Marcus Healey is a financial advisor with Cambridge Investment Research Advisors in Orlando, FL, holding a Series 66 designation and with 24 years of industry experience. Prior to joining Cambridge in 2024, he worked at Equitable Advisors and Axa Advisors. Healey is involved in entrepreneurial activities, including ownership in a real estate business and advisory roles with multiple registered investment advisory firms. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions across various custody platforms, supporting both discretionary and non-discretionary strategies tailored to client objectives.

Yves Moon is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at Sanford C. Bernstein & Co LLC and Axa Advisors prior to his current roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC 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 recommendations. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a range of investment products through its Institutional Consulting Services program.

Martha Prestin is a financial advisor at Morgan Stanley with 38 years of industry experience. She previously worked at UBS Financial Services Inc. for 17 years before joining Morgan Stanley Smith Barney LLC in 2026. Martha holds Series 63 and Series 65 designations and is a notary in Orlando, FL. 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 advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and Corporate Financial Planning agreements.

Kevin Gerry is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a power of attorney for several family members and acts as trustee for multiple family trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources to support a diversification-based investment approach.

Jeffrey Murray is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. His prior roles include positions at Lombard Advisers Incorporated, Lombard Securities Incorporated, and Benjamin F. Edwards & Company, Inc. He is also involved in an insurance agency, focusing on life, annuities, accident and sickness, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ethan Cole is a financial advisor at LPL Financial in Orlando, FL, holding a Series 65 designation. He has one year of industry experience and previously worked at AllGen Financial Advisors, Inc. and had roles outside finance, including at Discovery Church and Orlando Health. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through its network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Nicholas Carbia is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Interlachen Country Club, Target Corporation, and Arby's. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary management solutions.

Robert Gole is a CFP® with 17 years of industry experience, currently serving as a financial advisor at OSAIC. His prior experience includes positions at Woodbury Financial Services and Capital One Advisors. He is also the managing partner of Capital Harvest Real Estate Investment, LLC. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build diversified portfolios across various asset classes.

Michael Triana is a Series 66 licensed financial advisor with Edward Jones in Winter Garden, Florida. He has two years of industry experience, including over a decade at Healthplex, Inc. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Christopher Hunter is a financial advisor with Wells Fargo Clearing in Oviedo, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including over a decade at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Keenan Jr. is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Edward Rice III is a financial advisor at Raymond James Financial in Orlando, FL, with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Inc. since 2024 and Edgewater Family Wealth in 2023. Outside of his advisory role, he is the owner and operator of Elite Ordnance Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kevin Garcia is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses. Based in Orlando, FL, he has been with Equitable Advisors since 2026 and has varied prior experience including roles at Universal Studios, JetBlue, and H&R Block. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Thomas Howell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Fairwinds Financial Services, Inc. since 2001 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad national network. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by in-house and third-party research.

Mark Hopler is a CFP® with 23 years of industry experience. He has been with Ameriprise since 2002, currently serving as a financial advisor in Winter Garden, FL. Outside of his advisory role, he owns and operates a retail business, Orlando Spa Oasis. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm provides tailored, research-driven recommendations and a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

William Lee Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 designations and has held positions at Foundation Risk Partners, Advus Financial Partners, CommonGood Capital, and CNL Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Patrick Thompson is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. He previously worked at Carillon Tower Advisers, Inc. and Eagle Fund Distributors, Inc. 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, institutions, and municipal entities, offering financial planning and advisory services that emphasize non-discretionary investment consulting supported by a range of portfolio management options.

Sidney Linehan is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He previously served as an Investment Consultant (2022-2023) and Planning Consultant (2021-2022) at Fidelity Investments. In his current position, Sidney acts as a point of contact to help guide clients through customized financial plans tailored to meet the unique needs of individuals and their families. Sidney works closely with clients to specify their retirement goals, develop strategies to build towards retirement, identify short-term and long-term opportunities, and maintain ongoing relationships for future financial planning needs. His experience spans a range of client-focused financial consulting roles within Fidelity Investments. Outside of his professional work, Sidney’s personal interests include beach activities, camping, fishing, fitness, movies, and outdoor adventures.

Courtnay Thompson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2016 and previously worked at Target for one year. Outside of advising, she is a general partner and managing member of businesses involved in rental car services and trucking. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katherine Viola is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, combining research, modeling, and tax analysis to support retirement planning within its managed accounts framework.