Kevin Garcia is a financial advisor with Equitable Advisors in Orlando, FL. He holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2026. Prior to this role, his work experience includes positions at Universal Studios, JetBlue, and H&R Block, as well as academic roles at the University of Central Florida and Valencia College. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party managers to deliver tailored investment solutions.

Thomas Howell is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Fairwinds Financial Services, Inc. since 2001 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services and platforms, including financial planning, model portfolio programs, and third-party asset management, supported by advanced research and operational tools.

Mark Hopler is a CFP® with 23 years of industry experience. He has been with Ameriprise since 2002, currently serving as a financial advisor in Winter Garden, FL. Outside of his advisory role, he owns and operates a retail business, Orlando Spa Oasis. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm provides tailored, research-driven recommendations and a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

William Lee Jr. is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 65 and Series 63 licenses and 10 years of industry experience. His prior roles include positions at Foundation Risk Partners, Advus Financial Partners, CommonGood Capital, and CNL Securities. 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 searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research, incorporates ESG criteria, and offers broader derivatives and commodities capabilities.

Patrick Thompson is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 66 and Series 63 credentials with 10 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously was affiliated with Carillon Tower Advisers, Inc. and Eagle Fund Distributors, Inc. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sidney Linehan is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He previously served as an Investment Consultant (2022-2023) and Planning Consultant (2021-2022) at Fidelity Investments. In his current position, Sidney acts as a point of contact to help guide clients through customized financial plans tailored to meet the unique needs of individuals and their families. Sidney works closely with clients to specify their retirement goals, develop strategies to build towards retirement, identify short-term and long-term opportunities, and maintain ongoing relationships for future financial planning needs. His experience spans a range of client-focused financial consulting roles within Fidelity Investments. Outside of his professional work, Sidney’s personal interests include beach activities, camping, fishing, fitness, movies, and outdoor adventures.

Katherine Viola is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, combining research, modeling, and tax analysis to support retirement planning within its managed accounts framework.

Ann Adams is a Certified Financial Planner (CFP®) with 24 years of experience in the financial services industry. She is currently affiliated with Morgan Stanley, where she has worked since 2023, and previously held roles at Valic Financial Advisors and Agia. Adams serves as president of the Orange County Toastmasters Club in Orlando, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools to help clients develop and maintain financial plans.

Taylor Brown is a financial advisor at Merrill in Orlando, FL, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015 and at Bank of America, N.A. since 2019. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines internal Chief Investment Office teams and third-party managers to implement portfolio management, trading, and custody support.

John Thorsen is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously spent five years with Raymond James & Associates. Thorsen serves as a trustee for multiple 401(k) plans associated with his practice. 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 institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Gregory Broner is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Wells Fargo Bank and Wells Fargo Advisors before joining Merrill and Bank of America in 2019. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Dario Zapata is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2016. In addition to his advisory role, he is a partner and owner of PopGolfPro, LLC, a mobile golf-simulator rental business serving events throughout Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Karrie Verduin is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2012. 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 clients, pension and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Maria Vigil is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1988. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Esteban Rondon is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Christopher Abel Viteri, Headquarter Toyota, Classic Davila Floor, and Express Car Wash. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implementing solutions through third-party asset managers and LPL-sponsored programs.

John Bihler is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and analysis from its Global Investment Committee.

Andrew Niklaus is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Merrill Lynch for five years before joining Raymond James in 2020. In addition to his role at Raymond James, he works as an independent contractor financial advisor for Agility Wealth Management. 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, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs various analytical tools to help clients evaluate potential outcomes.

Fabio Garcia is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has held roles at Thrivent Financial and Regions Bank prior to his current position. Before entering the financial industry, he worked for seven years at Acorn Stairlifts. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party money managers, operating a multi-manager structure with substantial assets under management and an extensive advisor network.

Michael Brietz is a Series 66 credentialed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2024. He has two years of industry experience. Outside of advising, he serves as Director of Operations for the Greater Orlando Soccer Academy and is involved in youth soccer refereeing through the Florida Youth Soccer and Florida High School Athletic Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, often utilizing third-party asset managers and programs, and serves clients across wealth levels through a network of Investment Adviser Representatives.

Keith Davis is a financial advisor at Raymond James & Associates with 33 years of industry experience. He has been with Raymond James since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for a family member in health-related matters. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily through non-discretionary relationships.