Andrew Tucker is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab & Co., Inc. and Addition Financial. Outside of his advisory role, Tucker owns Tucker Health Solutions, LLC, which assists clients with Medicare enrollment. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals.

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.

Shaun Spaid is a financial advisor with Ameriprise in Oviedo, FL, holding a Series 66 credential and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice supported by a centralized consulting team.

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.

David Strunc is a financial advisor with Cetera, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Cetera Advisors LLC since 2013 in various roles. Outside of his advisory work, he is an owner and operator of a family-run restaurant, Santinos Pizza N Wings, in Oviedo, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services utilizing a multi-manager platform with discretionary and non-discretionary program options.

Ignacio Bartolomei is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked for firms including PNC Investments and Wells Fargo Advisors before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also has roles as a commodity pool operator and advisor to multiple registered investment companies.

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.

Charles Logue III is a financial advisor with Mass Mutual Investors Services in Orlando, FL, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior positions include roles at UBS Financial Services Inc. and Morgan Stanley. Outside of finance, he is involved as a professional driving instructor and coach, providing high-speed track experiences and race car driver coaching, and is also an author on medicinal research related to snake venom. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, annual client relationships and goal-based investment strategies.

William Jones is a financial advisor with Wells Fargo Clearing in Orlando, FL. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior roles include positions at Stadion Money Management, ALPS Distributors, Inc., and DWS Investments Distributors, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party analytics.

Robert Whittington is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes 17 years at UBS Financial Services and prior roles at multiple Morgan Stanley entities. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm utilizes structured planning tools and broad product offerings to support its clients’ financial goals.

Heather Bronson is a Financial Consultant currently working at Fidelity Investments since 2021. She has experience serving as a Private Client Advisor at JP Morgan in 2021 and as a Financial Consultant at TD Ameritrade from 2011 to 2020. Heather focuses on partnering with clients to understand their goals and develop customized financial plans tailored to their needs and those of their families. She emphasizes forming strong relationships with clients and maintaining trust, reliability, and competency.

Allen Brinckerhoff is a financial advisor with Raymond James & Associates in Orlando, FL. He holds a Series 63 designation and has 38 years of industry experience, including 18 years with Raymond James. Outside of his advisory role, he serves as Vice President and founder of a local nonprofit aviation chapter. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers tailored financial planning and consulting with a range of portfolio management styles, supported by extensive research and specialized advisory services.

Carlos Torres is a financial advisor with Primerica Advisors in Kissimmee, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Primerica Advisors since 2007 and also has a background with Primerica Financial Services and Net Reviews. Outside of his advisory role, he is a co-founder and director of Novo Church, Inc., a nonprofit organization based in Orlando, FL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

William Schwemlein is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and SunTrust prior to his current roles. He was also involved with WPS Nutrition LLC for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including third-party asset management and institutional platforms, supported by a large network of advisors and various operational tools.

John Phaneuf is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He focuses on building lifetime relationships between clients and Fidelity by providing investment guidance and assisting with goal implementation to create a unique planning experience and identify opportunities for deeper client engagement. John has held various roles within Fidelity Investments since 2017, including Investment Consultant, Planning Consultant, Relationship Manager, Workplace Planning Consultant II and I, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Workplace Retirement Plan Associate at T. Rowe Price from 2015 to 2017.

Patrick Schornack is a Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2007, holding various roles including Retirement Investment Specialist, Investment Management Consultant, Financial Consultant, and Investment Solutions Consultant before his current position starting in 2026. With over 20 years of experience, Patrick collaborates with clients to understand their financial and personal goals and helps make complex financial concepts clear and actionable. He utilizes trusted resources and a personalized approach to create, implement, and adapt financial plans that meet clients' evolving needs. Patrick holds insurance licenses in Arkansas and California. His personal interests include spending time at the beach, attending concerts, football, running, and traveling.

Scott Goodkind is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 registrations and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2014 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in real estate investment as a sole proprietor. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

John Burmester is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has also worked at Wells Fargo Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is grounded in modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Elliott Lockett is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients and their families to understand their financial goals and develop personalized plans. He emphasizes ongoing collaboration to adapt strategies as life and markets evolve, ensuring alignment with clients' priorities. Before his current position, Elliott served as an Investment Consultant at Fidelity Investments from 2023 to 2025. Prior to that, he was an Investment Consultant and Customer Relationship Specialist at Charles Schwab between 2022 and 2023. His earlier experience includes roles as a Registered Representative at New York Life Insurance Company from 2021 to 2022 and Lending Specialist at Members First Credit Union of Florida from 2020 to 2021. Outside of his professional work, Elliott enjoys camping, fitness, hiking, traveling, and exploring culinary experiences.

Johana Perez is a Series 66-credentialed financial advisor with Edward Jones, based in Orlando, FL, with one year of industry experience. Her prior work includes roles at Edward Jones since 2022 and managing a home goods business, JB Oak Barrel LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.