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.

Felix Greer is a Series 66 registered advisor with Fidelity Investments, based in Celebration, FL. He has one year of experience in the financial industry, including prior work at Equitable Advisors and various roles before entering the advisory field. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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.

Maria Vasquez is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Her prior work includes roles at New York Life Insurance Company and service as a member of the State of Sonora Congress. 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 supported by a large national network of financial 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.

Isaac Murillo is a Series 66 licensed financial advisor with Merrill in Kissimmee, FL, and has three years of industry experience. His work history includes roles at Merrill and Bank of America, N.A., as well as a period at American Income Life and Westgate Resorts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with asset allocation and tax-aware options executed and supported through Bank of America’s infrastructure.

Roberto Martinez Castaneda is a financial advisor with J.P. Morgan Securities based in Kissimmee, FL. He holds a Series 66 designation and has six years of industry experience. Prior to joining J.P. Morgan, he worked at firms including Merrill, Bank of America, Wells Fargo Bank, Royal Bank of Canada, and Canadian Imperial Bank of Commerce. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer customized, non-discretionary asset allocation advice and investment manager searches, supported by centralized due diligence and a focus on eligible strategies.

Ariel Dominguez is a financial advisor at Edward Jones in St Cloud, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Holiday Inn Club Vacations, Ryan Homes, Robert Slack, and Speedway LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Kuaisheng Zhao is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America and Amazon. Outside of his advisory role, Zhao owns and manages a rental property through a third-party realtor. 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 for a range of clients including individuals, high-net-worth investors, and institutions.

Brandie Stanfield is a financial advisor at Fidelity with four years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Inc. and Foothill Credit Union. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Gino English is a financial advisor at Edward Jones in Orlando, FL, holding Series 65 and Series 63 licenses. He has been with Edward Jones since 2026 and has nine years of prior experience at Rocco English from 2017 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Meyer is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Orlando, FL. His prior roles include six years at Schwab Wealth Advisory and ten years at Charles Schwab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Zachary Inklebarger is an advisor with LPL Financial based in Celebration, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Good Life Advisors, BNY Mellon Securities Corporation, and Charles Schwab & Co., Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Janice Rathman is a financial advisor with LPL Financial in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. She has been associated with both LPL Financial and Partners Federal Credit Union since 2010. Rathman is also involved with Partners Retirement and Wealth Management, where she is licensed to sell life, health, disability, long-term care, and fixed annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Orson Lin is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 63 and Series 66 registrations and six years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as prior experience at Old National Bank and IU Health Bloomington Emergency Department. 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 and integrates forward-looking capital market assumptions to build model asset allocations.

Melissa Woldanski is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Axa Advisors and Logix Federal Credit Union. Outside of her advisory work, she is an associate financial advisor at CrimsonCardinal LLC, where she provides client advice and manages practice expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Wendy Jo Bellerive is a Certified Financial Planner® with 29 years of industry experience, currently with Cambridge Investment Research Advisors where she has worked for 16 years. She also serves as president of Cobblestone Financial Advisors, Inc., a role she has held since 2010. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

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.

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.