Club of Avalon Park in Orlando, Florida. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a broad range of clients, employing a proprietary investment process that blends fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

John Allen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Orlando, FL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. His prior work experience includes roles at L3harris Technologies, Pointe Coupee Physical Therapy Inc, and Berman Hopkins Wright & Laham, CPAs and Associates. 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 a centralized due diligence process and an ESG eligibility framework for its investment recommendations.

Michael Guerriero is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Cintas, Sysco, Whole Foods, and 4 Rivers before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial plans.

Anthony Giamanco is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to understand their financial situations, risk tolerances, time horizons, and liquidity needs. His approach emphasizes connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Anthony and his team aim to provide tailored recommendations by leveraging the resources of Merrill and Bank of America, maintaining a disciplined and holistic approach to wealth management throughout the financial journey. Anthony holds a Bachelor's Degree from the University of Central Florida and is a Personal Investment Advisor (PIA). Outside of his professional role, he enjoys boating, football, golfing, pickleball, spending time with his family, and traveling.

Olivia Peretti is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Fisher Investments and Ameriprise Financial Service, LLC. Outside of finance, she has experience working with Clean Juice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Kaley Mora is a Series 66–licensed financial advisor at Edward Jones in Orlando, FL, with 10 years of industry experience beginning in 2016 at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Isabel Dueri is a CFP® professional with 15 years of industry experience, currently affiliated with J.P. Morgan Securities in Orlando, FL. Her career includes multiple roles within JPMorgan Chase entities since 2010. Outside of her advisory work, she owns and operates an e-commerce business focused on women's professional apparel. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

David Severson is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and has prior experience at Nestle Waters and Cintas Fire. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated Primerica entities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Brandon Denson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Invest Advisory, as well as work experience outside finance in the restaurant industry. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Tschudy is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, MML Investors Services, LLC, GW&K Investment Management, and Trilogy Global Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Isaac Murillo is a Series 66 licensed financial advisor with Merrill in Kissimmee, FL, and has three years of industry experience. His work history includes roles at Merrill and Bank of America, N.A., as well as a period at American Income Life and Westgate Resorts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with asset allocation and tax-aware options executed and supported through Bank of America’s infrastructure.

Roberto Martinez Castaneda is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Wells Fargo Bank, Royal Bank of Canada, and Canadian Imperial Bank of Commerce. He is currently based in Kissimmee, Florida. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

John Maxwell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial industry since 1999 and focuses on providing tailored wealth management services to individuals, families, and businesses. John's areas of expertise include college education planning, corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, special needs planning strategies, and individual and corporate investment strategy. He leads a wealth management team that emphasizes exceptional client care and customized strategies aligned with clients' values and complex financial needs. He is a graduate of the University of Florida with a degree in Business Finance. John holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). An Orlando native, he lives in Orlando with his two daughters, Sienna and Karsyn.

Daniel Kapple is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Smith Barney LLC since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory and brokerage solutions.

Andrew Katsanis is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 license and bringing 12 years of industry experience. His prior roles include five years at Edward Jones before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. He also serves as a successor trustee for a trust in Leesburg, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad retail and institutional offerings in its investment approach.

Gilberto Hurtado Parra is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in various capacities. His background also includes roles in hospitality at The Grove Resort and Spa and Gaylord Palms Resort & Convention Center. 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 an ESG eligibility framework.