Christopher Hosko is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. He is based in Winter Garden, Florida. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on clients with significant Ameriprise-managed assets.

Brian Heapps is a financial advisor with Osaic Wealth Inc. in Orlando, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Signator Financial Services and SII. He is president of several business entities, including GenX Financial LLC and Innovative Financial Group, which oversee various financial services and business operations. Osaic Wealth Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms and third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Jordan Scott is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Sebela Pharmaceuticals Inc. and Tourico Holidays, Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through dedicated Financial Advisors and an Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Michael Maguire is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 46 years of industry experience. He has been with Raymond James since 2002 and is also the owner of Maguire Investment Advisors LLC. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Mark Boersma is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Morgan Stanley since 2009. Outside of his financial advisory work, he is involved in children's entertainment through ownership of Party Princess Productions and Mascots and Superheroes of Miami. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-based modeling.

Khalid Yasin is a financial advisor at Merrill with Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at PFM Asset Management LLC for 11 years before joining Merrill. He volunteers on the investment advisory committee of the Central Florida Foundation, a nonprofit community foundation, where he facilitates discussions on asset allocation and diversification. 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 plans, corporations, and charitable organizations.

James Magee is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on building enduring relationships with individuals, families, and small businesses by providing advice and guidance grounded in time-tested investment and planning principles. James brings experience from prior management roles within a global hospitality company following his graduation from Wake Forest University in 2004, where he earned a Bachelor of Science degree in Business. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, and retirement income. James is involved with the Boys & Girls Clubs of Central Florida and is active in supporting this organization.

Steven Gorman is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has worked at Merrill since 1984 and at Bank of America since 2011. Outside of his advisory role, he is involved in a family-held LLC that manages timeshare rentals. 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, and institutional investors.

Edward Mckeever Jr. is a financial advisor with Raymond James Financial in Winter Park, FL, holding a Series 63 designation and possessing 45 years of industry experience. He has been with Raymond James Financial since 2009 and concurrently owns and manages McKeever & Associates, Inc., a support company for a Raymond James Financial Services branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning and analytical tools to guide client decisions.

Jennifer Emely is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Emely is based in Mount Dora, Florida. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and algorithmic tools to support its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.

Bruce Broussard is a financial advisor at Cetera with 36 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior experience includes roles at Securian Financial Services and Minnesota Life Insurance Company, as well as continuous involvement since 2004 with entities such as The Continuing Education Academy and Omni Resource Group. Broussard is also involved in training and teaching through The Continuing Education Academy. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Lauren Voeller is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Wells Fargo entities since 2010, including Wells Fargo Advisors, LLC, before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

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.

Yihe Luo is a Financial Advisor affiliated with Merrill Lynch Wealth Management, based in Orlando, Florida. He works closely with individuals and families to understand their financial goals and assist with the development of short-, mid-, and long-term financial plans. Yihe provides guidance on a range of financial matters including family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Yihe holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Fluent in English and Chinese Mandarin, he leverages his cultural understanding to better serve clients from diverse backgrounds, particularly Chinese families. He acts as a resource for general investing, retirement planning, and saving for unexpected expenses, and can facilitate access to Bank of America specialists for banking, credit, lending, and small business solutions. Outside of his professional role, Yihe is actively involved in the Orlando pickleball community and enjoys playing pickleball, skiing, and tennis.

Paul Fimognari is a CFP® with 42 years of experience in the financial industry. He has worked at LPL Financial since 2026 and previously operated Fimognari Financial for 16 years. He also spent 27 years with New York Life Insurance Company. Outside of his advisory role, he is involved in insurance brokering for non-registered insurance products under his own DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Paul Wood is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds a Series 63 designation and has worked with firms including Agility Advisor Group and K Brain. Wood owns and manages support companies related to his advisory practice and is involved in operating a commercial property used for his wealth management business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains a broad network of advisors and affiliated firms.

Brian Burt is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has extensive experience in the financial industry, having held various roles including Investment Counselor at Fisher Investments from 2020 to 2023 and multiple positions at Fidelity Investments from 2018 onwards, such as Workplace Planning Consultant and Customer Relationship Advocate. His professional focus is on helping individuals and families navigate financial uncertainties by building trust and understanding client preferences. Brian holds insurance licenses in Arkansas and California, supporting his work in providing financial guidance. Outside of his professional life, Brian enjoys spending time with his family, playing golf, and traveling.

Alexander Stark is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Raymond James & Associates. Prior to his financial services career, he was employed at the Four Season Resort and the University of Central Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary options, with a notable range of investment vehicles including insurance-related products and bank deposit sweep options.

Steven Merenda is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its predecessor firm since 1991. Outside of his advisory role, he owns and operates Virtus Tax Services, LLC, a tax preparation business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Debra Ebert is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley since 2018, following prior roles at Center Street Securities, Inc. and Pinnacle Financial Wealth Management, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.