Paula Diaz is a financial advisor at Ameriprise with 14 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1991. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kathleen Roat is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Cetera since 2025. Her prior work includes roles at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corp, as well as operating her own business, Kathleen Roat & Company Inc, since 1995. In addition to her advisory work, she is involved in tax preparation services offered through her own firm. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors and serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers various portfolio management and consulting services with access to multiple investment strategies and program platforms.

Roger Busch is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association. He is based in Orlando, FL. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through employer-sponsored agreements.

Enrico Zollo is a financial advisor with Mass Mutual Investors Services in Orlando, FL, holding 34 years of industry experience. He previously worked at Metlife Securities Inc. for 36 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also involved with Zollo Financial Group, focusing on life insurance and annuity sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning using advanced analytical tools and supports event-driven planning programs such as estate settlement and employer-sponsored plans.

Carey Stansbury is a financial advisor with Osaic Wealth, Inc. who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with Osaic since 2012. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Carmen Rivera is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked at UBS Financial Services for 17 years prior to joining Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm's planning process uses structured discovery and firm-approved tools, with a broad set of retail and institutional services.

Matthew Buckland is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Orlando, FL, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

David Sosa is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Wells Fargo, LPL Financial, and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with a range of program options and custodial relationships.

Jonathan Fairey is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and bringing 27 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He serves as treasurer for the Bridges of Light Foundation and participates on the finance committee for the Coalition for the Homeless of Central FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader set of financial products than many institutional advisers.

Nahim Dewan is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously worked at Florida Financial Advisors and Trinity Wealth Securities, and has a background that includes roles at the University of Central Florida and the University of Miami Miller School of Medicine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning and managed-account services separately, allowing clients to consolidate billing through its WealthPlan program.

Christine Cyrus serves as a Resident Director at Merrill, where she applies her expertise as a financial relationship advisor. Since entering the financial services industry in 2008, she has developed a client-service focused investment model that emphasizes strong relationships to assist individuals and families in achieving their short-term and long-term financial goals. Her approach to wealth management is tailored to each client's unique financial situation, preferences, and objectives. Christine specializes in areas including college education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, portfolio management services, small business strategies, women and wealth, and retirement income. She is dedicated to helping clients build and preserve wealth, enjoy a comfortable retirement, and views her role as a financial concierge committed to personalized service. Christine holds a Master of Business Administration (MBA) from the University of Florida and a Bachelor's Degree from the University of North Florida. She has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christine is an active member of professional organizations such as the Council of 101 at the Orlando Museum of Art, the Junior League of Greater Orlando, and the Rotary of Orlando. Outside of her professional life, she enjoys cooking, football, gardening, golfing, interior decorating, pickleball, reading, running, skiing, and spending time with her family.

Edward Higgins is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Outside of his advisory role, Higgins serves as treasurer for the Civitan Club of Orlando and president of the University Estates Property Owners Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process incorporates modern portfolio theory and offers a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeffrey Smith is a financial advisor with LPL Enterprise in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Morgan Stanley, and Synergy Wealth Alliance. Outside of financial services, he was involved with Home Design Partners for five years. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm’s integrated platform combines advisory programs with brokerage and insurance products and utilizes a mix of in-house and third-party portfolio management.

Jillian Roberts is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Raymond James, she held roles in various sectors including higher education and the hospitality industry, and she has experience in small business operations through involvement with a brewing company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, institutions, and charitable organizations. The firm employs analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and supports its clients through a wide advisor network and specialized services in municipal finance and employer-sponsored retirement plans.

Naveed Shujaat is a financial advisor with Merrill in Orlando, FL, holding a Series 66 credential and over 10 years of industry experience. He has been with Merrill since 2006, totaling 20 years at the firm. Outside of his advisory role, he serves as a board member and Chair for Heart of FL United Way, providing advisory support on human services in Central Florida, and he is involved in managing administrative matters for his wife's eye care business. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Gregory Baird serves as a Resident Director at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop and implement wealth management strategies tailored to their individual needs. His approach focuses on helping families achieve their long-term financial goals while managing risk appropriately. Gregory began his financial services career in 1988 and has extensive experience in portfolio management, retirement planning, and family wealth management strategies. He holds a Bachelor of Arts degree from Georgetown College. His professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. In addition to his professional commitments, Gregory is involved with the Ovarian Cancer Research Alliance. His personal interests include adventure sports, basketball, fishing, and hunting.

Hemant Sachdev is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes roles at Axa Advisors, Park Avenue Securities, and Guardian Life Insurance. He is also the founder and president of NxtGen Advisory Group, LLC, an outside insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that utilizes various advisory programs and emphasizes individualized client planning.

Kristin O'Brien is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 15 years of industry experience. She has worked at various Wells Fargo entities since 2006, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Sarah Goldsmith is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill. She serves as an officer for a nonprofit organization affiliated with Vanderbilt University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through a structured process and utilizes firm-approved tools to model investment outcomes.

Ethan Vanz is a financial advisor with Raymond James Financial, holding a Series 66 credential and one year of industry experience. His work history includes roles at Fidelity and JPMorgan Chase, along with a variety of positions in education and other sectors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs and partnerships in municipal finance and retirement plan advisory services.