Alex Perez is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to that, he worked at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Louis Bell Jr. is a financial advisor at LPL Enterprise with 24 years of industry experience and holds a Series 66 designation. His career includes roles at The Prudential Insurance Company, Pruco Securities, Ameriprise Financial Services, Cetera Advisors, UBS Financial Services, Merrill, and Citigroup Global Markets. Bell is involved in owner and financial planner roles for multiple entities affiliated with LPL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Julian Arribas is a financial advisor at Osaic Wealth with Series 63 and Series 65 credentials and three years of industry experience. He has worked at several firms including Freedom Financial Group, LLC, and Copperleaf Capital, LLC. In addition to his advisory role, he is involved with Freedom Financial Group as a financial producer focusing on sales and marketing. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Andrew Sholar is a financial advisor with Wells Fargo Advisors in Orlando, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at G.A. Repple & Company and has a background that includes positions at Office Depot, Stetson University, and University High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad menu of planning services and utilizes Wells Fargo research and tools to develop tailored recommendations for clients.

Alexander Triska is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. He previously worked at LifeWealth Investments LLC, Madison Avenue Securities, and The LifeWealth Group. Prior to his financial advisory career, he spent 15 years at Travel + Leisure Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of advisors.

Zachary Zimovan is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation. He has one year of industry experience and previously worked at Matthew Presser before joining Equitable Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver its services.

Loseli Daza is a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works with Merrill clients to understand their current financial situations and introduces them to financial solutions available through Merrill and Bank of America. Her approach focuses on helping clients uncover what matters to them and their families in order to create strategies to pursue their financial goals. Loseli holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of Central Florida.

Russell Wilson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise Financial Services since 2012, including his current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that addresses asset allocation, withdrawal strategies, and Social Security options.

Marcos Cigagna is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at notable firms including Wells Fargo Clearing, Banc of America Investment Services, and UBS Financial Services. Outside of his advisory role, he is a silent partner in several businesses owned by his wife, including a women's apparel line and an Amazon FBA online retail shop. 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, institutions, and municipal entities, and offers financial planning and consulting through various programs, emphasizing non-discretionary advisory relationships with tailored portfolio management options.

Donald Suriano is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several financial institutions including Synovus Securities, Cetera, and Regions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Robert Andrews is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services and earlier at Wells Fargo Clearing, Merrill, Banc of America Investment Services, Quick & Reilly, and Invest Financial Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Joseph Crain III is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial in Orlando, FL. He has worked at several firms including First Citizens National Bank, Wunderlich Securities, and Citigroup Global Markets. Crain’s prior roles include six years at First Citizens National Bank alongside his current position at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by technology tools and a large network of advisors.

Christopher Bozas is a financial advisor with Raymond James Financial in Orlando, FL, holding the Series 66 designation and bringing eight years of industry experience. He has worked with several firms, including Merrill, IFP Securities LLC, and various Raymond James affiliates. He is also involved with Claycomb Wealth Management, a non-investment-related advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports a broad network of advisors with institutional consulting and portfolio management.

Matthew Brinckerhoff is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 25 years of industry experience. He has worked at Raymond James since 2008 and previously spent six years at A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Michelle Correa is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase Bank and JPMorgan Securities since 2015. Based in Orlando, FL, her career has been focused within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a model driven by quantitative and qualitative research.

Paul Tierney is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and The Gabor Agency, Inc. In addition to his advisory role, Tierney serves as an independent agent involved in outside fixed insurance sales. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, institutions, and charitable organizations, utilizing a variety of third-party programs and discretionary management models.

Steven Fortino is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Equitable Advisors since 2011 and also serves as an adjunct professor at the University of Wyoming, teaching CFP courses online. Additionally, he volunteers with the Knights of Columbus in Orlando. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory programs to tailor investment solutions, including proprietary mutual funds, ETFs, and alternative investments.

Matthew Joy is a financial advisor with Merrill in Orlando, FL, holding a Series 66 license and 18 years of industry experience. He has worked at Bank of America, N.A., Merrill, Chase Investment Services Corp., PRUCO Securities, LLC, and Ameriprise. Joy serves as an advisory board member for the charitable organization Christian Help. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Smith is a Series 66 certified financial advisor with Edward Jones in Orlando, FL, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he is involved in operating a cabinet and countertop franchise, Smithway Ventures, in the Orlando area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

Austin Fierko is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment decision process combining quantitative and qualitative research.