Michael Schafer is a financial advisor at Merrill in Orlando, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Merrill, he worked at Rocket Auto and has experience in various service roles. 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.

Scott Polk is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily to clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Daniel Iachello is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and eight years of industry experience. He worked at Ameriprise since 2017 and previously spent one year in hospitality management at JW Marriott/Ritz-Carlton Grande Lakes. Outside of advising, he has seasonal employment as a Ride Attractions Host at Walt Disney World Resort. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools within an affiliated product ecosystem.

Yvonne McGuire is a financial advisor at Morgan Stanley with 37 years of industry experience. She has held roles at Morgan Stanley Private Bank and Wells Fargo Advisors LLC. In addition to her advisory work, she serves as a board member of the Brevard Schools Foundation and owns Strike Price LLC, a recreation business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and the Global Investment Committee’s market insights.

Daniel Grisham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for over two decades. 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 services on a non-discretionary basis where clients retain final decision-making authority.

Maileleiliilii Aiwohi is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of her advisory role, she serves as a board member for the West Orange County Lacrosse Club, helping to coordinate activities and communications among parents and the board. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and maintains a broad range of retail and institutional offerings.

Justin Bickerstaff is a CFP® professional with 10 years of industry experience, currently serving at Raymond James & Associates, Inc. since 2015. He is also the owner of Tyler Mill LLC, a business separate from his advisory work. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Norman Wright Jr. is a CFP® professional with 20 years of experience currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Ameriprise Financial Services and Ohio National Financial Services. Outside of his advisory work, he serves as treasurer for the Windermere Little League. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various platform arrangements and proprietary as well as third-party model strategies.

Charles Worrell is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Patricia Donald is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding a Series 66 designation and three years of industry experience. She previously worked at Ameriprise and held roles with several nonprofit organizations, including Sandy Hook Promise and IDEA Public Schools. LPL Enterprise serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Andrew Zelman is a financial advisor at Morgan Stanley with 16 years of industry experience. He has worked with Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Zelman holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to model financial outcomes.

Eugene Garner is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Minnesota Life Insurance Co, Securian Financial Services Inc, and Evershore Financial Group. Outside of his advisory role, he operates a private business providing woodwind music lessons. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies along with oversight controls in its portfolio management.

Milady Irizarry is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Primerica Advisors since 2014 and TaxWorks since 2015. Outside of advisory work, she is involved with Intrepid Ventures, Inc., operating Liberty Tax Service, and works as a real estate agent with Keller Williams Capital Realty. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Andrew Bensey is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2019 and previously worked at Towne Park, Ram Tool Construction Supply Co., and as a Lockheed Martin CWEP participant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Erich Krzyzak is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in Orlando, FL. He has worked at Wells Fargo Clearing Services since 2018 and previously at JPMorgan Chase from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Colleen Galarza is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a co-owner and guided imagery/meditation teacher at Soul's Compass. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is grounded in modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jessica Neumann is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2024. Prior to her current role, she held various positions outside the financial industry, including at Lowe's Home Improvements and Giunta's Meat Farms. 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, distribution, and investment management capabilities.

Urundi Knox is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Enterprise in 2025, Knox worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of financial advising, Knox is involved with Willie Mack III LLC, a sports and fitness coaching business. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services that include financial planning, model portfolios, and access to third-party asset management. The firm integrates advisory programs with sales of financial products such as insurance, supported by a platform that combines proprietary and third-party investment solutions.

Michael Brewer is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory services.

Kraig Vanatti is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has six years of industry experience, including roles at JPMorgan Chase Bank and a prior position at DMZ Entertainment LLC. His background also includes two years at the University of Central Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.