Ricardo Serra is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 65 license, with 33 years of industry experience. His prior work includes over two decades at Signator Investors, Inc., followed by five years at Royal Alliance Associates, Inc. He is involved in conducting securities investment advisory and insurance business under the name Signature Financial Solutions. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by asset-allocation tools and access to multiple third-party managers and investment platforms.

Alexus Laboo is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Osaic Wealth, Inc. and has prior experience at Securities America Advisors and International Paper. Laboo is also the owner of A. Rae Company, Inc., where she handles financial administrative tasks including proposal preparation and client relations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ralph Winn is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera and its affiliated firms from 2013 to 2026. Outside of his advisory work, he owns a winery in France and operates an e-commerce business selling various products. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with investment management supported by both in-house and third-party research.

Lisa Laboo is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, with 33 years of industry experience. Her prior work includes over a decade at Securities America and five years at Securities America Advisors, Inc. She serves as a volunteer board member for the YMCA, the United Way, and the Florida A&M University Foundation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management with access to multiple investment products and third-party money managers.

Nicole Wortsman is a financial advisor with Edward Jones in Mount Dora, FL, holding the CFP® designation and Series 63 license, and has 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she manages a commercial rental building and a shed sales business in Tavares, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Baxter Smith Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement income recommendations.

Christopher Hudgens is a financial advisor with LPL Financial, holding a Series 63 license and 28 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Independent Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and various portfolio strategies.

David Dagostino is a financial advisor at Cetera with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has been associated with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as Chairman of the Tavares Chamber of Commerce and acts as a polling place deputy for the Lake County Supervisor of Elections. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Stephen Ryan is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, leveraging multiple portfolio management styles and affiliated research resources.

Tracy Belton is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 63 designation and over 40 years of industry experience. She has been with Raymond James since 2010 and has served on the board of the Lake County Museum of Art since 2018. Raymond James & Associates is a national broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting with access to multiple portfolio management styles and research resources.

Donald Oblazney Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at Adtalem Global Education for 27 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Romano is a CFP® professional affiliated with OSAIC, with 44 years of industry experience. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. for 26 years and has been involved with Senior Capital Services for over 30 years. Romano is the author of the book *Distribution Strategies for Retirement*. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various investment types.

Sarah Payne is a financial advisor with Ameriprise in Tavares, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she serves on the Board of Directors and as Secretary for New Vision for Independence, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Richard Gant is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at LPL Financial since 2020 and previously spent nine years at NBC Securities, Inc. Gant has additional involvement with CenterState Bank, N.A. / South State Bank, where he has been engaged since 2008 in investment-related financial institution duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management backed by research, model portfolios, and various technologies.

Stephany Slysofski is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to her financial career, she was involved with Trick Shots Inc. for 17 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers holistic, goal-based planning across various topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Dalton Garrison is a financial advisor at Cetera with eight years of industry experience. He also operates Garrison Wealth Management, P.A., a registered investment advisory business. His prior work includes roles at Summit Financial Group, LPL Financial, and Lake County Public Schools, as well as service on the City of DeBary Historical Preservation Advisory Board. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jeffrey Stephan is a financial advisor with LPL Financial in Eustis, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Stephan serves on the Board of Directors and as Activities Chairman for the Lake Eustis Chamber of Commerce and is a musician with The Porch Band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Konchal is a financial advisor with Raymond James & Associates based in Grand Island, FL, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2004. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Jeananne Niemann is a CFP®-designated financial advisor with Edward Jones in Leesburg, FL, where she has worked since 2007, accumulating 18 years of industry experience. She holds the Series 66 license and has an inactive partnership in a boat delivery business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large national network, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Gregory Collier Sr. is a Certified Financial Planner® with 39 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2005. Outside of his advisory role, he serves as president of Collier Financial Solutions, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through an affiliated municipal advisor.