Hussain Contractor is a financial advisor with Cambridge Investment Research Advisors in Orlando, FL. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to his current role, he worked at Voya Financial Advisors and Mass Mutual Investors Services. Contractor is also an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, supporting both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Christopher Strickland is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Triad Advisors, Equitable Advisors, Axa Advisors, and Under Armour. Outside of his advisory work, he teaches a 13-week personal finance course at the University of Central Florida’s Wesley Foundation. OSAIC Wealth provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment process with portfolio optimization and offers a range of programs such as managed portfolios, Unified Managed Accounts, and retirement plan consulting.

Lisa Stewart is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has held positions at Wells Fargo Clearing and Prudential Equity Group, LLC prior to joining Morgan Stanley in 2020. Stewart also serves as a trustee for a trust in Windermere, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Thomas Bray is a financial advisor at Cetera with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles within Cetera firms since 2016. Prior to his financial services career, he spent five years at Disney. Outside of finance, Bray owns a business raising and selling corals and tropical fish online. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform, providing access to affiliated and third-party managers across various program structures.

Matthew Douce is a financial advisor with Mass Mutual Investors Services in Orlando, FL. He holds the ChFC® designation and Securities Series 65 and 63 licenses, with 14 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities from 2015 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to support collaborative, goal-based planning.

Adad Bauger serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and introduces them to the solutions available through Merrill and Bank of America. His focus is on empowering clients with information and tools to manage their financial lives effectively. Adad holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Central Florida. His approach centers on assisting clients in identifying their priorities to develop strategies aligned with their financial objectives.

Isabelle Otero is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A., Merrill, SunTrust Bank, and SunTrust Investment Services, Inc. during her career. 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 supported by internal CIO teams and third-party managers for a range of clients including individuals and institutions.

Thomas Duff is a financial advisor with Raymond James Financial in Celebration, FL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1992 and with Raymond James Financial since 2009. Outside of his advisory role, Duff serves as an officer and treasurer for a nonprofit organization and owns a support company in Maine. 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, corporations, and institutions. The firm delivers tailored, non-discretionary planning and consults using risk profiling and analytical modeling, supporting clients through its advisory programs and a large advisor network.

Chris Schilmoeller is a CFP® and Series 66-licensed financial advisor with Edward Jones in Orlando, FL, where he has worked since 2018. He has eight years of industry experience, including ten years with The Fellowship of Catholic University Students prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large national network of advisors and branch offices.

Kent Thorsen is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James & Associates, Inc. and spent a year at the University of Tampa. Thorsen has a 20% ownership interest in Thunder Consultants LLC dba Thorsen Hixenbaugh Kovaleski Wealth Advisors, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu to clients meeting a net-worth threshold, including specialized services such as business-owner transition and special-needs planning.

Kevin Mc Nair is a financial advisor at J.P. Morgan Securities in Orlando, FL, with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist and SunTrust Banks, Inc. among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.

Hannah Turner is a financial advisor at Merrill with 12 years at the firm and holds a Series 66 designation. She has two years of industry experience and is based in Orlando, FL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vadim Matatov is a financial advisor at Ameriprise with 26 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Generational Consulting LLC, where he assists with day-to-day tasks and long-term goal setting for the practice. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Felix Bartolomei is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FAIRWINDS Credit Union, Cuso Financial Services, and Santander Securities LLC. He is also involved with Fairwinds Wealth Management and Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Terrence Tucker is a Series 66 licensed financial advisor with Edward Jones in Davenport, FL, bringing one year of industry experience. Prior to joining Edward Jones, he was self-employed for five years and has held various roles including health insurance agent with Florida Blue. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Rodrigo Torres Pinto is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2016 and Bank of America, N.A. since 2022. Outside of his advisory role, he is the sole owner of rental properties in Orlando, 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jenny Savallo is a financial advisor at Morgan Stanley with 37 years of industry experience. She has previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC in 2020. She holds Series 63 and Series 66 credentials and is based in Orlando, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning and uses structured tools and model-based projections as part of its planning process.

Timothy Tracey is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. 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, pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and drawing on multiple portfolio management styles and affiliated research.

Bryce Sutherland is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses. He has worked at Charles Schwab since 2024 and has prior experience with Credit Suisse and Florida Financial Advisors. Outside of finance, he was involved with the Southwest Stars Swim Club from 2017 to 2020. Charles Schwab 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains a centralized operational structure covering advisory, brokerage, custody, and cash-sweep services.

Ernesto Ramirez is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 27 years of industry experience. His career includes roles at Prudential Insurance Company of America, J.P. Morgan Securities, and other financial firms. Ramirez is based in Orlando, FL. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, 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 offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.