Daniel Lewis is a financial advisor at Edward Jones in Champions Gate, FL, holding ChFC® and Series 66 credentials with four years of industry experience. He worked at Walt Disney Company from 2011 to 2020 before joining Edward Jones in 2021. He had ownership in Weframe USA LLC but held no active responsibilities there. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a broad national network of financial advisors and branch offices.

Daniel Nagy is a Series 66-registered advisor with over seven years of experience, currently affiliated with OSAIC. He has held roles at Securities America Advisors and Securities America, Inc., and he is a principal at Foresight Financial Planners, Inc., an insurance brokerage firm he has been involved with since 2003. Outside of his advisory work, Nagy serves as President of the VFW Auxiliary Post 1046, a nonprofit organization supporting veterans and their families. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing a range of managed portfolio options, third-party manager programs, and retirement plan consulting.

Kaley Mora is a Series 66–licensed financial advisor at Edward Jones in Orlando, FL, with 10 years of industry experience beginning in 2016 at Edward Jones. 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 under management through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Isaac Murillo is a Series 66 licensed financial advisor with Merrill in Kissimmee, FL, and has three years of industry experience. His work history includes roles at Merrill and Bank of America, N.A., as well as a period at American Income Life and Westgate Resorts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with asset allocation and tax-aware options executed and supported through Bank of America’s infrastructure.

Roberto Martinez Castaneda is a financial advisor with J.P. Morgan Securities based in Kissimmee, FL. He holds a Series 66 designation and has six years of industry experience. Prior to joining J.P. Morgan, he worked at firms including Merrill, Bank of America, Wells Fargo Bank, Royal Bank of Canada, and Canadian Imperial Bank of Commerce. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer customized, non-discretionary asset allocation advice and investment manager searches, supported by centralized due diligence and a focus on eligible strategies.

Ariel Dominguez is a financial advisor at Edward Jones in St Cloud, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Holiday Inn Club Vacations, Ryan Homes, Robert Slack, and Speedway LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Kuaisheng Zhao is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America and Amazon. Outside of his advisory role, Zhao owns and manages a rental property through a third-party realtor. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Brandie Stanfield is a financial advisor at Fidelity with four years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at GWFS Equities, Inc. and Foothill Credit Union. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kimball Obeng is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has been with OSAIC since 2025. Outside of advising, he has been involved with Emergency Dental Care USA since 2016. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments through third-party platforms.

Gino English is a financial advisor at Edward Jones in Orlando, FL, holding Series 65 and Series 63 licenses. He has been with Edward Jones since 2026 and has nine years of prior experience at Rocco English from 2017 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Meyer is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Orlando, FL. His prior roles include six years at Schwab Wealth Advisory and ten years at Charles Schwab. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Zachary Inklebarger is an advisor with LPL Financial based in Celebration, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Good Life Advisors, BNY Mellon Securities Corporation, and Charles Schwab & Co., Inc. 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 portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Janice Rathman is a financial advisor with LPL Financial in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. She has been associated with both LPL Financial and Partners Federal Credit Union since 2010. Rathman is also involved with Partners Retirement and Wealth Management, where she is licensed to sell life, health, disability, long-term care, and fixed annuity products. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Orson Lin is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 63 and Series 66 registrations and six years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as prior experience at Old National Bank and IU Health Bloomington Emergency Department. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and integrates forward-looking capital market assumptions to build model asset allocations.

Melissa Woldanski is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Axa Advisors and Logix Federal Credit Union. Outside of her advisory work, she is an associate financial advisor at CrimsonCardinal LLC, where she provides client advice and manages practice expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

David Nagy is a financial advisor with OSAIC based in Davenport, FL, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked with Securities America Advisors, Inc. and Foresight Financial Planning, where he serves as president overseeing insurance sales, including life, long-term care, disability, dental, and Medicare products. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports individual investors, retirement plans, charities, and corporate clients through various programs and affiliated broker-dealer and RIA relationships.

Marlia Brown is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2009. She has 22 years of industry experience. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Frank Burianek is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2011, including its affiliated entities, as well as Legend Equities Corporation since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Wendy Jo Bellerive is a Certified Financial Planner® with 29 years of industry experience, currently with Cambridge Investment Research Advisors where she has worked for 16 years. She also serves as president of Cobblestone Financial Advisors, Inc., a role she has held since 2010. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Kyle Antommarchi is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously held roles at Merrill, Bank of America, Ross, and The Lifewealth Group. Outside of his advisory work, he is the sole proprietor of Beleventi LLC, a retail and online store based in Championsgate, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a variety of advisory programs, using structured planning tools and broad investment capabilities.