Michael Lipscomb is a financial advisor with Ameriprise in Windermere, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he works as a business coach. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports through a centralized consulting team.

Karrie Verduin is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2012. 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, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Michael Van Diggelen is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2009, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and modeling techniques.

Maria Vigil is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1988. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and a wrap-fee structure for its investment approach.

Esteban Rondon is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Christopher Abel Viteri and Headquarter Toyota. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual SEC-registered investment adviser and broker-dealer model, utilizing a variety of program sponsors and endorsed managed account platforms.

Tracy Wilson is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. Based in Orlando, FL, her career has been focused within this firm for over 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

John Bihler is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and analysis from its Global Investment Committee.

Ashley Laubach is a financial advisor with UBS Financial Services in Windermere, FL, holding a Series 66 designation and 23 years of industry experience. She has worked at UBS Financial Services and UBS PaineWebber since 2001 and 2002, respectively. Laubach is a member of the National Association of Professional Women, a network that provides professional development resources. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services supported by proprietary research and capital market models.

Amanda Mendez is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to her career in finance, she worked at Publix Supermarkets for one year. J.P. Morgan Securities 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 to inform its recommendations.

Fabio Garcia is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has held roles at Thrivent Financial and Regions Bank prior to his current position. Before entering the financial industry, he worked for seven years at Acorn Stairlifts. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party money managers, operating a multi-manager structure with substantial assets under management and an extensive advisor network.

Michael Brietz is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he operated a lawn care business and has been involved in soccer-related activities, including volunteering as Director of Operations for the Greater Orlando Soccer Academy and refereeing youth and high school soccer games. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services tailored to clients’ goals and risk tolerance.

Cody Cervellera is a CFP® professional with ten years of experience at Edward Jones, beginning in 2016. He operates out of Winter Garden, FL, and holds a Series 66 license. Outside of his advisory role, Cody owns and manages an eBay store where he sells items sourced from thrift stores. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Keith Davis is a financial advisor at Raymond James & Associates with 33 years of industry experience. He has been with Raymond James since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for a family member in health-related matters. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily through non-discretionary relationships.

Alexander Maitski is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Truist, with experience spanning advisory and banking positions. Merrill, alongside 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 and profit-sharing plans, corporations, and charitable organizations.

Anthony Pike is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Inc., EP Wealth Strategies, and involvement with various community organizations such as the Kiwanis Club of Orlando. Pike also maintains a non-variable insurance business, Rest Insured, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

William Jordan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth strategies that focus on performance, clarity, and long-term success. He works with individuals, families, and business owners, including attorneys, healthcare professionals, corporate executives, and business owners, to develop tailored financial plans that address complex financial decisions. William's practice emphasizes building long-term relationships and delivering comprehensive guidance across investment management, financial planning, tax-efficient strategies, legacy planning, and retirement income. William holds a Bachelor's Degree from the University of Central Florida and is designated as a Personal Investment Advisor (PIA). His approach centers on understanding each client's unique goals, family dynamics, values, and financial opportunities and challenges to create customized roadmaps aligned with their long-term objectives. He assists clients in areas such as portfolio management, estate planning, business succession, risk management, cash flow, and wealth preservation. Outside of his professional role, William participates in the Maitland Rotary Club. He enjoys baseball, chess, golfing, and spending time with his family.

Samuel Gorovitz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023 and previously was employed at the Ivita Group and American University. 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.

Analee Johnson is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she worked in various roles including at Club Pilates and Valencia College. 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Bradley Geltzer is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2021 and previously held positions at firms including Cetera Investment Services and LPL Financial. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Timothy Koerper is a CFP® professional with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he has been involved with Stone Creek Home Owners since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.