Tara Bachinsky is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Raymond James since 2010. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Erika Link is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice using a combination of proprietary research, third-party data, and algorithmic tools.

Patrick Mccarty is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he sells health insurance through United Healthcare and other carriers. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and does not sponsor its own wrap fee program.

Bridgette Silverman is a financial advisor at Ameriprise with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at AGIA, VALIC Financial Advisors, Inc., and Charles Schwab & Co., Inc. Outside of advisory roles, she is appointed as an agent to sell non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Fritjof Stei is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Thrivent Financial, and as a self-employed business consultant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Brian Fajardo is a Series 66-licensed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2025. His prior experience includes roles at New York Beer Project and Global Financial Impact. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Ledger Hatch is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Raymond James for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by centralized due diligence.

Kristen Prewitt is a financial advisor with Ameriprise in Longwood, Florida, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has business ownership interests in Abbott Group LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions.

Michael Odero is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. He has worked at firms including Charles Schwab, Robinhood, and First Command Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Austin Kinney is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fairwinds Credit Union, Publix Super Markets, and Florida Financial Advisors. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

James Millar is a Private Wealth Advisor at Merrill Private Wealth Management, where he also serves as a Senior Resident Director of the firm's Windermere, Florida office. He assists clients in evaluating and implementing portfolio strategies that may involve hedge funds, private equity, managed futures, and middle-market investment banking services through Bank of America. James has experience working with small business owners and corporate executives, focusing on strategies for managing stock options as well as hedging concentrated stock positions and illiquid assets. He is a qualified Portfolio Manager who builds and manages personalized or defined investment strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. He operates within the firm's Investment Advisory Program, managing some strategies on a discretionary basis. He holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute® and is a member of the same organization. James earned bachelor's degrees in finance and economics from the University of Florida. In addition to his professional work, he participates in community organizations including Windermere Little League, Shepherds Hope, Special Olympics, and Alpha Tau Omega.

Aaron Drone is a financial advisor with Ameriprise in Clermont, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as head coach for the varsity and junior varsity wrestling teams at Windermere High School and owns Claw Wrestling LLC. Ameriprise is an institutional firm that offers a retirement-income planning service primarily for clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficiency analysis to support retirement planning.

Peter Kaufman is a Series 66-licensed financial advisor with Morgan Stanley, based in Orlando, FL, and has 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and Corporate Financial Planning agreements.

Michael Radnothy is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he maintains ongoing involvement with Swell Properties LLC and Remax Realty. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Amy Heapps is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with OSAIC since 2018. Prior to that, she worked at Jhfn Sii and held various roles in the health and fitness sector. Outside of her advisory work, she leads advisor engagement and marketing efforts for GenXFinancial and its affiliated divisions. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activities.

Jason Weese is a Private Wealth Advisor and co-founder of the Weese Harris Group. He was one of the founding members of Merrill Private Wealth Management's office in the Pacific Northwest. Merrill Private Wealth is a network of approximately 350 specialized teams nationwide serving ultra-high-net-worth individuals and families. Jason contributed significantly to the growth of the Bellevue, Washington, Private Wealth office into one of the largest in the country. With over 30 years of experience, Jason advises high-net-worth individuals, families, and businesses on a wide array of complex financial matters. His expertise includes estate planning, philanthropy, alternative investments, control and restricted securities, lending strategies, hedging and monetization, investment banking, and comprehensive wealth planning. He holds the Accredited Private Wealth Advisor designation from Merrill Private Wealth and has been recognized multiple times on Barron's Top 1200 Financial Advisor list, as well as on Forbes Best-In-State Wealth Advisors and Wealth Management Teams lists. Jason earned a Bachelor of Arts degree in Finance from Western Washington University. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation awarded through the Investments & Wealth Institute® in conjunction with the Wharton School of the University of Pennsylvania. He is a native of Lake Quinault, Washington, and resides in Bellevue, Washington. Jason is an active member of Bellevue Downtown Rotary and participates in community involvement with HopeKids AZ. Outside of work, he enjoys basketball, golfing, and watching movies.

Tamara Rodriguez is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Derek Roy is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Sagepoint Financial, The Leaders Group, Wealthvest Marketing, LPL Financial, and Transamerica Financial Advisors. Roy also works as an insurance agent providing fixed insurance products. OSAIC Wealth serves a diverse client base including retail, institutional, high-net-worth individuals, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment programs and maintains a complex affiliate network with private-equity ownership.

Michael Bensey is a financial advisor at LPL Financial in Orlando, FL, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2019, following prior roles at Ameriprise Financial Services and Kestra Investment Services. Outside of his advisory role, he is involved with Good Life Insurance Agency and Bensey Wealth Management. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Stephen Wytiaz is a CFP® and Series 66 designated financial advisor with Charles Schwab in Orlando, FL, bringing 10 years of industry experience. He has been with Charles Schwab since 2015, including a tenure at Charles Schwab Bank from 2016 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm features a primarily non-discretionary client relationship model supplemented by access to discretionary separately managed accounts and utilizes multi-asset model portfolios, strategic asset allocation, and alternative investment due diligence.