Joseph Celes is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he serves as an Investment Board Member for Beach Cities Lodge #753 F & AM, a fraternal organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and affiliated lending programs.

David Doorneweerd is a financial advisor with LPL Financial holding CFP® and Series 66 designations and 27 years of industry experience. He previously worked at Arbor Point Advisors and Securities America, Inc. for ten years and at OSAIC for one year. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Andre Gucailo is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012, previously associated with Axa Advisors, LLC. Gucailo is a general member of the Central Florida Hotel and Lodging Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Jennifer Baiocco is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She has held positions at Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Baiocco holds a Series 66 designation and is based in Winter Park, FL. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Dennis Nolte is a CFP® with 36 years of experience in the financial services industry. He has worked with LPL Financial since 2017 and concurrently with Seacoast National Bank since 2015. Dennis is also a FINRA arbitrator and contributes as a columnist for TheStreet.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management strategies.

Jason Johnson is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Johnson has been with Morgan Stanley since 2024. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Daniel Mirto is a financial advisor with Fidelity in Orlando, FL, holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and USLM Financial. Outside of his advisory career, he works as an independent contractor streaming video game content on Twitch. Daniel is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Gregory Pienkosz is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC for one year. Outside of his advisory role, he holds ownership interests and administrative roles in several small businesses related to advertising and media operated by family members. 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 advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, including a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jason Del Valle is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo firms since 2009. He serves on the board of directors for the Hispanic Heritage Scholarship Fund in Orlando, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy development, performance reporting, and participant education. The firm’s approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Marino is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, KMS Financial Services, and VOYA Financial Advisors. Outside of his advisory work, Marino is an independent insurance agent and provides basic tax preparation services for a select number of clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Tyler Witman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at several firms, including Ameritas Investment Corp, Capital Choice Investment Advisers, and Manatee River Financial Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management and advisory strategies tailored to client objectives.

Matthew Bender is a CFP® and Series 66-registered financial advisor with Edward Jones in Orlando, FL, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Pablo Casal Pereira is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at UBS Financial Services from 2015 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Christopher Hosko is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. He is based in Winter Garden, Florida. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on clients with significant Ameriprise-managed assets.

Brian Heapps is a financial advisor with Osaic Wealth Inc. in Orlando, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Signator Financial Services and SII. He is president of several business entities, including GenX Financial LLC and Innovative Financial Group, which oversee various financial services and business operations. Osaic Wealth Inc. serves a diverse client base, including individuals, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms and third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Michael Maguire is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 46 years of industry experience. He has been with Raymond James since 2002 and is also the owner of Maguire Investment Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kurtiss Nelson is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Fidelity entities since 2012, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and advisor to registered investment companies, incorporating advanced methodologies including AI in its investment process.

James Magee is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on building enduring relationships with individuals, families, and small businesses by providing advice and guidance grounded in time-tested investment and planning principles. James brings experience from prior management roles within a global hospitality company following his graduation from Wake Forest University in 2004, where he earned a Bachelor of Science degree in Business. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, and retirement income. James is involved with the Boys & Girls Clubs of Central Florida and is active in supporting this organization.

Steven Gorman is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has worked at Merrill since 1984 and at Bank of America since 2011. Outside of his advisory role, he is involved in a family-held LLC that manages timeshare rentals. 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, and institutional investors.

Edward Mckeever Jr. is a financial advisor with Raymond James Financial in Winter Park, FL, holding a Series 63 designation and possessing 45 years of industry experience. He has been with Raymond James Financial since 2009 and concurrently owns and manages McKeever & Associates, Inc., a support company for a Raymond James Financial Services branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning and analytical tools to guide client decisions.