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 34 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc., Sunamerica Securities, Inc., and running Marshall Financial Group since 2004. Outside of his advisory work, he maintains a fiduciary role in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad suite of non-advisory financial products.

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 worked at Cambridge Investment Research Advisors since 2014 and previously held roles at Woodbury Financial Services, LPL Financial, and Mutual Service Corporation. Outside of her advisory work, she serves as secretary for the Sunshine Foundation and Lake Unity Neighbors in Leesburg, Florida. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Lonnie Salimone is a financial advisor at Edward Jones with nine years of industry experience. His prior roles include positions at Merrill Lynch and AXA/Equitable, as well as service in the United States Coast Guard Reserve for 25 years. He also has experience working with government agencies and theological education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

James Houston Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Dw Inc., MSI Financial Services, Inc., and BB&T Investment Services, Inc. Outside of his advisory role, he is a property owner involved in real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.

S Hawkins is a Series 65–licensed financial advisor with 42 years of industry experience. He currently works at LPL Enterprise and has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. Hawkins serves as a treasurer volunteer for Grand Island Baptist Church in Umatilla, FL. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Mark Loop is a CFP® professional with 30 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at Arbor Point Advisors, Securities America, Commonwealth Financial Network, Raymond James Financial Services, and Hornor, Townsend & Kent. He is also involved with Fixed Insurance through Aileron Wealth Management in Longwood, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Ricardo Serra is a financial advisor at Osaic with 34 years of industry experience. He holds the ChFC® designation and a Series 65 license. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Serra is involved in operating Signature Financial Solutions, LLC, which conducts securities investment advisory and insurance business. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization approaches.

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 Few is a financial advisor with OSAIC in Eustis, Florida, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC, Alexus worked at Securities America Advisors and Securities America, Inc. Outside of advising, Alexus owns and manages a financial services business focused on administrative work, proposals, and client account servicing. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party money manager programs.

Ralph Winn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior work includes over a decade with Cetera and its affiliated entities. Outside of financial advising, he owns a winery in France and operates an eBay-based business selling various products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with advice delivered primarily through investment adviser representatives using various portfolio strategies.

Lisa Laboo is a financial advisor at OSAIC with 33 years of industry experience. She holds the ChFC® designation and Series 63 license. Before joining OSAIC, she worked at Securities America Advisors, Inc. and Sunset Financial Services, Inc. Laboo serves as a volunteer board member for the YMCA, the United Way, and the Florida A&M University Foundation, where she is involved in nonprofit governance. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, offering various managed portfolio options and third-party investment programs.

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.

Nicole Wortsman is a CFP® professional with 14 years of industry experience, currently serving clients at Edward Jones since 2019. She has prior experience with Wells Fargo Clearing and Wells Fargo Bank NA, spanning over a decade, and was involved with Compass One and Compass Two Enterprises. Outside of her advisory role, she manages businesses related to commercial and residential rental properties as well as shed sales in Florida. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm offers a range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Madeline Carter is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors LLC and has a background that includes roles at Rollins College's Crummer Graduate School of Business and ACE Hardware. 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, and charitable organizations, providing financial planning and investment consulting with a range of portfolio management styles and municipal advisory services.

Baxter Smith Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement income recommendations.

Christopher Hudgens is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial and Waddell & Reed. Hudgens also operates CSHudgens Capital Management as a side business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

David Dagostino is a financial advisor at Cetera with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has been associated with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as Chairman of the Tavares Chamber of Commerce and acts as a polling place deputy for the Lake County Supervisor of Elections. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Stephen Ryan is a financial advisor with Raymond James & Associates in Eustis, Florida, holding a Series 66 designation and 19 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Clearing and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and consulting services through a variety of portfolio management styles and supported by affiliated research and sub-advisers.