Mark Weston is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2020. He is also a partner in an investment and finance-related business based in Windermere, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Juan Pino is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Verizon Connect. 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.

Robert Brett is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing various analytical tools.

Santiago Escallon is a financial advisor at Morgan Stanley in Orlando, FL, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he spent five years at Rollins College and five years at Colegio Nueva Granada. He is also authorized with SANIK LLC, an investment-related business focused on real estate. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and investment programs supported by firm-approved tools and rigorous analytical methods.

Paul Prewitt is a financial advisor with Ameriprise in Longwood, FL, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2018 and previously worked at The Walt Disney Company from 2011 to 2018. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jeffrey Cornstubble is a financial advisor at LPL Financial with 25 years of industry experience. He has been with LPL Financial since 2007 and holds the Series 63 and Series 66 designations. Cornstubble also has experience providing long-term care insurance. 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 investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, using a range of model portfolios and research to support both discretionary and non-discretionary management.

David Brinckerhoff is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he serves as Youth Services Chair for the Rotary Club of Lake Buena Vista, organizing community service projects involving youths. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

Kirsty Leeson Walker is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes prior roles at Merrill Lynch and Bank of America. Outside of her advisory work, she owns a vacation property garage rental business. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles, proprietary research, and municipal advisory services.

Orville Davy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has been with Jpmorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which includes asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Melanie Shor is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley in various capacities. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, including scenario modeling techniques such as Monte Carlo simulations.

Madeline Bickerstaff is a financial advisor with Raymond James Financial with four years of industry experience. She holds a Series 66 designation and has worked at Winter Park Wealth Group and Raymond James Financial Services since 2020. Outside of her advisory work, she occasionally gives private beach volleyball lessons and competes in tournaments. 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, charities, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through its advisory programs and partnerships.

Edward Ho is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2013. Outside of his advisory role, he is involved with Accelerando Real Estate LLC, a property management business in Winter Park, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques.

Michael Kelley II is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds the Series 66 designation and is based in Orlando, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Adam Shelp is a financial advisor with Ameriprise in Clermont, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Janney Montgomery Scott for 13 years before joining Ameriprise in 2024. Outside of his role at Ameriprise, he is co-owner of Premier Planning Wealth Advisors, LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Edward Collins is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. Prior to this, he was involved with PMC Property Management Corp for 13 years and worked at Guerin Catholic High School for five years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Harrison Watkins is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Jackson Wealth Management and Bank of New York Mellon. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Sandra Martin is a CFP® professional with 38 years of experience in the financial industry. She has been with Raymond James & Associates since 2017 and previously worked at Merrill for 11 years. Based in Orlando, FL, she holds Series 63 and Series 65 licenses. Raymond James & Associates 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 tailored financial planning and consulting through various programs and an extensive affiliate network.

Fernando Velandia is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following four years at Wells Fargo Advisors and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities, operating with a combination of institutional advisory functions and market-facing registrations.

Jose Lopez Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance in areas such as general investing, retirement planning, philanthropic planning, LGBT wealth planning, and retirement income, while also facilitating access to Bank of America specialists for services including banking, credit, lending, and small business solutions. Raised in the Dominican Republic by parents with careers in banking, Jose developed an early understanding of the importance of guiding clients toward meaningful financial objectives. He earned a Bachelor's Degree from American University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jose is a member of Sigma Chi Fraternity and communicates with clients in both English and Spanish. Outside of his professional responsibilities, Jose enjoys fishing, horseback riding, skiing, traveling, and spending time with his family. He lives in Washington, DC, with his Standard Schnauzer, Mangu.

Robert Oliver is a Wealth Management Advisor at Merrill Lynch Wealth Management. He applies a disciplined, personalized approach to wealth management, focusing on understanding each client's unique financial situation and long-term goals. Robert works closely with clients to develop tailored financial strategies aimed at providing both financial well-being and emotional security. With experience dating back to 2002 at Merrill Lynch Wealth Management and a prior decade spent in diabetes research at the University of Miami, Robert brings a scientific approach to portfolio design and financial planning. He collaborates with partner Don Tollin and a team of specialists at Merrill and Bank of America to deliver personalized service and solutions for clients. Robert holds a Bachelor's Degree from the University of Florida and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Personal Investment Advisor (PIA). Outside of his professional role, he spends time with his wife and two sons and pursues hobbies including hiking, playing piano, cooking, and photography.