Steve Miranda is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers specialized services such as model portfolios and advisory roles to registered investment companies.

Craig Kopp is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2011. 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.

Jared Yule is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies that consider clients' full financial pictures and evolving market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to help clients pursue their long-term financial goals. Jared's areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Roanoke College and has earned the Personal Investment Advisor (PIA) designation. Committed to community involvement, Jared participates in volunteer activities within the communities he serves. Outside of work, he enjoys biking, boating, camping, chess, fishing, golfing, music, skiing, spending time with his family, and traveling.

Daniel Cronin is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robinhood Markets and Robinhood Financial. Cronin studied at Florida State University before beginning his career in financial services. Raymond James & Associates is a 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 municipal entities, offering financial planning and investment consulting through various advisory programs and an extensive affiliate network.

Ashley Oglesby is a Series 66-licensed financial advisor with Edward Jones, based in Orlando, FL, and has three years of industry experience. She has worked at Edward Jones since 2017, with a brief period of unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ruy Diaz Hernandez is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill, Bank of America, and Compass Group USA. 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 when recommending strategies.

Coleby Wright is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Orlando, FL, and has two years of industry experience. Prior to joining Cambridge, he worked at Gerson Lehrman Group and in the healthcare sector with Acadia Healthcare and Universal Health Services. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using multiple custody platforms and a combination of proprietary and third-party strategies.

Wayne Cook is a financial advisor with LPL Financial in Kissimmee, FL, holding a Series 66 designation and 22 years of industry experience. He previously worked at Invest Financial Corporation for 15 years and has been involved with WEC Associates for over two decades, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kyler Stokes is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of experience in the industry, including prior roles at Equitable Advisors and Cambridge Investment Research, as well as work outside the financial sector at Walt Disney World and Loews Hotels. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custodial platforms and both proprietary and third-party investment strategies.

Thomas Cleary is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked for UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory career, he is involved in private real estate investments through family and partnership LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Bradford Hahn is a financial advisor with Edward Jones in Oakland, Florida, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Brook Furniture Rental from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Justin Moreno is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Bank of America, Charles Schwab, and TD Bank. 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, pension plans, corporations, and charitable organizations.

Matthew Kelly is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Citigroup Global Markets since 1993 and has been with Morgan Stanley and its affiliated entities since 2009. He holds Series 63 and Series 65 licenses and is based in Orlando, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Jared Silverman is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer for 10 years and Raymond James & Associates for 4 years. His background also includes six years at Anastasio Associates / Laffey Fine Homes. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products through its integrated platform.

Matthew Phelps is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2015 and also operates Phelps Product Development LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Erik Abraham is a financial advisor with LPL Enterprise in Orlando, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Fidelity Investments, Allianz Life Financial Services, and The Prudential Insurance Company of America. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs.

Maximilian Gold is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he owns Fluorescent Village, LLC, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Dylana Hopler is a financial advisor with Ameriprise in Winter Garden, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income recommendations.

Rene Naranjo is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James and Associates, AXA Advisors, LLC, and The Flooring Center. 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, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals, and it maintains a unique municipal advisor affiliation supporting public finance work.

Seth Rowe is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments and Charles Schwab, including roles with Schwab Private Client Investment Advisory. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios and serves as an advisor to multiple registered investment companies.