Erik Abraham is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Allianz Life Financial Services, and The Prudential Insurance Co. of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

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 with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. His career includes roles at Raymond James and Associates, AXA Advisors, LLC, and prior to that, The Flooring Center. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Seth Rowe is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Fidelity Investments LLC, and Charles Schwab, among other roles. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage portfolios across various asset classes.

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, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Wyatt is also affiliated with Partners Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of advisors.

Angelica Lopez Montesino is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and having 10 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory services supported by extensive research and analytics and manages approximately $671 billion in assets.

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 credentials and has previously worked at Citigroup and Goldman Sachs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Paige Brach is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she works alongside her father, David Burns, and husband, Christopher Brach as part of The Burns Group advisory team. Established in 2011, the team brings over 40 years of combined experience serving clients with a focus on retirement planning strategies, retirement income, and portfolio analysis. Paige's practice concentrates on areas including cash flow projections, tax minimization strategies, retirement analysis, portfolio reviews, family wealth management, education planning, and legacy planning. Paige began her career as a financial advisor in 2011 after graduating from the University of Georgia with a Bachelor of Science in Psychology. During her collegiate years, she was a member of the University of Georgia's gymnastics program, contributing to four consecutive Division I NCAA National Championship teams from 2006 to 2009. She has earned the Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Her professional affiliations include membership in the Delta Delta Delta Orlando/Winter Park Alumnae Chapter. Beyond her professional commitments, Paige volunteers as a foster for rescued bulldogs through Florida English Bulldog Rescue. She enjoys supporting the University of Georgia and spending time with her husband, Christopher, their children Brooks and Brielynn, and their English Bulldog, Squintz.

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.

Anthony Acevedo is a Series 66-licensed financial advisor with 11 years of industry experience, currently with LPL Financial. His prior roles include positions at Good Life Advisors, LLC, Bank of America, N.A., and Merrill. He operates several business entities under the Good Life brand in Orlando, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Elizabeth Walcott Pinkston is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds the Series 65 credential and has been with Primerica Advisors since 2011, following prior roles within affiliated firms. Her other business activities include sales of investment-related products and referrals related to home security and automation through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and utilizes model-driven investment strategies overseen by third-party managers.

Stephany Bautista is a financial advisor with LPL Financial in Orlando, FL, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at Trinity Wealth Securities and Florida Financial Advisors. Bautista also manages a personal business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and participant-level retirement advice.

Ali Hamdani is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Equitable Advisors since 2005, following previous roles at Axa Advisors, LLC and Mony Securities Corporation. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes aligning clients with appropriate advisory models and portfolios through a network of Investment Adviser Representatives and relies largely on third-party asset managers and advisory programs.

Alexander Swanson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Harvest, LLC, One Florida Bank, and IberiaBank prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and incorporates both quantitative and qualitative research, with an emphasis on Eligible Strategies and ESG considerations.

Tyson Hughes is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch/Bank of America for 17 years. Outside of his advisory role, he is involved in renting farmland and homes in Conway, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Kristin Lane is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2010 to 2019 before joining Raymond James in 2019. 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, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

Milton Sanchez is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked in sales and held various roles at Domino's Pizza. Outside of his advisory work, he continues to work as a delivery expert for Domino's Pizza in Apopka, Florida. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and diverse asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.

Zainab Smith is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She is dedicated to providing personalized and attentive financial planning services tailored to each client's needs. Zainab's career at Fidelity Investments began in 2020, progressing through roles including Customer Relationship Advocate and multiple levels of Workplace Planning Consultant before assuming her current position. She holds a California Insurance License, supporting her expertise in financial consulting. Outside of her professional work, Zainab has interests in fitness and caring for pets.

David Santillo is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in construction through Christie Lites Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.