Deborah Beck is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2009. Outside of her advisory role, she serves as Secretary on the Board of Directors and Finance Committee Member and Stewardship Ministry Director at Amazing Grace Lutheran Church, in addition to holding leadership roles within the Florida-Georgia District LCMS. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based analyses that cover retirement, tax, estate, and other financial planning topics without including implementation. The firm offers integrated planning alongside managed account services through its WealthPlan program and maintains a distinct approach by not providing institutional portfolio management or adviser selection.

Robert Vereen is a financial advisor with Fidelity Investments in Apopka, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and Pinnacle Financial Partners. Outside of advising, he provides notary services in South Carolina and offers informal business advice through KLV Creative, LLC. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jaime Planells is a financial advisor with Raymond James Financial, holding CFP® and Series 63 and 65 designations, and has 17 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, Planells serves as President and CEO of Palmer Planells Wealth Group and is a board member on the finance committee of the Winter Park Library. 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 and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Angela Hughes is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 63 designation and 27 years of industry experience. She has been with Raymond James & Associates since 2010 and concurrently works in an administrative role for Ladybug's Gifts & Sundries, where she handles merchandise buying, payroll processing, and bookkeeping. 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, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and research resources.

Wendell Marshall is a financial advisor with LPL Financial in Mount Dora, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Cadaret, Grant & Co., Inc. from 2009 to 2018. He also operates Marshall Financial Group, which he founded in 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers comprehensive advisory programs, financial planning, and brokerage services supported by proprietary and third-party research and portfolio management tools.

Fernando Fernandez is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2015. Prior to his current roles, he was involved with Harry Buffalo from 2012 to 2018. 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 model-based and discretionary strategies supported by internal and third-party investment teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Polly Watson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 21 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. Outside of her advisory work, she serves as secretary for the Sunshine Foundation and Lake Unity Neighbors, community organizations based in Florida. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 professionals, providing a range of portfolio management options and multiple custody platforms.

Lonnie Salimone is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2024, he worked at Merrill Lynch from 2020 to 2024 and AXA/Equitable from 2019 to 2020. He served in the United States Coast Guard Reserve for 25 years and was involved with the New Orleans Theological Seminary for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of over 23,000 financial advisors.

James Houston Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

S Hawkins is a financial advisor with LPL Enterprise holding a Series 65 credential and 42 years of industry experience. Prior to joining LPL Enterprise, he spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as a volunteer treasurer for Grand Island Baptist Church. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, model portfolio management, and brokerage services through an integrated platform that combines advisory programs with financial product sales.

Harrison Graham is a CFP® professional with four years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Kestra Advisory Services, Commonwealth Financial Network, and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven solutions.

Robert Krehely Jr. is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for the Wyoming Valley Sanitary Authority for 26 years before joining Edward Jones. 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. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Mark Loop is a CFP® professional with 30 years of industry experience, currently serving at LPL Financial since 2024. He previously worked at Arbor Point Advisors, Securities America, Inc., and OSAIC. Outside of his advisory role, he is involved with Aileron Wealth Management, PLLC, and provides fixed insurance services in Longwood, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, various advisory programs, and consulting services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management strategies.

Ricardo Serra is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation and Series 65 license, with 33 years of industry experience. His prior work includes over two decades at Signator Investors, Inc., followed by five years at Royal Alliance Associates, Inc. He is involved in conducting securities investment advisory and insurance business under the name Signature Financial Solutions. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by asset-allocation tools and access to multiple third-party managers and investment platforms.

Adrian Espinal is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2015. 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.

Alexus Laboo is a Series 66-licensed financial advisor with five years of industry experience. She is currently with Osaic Wealth, Inc. and has prior experience at Securities America Advisors and International Paper. Laboo is also the owner of A. Rae Company, Inc., where she handles financial administrative tasks including proposal preparation and client relations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to create diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Ralph Winn is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera and its affiliated firms from 2013 to 2026. Outside of his advisory work, he owns a winery in France and operates an e-commerce business selling various products. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with investment management supported by both in-house and third-party research.

Lisa Laboo is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, with 33 years of industry experience. Her prior work includes over a decade at Securities America and five years at Securities America Advisors, Inc. She serves as a volunteer board member for the YMCA, the United Way, and the Florida A&M University Foundation. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management with access to multiple investment products and third-party money managers.

Craig Dykstra is a financial advisor at Edward Jones in Leesburg, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including 22 years with Edward Jones. Outside of his advisory role, he serves as treasurer for the South Lake Republican Club, providing financial status reports without handling funds. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management and a large national network of advisors and offices.

Jessica Palmer is a Planning Consultant at Fidelity Investments, where she works closely with clients and their dedicated advisors as part of the wealth planning team. In her role, she focuses on establishing and maintaining financial plans tailored to individual client needs. Jessica has been with Fidelity Investments since 2015, holding various positions including Financial Representative from 2015 to 2018, Relationship Manager from 2018 to 2022, and Planning Consultant since 2022.