Ricardo Correal is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Wells Fargo and Santander Securities. Outside of financial advising, he has experience working in cleaning services. Ricardo is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Jenna Rancourt is a financial advisor with Mass Mutual Investors Services in Deland, Florida, holding a Series 66 designation and nine years of industry experience. Her career includes roles at Prudential Investment Management Services, Empower Financial Services, and Nationwide Investment Services Corporation, among others. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Colin Gray is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, with prior roles at LPL Financial and National Planning Corporation. He is also an independent insurance agent representing various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent financial professionals, providing a range of portfolio management options and proprietary as well as third-party strategies.

Erick Bates is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2019. He has 23 years of industry experience, including 16 years at PAR Mobile prior to joining Edward Jones. 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 wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Mia Young is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She previously worked at Calhoun, Dreggors & Associates and has experience in education and supply sectors through roles at Stetson University and Sheffield Knifemaker's Supply. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that combine advisory and brokerage capabilities.

Kristy Saunders is a financial advisor with Morgan Stanley in Deland, FL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide array of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Jaime Planells is a CFP®-credentialed financial advisor with 18 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2016. Prior to that, he was with Planmember Securities Corporation for two years. He serves as President and CEO of Palmer Planells Wealth Group and is a board member on the finance committee of the Winter Park Library, where he helps oversee the library’s budget. 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 both institutional portfolio management and specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Kaylie Manecke is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2022. Prior to her advisory role, she attended Florida State University and worked at Publix. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brent Sheppard is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and having 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. He is also a member of Cadence Financial Management, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and a collaborative approach to deliver written recommendations tailored to client goals.

David Llewellyn is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Cambridge since 2010 and has owned independent advisory and wealth management businesses. Llewellyn is also a board member of a non-public entity involved in gifting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers various portfolio management options and proprietary model strategies while maintaining compliance and institutional features uncommon among peers.

Sebastian Galarce is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Regions Bank, Cetera Investment Services, and Wells Fargo Clearing. Outside of his advisory work, he has been involved in entrepreneurial activities such as Fun 4 U Rentals LLC. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Frederick Craig II is a financial advisor with Edward Jones in Sanford, FL, holding a Series 66 designation. He has one year of experience in the financial industry, following eleven years with Automotive Financial of America, Inc. 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 through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Leonard Perillo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Wells Fargo Clearing for 10 years and previously worked at Prudential Equity Group, LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Wren Jones is a CFP® and ChFC® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Based in Deland, FL, Jones holds a Series 66 license. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Walker II is a financial advisor with LPL Financial in Deland, FL, holding Series 63, 65, and 66 credentials and bringing 34 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. for 24 years. Outside of his advisory roles, he has been involved with Proverbs 10:5 since 2015 and serves at Henry Baptist Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

James Wright is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Deltona, FL. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, Wright provides consulting on practice leadership and compliance through Evola Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Coloni is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisors LLC, Investors Capital Corp., and Oppenheimer. Outside of his advisory work, he is involved with Synergy Wealth Alliance, a business related to his LPL activities. 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 a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brian Cobb is a financial advisor at Edward Jones in Port Orange, FL, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment options supported by a network of more than 23,000 financial advisors and over 15,000 branch offices.

Robert Wolfe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been involved with Wolfe Financial Group since 1998 and previously worked at G. A. Repple & Company and Wolfe, Young, O'baker & Company. Wolfe also provides consulting services in accounting and taxes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, written recommendations tailored to client goals.

Amanda Ceballos is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 63 and Series 65 registrations and four years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory roles, she is a senior tax accountant at Dulniak Tax and Accounting Services LLC and president of Sweet Pea Services USA Inc., both tax preparation businesses. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.