Jessica Sanzone is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to joining Equitable, she was associated with The Dog Pound for eight years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Michael Krise is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James & Associates since 2008. Outside of his advisory role, Mr. Krise serves as President on the board of the North Orlando Kiwanis Little League. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Victoria Lowell is a financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Empowered Worth and UBS Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Sailesh Shah is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 28 years with Metlife Securities Inc. In addition to his advisory role, he is the owner and sales agent of Best Agency USA. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools such as Monte Carlo simulations and automated asset-allocation software.

John Macclary Jr. is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. He has been involved with multiple firms, including Agility Wealth Management and WMM Group LLC, and is a 25% owner of Agility Wealth Management Casper. Outside of his advisory roles, he serves as treasurer for the Center For The Visually Impaired - Conklin Davis Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Jarrod Shoemaker is a financial advisor with Ameriprise in Clermont, Florida, holding Series 63 and Series 65 credentials and seven years of industry experience. He has been with Ameriprise since 2019. Outside of financial advising, he is a professional triathlete and coaches endurance athletes through his own Training Camp South business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that focuses on retirement-income planning using research-driven, tax-aware strategies.

Kevin Masih is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked with FAIRWINDS Credit Union since 2014 and was previously with CUSO Financial Services, LP for 11 years. His current role includes managing Fairwinds Wealth Management and Investments, a business related to his LPL advisory 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Misael Lugo III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise and Health Advocate. Outside of advising, Lugo is involved in several business ventures including ownership roles in multiple LLCs related to insurance and potential real estate activities. 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 diverse client base including individuals, institutions, pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Tyler Levy is a financial advisor at Cetera with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Cetera, he held roles at Charles Schwab & Co., Inc., Costco, and Florida International University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment programs and third-party managers.

Nelson Fernandez is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Aloft Miami Doral, FIU, America Reliable Mortgage, Uber, and Florida State. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

Michael Laporte is a financial advisor with LPL Financial in Oakland, Florida, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 30 years of industry experience, including prior roles at Cetera Advisor Networks and Vicus Capital, and has operated LaPorte Financial, LLC since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.

Jake Romeo is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and two years of industry experience. He has worked at Charles Schwab since 2019 and previously held positions at Fidelity Information Services, Dillards Inc., and University of Central Florida. Charles Schwab serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research and a formal alternative investment program.

Maksim Kovachev is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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 includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Philip Suslov is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory work, he owns RODS4REEL LLC, a company that builds custom fishing rods. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio investment approach.

Jennifer Guittard is a financial advisor at Raymond James Financial in Orlando, FL, holding Series 66 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Bank of New York with Eliassen and Robert W. Baird. She is also involved with Lakepark Wealth Group, a non-investment-related support company based in Orlando. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

Carlos Lowell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Lowell serves on the finance, investment, audit, and other advisory committees for Baptist Health South Florida. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment options to deliver customized financial strategies.

Alex Deaner is a financial advisor with Wells Fargo Clearing in Winter Park, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wells Fargo, he worked at First Command Advisory Services and related entities for two years. Outside of his advisory role, he bartends on weekends at the Dante Club Event Center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, operating with a large network of advisors and offering both brokerage and advisory solutions.

Dennis Turner is a Series 66-credentialed financial advisor with Equitable Advisors in Orlando, FL, and has three years of industry experience. His prior work includes roles at Orlando Club Sport and entrepreneurial activities such as running Helping Hand Lawn Care. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering 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, utilizing a range of sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Florencia Urbina is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2011. Her prior work includes 13 years with Newark Public Schools. In addition to her advisory role, she is involved in part-time sales of home security and automation products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm utilizes third-party asset managers and provides custody and trade execution services through established financial institutions.

Mariano Sanchez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. 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 incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.