Michael Triana is a Series 66 licensed financial advisor with Edward Jones in Winter Garden, Florida. He has two years of industry experience, including over a decade at Healthplex, Inc. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

William Keenan Jr. is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Deanna Price is a financial advisor at Edward Jones in Leesburg, FL, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Kevin Garcia is a financial advisor with Equitable Advisors in Orlando, FL. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at Universal Studios, JetBlue, and H&R Block, as well as positions at the University of Central Florida and Valencia College. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor solutions based on clients’ risk tolerance and investment needs.

Courtnay Thompson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2016 and previously worked at Target for one year. Outside of advising, she is a general partner and managing member of businesses involved in rental car services and trucking. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Piscitelli is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, Ameriprise, and Woodbury Financial Services. He serves as treasurer and handles bookkeeping for a local homeowners association on a volunteer basis. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment program structures and third-party managers.

Jeffrey Peterson is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and 33 years of industry experience, all with Charles Schwab since 1993. Outside of finance, he participates occasionally as a background actor in media and theme park projects through NBC Universal and Frontrunner Casting Agency. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management with integrated advisory, brokerage, custody, and financial planning services.

Paul Naas Jr. is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for Rosen Hotels for 24 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated mutual funds supported by a nationwide network of more than 23,000 financial advisors.

Brian Youngs is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including LifeWealth Investments LLC, Madison Avenue Securities, Edward Jones, and Ally Financial. 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 provides a range of advisory and brokerage services using a variety of investment strategies and technology tools to support its extensive network of advisors.

Michael Lipscomb is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Ameriprise and its affiliates since 2014. Outside of his advisory role, he works as a business coach. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ronda Wilson is a CFP® professional with 21 years of industry experience, currently advising at Cetera. Her prior experience includes roles at Concourse Financial Group Securities Inc, Waddell & Reed Inc, and operating her own financial services firm, RJ Wilson Investments & Insurance. She serves on the Valencia College Business Advisory Council, engaging with local businesses on educational program development and workforce skills. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

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.

Tracy Wilson is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. Based in Orlando, FL, her career has been focused within this firm for over 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Eduardo Pla Alvarez is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds the Series 65 designation and has worked at Edelman Financial Engines and its predecessor firms since 2024, with prior experience at NYLIFE Securities LLC and New York Life. Eduardo studied at Nova Southeastern University from 2018 to 2024. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Anton Lohn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was with Bank of America and Merrill Lynch from 2018 to 2020 and briefly at Edward Jones in 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Luis Figueroa Suarez is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Mobilelinkusa LLC and Regal Cinemas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Taylor Cowgill is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and MassMutual Life Insurance. Based in Orlando, FL, Cowgill's background includes roles in both financial services and other sectors such as dental care and retail. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by a large integrated platform and centralized operational structure.

Ashley Laubach is a financial advisor with UBS Financial Services in Windermere, FL, holding a Series 66 designation and 23 years of industry experience. She has worked at UBS Financial Services and UBS PaineWebber since 2001 and 2002, respectively. Laubach is a member of the National Association of Professional Women, a network that provides professional development resources. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services supported by proprietary research and capital market models.

Gerardo Davila Diaz is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Charles Schwab Bank, JPMorgan Chase, TD Bank, and American Income Life. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized operational support.