Jennifer Emely is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Emely is based in Mount Dora, Florida. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and algorithmic tools to support its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.

Bruce Broussard is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include long-term positions with Securian Financial Services and Minnesota Life Insurance Company. Broussard is also involved in continuing education and business management consulting through entities he participates in alongside his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary services, a range of program options, and access to third-party money managers.

Lauren Voeller is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Wells Fargo entities since 2010, including Wells Fargo Advisors, LLC, before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Yihe Luo is a Financial Advisor affiliated with Merrill Lynch Wealth Management, based in Orlando, Florida. He works closely with individuals and families to understand their financial goals and assist with the development of short-, mid-, and long-term financial plans. Yihe provides guidance on a range of financial matters including family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Yihe holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Fluent in English and Chinese Mandarin, he leverages his cultural understanding to better serve clients from diverse backgrounds, particularly Chinese families. He acts as a resource for general investing, retirement planning, and saving for unexpected expenses, and can facilitate access to Bank of America specialists for banking, credit, lending, and small business solutions. Outside of his professional role, Yihe is actively involved in the Orlando pickleball community and enjoys playing pickleball, skiing, and tennis.

Paul Wood is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds a Series 63 designation and has worked with firms including Agility Advisor Group and K Brain. Wood owns and manages support companies related to his advisory practice and is involved in operating a commercial property used for his wealth management business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains a broad network of advisors and affiliated firms.

Alexander Stark is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Raymond James & Associates. Prior to his financial services career, he was employed at the Four Season Resort and the University of Central Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary options, with a notable range of investment vehicles including insurance-related products and bank deposit sweep options.

Steven Merenda is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its predecessor firm since 1991. Outside of his advisory role, he owns and operates Virtus Tax Services, LLC, a tax preparation business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Debra Ebert is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley since 2018, following prior roles at Center Street Securities, Inc. and Pinnacle Financial Wealth Management, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range 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 planning process utilizing firm-approved tools and scenario modeling.

Jessie Frail is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with 11 years of industry experience. Frail has worked at Edward Jones during multiple periods since 2009 and has prior experience with Allstate and Messina Insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed strategies, and operates under a fiduciary standard.

Brendan Jones is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Anoop Nath is a CFA® and holds the Series 66 designation. He joined Edward Jones in 2026 and previously worked at the Atlanta Hawks and Ned Davis Research. He has no industry experience prior to his current roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Peter Lendrum is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Edward Jones. He is based in Ormond Beach, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rasheeda Brix is a financial advisor with UBS Financial Services in Winter Park, FL, holding a Series 66 license and having 16 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Richard Sanfilippo is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a planning process that incorporates structured discovery conversations and firm-approved tools to model financial outcomes.

Roger Marks is a financial advisor with Mass Mutual Investors Services in Winter Park, FL, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Mass Mutual Investors Services since 1983 and associated with MassMutual Life Insurance Company since 1976. Beyond his advisory role, he is involved in several business ventures including managing members and partnerships in real estate and hospitality sectors and ownership in restaurant and bar operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs structured, collaborative financial planning engagements using advanced analytical tools and offers a range of investment and educational programs.

Juliana Salazar Rojas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America, in addition to multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Alberto Herran is a financial advisor with Ameriprise in Orlando, FL, holding the ChFC® and Series 66 designations and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is a co-owner of Penacacabarga Enterprises, Inc., which operates a retail supermarket, and is involved in managing his Ameriprise business through H & M Partners, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide non-discretionary, tax-efficient recommendations delivered by a centralized consulting team.

John Verano is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Albert Ray III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Raymond James since 2011, including roles at Raymond James & Associates and Raymond James Financial Services. Outside of his primary advisory work, he is co-founder and owner of Ray Behavioral Wealth, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique capabilities in municipal advisory and SIMPLE IRA consulting.

Maan Halees is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has experience with several other businesses, including Concert Golf Partners, The Fathers Table, and MTMR Surgical Group LLC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in wrap programs.