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.

Mynor Mejia is a financial advisor at Merrill with 12 years of industry experience. He has held roles at Merrill and Bank of America since 2015 and holds the Series 66 designation. Based in Orlando, FL, Mejia serves clients within a large institutional firm. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Di Natale is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2025 after nine years at Cambridge Investment Research Advisors. In addition to his advisory role, he is involved in life and health insurance sales and owns support companies focused on investment advisory and recruiting activities in Orlando, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning, supports municipal and public-finance work through a unique municipal advisor affiliation, and delivers customizable retirement plan advisory programs.

Sydney Gomez is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL, holding a Series 63 designation and offering 28 years of industry experience. Prior to his current role, he worked with K Brain and The Milestone Financial Group. He serves as an active executor for his late mother’s estate and manages a separate support company, Orlando Wealth Management, where he holds multiple officer positions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning using detailed risk profiling and modeling tools and supports specialized municipal and public finance advisory services.

Kieran Paulino is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors, Swan and Dolphin, Universal Studios, and Rosen Shingle Creek. Outside of his advisory role, he has experience working as a catering server at Universal Studios. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Calley Evans 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 J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Walter Bohannon is a financial advisor with Raymond James Financial Services Advisors Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, Bohannon is a Certified Divorce Financial Analyst and serves as a board member for The Village for Friends Properties, Inc., a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and provides specialized services in municipal and public finance.

Marina Ellis is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Edgewater Family Wealth, BCW Financial Consultants, LPL Financial, and Principal Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Marjorie Brown is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and bringing 31 years of industry experience. She worked at Merrill for 27 years before joining Raymond James in 2016. Outside of her advisory role, Brown is actively involved as a co-leader of a Girl Scout Cadette troop and serves as the band booster president at Millennium Middle School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Broadus is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Daytona Dodge from 2014 to 2019. He is also involved with Target House Property Solution LLC, a real estate business he has managed since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Christopher Kmetz is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and a Series 63 license, and has 35 years of industry experience. Prior to joining Raymond James in 2025, he spent nine years with Cambridge Investment Research Advisors, Inc. Kmetz is a partner in Eastside Vision, LLC, an office space ownership business in Orlando, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique affiliation.

Samantha Kervitsky is a financial advisor at Morgan Stanley with nine years of industry experience. She has been with Morgan Stanley since 2014 and holds a Series 66 designation. Based in Orlando, FL, her career has been focused entirely at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and methodologies.

Henry Gibson Garcia is a CFP® with four years of industry experience, currently serving as the sole advisor at G4 Financial Planning, LLC. Prior to founding his firm, he worked at Plan & Act Pension Advisors and Plan & Act. He also works as a standardized patient educator at the University of Central Florida College of Medicine. G4 Financial Planning, LLC operates as an independent firm focused on providing financial planning services.

Marlyn Felsing is a financial advisor at Felsing Financial with 26 years of industry experience. He holds a Series 65 credential and has previously worked at Carr Riggs & Ingram, LLC for eight years. Marlyn has also been associated with Felsing Rankin, LLC since 1987. Felsing Financial is an independent firm serving clients with personalized financial planning and advisory services.

Dennis Gagnon is a CFP® professional with 25 years of experience in the financial services industry. He is the principal and sole advisor at Non-Traditional Wealth Management, LLC, where he has worked since 2005. His prior experience includes roles at Center Street Securities Inc and Arete Wealth Management, LLC. Outside of his advisory work, Gagnon serves as treasurer for the Central Florida Rifle & Pistol Club. Non-Traditional Wealth Management is an independent, single-advisor registered investment adviser providing financial planning, consulting, and portfolio monitoring services. The firm focuses on multi-phase financial planning aligned with recognized standards, implementing recommendations through outside professionals rather than managing portfolios directly.

Michael Bush is a financial advisor with Michael Bush Financial Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior career includes roles at Brooklight Place Securities, Acrylic Financial, AllState Financial Services, and he is currently employed at Northrop Grumman in a non-investment capacity. He also serves as president of First Choice Management Services, which provides administrative support and business strategy advice. Michael Bush Financial Services is an independent firm serving clients in the Orlando area.