Tyson Smith Jr. is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His work history includes prior roles at Raymond James & Associates, Inc. and positions outside finance in hospitality and retail. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports municipal and public finance work uncommon among large institutional advisors.

Jacobie Green is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016, including the period when the firm operated as AXA Advisors, LLC. Green is also a partner at Abel To Be Green Financial Services, LLC, a business he started in 2021. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Amanda Metcalf is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets. The firm offers both brokerage and advisory solutions and employs research-based investment approaches grounded in diversification and modern portfolio theory.

Matthew Sloan is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in delivering risk-based wealth management plans to help clients achieve their investment goals. He works with a select group of families, retirees, corporate executives, business owners, and non-profit organizations, primarily in the Orlando area and nationwide. Matthew and his team provide holistic financial education, coordinating efforts with clients’ external advisors to simplify and manage complex financial affairs. Since beginning his career in 1999, Matthew has developed expertise in areas including divorce transition planning, employee benefits planning, institutional and corporate benefit services, investment consulting for defined contribution plans, personal retirement planning, and small business strategies. He holds multiple professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Matthew graduated with a Bachelor of Science in Business Administration from the University of Central Florida, where he remains active in the alumni community and the UCF Shareholder Society. Outside of his professional work, Matthew is engaged with the University of Central Florida's Alumni Association and is a supporter of their football, basketball, and golf programs. His personal interests include golfing, hiking, reading, table tennis, tennis, and traveling.

Austin Holloway is the Resident Director and Wealth Management Advisor at Merrill. In his role, he focuses on providing a comprehensive approach to managing wealth by listening closely to clients' needs and ensuring strategies align with their financial goals. He integrates the investment insights of Merrill with the banking services of Bank of America to address various aspects of his clients' financial lives. Austin's areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, socially responsible and ESG investing, among others. He holds professional designations including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Austin earned his Bachelor's degree from the University of Central Florida. Outside of his professional endeavors, Austin is an active volunteer at the Down Syndrome Association of Central Florida. His personal interests include boating, gardening, music, and traveling. Originally from Apopka, he enjoys spending his weekends on the Windermere chain of lakes, often playing guitar.

Erika Link is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise since 2013, including its predecessor entity Ameriprise Financial Services, Inc. She has a real estate ownership activity outside of her advisory role. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Mccarty is a financial advisor at Equitable Advisors with 36 years of industry experience. He has held his current position since 1999 and previously worked with AXA Advisors, LLC. He holds Series 63 and Series 65 licenses and is based in Orlando, FL. Outside of his advisory role, he is involved in selling health insurance through United Healthcare and other carriers. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored financial solutions.

Bridgette Silverman is a financial advisor at Ameriprise with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at AGIA, VALIC Financial Advisors, Inc., and Charles Schwab & Co., Inc. Outside of advisory roles, she is appointed as an agent to sell non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Fritjof Stei is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Thrivent Financial, and as a self-employed business consultant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Brian Fajardo is a Series 66-licensed financial advisor with Equitable Advisors in Orlando, FL, and has one year of industry experience. Prior to joining Equitable Advisors, he held positions at New York Beer Project and Global Financial Impact. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and endorsed third-party managers.

Ledger Hatch is a Series 66 credentialed advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Raymond James and attended Harvard College. 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 combination of advisory and brokerage capabilities.

Kristen Prewitt is a financial advisor with Ameriprise in Longwood, Florida, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has business ownership interests in Abbott Group LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions.

Michael Odero is a financial advisor at Fidelity with five years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Charles Schwab, Robinhood, and First Command Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Austin Kinney is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has previously worked at Fairwinds Credit Union, Publix Super Markets, Florida Financial Advisors, Chick-Fil-A, and Valencia/UCF. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios.

James Millar is a Private Wealth Advisor at Merrill Private Wealth Management, where he also serves as a Senior Resident Director of the firm's Windermere, Florida office. He assists clients in evaluating and implementing portfolio strategies that may involve hedge funds, private equity, managed futures, and middle-market investment banking services through Bank of America. James has experience working with small business owners and corporate executives, focusing on strategies for managing stock options as well as hedging concentrated stock positions and illiquid assets. He is a qualified Portfolio Manager who builds and manages personalized or defined investment strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. He operates within the firm's Investment Advisory Program, managing some strategies on a discretionary basis. He holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute® and is a member of the same organization. James earned bachelor's degrees in finance and economics from the University of Florida. In addition to his professional work, he participates in community organizations including Windermere Little League, Shepherds Hope, Special Olympics, and Alpha Tau Omega.

Peter Kaufman is a Series 66-licensed financial advisor with Morgan Stanley, based in Orlando, FL, and has 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and Corporate Financial Planning agreements.

Michael Radnothy is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he maintains ongoing involvement with Swell Properties LLC and Remax Realty. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Amy Heapps is a financial advisor with OSAIC in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has worked at OSAIC since 2018 and previously held roles at Jhfn Sii, Golds Gym, Wave Health & Fitness, and Healthworks Fitness Centers for Women. Outside of her advisory role, Heapps leads advisor engagement and marketing efforts at GenXFinancial and its divisions, including Innovative Financial Group and Sell My Financial Practice. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services across multiple platforms. The firm employs a range of asset-allocation tools and third-party solutions to manage portfolios including stocks, bonds, mutual funds, ETFs, and alternatives.

Jason Weese is a Private Wealth Advisor and co-founder of the Weese Harris Group. He was one of the founding members of the first Merrill Private Wealth Management office in the Pacific Northwest. Merrill Private Wealth Management comprises specialized teams that serve ultra-high-net-worth individuals and families nationwide. Jason played a key role in building the Bellevue, Washington office into one of the largest in the country. With over 30 years of experience, Jason advises high-net-worth individuals, families, and businesses on complex financial matters including estate planning, philanthropy, alternative investments, control and restricted securities, lending strategies, hedging, monetization, portfolio management, investment banking, and comprehensive wealth planning. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Certified Investment Management Analyst® (CIMA) designation from the Investments & Wealth Institute in conjunction with the Wharton School of the University of Pennsylvania, as well as the Personal Investment Advisor (PIA) and Sports & Entertainment (SE) designations. Jason holds a Bachelor of Arts degree in Finance from Western Washington University. Jason is a native of Lake Quinault, Washington, and resides in Bellevue. He is an active member of the Bellevue Downtown Rotary and involved with HopeKids AZ. Outside of his professional work, he enjoys basketball, golfing, and watching movies.

Tamara Rodriguez is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.