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.

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 registrations and bringing 30 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and managing Wallman Financial Group. He is also a board member of the PRIDE Chamber of Commerce, a nonprofit organization based in Orlando. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Pollaci is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at Rim Securities LLC, Rochdale Investment Management LLC, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Morgan Stanley DW Inc. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various investment programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Alexander Utsey is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked 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 provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

David Wiercinski is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Banc Of America Investment Services, Inc. Outside of his advisory role, he owns and operates TBD, LLC, a business related to commercial garage and storage facilities. 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 combines large-scale resources, including research from Wells Fargo Investment Institute, with both brokerage and advisory solutions.

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.

Terry Coe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo since 2016 and is also affiliated with the University of Florida. 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 employs over 14,000 advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Jose Olarte Reina is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for four years. Outside of finance, he has ownership interests in event planning and hospitality businesses. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Joshua Cason is a financial advisor with Edward Jones in Windermere, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at American Honda Finance Corporation and H&R Block. 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, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Kaylyn Van Meter is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity since 2019, serving in various roles including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Kaylyn worked as a Business Development Consultant at Raymond James from 2017 to 2019 and as a Relationship Specialist at Charles Schwab from 2016 to 2017. Her approach to financial guidance emphasizes building trust and understanding through an ongoing partnership with clients. Kaylyn focuses on listening to her clients to gain a deep understanding of their financial and personal priorities, partnering with them to create comprehensive financial plans that provide clarity and confidence throughout different stages of life. She maintains close connections with clients to support them as their goals evolve. Outside of her professional work, Kaylyn enjoys cooking and baking, participating in family activities, following football, gardening, and traveling.

Andrew Petty is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Petty is an investor in a startup video game company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Andrew Broughman is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at CUSO Financial Services LP. Outside of his advisory role, he is involved with FAIRWINDS Credit Union and Firkin and Kelgler LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

Austin Goody is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Samuel Mattei is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping high-net-worth families and business owners develop goals-based wealth planning strategies. He focuses on areas including Family Wealth Management, International Wealth Management, and Sports & Entertainment. Fluent in English, Portuguese, and Spanish, he assists clients with complex financial considerations across borders. With over a decade of experience, Mr. Mattei works closely with business owners and individuals to align their financial resources with their long-term ambitions. He aims to bring clarity to financial complexity, preserve wealth, and create opportunities for clients and the causes important to them. His expertise encompasses wealth planning that extends beyond traditional investing, addressing transitions, legacy planning, and international interests. Mr. Mattei holds a Master of Business Administration from Universidade Pitagoras Unopar, a Bachelor's Degree from the same institution, an Associate's Degree from Universidade Do Sul De Santa Catarina, and a High School Diploma from Escola de Ensino Medio Sarandi. He has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His personal interests include fishing, golfing, music, soccer, and tennis.

Christopher Musick is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2002, including the period when the firm operated as Axa Advisors, LLC. He is based in Orlando, Florida. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to deliver customized investment solutions.

Sarah Herndon is a CFP® and holds a Series 66 license, working as a financial advisor with Wells Fargo Advisors in Orlando, FL. She has seven years of experience at Wells Fargo Advisors following prior roles at the Van Der Meer Tennis Academy and Hofstra University. In addition to her advisory work, she owns and operates SCH Consultants, LLC, a consulting firm based in Orlando. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, using Wells Fargo’s research and tools to develop recommendations delivered through meetings and client summaries.

Kyle Antommarchi is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously held roles at Merrill, Bank of America, Ross, and The Lifewealth Group. Outside of his advisory work, he is the sole proprietor of Beleventi LLC, a retail and online store based in Championsgate, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a variety of advisory programs, using structured planning tools and broad investment capabilities.

Rachel Davis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2014, with prior roles at Newport Group and Newport Group Securities. Outside of her advisory work, she is involved as an associate employee in office support at METRO Financial Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.