Steven Bennett is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at AdventHealth Corporate for six years and has been associated with Wealthcare Strategies, LLC since 2007. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Samuel Heise is a financial advisor at Merrill with Series 63 and Series 65 licenses. He is based in Orlando, FL, and has one year of industry experience. His prior work includes roles at Bank of America, Florida Financial Advisors, and positions in the education and fitness sectors. 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.

Kenneth Bates is a financial advisor with Primerica Advisors based in Orlando, FL. He holds Series 63 and Series 65 credentials and has five years of industry experience. His work history includes roles at AmOne, GravyWork, BANKERS LIFE, and Wells Fargo. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm provides a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and offers various strategic, tactical, tax-managed, and income-distribution investment models.

Caleb Chapman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with JPMorgan Securities LLC since 2015 and previously operated Chapman & Associates Therapy Solutions from 2004 to 2020. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Tanner Anderson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Before joining Fidelity, he worked at Charles Schwab & Co., Inc. and held positions in the solar energy and technology sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a research-driven and algorithmic approach to portfolio construction and management.

Sandra Ramos is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Oriental Financial Services Corp for eight years before joining J.P. Morgan in 2019. Outside of her advisory role, she is an independent consultant for Rodan & Fields. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Matthew Presser is a financial advisor at Equitable Advisors in Orlando, FL, holding a Series 66 designation with 20 years of industry experience. He has worked at Equitable Advisors since 2006, including its predecessor, Axa Advisors, LLC. Outside of his advisory role, Presser is involved in life settlements through Ashar. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging extensive program sponsorships and third-party managers to deliver advisory and brokerage solutions.

Eric Botwinik is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has worked at firms including Summit Brokerage Services and BCW Financial Consultants LLC, and he serves as president of Coastal Financial Group. Botwinik is also involved in insurance sales and residential real estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized services including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Donald Acosta is a financial advisor with Ameriprise in Montverde, FL, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Argent Trust and several SunTrust entities. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies and managed account requirements.

Mitchell Scher is a financial advisor at Cambridge Investment Research Advisors with 49 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked previously with Lincoln Financial Advisors. In addition to advisory work, he is involved as an independent insurance agent and operates the Advanced Planning Group of NY. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals, combining proprietary models and third-party strategies tailored to client objectives.

Edward Wylam is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and its related entities since 2009. Outside of his advisory role, he serves as a trustee for his mother’s trust and as a personal representative for his stepfather’s estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Dustin Roedding is a CFP® certificant with 12 years of experience in the financial industry. He is currently affiliated with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., where he has worked since 2016 and 2018, respectively. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide recommendations within its Institutional Consulting Services program.

Luidgi Faubert is a financial advisor with Ameriprise in Oviedo, FL, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Sharleen Bhoop is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Merrill, Bank of America, TIAA, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Keith Crosby is a financial advisor at Raymond James & Associates with 13 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 12 years before joining Raymond James in 2025. Crosby holds the Series 66 designation and is based in Orlando, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing 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 institutional fiduciary services supported by a nationwide adviser network.

David Baer is a financial advisor at LPL Financial with 22 years of industry experience. He holds the ChFC® designation as well as Series 63, 65, and 66 licenses. His prior experience includes roles at United Community Bank, First Horizon, Woodbury Financial Services, Cetera Investment Services, and Regions Bank. Outside of his advisory work, Baer is involved in multiple business ventures, including ownership stakes in Prime IV and Vetavize Angels LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides various institutional and participant-focused investment solutions.

Donald Welsh is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and SunTrust Advisory Services. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which features written recommendations and annual ongoing advice focused on income sources and tax-aware withdrawal strategies.

Stanley Porfirio is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized investment strategies aimed at pursuing their financial goals. He also provides access to Bank of America services for banking and lending needs. Stanley holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from FAAL Faculdade de Administração e Artes de Limeira. His approach focuses on understanding what matters most to clients and their families to help guide their financial planning.

Jason Claycomb is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Raymond James and its related entities since 2000 and has owned Claycomb Wealth Management, Inc. since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses detailed risk profiling and modeling tools to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joshua Langholz is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on a range of financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”