Paul Tierney is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Lincoln Investment for nine years and The Gabor Agency, Inc. for 14 years. Outside of his advisory role, Tierney is also an independent agent involved in outside fixed insurance sales. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that relies significantly on LPL-sponsored programs and endorsed third-party managers.

Carol Cullen is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and emphasizes diversification and modern portfolio theory in its investment evaluations.

Steven Fortino is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has worked with Equitable Advisors since 2011 and was also associated with AXA Advisors during that period. Outside of his advisory role, Fortino serves as an adjunct professor at the University of Wyoming, teaching CFP courses online, and is a volunteer member of the Knights of Columbus. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Matthew Joy is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill and Bank of America since 2011. Outside of his advisory work, he serves on the advisory board of Christian Help, a charitable organization based in Casselberry, Florida. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Sam Safdari is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans based on their individual goals. He utilizes Fidelity's resources to provide personalized guidance aimed at helping clients pursue their objectives. Sam's experience at Fidelity Investments spans several roles since 2018, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his comprehensive understanding of financial planning and investment consulting. Outside of his professional work, Sam engages in outdoor adventures, Pilates, reading, skiing, and traveling.

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.

Antoine Harris is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services Inc., Harris & Associates, The Home Depot, and Lockheed Martin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 supported by research and model portfolios.

Landon Taucher is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and five years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Ameriprise Financial, and teaching positions at the University of North Florida. He also worked briefly at Cafe Andiamo. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Dawn Mcenany is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to that, she was employed at Whispering Winds from 2016 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Todd Bryant is a CFP® and ChFC® affiliated with Raymond James Financial Services Advisors, Inc. He has 18 years of experience in financial advisory roles and currently leads Bryant Wealth Strategies as CEO. Outside of his advisory work, he owns TAB Consulting LLC, which provides trivia night services to local country clubs. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical and risk-profiling tools, and is noted for its municipal advisor affiliation and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Lader is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 license and previously worked at Edward Jones for seven years. His background also includes roles in software and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Rosenberger III is a Series 66 licensed financial advisor with three years of industry experience. He is currently affiliated with LPL Enterprise, where he has worked for one year, following three years with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Outside of his advisory work, he is a Certified Exit Planning Advisor and has been involved with GolfCarts Unlimited, LLC for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that supports both advisory and brokerage channels.

Tiffany Malenfant is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has previously worked at Merrill Lynch, Bank of America NA, and Edward Jones. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing guidance through a centralized service team.

Eric Moyle is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise Managed Accounts.

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.