Lori Murphy is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 24 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Dwayne Gayle is a financial advisor at Edward Jones in Maitland, Florida, holding Series 63 and Series 66 credentials with 15 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Ethan Wu is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab Bank, SSB. Outside of finance, he has worked in diverse fields such as education and healthcare. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach and centralized client services.

Christian Craft is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at firms including BNY Mellon and Morgan Stanley. Based in Orlando, FL, he has also been associated with JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach involves written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies incorporating quantitative and qualitative research.

Blake Schwartz Barker is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, with prior roles at Citizens Securities, Citizens Bank, Mascoma Savings Bank, Lyme Inn, Farrow Financial, and OBRH LLC. Barker has ownership in Space Coast Motorcars, LLC, a company involved in renting out vehicles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Sane is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill for 28 years prior to joining Raymond James in 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. Raymond James offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research.

Carl Mc Cabe is a financial advisor at Charles Schwab with nine years of industry experience. He has been with Charles Schwab since 2016 and previously worked at Carvana for one year. He holds Series 66 and Series 63 licenses and is based in Orlando, FL. Charles Schwab & Co., Inc. 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 affiliated discretionary SMAs, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

Matthew Kanarick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years with Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 advisors nationwide.

Dana Paul is a Series 66-licensed financial advisor with Charles Schwab, based in Orlando, FL, with 12 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2013. Outside of her advisory role, she is a member of Frankford LLC, a family entity held for contingency and estate planning purposes. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory 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 integrated brokerage, custody, and advisory services.

Joel Grant is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Wells Fargo Bank, Wells Fargo Clearing, and Charles Schwab, as well as roles outside finance including Uber and Enterprise Holdings. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized operational support.

Kimberly Stewart is a CFP® with 31 years of industry experience, currently advising at Ameriprise in Orlando, FL since 2016. She previously worked at LPL Financial and Edward Jones. Outside of her advisory work, she owns Pretty and Wealthy LLC, a women's networking and empowerment group, and serves on the board of the Downtown Development Board in Orlando. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides personalized recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Nickerson is a financial advisor with LPL Financial in Oviedo, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes positions at Raymond James Financial Services and Morgan Keegan & Company. He is also involved in Gulfstream Capital Advisors, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools and various investment strategies.

Frank Guerriero Jr. is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Wells Fargo Clearing, PNC Wealth Management, Citigroup Global Markets, and Merrill. He serves on the advisory board and investment committee of Heart of Florida United Way. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and operates with a broad spectrum of retail and institutional solutions.

Gregory Smith is a CFP® with 17 years of experience in financial advising. He currently works at Raymond James Financial Services Advisors, Inc., where he has been since 2018, and previously spent 10 years at Edward Jones. Outside of his advisory role, he writes a book related to his financial practice and collaborates with insurance agents and tax attorneys as an insurance agent. 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 using risk profiling and modeling tools, supports a large advisor network, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wanda Decker is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including positions at Raymond James & Associates, Morgan Keegan & Company, LLC, and AmSouth Investment Management Company. Decker has been with Ameriprise since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice based on proprietary research and third-party data.

Mauricio Cardenas is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2020, following five years at Regions Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Michael Pickard is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. His prior work includes positions at LPL Financial, Charles Schwab, and AXA Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting through various programs, employing a range of portfolio management styles supported by in-house research and an extensive affiliate network.

Damien Lindor is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Fidelity Investments, Merrill, and Empower Financial Services. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Louis Knox is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2009, previously working at Associated Securities Corp. and Signator Investors, Inc. Knox is also involved in the sale of life, health, disability, long-term care insurance, and fixed annuity products through an independent business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by both proprietary and third-party strategies.

Robert Broome III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, Wells Fargo Clearing, and Concurrent Advisors before joining Raymond James Financial Services Advisors, Inc. He also works as an independent contractor financial advisor for Winter Park Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs non-discretionary planning and risk profiling tools tailored to client goals, sponsors wrap-fee advisory programs, and maintains notable municipal and SIMPLE IRA advisory offerings.