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.

Gregory Lopez is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Combined Underwriters, Equitable Advisors, Shapiro Insurance Group, and Starkweather & Shepley Insurance Brokerage Inc. prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation strategies.

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.

Jose Olarte Reina is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2021 to 2025. Outside of finance, he is involved in event planning and hospitality through ownership interests in two related companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research and diversified investment strategies.

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.

Eric Carlson is a financial advisor with Raymond James Financial in Orlando, FL, holding the ChFC® designation and Series 63 license. He has 26 years of industry experience, including prior roles at MML Investors Services and Massachusetts Mutual Life Insurance Company. Carlson serves as a successor trustee for a family trust and is a board member of Catholic Charities of Central Florida, where he oversees facilities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports advisory programs with analytical tools and specialized services, including municipal advisory and SIMPLE IRA employer consulting.

Andrew Broughman is a financial advisor at LPL Financial in Orlando, FL, holding a Series 66 designation with 12 years of industry experience. His prior experience includes 12 years at CUSO Financial Services and ongoing roles with FAIRWINDS Credit Union and Firkin and Kelgler LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

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.