Thomas Biroschik is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop plans aligned with their needs and preferences to achieve their short and long term goals. He has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative I, Retirement Planner, and Director, Retirement Planner before assuming his current position in 2025. Throughout his tenure, Thomas has gained experience in retirement planning and investment solutions. Outside of his professional role, Thomas has interests in cars, food, social events, hiking, outdoor adventures, and traveling.

Jeannier Oliveira is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at Cetera since 2018. His prior experience includes roles at Regions Bank, SunTrust Bank, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that supports discretionary and non-discretionary accounts with a range of program options.

Thomas Floyd is a financial advisor with LPL Financial based in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His career includes positions at Scottrade, TD Ameritrade, Robinhood Financial, and Fairwinds Credit Union. He also operated Floyd Financial Coaching, LLC and worked as a home educator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jay Salamone is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has over 25 years of experience in the financial services industry, including roles as a Financial Advisor at International Assets Advisory, LLC, G. A. Repple & Company, and Transamerica Financial Advisors, Inc. Prior to these roles, he served as a Regional Planning Consultant at Fidelity Investments from 1999 to 2014. Jay is a Certified Financial Planner and a US Navy Veteran. He emphasizes the importance of trust when working with high net worth clients and is committed to supporting the goals and objectives of both clients and their families. Outside of his professional work, Jay enjoys activities such as beach outings, boating, family activities, fishing, football, and scuba diving.

Robert Rosen is a Series 66–licensed financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Vice Chair of LEADS for the Kissimmee Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mason Moyer is a financial advisor at LPL Financial in Orlando, FL, with two years of industry experience and a Series 66 designation. Prior to joining LPL Financial in 2025, he worked at Fairwinds Credit Union and CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Benjamin Devolve is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to help them navigate the complexities of their financial lives with clarity and confidence. His approach includes planning for retirement, preparing for major life transitions, and building long-term legacies through an approachable and collaborative process. Benjamin began his career in New York City, working with Ultra-High-Net-Worth families. This experience provided him with a strong foundation in financial planning, investment strategy, and delivering attentive service. He now works alongside his parents in a family business built on trust, integrity, and lasting relationships, emphasizing the importance of genuine client relationships and consistent guidance throughout all life stages. He holds a Bachelor's Degree from the University of Miami and the Professional Investment Advisor (PIA) designation.

Jessica Sanzone is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to joining Equitable, she was associated with The Dog Pound for eight years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Michael Krise is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James & Associates since 2008. Outside of his advisory role, Mr. Krise serves as President on the board of the North Orlando Kiwanis Little League. Raymond James & Associates is a large 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 non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Victoria Lowell is a financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Empowered Worth and UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Sailesh Shah is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 28 years with Metlife Securities Inc. In addition to his advisory role, he is the owner and sales agent of Best Agency USA. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools such as Monte Carlo simulations and automated asset-allocation software.

John Macclary Jr. is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. He has been involved with multiple firms, including Agility Wealth Management and WMM Group LLC, and is a 25% owner of Agility Wealth Management Casper. Outside of his advisory roles, he serves as treasurer for the Center For The Visually Impaired - Conklin Davis Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Tamra Bell is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2003, totaling 23 years at the firm. Outside of her advisory role, she owns Belle Value, an LLC that sells products on Amazon. Merrill, along 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 individual and institutional clients.

Rebecca Welker is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and five years of industry experience. She has worked at Cambridge Investment Research since 2024 and previously held roles at Equitable Advisors and Wealth Management Strategies of Central Florida. Welker is also involved with Bull & Bear Wealth Management Partners LLC in Orlando, serving as a client services manager and financial consultant. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals with access to proprietary and third-party investment strategies.

Jarrod Shoemaker is a financial advisor with Ameriprise in Clermont, Florida, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Ameriprise since 2019. Outside of financial advising, he is a professional triathlete and coaches endurance athletes through his own Training Camp South business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that focuses on retirement-income planning using research-driven, tax-aware strategies.

Michael Dolle is a financial advisor at Merrill with 33 years of industry experience. He holds a Series 63 designation and has worked at Merrill and Bank of America, N.A. since 2013. Merrill, along 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 plans, corporations, and charitable organizations.

Kevin Masih is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked with FAIRWINDS Credit Union since 2014 and was previously with CUSO Financial Services, LP for 11 years. His current role includes managing Fairwinds Wealth Management and Investments, a business related to his LPL advisory activities. 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, model portfolios, and retirement plan consulting.

Misael Lugo III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise and Health Advocate. Outside of advising, Lugo is involved in several business ventures including ownership roles in multiple LLCs related to insurance and potential real estate activities. 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 tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Michael Laporte is a financial advisor with LPL Financial in Oakland, Florida, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience, including prior roles at Cetera Advisor Networks and Vicus Capital, and has operated LaPorte Financial, LLC since 2011. 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 financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.

Jake Romeo is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and two years of industry experience. He has worked at Charles Schwab since 2019 and previously held positions at Fidelity Information Services, Dillards Inc., and University of Central Florida. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research and a formal alternative investment program.