Jason Wingo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Edward Jones. Prior to his career in finance, he spent two years at Compass Flooring Distributors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Ramon Jorge is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior roles at Merrill and Banc of America Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a range of strategies, including ESG considerations.

Gerard Duphiney is a CFP® professional with over 31 years of experience in the financial services industry. He has been with LPL Financial since 2008 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has involvement in independent film and operates a non-investment related holding company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on both discretionary and non-discretionary investment strategies supported by research tools and a broad platform of financial solutions.

Carlos Torres is a financial advisor with Primerica Advisors in Kissimmee, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Primerica Advisors since 2007 and also has a background with Primerica Financial Services and Net Reviews. Outside of his advisory role, he is a co-founder and director of Novo Church, Inc., a nonprofit organization based in Orlando, FL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

William Schwemlein is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and SunTrust prior to his current roles. He was also involved with WPS Nutrition LLC for five years. 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 financial planning and investment management services, including third-party asset management and institutional platforms, supported by a large network of advisors and various operational tools.

Edward Grissom IV is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joshua Ceravolo is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Daniels Health and Patriot Contracting Solutions, as well as Universal Studios. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Yee Ling Lee Spears is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ellen Burzynski is a financial advisor with Wells Fargo Clearing in Poinciana, FL. She holds the Series 66 designation and has 12 years of industry experience, including ten years at Wells Fargo Clearing and ten years at Crossmark. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michelle Correa is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase Bank and JPMorgan Securities since 2015. Based in Orlando, FL, her career has been focused within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a model driven by quantitative and qualitative research.

Michele Dura is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. Her prior work includes nearly three decades at Charles Schwab followed by roles at Pershing LLC and Good Life Financial Advisors. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.

Daniel Grisham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for over two decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Eugene Garner is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Minnesota Life Insurance Co, Securian Financial Services Inc, and Evershore Financial Group. Outside of his advisory role, he operates a private business providing woodwind music lessons. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies along with oversight controls in its portfolio management.

Thomas Duff is a financial advisor with Raymond James Financial in Celebration, FL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1992 and with Raymond James Financial since 2009. Outside of his advisory role, Duff serves as an officer and treasurer for a nonprofit organization and owns a support company in Maine. 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 institutions. The firm delivers tailored, non-discretionary planning and consults using risk profiling and analytical modeling, supporting clients through its advisory programs and a large advisor network.

Vadim Matatov is a financial advisor at Ameriprise with 26 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved with Generational Consulting LLC, where he assists with day-to-day tasks and long-term goal setting for the practice. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Rodrigo Torres Pinto is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2016 and Bank of America, N.A. since 2022. Outside of his advisory role, he is the sole owner of rental properties in Orlando, Florida. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ruy Diaz Hernandez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill, Bank of America, and several other financial institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Joshua Strange is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2018. His prior experience includes roles at Good Life Advisors, LLC, SunTrust Advisory Services, BB&T Investment Services, and Ameriprise. He also manages an independent advisory firm, Good Life Advisors, LLC. 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 platforms, including model portfolios, third-party asset management, and institutional programs, supported by technology tools for operational and research assistance.

Christopher Brach is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He has been with Bank of America, N.A. and Merrill since 2019, following three years at Wyndham Grand Orlando Resort Bonnet Creek. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Joshua Wyatt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Wyatt is also affiliated with Partners Federal Credit Union. 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 a wide range of investment strategies implemented by its network of advisors.