Austin Freeland is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2000. Outside of his advisory role, he owns A&A Freeland LLC, which engages in investment-related activities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Nagy is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked for Truist Advisory Services and the University of Central Florida. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. The firm offers tailored, primarily non-discretionary advisory services and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Damon Nicholson is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley since 2009 and 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 utilizes structured planning tools and models developed by its Global Investment Committee.

Louis Siracusano is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He holds a Series 66 credential and is licensed to practice law in the state of New York. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Robert Taylor is a financial advisor with J.P. Morgan Securities in Heathrow, FL, holding a Series 66 designation and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering its advisory services alongside affiliated brokerage and investment management capabilities.

Erick Mathieu Teixeirade Mello is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he serves individuals, families, professionals, and business owners, focusing on areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Originally from Brazil and raised in Central Florida, Erick holds a Bachelor's Degree from the University of Central Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is bilingual in English and Portuguese. Outside of his professional work, Erick enjoys adventure sports, camping, cooking, dancing, gymnastics, music, reading, soccer, spending time with his family, and watching movies.

Marc Young is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 65 and Series 66 designations and having 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that includes insurance-related vehicles and bank deposit sweep options.

Kevin Brown is a Series 66 licensed financial advisor at Charles Schwab with 10 years of industry experience. He has been with Charles Schwab since 2014, based in Orlando, FL. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by dedicated research and due diligence on alternative investments.

Brian Stoll is an advisor at Charles Schwab with Series 63 and Series 65 credentials. He has been with Charles Schwab since 2025 and has prior experience including work with Uber and DoorDash. Outside of his advisory role, he also works part-time delivering food for DoorDash. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform.

Christopher Mckelvey is a CFP® with 15 years of industry experience, currently affiliated with Raymond James Financial in Lake Mary, FL. His prior experience includes a 13-year tenure at Merrill and Bank of America. He is the owner and president of several support companies affiliated with his advisory practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, with a significant portion of its advisory business conducted on a non-discretionary basis.

Evan Joffe is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is the president and sole owner of Joffe Enterprises, LLC, a business unrelated to investing. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs firm‑approved planning tools and models to support its advisory services.

Brandon Terheun is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation. Before joining Charles Schwab & Co., Inc. in 2019, he worked at Dillard's, Disney World, and SeaWorld Parks and Entertainment. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and features a multi-asset model portfolio approach supported by due diligence from Schwab Center for Financial Research.

Michael Mccausland is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as an eight-year tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management offers a range of advisory programs for both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

William Lagrange is a financial advisor with Thrivent Investment Management in Oviedo, FL, holding a Series 66 designation and over 24 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Lagrange serves on the board and investment committee of the St. Lukes Lutheran Church and School Foundation, where he reviews investment recommendations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing arrangement called WealthPlan.

Matthew Kline is a financial advisor at J.P. Morgan Securities with eight 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 2017, as well as at TD Bank from 2013 to 2017. 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 a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Blanca Rivera is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been 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 advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Preston Bellaire is a financial advisor with LPL Financial in Altamonte Springs, FL, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Metropolitan Life Insurance Company, MassMutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved with the Business Insurance Center, a referral business based in Orlando. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services that incorporate discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Stephanie Kostakis is a financial advisor with Merrill in Lake Mary, Florida, holding Series 63 and Series 66 designations and having 14 years of industry experience. She has been with Merrill since 2016. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based, discretionary, and tax-aware investment strategies within the Bank of America platform.

Lori Murphy is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 24 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Dwayne Gayle is a financial advisor at Edward Jones with 14 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.