Ledger Hatch is a Series 66 credentialed advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Raymond James and attended Harvard College. 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 combination of advisory and brokerage capabilities.

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 five years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Charles Schwab, Robinhood, and First Command Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Austin Kinney is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has previously worked at Fairwinds Credit Union, Publix Super Markets, Florida Financial Advisors, Chick-Fil-A, and Valencia/UCF. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios.

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.

Daniela Martinez is a financial advisor at Edward Jones in Clermont, FL, with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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 with OSAIC in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has worked at OSAIC since 2018 and previously held roles at Jhfn Sii, Golds Gym, Wave Health & Fitness, and Healthworks Fitness Centers for Women. Outside of her advisory role, Heapps leads advisor engagement and marketing efforts at GenXFinancial and its divisions, including Innovative Financial Group and Sell My Financial Practice. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services across multiple platforms. The firm employs a range of asset-allocation tools and third-party solutions to manage portfolios including stocks, bonds, mutual funds, ETFs, and alternatives.

Jason Weese is a Private Wealth Advisor and co-founder of the Weese Harris Group. He was one of the founding members of the first Merrill Private Wealth Management office in the Pacific Northwest. Merrill Private Wealth Management comprises specialized teams that serve ultra-high-net-worth individuals and families nationwide. Jason played a key role in building the Bellevue, Washington 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 complex financial matters including estate planning, philanthropy, alternative investments, control and restricted securities, lending strategies, hedging, monetization, portfolio management, investment banking, and comprehensive wealth planning. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Certified Investment Management Analyst® (CIMA) designation from the Investments & Wealth Institute in conjunction with the Wharton School of the University of Pennsylvania, as well as the Personal Investment Advisor (PIA) and Sports & Entertainment (SE) designations. Jason holds a Bachelor of Arts degree in Finance from Western Washington University. Jason is a native of Lake Quinault, Washington, and resides in Bellevue. He is an active member of the Bellevue Downtown Rotary and involved with HopeKids AZ. Outside of his professional work, he enjoys basketball, golfing, and watching movies.

Elizabeth Hall is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Signature Wealth Partners. Outside of financial advising, she coaches for the Orlando Rowing Club. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and analytical tools, supporting clients through a broad advisor network and specialized municipal and retirement consulting programs.

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.

Thomas Darden Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Darden is based in Clermont, FL. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Derek Roy is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including SagePoint Financial and LPL Financial. In addition to his advisory role, he is licensed to provide fixed insurance products. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes advanced asset-allocation tools and multiple platforms to construct portfolios that include a wide range of investment options.

Michael Bensey is a financial advisor with LPL Financial in Orlando, FL, holding a Series 63 license and bringing 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2019. Outside of his advisory role, he has involvement with Good Life Insurance Agency and Bensey Wealth Management, among other business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisor representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment 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.

Suzanne Magee Fleming is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since the summer of 1977. Prior to joining Merrill Lynch, she was employed at another financial services firm in New York City. Suzanne works with affluent families, individuals, and women in transition, focusing on areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. She helps clients prioritize their needs and establish quantifiable goals through personal consultation, subsequently developing and implementing customized strategies using a wide variety of financial instruments. Suzanne leads a team of seven, including her son James, who joined in 2011. Suzanne holds a Bachelor of Science Degree in Business Management from Bucknell University and is a Personal Investment Advisor (PIA). She is active in her community as a board member of the Pet Alliance of Greater Orlando and is also a member of the Collaborative Family Law Group of Central Florida. Suzanne and her husband, Mike, reside in Bay Hill. Her personal interests include boating, gardening, and traveling.

Joseph Labs is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at MML Investors Services, Weiser Financial, MassMutual Life Insurance Co., Equitable Advisors, and multiple other firms. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager fund structures and model portfolios.

Sydney Eckstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. Prior to joining J.P. Morgan Securities, Eckstein was affiliated with Future Standard and has a background that includes work at Rollins College. 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 an ESG eligibility framework to offer customized investment solutions.