Rueben Hill II is a financial advisor with LPL Enterprise holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management while integrating advisory programs with brokerage and insurance product offerings.

Kristen Skinner is a financial advisor at Ameriprise with 10 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing research and modeling to deliver tailored, tax-efficient retirement recommendations.

Vincent Paolo is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, N.A. Outside of his advisory role, he is the sole owner of a rental property business. 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 institutions.

Scott Krause is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1993 with Merrill Lynch Wealth Management and its predecessor firm, Banc of America Investments. Prior to becoming a financial advisor, Scott worked as a Certified Public Accountant with firms such as Price Waterhouse, though he does not provide tax advice in his current role. Scott holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and completed the Wharton Executive Education Program for Senior Financial Advisors at the University of Pennsylvania. He graduated in 1980 from the University of Central Florida with degrees in Accounting and Finance. His expertise includes consulting and planning for business owners, corporate executives, and affluent families, with a focus on customized investment portfolio analysis, budgeting, cash flow analysis, and wealth transfer strategies. Outside of his professional work, Scott and his wife Lisa are active members of the Keenes Pointe Country Club in Windermere. He has two children, Ashley and Mike, and his personal interests include boating, fishing, football, golfing, skiing, and traveling. Scott is also involved in the community as a past board member of the local YMCA and holds memberships in professional organizations such as the Golden Bear Club and Smyrna Yacht Club.

Brittany Brewer is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 credential and has worked primarily with Fairwinds Credit Union and CUSO Financial Services before joining LPL Financial. 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 advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and a variety of investment strategies.

Jeremy Cooley is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and having nine years of industry experience. His prior roles include positions at Fairwinds Credit Union, CUSO Financial Services, Equitable Advisors, and Axa Advisors. Cooley is also involved with Fairwinds Wealth Management and Investments. 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 advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various managed account options.

Aaron Kassler is a Series 66-licensed financial advisor with Morgan Stanley, based in Orlando, FL, and has 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Daniel Womack is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Park Avenue Securities, Guardian Life Insurance Company, and Hillsborough County School Board. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steven Bennett is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at AdventHealth Corporate for six years and has been associated with Wealthcare Strategies, LLC since 2007. 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 as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Samuel Heise is a financial advisor at Merrill with Series 63 and Series 65 licenses. He is based in Orlando, FL, and has one year of industry experience. His prior work includes roles at Bank of America, Florida Financial Advisors, and positions in the education and fitness sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Bates is a financial advisor with Primerica Advisors based in Orlando, FL. He holds Series 63 and Series 65 credentials and has five years of industry experience. His work history includes roles at AmOne, GravyWork, BANKERS LIFE, and Wells Fargo. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm provides a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and offers various strategic, tactical, tax-managed, and income-distribution investment models.

Caleb Chapman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with JPMorgan Securities LLC since 2015 and previously operated Chapman & Associates Therapy Solutions from 2004 to 2020. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Tanner Anderson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Before joining Fidelity, he worked at Charles Schwab & Co., Inc. and held positions in the solar energy and technology sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a research-driven and algorithmic approach to portfolio construction and management.

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 previously worked at Oriental Financial Services Corp for eight years before joining J.P. Morgan in 2019. Outside of her advisory role, she is an independent consultant for Rodan & Fields. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Matthew Presser is a financial advisor at Equitable Advisors in Orlando, FL, holding a Series 66 designation with 20 years of industry experience. He has worked at Equitable Advisors since 2006, including its predecessor, Axa Advisors, LLC. Outside of his advisory role, Presser is involved in life settlements through Ashar. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging extensive program sponsorships and third-party managers to deliver advisory and brokerage solutions.

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 at Cambridge Investment Research Advisors with 49 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked previously with Lincoln Financial Advisors. In addition to advisory work, he is involved as an independent insurance agent and operates the Advanced Planning Group of NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, combining proprietary models and third-party strategies tailored to client objectives.

Edward Wylam is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and its related entities since 2009. Outside of his advisory role, he serves as a trustee for his mother’s trust and as a personal representative for his stepfather’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Luidgi Faubert is a financial advisor with Ameriprise in Oviedo, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Sharleen Bhoop is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Merrill, Bank of America, TIAA, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.