Joel Joffe is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with approximately one year of industry experience. His prior roles include positions at Boucher Brothers Management and involvement with Lebron's Sportsplex. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Rebecca True is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. She previously worked at Triad Advisors, Inc. for 15 years before joining Cambridge. Outside of her advisory role, she is a committee member of the Central Florida Foundation and owner of True Capital Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management approaches and custodial platforms.

Aluizio Pacheco is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a previous role at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Sloan Chamblin is a financial advisor at Merrill with 22 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2000. Outside of his advisory role, he serves as a power of attorney for M G T TOD Beneficiaries on File. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ferdinand Roccanti is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 63 credential and 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Lawrence Johnson is a CFP® professional with 15 years of experience in the financial services industry. He is currently with LPL Enterprise and has previously worked at firms including Charles Schwab, Robinhood Financial, and Northwestern Mutual Investment Services. Outside of advising, he is the owner of V’s Barbershop and serves on the board of the Roper YMCA in Winter Garden, FL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products via its integrated platform.

Vishindas Mahtani is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at H&R Block, PFS Investments Inc., Boiling Springs Savings Bank, and a long tenure at Primerica Financial Services. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure, focusing on curated investment models rather than institutional or pension plan management.

Steven Alch is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill since 2001. Outside of his advisory role, he serves as a director on the Orlando Economic Development Commission, a charitable organization. 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.

Caleb Sibley is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he owned C Sibley Golf Inc, a sports-related business, and worked in education. He also serves as the Marketing Director for Florida Firestop Systems LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, with a focus on those meeting specific asset criteria. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sherri Stansbury is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with OSAIC since 2012. Outside of her advisory role, she is registered as an insurance agent but does not actively solicit insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios across various asset classes.

Anet Shakenov is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and previously operated One Hobby Shop, LLC for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory services.

William Brewster is a financial advisor with Morgan Stanley in Gotha, Florida, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Susan Montanez is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and bringing 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Outside of her advisory role, she serves as president of the Terra Oaks HOA Corporation in Windermere, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stanley Smith is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2008, as well as Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anne Marie Williams is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and was previously with Raymond James & Associates from 2013 to 2017. Outside of her advisory role, she is involved in nonprofit leadership, including founding roles with the Central Florida Association for Women Lawyers and serving as a director on the Varsity Knights Leadership Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process supported by proprietary tools and investment modeling, managing approximately $2.74 trillion in client assets.

Juan Saavedra Marin is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan in 2020, he worked at Regions Bank and SunTrust Bank. Outside of his advisory role, he is involved in a real estate rental business through JB Pro Rentals, LLC, where he manages rental properties. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Janet Burke is a financial professional with 38 years of industry experience, currently affiliated with Cetera Investment Advisers. She holds Series 63 and Series 66 credentials and has worked previously at Ameriprise Financial Services for 18 years. In addition to her advisory work, she is an insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Luigi Castrucci Pedrinola is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is a partner at LITE - Luminous Ideas for Technological Evolutions LLC, a technology firm he has been involved with since 2014. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process using firm-approved tools and serves clients both directly and through Corporate Financial Planning agreements.

Joseph Heintzelman is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously had roles at Adventist Health System and as a self-employed sports official. Outside of his financial career, he is involved in sports officiating as an independent referee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs and focusing on a broad retail advisor and branch network alongside affiliated financial services.

Mark Marshall is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Marshall serves on the board of The Christ School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.