Roger Busch is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association. He is based in Orlando, FL. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through employer-sponsored agreements.

Enrico Zollo is a financial advisor with Mass Mutual Investors Services in Orlando, FL, holding 34 years of industry experience. He previously worked at Metlife Securities Inc. for 36 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also involved with Zollo Financial Group, focusing on life insurance and annuity sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning using advanced analytical tools and supports event-driven planning programs such as estate settlement and employer-sponsored plans.

Carmen Rivera is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked at UBS Financial Services for 17 years prior to joining Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm's planning process uses structured discovery and firm-approved tools, with a broad set of retail and institutional services.

Matthew Buckland is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Orlando, FL, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jonathan Fairey is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Outside of his advisory role, he serves as treasurer for the Bridges of Light Foundation and is involved in several trustee positions and finance committee membership for nonprofit organizations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kaleb Williams is a Series 66 credentialed financial advisor at Edward Jones in Orlando, FL, with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Lockheed Martin Corporation, where he held a financial analyst role until April 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Nicole Fuhrer is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for more than two decades and has also held roles in education and logistics. Outside of her advisory work, Fuhrer is an ESL instructor at the Inlingua Language Institute and provides English coaching services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Nahim Dewan is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously worked at Florida Financial Advisors and Trinity Wealth Securities, and has a background that includes roles at the University of Central Florida and the University of Miami Miller School of Medicine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning and managed-account services separately, allowing clients to consolidate billing through its WealthPlan program.

Christine Cyrus serves as a Resident Director at Merrill, where she applies her expertise as a financial relationship advisor. Since entering the financial services industry in 2008, she has developed a client-service focused investment model that emphasizes strong relationships to assist individuals and families in achieving their short-term and long-term financial goals. Her approach to wealth management is tailored to each client's unique financial situation, preferences, and objectives. Christine specializes in areas including college education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, portfolio management services, small business strategies, women and wealth, and retirement income. She is dedicated to helping clients build and preserve wealth, enjoy a comfortable retirement, and views her role as a financial concierge committed to personalized service. Christine holds a Master of Business Administration (MBA) from the University of Florida and a Bachelor's Degree from the University of North Florida. She has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christine is an active member of professional organizations such as the Council of 101 at the Orlando Museum of Art, the Junior League of Greater Orlando, and the Rotary of Orlando. Outside of her professional life, she enjoys cooking, football, gardening, golfing, interior decorating, pickleball, reading, running, skiing, and spending time with her family.

Edward Higgins is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. He serves as treasurer of the Civitan Club of Orlando and president of the University Estates Property Owners Association. 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 operates on a large scale with over 14,000 advisors and emphasizes research-driven investment selection and a range of brokerage and advisory solutions.

Jeffrey Smith is a financial advisor at LPL Enterprise with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley and Cetera Advisors LLC. Outside of finance, he was involved with Home Design Partners for five years. LPL Enterprise offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated services.

Jillian Roberts is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Raymond James, she held roles in various sectors including higher education and the hospitality industry, and she has experience in small business operations through involvement with a brewing company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, institutions, and charitable organizations. The firm employs analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and supports its clients through a wide advisor network and specialized services in municipal finance and employer-sponsored retirement plans.

Naveed Shujaat is a financial advisor with Merrill in Orlando, FL, holding a Series 66 credential and over 10 years of industry experience. He has been with Merrill since 2006, totaling 20 years at the firm. Outside of his advisory role, he serves as a board member and Chair for Heart of FL United Way, providing advisory support on human services in Central Florida, and he is involved in managing administrative matters for his wife's eye care business. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Hemant Sachdev is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at AXA Advisors, Park Avenue Securities, Guardian Life Insurance, Edward Jones, and Concourse Financial Group Securities. He is also the founder and president of NxtGen Advisory Group, LLC. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services while integrating proprietary and external investment solutions.

Kristin O'Brien is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and 15 years of industry experience. She has worked with Wells Fargo Bank NA since 2006 and 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, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research and external analytics and provides a range of brokerage and advisory solutions at a large scale.

Sarah Goldsmith is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill. She serves as an officer for a nonprofit organization affiliated with Vanderbilt University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through a structured process and utilizes firm-approved tools to model investment outcomes.

Daniel Murphy Jr. is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured financial planning process supported by firm-approved tools and modeling techniques.

Paul Steven Sumulong is a financial advisor with Merrill in Orlando, FL, holding Series 65 and Series 66 licenses and three years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he serves as a general partner and managing member of Yarnfrog LLC, a small business supporting his daughter's handcrafted products, and is a committee member for the Fellowship Foundation Inc, assisting with fundraising and ministry activities related to youth programs and golf. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristin Akin is a CFP®-certified financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Williams-Sonoma Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Clark is a CFP® with 18 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. in Orlando, FL. He has been affiliated with Raymond James since 2008 and also leads Clark Retirement Consulting LLC. Clark is a board member of the AdventHealth Cancer Institute. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports various advisory programs and institutional portfolio management.