Herbert Milner Sr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Milner also serves as a trustee and co-trustee for multiple trusts in Winter Park, Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured tools and modeling techniques, offering advisory support without individual security recommendations as part of standalone plans.

Alex Perez is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 license and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2018 and previously held roles at Bank of America, Merrill, and MBF Trading LLC. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Louis Bell Jr. is a financial advisor at LPL Enterprise with 24 years of industry experience and holds a Series 66 designation. His career includes roles at The Prudential Insurance Company, Pruco Securities, Ameriprise Financial Services, Cetera Advisors, UBS Financial Services, Merrill, and Citigroup Global Markets. Bell is involved in owner and financial planner roles for multiple entities affiliated with LPL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

James Rooney is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment and financial services.

Damon Basco is a CFP® with 27 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. He previously worked at Equitable Advisors and AXA Advisors, LLC for over two decades. Basco serves as a board member for the Oviedo Police Officers Pension Board and is a CrossFit coach in Oviedo, FL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using both proprietary and third-party strategies tailored to client objectives.

Andrew Sholar is a financial advisor with Wells Fargo Advisors in Orlando, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at G.A. Repple & Company and has a background that includes positions at Office Depot, Stetson University, and University High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad menu of planning services and utilizes Wells Fargo research and tools to develop tailored recommendations for clients.

Lauren Wright is a CFP®-certified financial advisor with 15 years of industry experience. She has worked at Ameriprise since 2020 and previously spent seven years with Raymond James Financial Services Advisors INC. In addition to her advisory role, she is a co-owner of Wright and James LLC, a retail business in De Bary, Florida. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to support client planning, emphasizing solutions within Ameriprise-managed accounts.

Thomas Peck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Julia O'Mara is a financial advisor with Merrill, holding a Series 66 designation and bringing 16 years of industry experience. She has worked with Bank of America, N.A. and Merrill since 2010. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Thompson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Outside of her advisory role, she co-owns a rental property in Oviedo, Florida. 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 approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Felipe Guzman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America/Merrill Lynch and Wells Fargo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Zachary Zimovan is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation. He has one year of industry experience and previously worked at Matthew Presser before joining Equitable Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver its services.

Loseli Daza is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2011 and has worked at Bank of America, N.A. since 2021. Merrill, along 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 plans, corporations, and charitable organizations.

Russell Wilson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise Financial Services since 2012, including his current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that addresses asset allocation, withdrawal strategies, and Social Security options.

Marcos Cigagna is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a silent partner in several businesses owned by his wife, including a women's apparel line and an Amazon FBA online retail shop. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services through a comprehensive adviser network.

Donald Suriano is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several financial institutions including Synovus Securities, Cetera, and Regions Bank. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Robert Andrews is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Joseph Crain III is a CFP® professional with 31 years of experience in the financial services industry, currently affiliated with LPL Financial in Orlando, FL. His prior roles include positions at Wunderlich Securities, Inc. and Citigroup Global Markets. He is also associated with First Citizens Investment Services, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Christopher Bozas is a financial advisor with Raymond James Financial in Orlando, FL, holding the Series 66 designation and bringing eight years of industry experience. He has worked with several firms, including Merrill, IFP Securities LLC, and various Raymond James affiliates. He is also involved with Claycomb Wealth Management, a non-investment-related advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports a broad network of advisors with institutional consulting and portfolio management.

Malcolm Baird is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1995 and Bank of America, N.A. since 2011. 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, and various institutional accounts.