Dale Edwards is a financial advisor with Merrill, holding a Series 66 designation and 27 years of industry experience. He has been with Merrill since 1998. Outside of his advisory role, he works part-time as a freelance professional musician. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

David Burns is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Central Florida area since 1985. He focuses on retirement and income planning strategies, helping clients construct investment portfolios aligned with their objectives, risk tolerance, and time horizon. David provides expertise in family wealth management, personal retirement planning, portfolio management, tax minimization, and retirement income. Throughout his career, David has collaborated closely with clients’ tax advisors and attorneys to promote the use of tax-efficient strategies and the implementation of appropriate estate plans. He has extensive experience in tax-exempt municipal bonds and other income-producing investments. David holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Moeller High School and attended Ohio State University and the University of Central Florida without obtaining a degree. Outside of his professional work, David enjoys fishing, football, and golfing. He is recognized as a "Diamond Knight" for his support of The University of Central Florida’s athletic and scholarship programs.

Danielle Guzman is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Mark Jama is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes over a decade with Primerica Financial Services and Primerica Advisors, alongside roles in automotive sales and consulting. Outside of finance, he owns Nutty's Candies Gifts and Comics and teaches defensive driving. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Michael Panagis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at VOYA Financial Advisors and has been with Cetera and its affiliated entities since 2014. Outside of advisory services, he is involved as an independent insurance agent and sells fixed and health insurance products, as well as participating in a car rental business through the Turo platform. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm provides access to both affiliated and third-party investment managers through multiple program structures and custodial relationships.

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.

Zuri Turner is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. Prior to joining Merrill in 2021, Turner worked at Raymond James & Associates and Wells Fargo. Outside of finance, Turner is employed as a personal shopper and delivery employee for Shipt. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Antonio Moscoso is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 credential and has been with J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2013. Outside of his advisory role, he is a co-owner of Agma Realty Investments LLC, a real estate rental property business he operates with his wife. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Felix Greer is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equitable Advisors and the U.S. Census Bureau, as well as work during his education at California Polytechnic State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and applies oversight controls to manage conflicts of interest.

John Woods is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 41 years of industry experience. He has worked at LPL Financial since 2020 and has prior experience with NBC Securities, Inc. and South State Bank (formerly CenterState). 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Austin Howard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His career includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, Wells Fargo, and AJH Commerce LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Herman Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining Cetera in 2025, he spent 13 years with Avantax in various advisory and insurance roles. Outside of his advisory work, he serves as Treasurer and Comptroller for the First Baptist Church of Lincoln Gardens and has provided tax preparation services since 1971. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Cesar Sa Freire Vieira is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at IE International Programs S.A. and spent one year in full-time education earning an MBA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and provides services including tax-efficient strategies and securities-based lending, supported by a large nationwide network of advisors and branch offices.

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 credentialed financial advisor with seven years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and has held positions at Securities America Advisors and Foresight Financial Planners, Inc., where he is also a principal. Outside of his advisory work, he serves as president of the VFW Auxiliary Post 1046, a nonprofit organization supporting veterans and their families. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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 at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Wells Fargo Bank, Royal Bank of Canada, and Canadian Imperial Bank of Commerce. He is currently based in Kissimmee, Florida. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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, Dominguez worked in various roles including positions at Holiday Inn Club Vacations, Ryan Homes, Robert Slack, and Speedway LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.