John Thorsen IV is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for nine years before joining Wells Fargo Advisors in 2016. Thorsen is also a 20% owner of Thunder Consultants, LLC, an investment-related business based in Orlando, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and utilizes Wells Fargo research and tools to develop tailored recommendations that clients may choose to implement through various brokerage or advisory programs.

J Peterson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in serving wealthy families. In his role, he collaborates closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. J holds a Bachelor's degree from the University of Central Florida and an Associate's degree from Valencia College. He also attended the University of Florida and graduated from W R Boone High School. He holds the Personal Investment Advisor (PIA) designation. He maintains a professional approach focused on individualized client service and supports community involvement through volunteer activities.

Grace Pattison is a Series 65 licensed financial advisor with 30 years of industry experience, currently with Cetera Investment Advisers, LLC since 2017. She has also been involved in accounting and tax services through her roles at G. Pattison CPA and All Accounting Services & Taxes Inc. In addition to her financial and accounting work, Pattison serves as president of Decorative Painters of Central Florida Inc., an organization offering art classes. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party money managers across various program structures and custodial relationships.

Marina Gill is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. She has been with Merrill and Bank of America since 2015. Additionally, she worked at the University of Maryland University College from 2015 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Alvaro Grullon is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at various Charles Schwab entities since 2022 and previously at Truist Bank and Truist Investment Services from 2016 to 2022. Outside of his advisory role, he manages The OZone Podcast LLC, which involves content creation and general management of the podcast. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a combination of non-discretionary advisory models and discretionary separately managed accounts, supported by a large client base and centralized operational infrastructure.

Chad Richardson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Richardson serves on the board and finance committee of Five Acres and coaches youth sports at Saint Philip the Apostle School. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Janet Buley is a financial advisor at Fidelity with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior roles include positions at FourthThought Private Wealth, Wells Fargo Advisors, Cetera, and Regions Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a range of asset classes.

Kyle Wassmann is a CFP® with 18 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2012. He holds the Series 66 designation and is based in Windermere, FL. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brent Jordan is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial career in 1999 at another investment management firm before joining Merrill Lynch in 2008. Brent specializes in designing and implementing long-term wealth management strategies, with a focus on retirement income planning as well as estate and wealth transfer concerns. Brent holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in communications from the University of Memphis. Outside of his professional work, Brent is an avid golfer and a member of the Bay Hill, Isleworth, and Secession Golf Clubs. He helped establish the Core Values Cup for First Tee of Central Florida, a youth program focused on developing life skills through golf. Brent is active in his church and resides in Windermere with his wife, Amy, and their children Brent Jr., Julia, and Sarah. He was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as a member of the Windermere Private Wealth Management team.

Timothy Bol is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Prior to joining Raymond James in 2025, he worked at Cambridge Investment Research and Mass Mutual Investors Services. Outside of his advisor role, he is a fixed insurance agent and a 25% owner of Lake Park Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth families, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using risk profiling and analytical modeling, supporting clients through advisory programs and other providers.

Lawrence Hatch is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at First Horizon and SunTrust Advisory Services. Hatch serves on the boards of several nonprofit organizations, including The Assistance Fund, Advent Health Children's Foundation, and the Orlando Science Center, as well as the Greater Orlando Sports Commission. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting, supported by model portfolios and research from LPL Research and third-party subadvisors.

Todd Thornley is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Malik Farr is a CFP® professional with 15 years of experience, currently affiliated with J.P. Morgan Securities since 2012. He has held roles at JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory work, Farr is an investor in a private real estate entity. 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 reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Samuel Pereira is a financial advisor at Charles Schwab in Orlando, FL, holding Series 66 and Series 63 designations with three years of industry experience. Prior to his advisory role, he operated an Etsy shop and worked in the automotive and sports merchandise sectors. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Natalia Rios is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, based in Orlando, FL. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Vandergrift is a financial advisor with Raymond James & Associates in Orlando, FL. He holds the CFP® and ChFC® designations and has 37 years of industry experience. Prior to joining Raymond James in 2019, he spent nine years at Ameriprise Financial Services. Outside of his advisory role, he co-owns College Park Investments, LLC, a business managing single-family rental properties in Orlando with his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and municipalities. The firm offers non-discretionary financial planning and consulting services supported by a wide range of portfolio management styles, affiliated research, and municipal advisory services.

Bernardo Napoles is a financial advisor at LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses. He has diversified work experience spanning financial services and hospitality, including roles at MassMutual Life Insurance Company, Fifth Third Bank, and the Lake Nona Wave Hotel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management with access to proprietary and third-party research.

Kristina Dhountal is a financial advisor with Edward Jones in Orlando, FL, holding CFP® and ChFC® designations and over 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is the CEO of Chicks, a for-profit education business where she serves as a teacher and coach. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Chris Barfield is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2006 to 2023. 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide adviser network.

Richard Domroski is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.