Gregory Gonzalez Gamboa is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank since 2013. Outside of his advisory role, he serves on the board of directors for Falcon Pointe HOA in Gotha, FL. Wells Fargo Advisors is a national securities firm that provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Michael Harris is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Joshua Bousfield is a CFP® professional with 14 years of industry experience, currently affiliated with Wells Fargo Clearing. He has held multiple roles within Wells Fargo Clearing since 2016, with a brief tenure at Copperleaf Capital, LLC in 2021. 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 employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions.

Eric Katauskas is a CFP®-credentialed financial advisor with 28 years of industry experience. He currently works at OSAIC and previously spent 22 years at Woodbury Financial Services. Outside of his advisory role, he is a founding board member of Canopy Risk Retention Group, Inc. and serves as a trustee and personal representative for a family estate trust. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through various programs and a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing both discretionary and advisor-managed strategies supported by a network of affiliated broker-dealers and RIAs.

Michael Flynn Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory duties, he owns FreeState Tax Associates Ltd, an accounting and tax preparation business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Tom Varghese is a financial advisor at Fidelity Investments with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Carson Wealth, BNY Mellon, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Dania Posada is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 credential and has been with Merrill since 2016. 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.

Scott Lester is a financial advisor at Charles Schwab & Co., Inc. based in Orlando, FL. He holds a Series 66 designation and joined Charles Schwab in 2026. His prior work experience includes roles outside the financial industry and periods of full-time education. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Jerrey Thurston is a Certified Financial Planner® with 24 years of industry experience, currently with UBS Financial Services since 2009. He serves on the board of Sol Blazers Lacrosse, an organization promoting girls lacrosse in Central Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans.

Tara Pinchal is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 63 designation and 35 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advisory services, she is involved in a family-owned business managing commercial real estate properties in Houston, Texas. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Edwin Ricardo is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at TD Private Client Wealth LLC, ACE Capital Management LLC, and BTS Asset Management. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by its Center for Financial Research.

Joyce Goff is a financial advisor with Merrill in Winter Park, FL, holding a Series 66 credential and 33 years of industry experience. She has worked at Merrill since 1995. 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.

Semih Batum is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at firms including The Vanguard Group, Bank of America, Merrill, and Amicorp Services Ltd. prior to joining Schwab. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational platform.

Gerardo Forteza Garcia Barbon is a financial advisor at Ameriprise in Winter Park, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Curative and Asurion, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and third-party data to provide tailored, non-discretionary recommendations.

Ronald Rasband is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with Cetera and has prior experience at Evershore Financial Group and Securian Financial Services. He serves as chapter president of the BYU Alumni Association in Orlando. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Patrick Lawrence is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools and modeling techniques as part of its advisory process.

Jason Dahlman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2011. In his role, he provides financial consulting services aimed at helping clients pursue their financial goals. His approach to advising centers on integrity and a commitment to supporting clients and their families in their financial planning both now and in the future.

Kentecia King is a financial advisor at Charles Schwab with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Finra, Pier One Imports, and U.S. Bancorp Investments. 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 guidance using multi-asset model portfolios and maintains a large, integrated structure with centralized supervisory and custody arrangements.

Jose Lopez is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Ameriprise and earlier tenures at Raymond James. Outside of advisory work, he is involved in several business ventures, including ownership interests in LLCs related to business services and real estate holding companies, as well as a membership in the Vice Versa Winery. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients including individuals, institutions, and municipalities, offering customized financial planning and consulting services supported by diverse portfolio management styles and affiliated research resources.

Wendy Kanters Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also a commissioned notary public in the state of Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools to deliver tailored recommendations across a broad range of financial areas.