Janice Ray is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked with Raymond James in various capacities since 2011 and currently serves as a professor with Marion County Public Schools. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to develop tailored recommendations.

Chadesh Persaud is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His work history includes positions at Charles Schwab & Co., Inc., Fidelity, and JPMorgan Chase Bank, N.A. He also worked with the Orlando Magic from 2022 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Evan Geffroy is affiliated with Charles Schwab & Co., Inc. and holds a Series 66 designation. He has recently entered the financial industry, having begun his advisory career in 2025 following three years of full-time education. 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 a combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investments program.

Edward Burgos is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial in Winter Park, FL. His prior roles include positions at United Community Bank, Guardian Life Insurance Company, Park Avenue Securities, Schwab Private Client Investment Advisory, and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Sarah Perry is a financial advisor with Merrill in Lake Mary, Florida, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1990. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Thomas Biroschik is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop plans aligned with their needs and preferences to achieve their short and long term goals. He has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative I, Retirement Planner, and Director, Retirement Planner before assuming his current position in 2025. Throughout his tenure, Thomas has gained experience in retirement planning and investment solutions. Outside of his professional role, Thomas has interests in cars, food, social events, hiking, outdoor adventures, and traveling.

Jeannier Oliveira is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at Cetera since 2018. His prior experience includes roles at Regions Bank, SunTrust Bank, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that supports discretionary and non-discretionary accounts with a range of program options.

Thomas Floyd is a financial advisor with LPL Financial based in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His career includes positions at Scottrade, TD Ameritrade, Robinhood Financial, and Fairwinds Credit Union. He also operated Floyd Financial Coaching, LLC and worked as a home educator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jay Salamone is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has over 25 years of experience in the financial services industry, including roles as a Financial Advisor at International Assets Advisory, LLC, G. A. Repple & Company, and Transamerica Financial Advisors, Inc. Prior to these roles, he served as a Regional Planning Consultant at Fidelity Investments from 1999 to 2014. Jay is a Certified Financial Planner and a US Navy Veteran. He emphasizes the importance of trust when working with high net worth clients and is committed to supporting the goals and objectives of both clients and their families. Outside of his professional work, Jay enjoys activities such as beach outings, boating, family activities, fishing, football, and scuba diving.

Mason Moyer is a financial advisor at LPL Financial in Orlando, FL, with two years of industry experience and a Series 66 designation. Prior to joining LPL Financial in 2025, he worked at Fairwinds Credit Union and CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Benjamin Devolve is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to help them navigate the complexities of their financial lives with clarity and confidence. His approach includes planning for retirement, preparing for major life transitions, and building long-term legacies through an approachable and collaborative process. Benjamin began his career in New York City, working with Ultra-High-Net-Worth families. This experience provided him with a strong foundation in financial planning, investment strategy, and delivering attentive service. He now works alongside his parents in a family business built on trust, integrity, and lasting relationships, emphasizing the importance of genuine client relationships and consistent guidance throughout all life stages. He holds a Bachelor's Degree from the University of Miami and the Professional Investment Advisor (PIA) designation.

Jessica Sanzone is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to joining Equitable, she was associated with The Dog Pound for eight years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Michael Krise is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2008. Outside of his advisory role, he serves as president of the North Orlando Kiwanis Little League. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.

Victoria Lowell is a financial advisor at Morgan Stanley with five years of industry experience. She previously worked at Empowered Worth and UBS Financial Services. 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 structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Natasha Bohn is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Lake Mary, FL. She joined the firm in 2025 and has prior work experience across various sectors including retail, education, and nonprofit organizations. Cambridge Investment Research Advisors is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored investment strategies across multiple platforms and custody arrangements.

Sailesh Shah is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 28 years with Metlife Securities Inc. In addition to his advisory role, he is the owner and sales agent of Best Agency USA. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools such as Monte Carlo simulations and automated asset-allocation software.

John Macclary Jr. is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Brian Layman Wealth Management, Agility Wealth Management, and WMM Group LLC. He also serves as treasurer for the Center for the Visually Impaired - Conklin Davis Center. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and municipal entities. The firm offers tailored, non-discretionary advisory solutions and dedicated programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Tamra Bell is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2003. Outside of her advisory role, she owns Belle Value, a business involved in selling items on Amazon. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Rebecca Welker is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and five years of industry experience. She has worked at Cambridge Investment Research since 2024 and previously held roles at Equitable Advisors and Wealth Management Strategies of Central Florida. Welker is also involved with Bull & Bear Wealth Management Partners LLC in Orlando, serving as a client services manager and financial consultant. Cambridge Investment Research Advisors is a large SEC-registered firm that 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 professionals with access to proprietary and third-party investment strategies.

Michael Dolle is a financial advisor at Merrill with 32 years of industry experience. He holds a Series 63 designation and has been with Merrill and Bank of America, N.A. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.