Mohamad Alhalwani is a Series 66-licensed advisor with eight years of industry experience, currently with Truist Advisory Services since 2017. He has worked at Truist Investment Services, Inc. since 2019 and previously held roles at SunTrust Bank and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches. The firm offers asset allocation, fiduciary support, and a manager-selection program supported by AI-enabled research and inter-affiliate integration with Truist’s affiliated entities.

James Gomatos is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2012, focusing on delivering a comprehensive approach to managing wealth by first understanding clients' needs and helping ensure every strategy aligns with their goals. His role benefits from the combined investment resources of Merrill and the banking convenience of Bank of America to address the various aspects of clients' financial lives. James holds the designations of Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He is a specially qualified Senior Portfolio Advisor who provides traditional advice and guidance, while also building and managing custom investment strategies. These strategies include selections from a wide range of Merrill model portfolios and third-party investment options. When servicing clients through the firm's Investment Advisory Program, James may manage these strategies on a discretionary basis. He earned a Bachelor's Degree from the University of Central Florida. Outside of his professional life, James engages in personal interests such as biking, golfing, and running.

Ricardo Cases is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2020 and previously spent 15 years at Equitable Advisors, LLC/AXA. 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 affiliated brokerage and investment management capabilities.

Ruddie Ibanez Irizarry is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with one year of industry experience. Prior to his role at Edward Jones, he served in the US Army for 22 years and briefly worked at Citizens Wealth Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs backed by a large network of financial advisors and branch offices nationwide.

David Hage is a financial advisor with Morgan Stanley in St. Cloud, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling to support client financial goals.

Kenton Scott is a CFP®-certified financial advisor with Edward Jones, based in St Cloud, FL, and has six years of industry experience. He has worked at Edward Jones since 2019 and has held prior roles in various municipal government positions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of advisors and offices, offering advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Rosen is a Series 66–licensed financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice Chair of LEADS for the Kissimmee Chamber of Commerce. 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 range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Annaliese Grissom is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2024. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kevin Torres is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of his advisory role, he serves as an ambassador for the Osceola Chamber of Commerce, where he teaches new business owners about available resources and facilitates connections within the business community. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Dale Edwards is a financial advisor with Merrill, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1998. Outside of his advisory role, he works part-time as a freelance professional musician. Merrill, together 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 strategies for individuals, high-net-worth clients, and institutional investors.

David Burns is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Central Florida area since 1985. He focuses on retirement and income planning strategies, helping clients construct investment portfolios aligned with their objectives, risk tolerance, and time horizon. David provides expertise in family wealth management, personal retirement planning, portfolio management, tax minimization, and retirement income. Throughout his career, David has collaborated closely with clients’ tax advisors and attorneys to promote the use of tax-efficient strategies and the implementation of appropriate estate plans. He has extensive experience in tax-exempt municipal bonds and other income-producing investments. David holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Moeller High School and attended Ohio State University and the University of Central Florida without obtaining a degree. Outside of his professional work, David enjoys fishing, football, and golfing. He is recognized as a "Diamond Knight" for his support of The University of Central Florida’s athletic and scholarship programs.

Danielle Guzman is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Mark Jama is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes over a decade with Primerica Financial Services and Primerica Advisors, alongside roles in automotive sales and consulting. Outside of finance, he owns Nutty's Candies Gifts and Comics and teaches defensive driving. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Christopher Dunnavant is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2009. Outside of his advisory role, he owns CR Wildlife Services, a sole proprietorship providing wildlife products and related consulting, and serves as a board member of the McCormick Research Institute, which focuses on expanding access to equine-assisted therapies for veterans and individuals with special needs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Zuri Turner is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2021, Turner worked at Raymond James & Associates and Wells Fargo. Outside of finance, Turner is employed as a personal shopper and delivery employee for Shipt. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Antonio Moscoso is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 credential and has been with J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2013. Outside of his advisory role, he is a co-owner of Agma Realty Investments LLC, a real estate rental property business he operates with his wife. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Felix Greer is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equitable Advisors and the U.S. Census Bureau, as well as work during his education at California Polytechnic State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and applies oversight controls to manage conflicts of interest.

Herman Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining Cetera in 2025, he spent 13 years with Avantax in various advisory and insurance roles. Outside of his advisory work, he serves as Treasurer and Comptroller for the First Baptist Church of Lincoln Gardens and has provided tax preparation services since 1971. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Cesar Sa Freire Vieira is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at IE International Programs S.A. and spent one year in full-time education earning an MBA. 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 operates under a fiduciary standard and provides services including tax-efficient strategies and securities-based lending, supported by a large nationwide network of advisors and branch offices.

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.