Daniel Valdes is a financial advisor with Merrill in Orlando, FL, holding a Series 66 credential and six years of industry experience. He has worked with Bank of America and Merrill since 2012 and is also involved part-time with Transtate Industrial Pipeline Systems, where he assists with pipeline safety and regulatory projects. Merrill, along 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 supported by internal and third-party managers. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Daniel Kirk is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Pierce, Fenner & Smith Inc., Wells Fargo, and Citizens Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations, with implementation support from affiliated investment-management entities.

Max Elson Jr. is a financial advisor with Morgan Stanley in Champions Gate, FL, holding a Series 66 license and 25 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Elson serves as a director for both the Make-A-Wish Foundation of Central & Northern Florida and the Cornell University Alumni Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and offers services through individual advisors and corporate agreements.

Barry Roderick is a financial advisor at Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. His career includes tenures at Equitable Advisors, AXA Advisors, LPL Financial, Collaborative Wealth Management, Securian Financial Services, and MSI Financial Services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Sean Marlowe 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 affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in consulting and is a part owner of Apex Strategic Alliance LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement-income recommendations.

Jeremy Handley is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation with 13 years of industry experience. He has worked with LPL Financial and has been with J.P. Morgan Securities since 2016, including time at JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and may include ESG considerations.

Jason Wingo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Edward Jones. Prior to his career in finance, he spent two years at Compass Flooring Distributors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Ramon Jorge is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior roles at Merrill and Banc of America Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a range of strategies, including ESG considerations.

Thomas Bray is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services since 2013 and is owner of Emerald Crane Holding Company, a collectibles business. Additionally, he operates as an independent insurance agent through Waterstone Financial LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides diversified portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

Gerard Duphiney is a CFP® professional with over 31 years of experience in the financial services industry. He has been with LPL Financial since 2008 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has involvement in independent film and operates a non-investment related holding company. 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 with a focus on both discretionary and non-discretionary investment strategies supported by research tools and a broad platform of financial solutions.

Michael Fernandez is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior experience includes roles at Merrill, Morgan Stanley, Wells Fargo, and Cetera. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Leanna Argenziano is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and has prior experience working at K12 Lift and Orange County Public School, alongside a long-term involvement with Senegence. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm utilizes third-party managers and programs, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Luis Alvarez is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and choose portfolio strategies designed to help them achieve these objectives. Luis provides ongoing advice and adapts clients' portfolios as their situations change. He has expertise in areas including general investing, retirement planning, and saving for unexpected events. Luis takes the time to understand what is important to each client in order to help develop a strategy that pursues their financial goals. He holds a Bachelor's Degree from the University of Central Florida and an Accredited Certificate Program from Kaplan University. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Luis speaks both Spanish and English. Outside of his professional work, Luis is involved with several community organizations including the American Cancer Society, Boys and Girls Club of Central Florida, Keep Orlando Beautiful, Inc., and Second Harvest Food Bank of Central Florida. He enjoys activities such as baseball, biking, bowling, cooking, fishing, music, running, soccer, and tennis. Luis is a proud father and is married.

Shaun Spaid is a financial advisor with Ameriprise in Oviedo, FL, holding a Series 66 credential and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice supported by a centralized consulting team.

David Strunc is a financial advisor with Cetera, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Cetera Advisors LLC since 2013 in various roles. Outside of his advisory work, he is an owner and operator of a family-run restaurant, Santinos Pizza N Wings, in Oviedo, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services utilizing a multi-manager platform with discretionary and non-discretionary program options.

Ignacio Bartolomei is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, PNC Investments, and Charles Schwab. Bartolomei is based in Orlando, FL. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Charles Logue III is a financial advisor with Mass Mutual Investors Services in Orlando, FL, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior positions include roles at UBS Financial Services Inc. and Morgan Stanley. Outside of finance, he is involved as a professional driving instructor and coach, providing high-speed track experiences and race car driver coaching, and is also an author on medicinal research related to snake venom. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, annual client relationships and goal-based investment strategies.

Christopher Boylan is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 designations. 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 and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Jones is a financial advisor with Wells Fargo Clearing in Orlando, FL. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior roles include positions at Stadion Money Management, ALPS Distributors, Inc., and DWS Investments Distributors, Inc. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party analytics.

Robert Whittington is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes 17 years at UBS Financial Services and prior roles at multiple Morgan Stanley entities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm utilizes structured planning tools and broad product offerings to support its clients’ financial goals.