Sandra Ramos is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Oriental Financial Services Corp and Wells Fargo Clearing. Outside of her advisory role, she is an independent consultant for Rodan & Fields. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Matthew Presser is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including its prior iteration as Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and offers ERISA fiduciary services for qualified plans.

Donald Acosta is a financial advisor with Ameriprise in Montverde, FL, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Argent Trust and several SunTrust entities. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies and managed account requirements.

Mitchell Scher is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience and has previously worked at Lincoln Financial Advisors and MSI Financial Services. Outside of his advisory role, he is involved as an independent insurance agent and operates the Advanced Planning Group of NY. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, ongoing investment management, and retirement-plan advisory services. The firm employs thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Edward Wylam is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for eight years before joining Wells Fargo in 2016. Outside of his advisory role, he serves as a trustee for a family trust and as a personal representative for a family member, both involving investment-related responsibilities. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Dustin Roedding is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Orlando, FL. He has been with J.P. Morgan Securities since 2016 and with JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, offering non-discretionary advice that includes asset allocation, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research conducted by a centralized manager solutions team and incorporates a forward-looking investment approach with consideration of ESG factors.

Luidgi Faubert is a financial advisor at Ameriprise with 24 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies.

Keith Crosby is a financial advisor at Raymond James & Associates with 13 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 12 years before joining Raymond James in 2025. Crosby holds the Series 66 designation and is based in Orlando, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

David Baer is a financial advisor with LPL Financial in Orlando, FL, holding the ChFC® designation and securities licenses Series 63, 65, and 66. He has 22 years of industry experience, including prior roles at First Horizon, Woodbury Financial Services, Cetera Investment Services, and Wells Fargo Clearing. Outside of his advisory work, he is involved as a business owner with Vetavize Angels LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and investment programs, combining a broad platform with non-advisory financial products and partnerships.

Donald Welsh is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and SunTrust Advisory Services. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which features written recommendations and annual ongoing advice focused on income sources and tax-aware withdrawal strategies.

Stanley Porfirio is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized investment strategies aimed at pursuing their financial goals. He also provides access to Bank of America services for banking and lending needs. Stanley holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from FAAL Faculdade de Administração e Artes de Limeira. His approach focuses on understanding what matters most to clients and their families to help guide their financial planning.

Jason Claycomb is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Raymond James and its related entities since 2000 and has owned Claycomb Wealth Management, Inc. since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses detailed risk profiling and modeling tools to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joshua Langholz is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on a range of financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Mark Weston is a financial advisor with Morgan Stanley in Windemere, Florida, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at UBS Financial Services for 12 years. Outside of his advisory role, he is a partner in M&GW FL LLC, an investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to develop customized financial plans.

Juan Pino is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to provide clients with the knowledge and tools necessary to manage their financial lives effectively. Juan holds a Bachelor's Degree from the University of Florida and maintains several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His work is informed by his philosophy of helping clients uncover what matters to them and their families to develop strategies for pursuing their financial goals. Beyond his professional responsibilities, Juan is involved with the East Orlando Chamber of Commerce and the Hispanic-Latino Organization for Leadership & Advancement (HOLA). He also participates in community organizations such as Nathaniel's Hope and Second Harvest Food Bank.

Robert Brett is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley since 2009, and A. G. Edwards & Sons, Inc. from 2000 to 2007. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Santiago Escallon is a financial advisor at Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Rollins College for five years and Colegio Nueva Granada for five years. Outside of his advisory role, he is an authorized person of SANIK LLC, a firm involved in real estate activities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment strategies alongside traditional wealth management services.

Paul Prewitt is a financial advisor with Ameriprise in Longwood, FL, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2018 and previously worked at The Walt Disney Company from 2011 to 2018. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffrey Cornstubble is a financial advisor with LPL Financial in Winter Garden, Florida. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including seven years at Ameriprise before joining LPL Financial in 2007. 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 portfolios, third-party asset management, and institutional platforms.

David Brinckerhoff is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he serves as Youth Services Chair for the Rotary Club of Lake Buena Vista, organizing community service projects involving youths. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.