Sai Balroop is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, Sai held positions at the City of Orlando and German Excellence Auto Repair. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and managers to provide both advisory and brokerage solutions.

Blake Schwartz Barker is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, with prior roles at Citizens Securities, Citizens Bank, Mascoma Savings Bank, Lyme Inn, Farrow Financial, and OBRH LLC. Barker has ownership in Space Coast Motorcars, LLC, a company involved in renting out vehicles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Sane is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He previously worked at Merrill for 28 years and Bank of America for 7 years before joining Raymond James in 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Matthew Kanarick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kimberly Stewart is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at Ameriprise in Orlando, FL since 2016. She owns and oversees operations at KRS Wealth Management LLC and is also the owner of Pretty and Wealthy LLC, a women's networking and empowerment group. Additionally, she serves on the Board of Directors for the Downtown Development Board in Orlando. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with ongoing advisory support to develop tax-efficient withdrawal strategies and Social Security options. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Scott Nickerson is a financial advisor with LPL Financial in Oviedo, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. from 2016 to 2019. He is also involved with Gulfstream Capital Advisors in non-variable insurance and Gulfstream Financial, related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Brandon Valdes is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 65 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is also an insurance agent with Health Markets. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to multiple advisory and brokerage solutions. The firm combines advisor programs with sales of various financial products, including insurance, through an integrated platform.

Frank Guerriero Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience with Wells Fargo Clearing and Wells Fargo Advisors. He serves on the advisory board and investment committee of Heart of Florida United Way in Orlando. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Gregory Smith is a CFP® with 17 years of experience in financial advising. He currently works at Raymond James Financial Services Advisors, Inc., where he has been since 2018, and previously spent 10 years at Edward Jones. Outside of his advisory role, he writes a book related to his financial practice and collaborates with insurance agents and tax attorneys as an insurance agent. 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 offers tailored, non-discretionary planning using risk profiling and modeling tools, supports a large advisor network, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wanda Decker is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, offering written Recommendation Reports that incorporate income sources, Social Security strategies, and tax-smart withdrawals. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach, supported by a centralized consulting team and algorithmic tools.

Mauricio Cardenas is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2020, following five years at Regions Bank. Raymond James & Associates is a large, dually registered 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 and investment consulting through various advisory programs.

Michael Gallagher is a financial advisor with Raymond James & Associates in Clermont, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2013. Gallagher serves as an officer and secretary for the Garden City HOA and is a finance committee member for both the Faith Neighborhood Center and Wesley Christian Academy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individual, institutional, and municipal clients. The firm provides a range of services, including financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management approaches and affiliated research.

Svetlana Light is a CFP® and Series 66-licensed financial advisor with Edward Jones in Orlando, FL, where she has worked since 2019. She has seven years of industry experience and previously owned and operated Alpha Tours and Translations, LLC from 2008 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Michael Pickard is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. His prior work includes positions at LPL Financial, Charles Schwab, and AXA Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting through various programs, employing a range of portfolio management styles supported by in-house research and an extensive affiliate network.

Damien Lindor is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Fidelity Investments, Merrill, and Empower Financial Services. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Louis Knox is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Associated Securities Corp. for over two decades. Knox is involved in the sale of life, health, disability, long-term care, and fixed annuity insurance products through an affiliated business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and advanced technologies.

Robert Broome III is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 designations. He has 43 years of industry experience, including previous roles at Wells Fargo Advisors and Concurrent Advisors. Broome is also an independent contractor with Winter Park Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using advanced modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Drew Moomaw is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds the CFP® designation and securities licenses including Series 63, 65, and 66. Prior to joining Wells Fargo Advisors in 2019, he worked at Zeiders Enterprises Inc. and continues to operate Aberrant Global Advisors, LLC, a consulting business. He is also involved with Vissionary Care Corp, a nonprofit organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Christopher Dunnavant is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2009. Outside of his advisory role, he owns CR Wildlife Services, a sole proprietorship providing wildlife products and related consulting, and serves as a board member of the McCormick Research Institute, which focuses on expanding access to equine-assisted therapies for veterans and individuals with special needs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Thomas Mayer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank Wisconsin. Outside of his advisory work, Mayer serves as a board member for the Iliff Commons Homeowners Association in Aurora, Colorado. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.