Glyn Griffis is a CFP® professional with 26 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. since 2009. He has also been involved with Griffis Wealth Strategies since 2006 and served at Griffis, Macclary and Halbert for 11 years. Outside of financial advising, he participates in poker tournaments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Emma Lafex is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and has previous roles that include work with Better B Lifestyle and 3inOneHealth, as well as teaching experience at Orange County Public Schools. Additionally, she was involved with Clermont Crossfit for three years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver its solutions.

Jason Stramara is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and TD Ameritrade Investment Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Javier Ramirez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2023. He attended Cornell University from 2018 to 2022. 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 through a select group of Wealth Advisors. The firm delivers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Nichole Katsanis is a financial advisor at Merrill in Orlando, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. 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.

Travis Keller is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Ameriprise Financial Services and involvement with Twin Rivers Golf Club and the University of Central Florida. Outside of his advisory work, he hosts "Project Book Club," a podcast focused on reading and reviewing fantasy books. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes multiple program options and third-party managers.

Lynda Siegel Smith is a Series 66-licensed advisor with Merrill in Orlando, FL, where she has worked since 1999, accumulating 24 years of industry experience. Outside of her advisory role, she consults part-time with Younique LLC, a direct sales company specializing in makeup and beauty products. 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 clients including individuals, high-net-worth investors, and institutions.

Ashley Rosser is a financial advisor with Edward Jones in Orlando, FL, holding the CFP® and Series 66 designations. She has 10 years of industry experience, all with Edward Jones since 2016. Outside of her advisory role, she serves as president of the Friends of Lake LaGrange Homeowners' Association in Orlando. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Donald Schultz is a financial advisor with RBC Capital Markets in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with RBC Capital Markets since 2008 and has also worked at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies that incorporate multiple portfolio management options and integrate in-house and third-party investment managers.

Gregory Velho is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Carina Borkon is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Beavers Krause Wealth Management Team. She began her career in the financial industry in 2011 at Edward Jones in Charleston, South Carolina, where she lived for 12 years before returning to her hometown of Winter Park, Florida. Carina joined Merrill Lynch Wealth Management in February 2016 and has since been assisting clients with their financial goals. Carina holds a Bachelor of Arts degree in Music and a Master of Public Administration with a certificate in Arts Management, both from the College of Charleston. She also holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Her client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and women and wealth. In addition to her professional work, Carina is active in her local community and volunteers on local boards. She serves on the Trinity Preparatory Alumni Board, Trinity Preparatory Board of Trustees, and the Women's Executive Council of Central Florida. Carina resides in Winter Park with her husband and two children.

Kristina Halverson is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2025, she worked at The Advisory Group from 2021 to 2025 and has experience with the U.S. Census Bureau. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 inclusion of insurance-related products and bank deposit sweep options in their investment menus.

Ryan Wyatt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he co-owns AMI Beach Dreams, LLC with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christine Pinto is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Raymond James Financial Services and Cowen Execution Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees multiple registered investment companies and fund-of-funds.

Hussain Contractor is a financial advisor with Cambridge Investment Research Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior experience includes roles at Voya Financial Advisors, Inc., the American College of Financial Services, and Mass Mutual Investors Services. Outside of advisory work, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, employing a range of portfolio management strategies across multiple platforms.

Christopher Strickland is a financial advisor at OSAIC with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Triad Advisors, Equitable Advisors, and Axa Advisors. Outside of his advisory role, Strickland teaches a personal finance course for the Wesley Foundation at the University of Central Florida. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that include various investment vehicles and supports multiple advisory platforms.

Lisa Stewart is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. Prior to joining Morgan Stanley in 2020, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. She also serves as a trustee for several trusts. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Nichole Leland is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America for twelve years. Outside of her advisory role, she operates a resale clothing business and works as an independent contractor in electricity sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered through intermediary platforms.

Barbara Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in managing new wealth, personal retirement planning, and addressing the financial needs of women. Barbara is dedicated to providing personalized wealth management strategies that align with her clients' life priorities and goals. With over 40 years of experience working in retirement communities, Barbara understands the importance of considering longevity risk in portfolio allocation. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned a Bachelor's Degree from Arizona State University. Barbara is also involved with Junior Achievement, serving as a Financial Literacy Mentor. In addition to her professional work, Barbara spends time volunteering in the community. Her personal interests include cooking, ice hockey, traveling, and writing.

Thomas Bray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Cetera, he worked at Disney for five years. Outside of his advisory role, he owns a business raising and selling corals and tropical fish online. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, supporting both discretionary and non-discretionary strategies.