Edwin Sotoquinones is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at AXA Advisors, LLC for 21 years. Outside of his advisory role, he is involved in auto racing as a driver and team owner. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Ronald Gruninger III is a CFP®-designated financial advisor with Mass Mutual Investors Services in Orlando, FL, with 16 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2014. Outside of advisory work, he is involved in life insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning relationships.

Michael Kovaleski is a CFP® professional with 16 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2016 and previously worked at Raymond James & Associates from 2009 to 2016. Kovaleski is a 10% owner of Thunder Consultants LLC, an affiliated firm operating a financial planning practice in Orlando, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations across a broad range of financial needs.

Lisa Robinson is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2015, previously affiliated with Axa Advisors. In addition to her advisory role, she is involved in Medicare plan sales through outside insurance activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored client solutions.

Luke Dougherty is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2021. In this role, he collaborates with clients to develop personalized financial plans aimed at helping them achieve their financial goals. His professional experience centers on investment solutions and client-focused financial planning.

Viviana Frias Diaz is a financial advisor with Cetera in Orlando, FL, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Fieldpoint Private Bank & Trust and Regions Bank, where she continues to serve as a wealth advisor. Outside of her advisory work, she is the owner of DA Legacy Properties, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Ashley Abraham is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Destiny Walker is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors in 2026, she held roles in customer service and management at Jersey Mike's and owns a small business, Stick & Shine, Co., which creates stickers, magnets, and flyers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Gabriel Proulx Wein is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial LLC, United Community Bank, and Charles Schwab & Co. Inc. Prior to his advisory roles, he attended the University of Miami from 2020 to 2024. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Marlia Brown is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2009. She has 22 years of industry experience. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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.

Daniel Polon is a financial advisor at LPL Enterprise with five years of industry experience and holds a Series 66 designation. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Before entering the financial industry, he spent a decade in public education within the Mobile County and Escambia County school systems. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Mark Menahem is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and accumulating 13 years of industry experience. He previously worked at Allstate Financial Services and Allstate Insurance Company for seven years. Outside of advisory work, he serves as a trustee for his mother’s estate. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

Allison Sim is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She previously worked at Merrill and Lowe's Home Centers LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Wallman is a financial advisor with LPL Financial in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His previous roles include positions at H. Beck, Inc., Grove Point Investments, LLC, and his own firm, Wallman Financial Group. He serves on the board of the PRIDE Chamber of Commerce, a nonprofit organization in Orlando. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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 with LPL Enterprise in Orlando, FL, holding Series 65 and Series 63 designations and 11 years of industry experience. He has worked at The Prudential Insurance Company of America and PRUCO Securities, LLC since 2015. Outside of advisory work, he is involved with the Couch Braunsdorf Insurance Group, providing property and casualty coverage to clients. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, asset management programs, and access to brokerage and insurance products through an integrated platform.

David Wiercinski is a financial advisor with Wells Fargo Clearing in Orlando, FL. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Prior to his current role since 2016, he worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 utilizes research and analytics from the Wells Fargo Investment Institute alongside third-party data to guide its investment approach.

Gregg Hall is a financial advisor with Equitable Advisors in De Land, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Terry Coe is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. He is also affiliated with the University of Florida since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.