Kevin Mc Nair is a financial advisor with J.P. Morgan Securities in Ocoee, Florida, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as prior experience at Truist and Foresters Financial Services, Inc. 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 broker-dealer and investment adviser registrations, delivering recommendations through Wealth Advisors on a non-discretionary basis.

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 28 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at FAIRWINDS Credit Union and Cuso Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology solutions.

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 three years of industry experience. He has worked at Merrill since 2016 and has prior experience with Bank of America, N.A. and adidas America. Outside of his advisory role, he is the sole owner of rental properties in Orlando, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with 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 in Orlando, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, J.P. Morgan Securities, and JPMorgan Chase Bank. He has also been self-employed during his career. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

Mark Abramson is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory work, Abramson serves as an officer for an adult day care organization and is involved with the Enzian Film Society and Tau Epsilon Phi fraternity. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Elizabeth Galarza is a financial advisor with Wells Fargo Clearing who holds Series 66 and Series 63 credentials and has 14 years of industry experience. She previously worked at Merrill and J.P. Morgan Securities. Outside of her advisory role, she owns an online T-shirt sales business called Cozy Pop. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, and manages approximately $671 billion in assets with a team of over 14,000 financial advisors.

Stefanie Flohr is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at FAIRWINDS Credit Union, CUNA Mutual Group, and Suncoast Credit Union. She also serves as a subject matter consultant in an educational practice, Cannon Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Steve Miranda is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers specialized services such as model portfolios and advisory roles to registered investment companies.

Craig Kopp is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2011. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Yule is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies that consider clients' full financial pictures and evolving market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to help clients pursue their long-term financial goals. Jared's areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Roanoke College and has earned the Personal Investment Advisor (PIA) designation. Committed to community involvement, Jared participates in volunteer activities within the communities he serves. Outside of work, he enjoys biking, boating, camping, chess, fishing, golfing, music, skiing, spending time with his family, and traveling.

Daniel Cronin is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robinhood Markets and Robinhood Financial. Cronin studied at Florida State University before beginning his career in financial services. Raymond James & Associates is a 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 municipal entities, offering financial planning and investment consulting through various advisory programs and an extensive affiliate network.

Ashley Oglesby is a Series 66-licensed financial advisor with Edward Jones, based in Orlando, FL, and has three years of industry experience. She has worked at Edward Jones since 2017, with a brief period of unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brian Adamson is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with firms including Alpha Investors, LLC and Wyndham Destinations, and currently operates Sullivan Adamson Financial LLC as an owner and officer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and uses analytical tools for scenario modeling, supporting clients through its advisory programs and partnerships focused on municipal advisory and SIMPLE IRA consulting services.

Ruy Diaz Hernandez is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill, Bank of America, and Compass Group USA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.