Yolanda Copeland is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 11 years of industry experience. Her previous roles include positions at AllGen Financial Advisors, Raymond James & Associates, and Soliarena, LLC. She serves as a board member of the College Park Neighborhood Association in Orlando, FL, where she volunteers with community events and membership activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment advisory services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

John Martinez is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at PNC Capital Markets for five years. Martinez serves on multiple nonprofit boards, including the Central Florida Commission on Homelessness and the Central Florida Foundation, and is a trustee at Valencia College. He is also a director at Prospera, a nonprofit focused on supporting Hispanic entrepreneurs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary advice on asset allocation, investment manager selection, and customized performance reporting. The firm combines systematic quantitative screens with qualitative research to support its advisory process, and has expanded capabilities in derivatives and commodities through specialized registrations.

Ferdinand Roccanti is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 63 credential and 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Lawrence Johnson is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Enterprise and has held positions at firms including Charles Schwab, USAA Financial Planning Services, and Robinhood Financial. Outside of his advisory role, Johnson is the owner of V's Barbershop and serves on the board of the Roper YMCA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Vishindas Mahtani is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. His work history includes roles at H&R Block, Boiling Springs Savings Bank, and PFS Investments Inc. He is also involved in the sale of home security and automation products through part-time referrals related to his firm’s affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies supported by third-party asset managers and custody services.

Steven Alch is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2001. He serves as a director on the Orlando Economic Development Commission, a nonprofit organization. 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, and various institutional clients.

Caleb Sibley is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he owned C Sibley Golf Inc, a sports-related business, and worked in education. He also serves as the Marketing Director for Florida Firestop Systems LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, with a focus on those meeting specific asset criteria. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anet Shakenov is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to his current role, he operated a business called One Hobby Shop, LLC for ten years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Susan Montanez is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and having 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2002. Outside of her advisory role, she serves as president of the Terra Oaks HOA Corporation in Windermere, FL. 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 offers both brokerage and advisory solutions with a focus on research-driven portfolio construction.

Anne Marie Williams is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and was previously with Raymond James & Associates from 2013 to 2017. Outside of her advisory role, she is involved in nonprofit leadership, including founding roles with the Central Florida Association for Women Lawyers and serving as a director on the Varsity Knights Leadership Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process supported by proprietary tools and investment modeling, managing approximately $2.74 trillion in client assets.

Luigi Castrucci Pedrinola is a financial advisor with Morgan Stanley in Orlando, Florida, holding Series 66 and Series 63 licenses and one year of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is a partner in LITE - Luminous Ideas for Technological Evolutions LLC, a technology company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Taylor Cruz is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at several firms including First Republic Securities Company and the Osceola County School District. His background also includes roles outside finance, such as positions at NBC Universal Orlando and Orangetheory Fitness. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s integrated model provides both non-discretionary investment guidance and access to discretionary separately managed accounts with a focus on multi-asset portfolios and centralized operations.

Gordon Ralph is a financial advisor with Cetera in Orlando, FL. He holds a Series 66 designation and has been active in the financial services industry since 2024. His work history includes roles at Armstrong & Westlake Investment, LLC and Omni Financial Services. Outside of advisory work, he is involved with Ternion Press, LLC and Perfect Consultant Match, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and custodial relationships.

Mason Wohltman is a financial advisor at Raymond James Financial in Orlando, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at New York Life Insurance Company and various financial and legal firms. He is also an associate at Edgewater Family Wealth, where he assists clients as a financial advisor and planner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through its advisory programs and affiliated firms.

Erick Avila Mejia is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at multiple financial services firms, including Cetera Wealth Services and Omni Financial Services. Outside of his advisory role, he is involved in business consulting through Omni Resource Group and participates in The Continuing Education Academy, which provides state-approved continuing education for licensed contractors. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across discretionary and non-discretionary program structures.

Mark Marshall is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Marshall serves on the board of The Christ School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Omar Warren Sr. is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is involved in several business activities including partnerships in a youth training and consulting company and a spoken word poetry promotion firm, as well as serving as Regional Director for a regional entertainment company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.

William Cherry is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at Charles Schwab and US Health Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Luke Chauncey is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with individuals and families to define their financial goals and develop personalized investment strategies. He provides ongoing guidance to help clients navigate various financial decisions and life changes. His areas of focus include education planning, legacy planning, personal retirement planning, and tax minimization. Luke holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Florida Gulf Coast University. Outside of his professional work, Luke enjoys golfing, spending time with his family, and traveling.

Paula Diaz is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise and its predecessor since 1991. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.