Stephany Bautista is a financial advisor with LPL Financial in Orlando, FL, holding Series 65 and Series 63 licenses and having six years of industry experience. Her prior experience includes roles at Trinity Wealth Securities and Florida Financial Advisors. Bautista is also involved with Prestige Wealth LLC, a business entity associated with her LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and various portfolio management strategies.

Ahmed Stephens is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at MD Capital and NBC Securities, Inc. for 12 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

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 been with Equitable Advisors since 2005, having also worked at Axa Advisors, LLC during that time. Equitable Advisors serves individual investors across wealth levels, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to support client recommendations.

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. His prior experience includes roles at Financial Harvest, LLC, One Florida Bank, and IberiaBank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

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.

Michael Tondo is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Merrill, and Bank of America. Outside of his advisory role, he is a mostly silent owner of a daycare business, MOTRE Solutions LLC, which he co-founded with his wife. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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 with Equitable Advisors in Orlando, FL, holding a Series 66 designation. He has been with Equitable Advisors since 2025 and has prior experience in sales and customer service roles, including working at Domino's Pizza. Outside of advising, he continues to work as a delivery expert for Domino's Pizza. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing program sponsors and third-party managers to deliver advisory and brokerage solutions.

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.

Vanessa Irizarry is a financial advisor at Charles Schwab with 25 years of industry experience. She has been with Charles Schwab since 2007 and holds Series 63 and Series 66 designations. Based in Orlando, FL, she works within one of the largest financial institutions in the industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset strategic allocation approach supported by dedicated research and alternative investment options.

Bryan Korman is a financial advisor with LPL Enterprise, holding a Series 63 designation and over 40 years of industry experience. He has worked with Prudential Insurance Company of America since 1983 and was associated with Pruco Securities, LLC. prior to joining LPL Enterprise. He serves as a volunteer director for the Cornucopia Society, a nonprofit community services organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Leticia Clough is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated advisory entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolios tailored to intermediary platforms.

Preston Mulder is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including multi-manager and fund-of-funds strategies.

Brian Diaz is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior advisory experience at Truist Advisory Services and Truist Investment Services. Outside of finance, Diaz engages in photography, primarily taking photos for friends and family. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions along with integrated brokerage, custody, and financial planning services.

Jingbo Yuan is a financial advisor with LPL Enterprise in Orlando, FL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Yuan had roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he operates a financial planning business under a DBA related to his LPL affiliation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm provides access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Yves Moon is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at Sanford C. Bernstein & Co LLC and Axa Advisors prior to his current roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a range of investment products through its Institutional Consulting Services program.

Martha Prestin is a financial advisor at Morgan Stanley with 38 years of industry experience. She previously worked at UBS Financial Services Inc. for 17 years before joining Morgan Stanley Smith Barney LLC in 2026. Martha holds Series 63 and Series 65 designations and is a notary in Orlando, FL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and Corporate Financial Planning agreements.

Kevin Gerry is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a power of attorney for several family members and acts as trustee for multiple family trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to support a diversification-based investment approach.

Jeffrey Murray is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. His prior roles include positions at Lombard Advisers Incorporated, Lombard Securities Incorporated, and Benjamin F. Edwards & Company, Inc. He is also involved in an insurance agency, focusing on life, annuities, accident and sickness, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.