Wayne Cook is a financial advisor with LPL Financial in Kissimmee, FL, holding a Series 66 designation and 22 years of industry experience. He previously worked at Invest Financial Corporation for 15 years and has been involved with WEC Associates for over two decades, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kyler Stokes is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of experience in the industry, including prior roles at Equitable Advisors and Cambridge Investment Research, as well as work outside the financial sector at Walt Disney World and Loews Hotels. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custodial platforms and both proprietary and third-party investment strategies.

Christopher Brach is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He has been with Bank of America, N.A. and Merrill since 2019, following three years at Wyndham Grand Orlando Resort Bonnet Creek. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Thomas Cleary is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked for UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory career, he is involved in private real estate investments through family and partnership LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Bradford Hahn is a financial advisor with Edward Jones in Oakland, Florida, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Brook Furniture Rental from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Justin Moreno is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Bank of America, Charles Schwab, and TD Bank. 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 plans, corporations, and charitable organizations.

Matthew Kelly is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Citigroup Global Markets since 1993 and has been with Morgan Stanley and its affiliated entities since 2009. He holds Series 63 and Series 65 licenses and is based in Orlando, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Jared Silverman is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer for 10 years and Raymond James & Associates for 4 years. His background also includes six years at Anastasio Associates / Laffey Fine Homes. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products through its integrated platform.

Matthew Phelps is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2015 and also operates Phelps Product Development LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Erik Abraham is a financial advisor with LPL Enterprise in Orlando, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Fidelity Investments, Allianz Life Financial Services, and The Prudential Insurance Company of America. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs.

Maximilian Gold is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he owns Fluorescent Village, LLC, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Rene Naranjo is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James and Associates, AXA Advisors, LLC, and The Flooring Center. 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 institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals, and it maintains a unique municipal advisor affiliation supporting public finance work.

Seth Rowe is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and Charles Schwab, including roles with Schwab Private Client Investment Advisory. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and serves as an advisor to multiple registered investment companies.

Bradley Smith is a financial advisor at Merrill holding a Series 66 designation. He has one year of experience within the industry, having previously worked at Bank of America, N.A. Bradley’s background includes roles outside finance, such as positions at Power Home Remodeling and Benihana Japanese Steakhouse. 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 strategies tailored for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations, and charitable organizations.

Joshua Wyatt is a financial advisor with LPL Financial in Lake Buena Vista, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. His career includes positions at Wells Fargo Clearing Services and Wells Fargo Bank. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources and advanced technologies.

Angelica Lopez Montesino is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Nicolas Agudelo Gomez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior work includes positions at Goldman Sachs and Citigroup, as well as roles at the University of Central Florida and Currencies Direct Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Paige Brach is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The Burns Group advisory team. She began her career in financial advising in 2011 and works alongside her father, David Burns, and husband, Chris Brach. The Burns Group focuses on retirement planning strategies and provides retirement and portfolio analysis for their clients. Paige holds a Bachelor's Degree from the University of Georgia, where she was a member of the Division I NCAA National Championship gymnastics teams from 2006 to 2009. She has earned several professional designations, including Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), and Certified Plan Fiduciary Advisor® (CPFA®). Her expertise includes cash flow projections, tax minimization strategies, retirement analysis, and portfolio reviews. Paige helps clients generate steady retirement income while working to achieve their financial goals, including education planning, family wealth management, legacy planning, and tax minimization. Outside of her professional work, Paige is involved in community service through the Florida English Bulldog Rescue. She also supports her alma mater and enjoys spending time with her husband, children, and their rescued English Bulldog.

John Thorsen III is a CFP®-certified financial advisor with 42 years of industry experience, currently serving at Wells Fargo Advisors in Orlando, FL since 2016. He holds Series 63 and Series 65 licenses and is a 15% owner of Thunder Consultants, LLC, a wealth advisory business based in Orlando. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services and advisory options tailored to clients who meet a net-worth threshold.

Elizabeth Walcott Pinkston is a financial advisor with Primerica Advisors in Orlando, FL, holding a Series 65 credential and 14 years of industry experience. She has worked with Primerica Advisors since 2011 and has additional experience at Spectrum starting in 2024. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.