Jacob Morgan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL. He holds a Series 66 designation and has been in the industry since 2026. Prior to his current role, he has experience working at firms including Greystar and Michael Clark CFP, alongside various roles in the service industry and education. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Sherrie Jones is a financial advisor at Morgan Stanley in Maitland, FL, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has been with Morgan Stanley since 2009. 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 including tailored financial planning supported by structured discovery and firm-approved tools to help clients model outcomes.

Robert Thrift Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Summit Financial Group. He has been with Cetera and its affiliated entities since 2019. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing a multi-manager platform with various program structures and investment options.

Kim Evans is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with multiple Schwab entities since 1994 and has managed roles across Charles Schwab Trust Bank, Schwab Premiere Bank, and Schwab Private Client Investment Advisory. Outside of finance, Evans is also a cosmetologist offering hair and makeup services for events such as weddings and anniversaries. 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 and offers a comprehensive platform including brokerage, custody, and alternative investment due diligence.

Madison Gay is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans tailored to their individual goals and priorities. She focuses on helping clients navigate various life changes and opportunities through personalized financial strategies. Madison's career at Fidelity Investments includes roles as a Workplace Planning Consultant at multiple levels between 2023 and 2025, as well as experience as a Customer Relationship Advocate from 2022 to 2023. Her experience encompasses client relationship management and financial planning within the workplace segment. Outside of her professional work, Madison enjoys board games, scuba diving, and swimming.

Tanya Carroll is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Her prior experience includes roles at Merrill, Fifth Third Securities, Seaside Capital Management, Raymond James Financial, and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michele Cook is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63, 65, and 66 licenses and 24 years of industry experience. Her tenure at Charles Schwab spans multiple periods between 2016 and the present. 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 mix of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Christopher Chong is a financial advisor with Fidelity Investments based in Orlando, FL. He holds the Series 63 and Series 66 designations and has 17 years of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Clearing and Wachovia Bank. Outside of finance, Chong is the sole proprietor of Iron Age Fitness LLC, a fitness apparel business where he designs clothing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

Shantel Evans is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and having 10 years of industry experience. She worked at Merrill from 2014 to 2018 before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts.

Alexandra Mc Isaac is a Series 66 licensed advisor with J.P. Morgan Securities, based in Orlando, FL. She has four years of industry experience, including roles at J.P. Morgan Chase Bank, Keller Williams, Vineyard Vines, and Aeropostale. Outside of her advisory role, she is an owner and partner in Creative Village – Parcel H, a mixed-use real estate development project in downtown Orlando. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process integrates systematic quantitative screens and qualitative research, supported by centralized due diligence.

Daniel Luber is a financial advisor with LPL Financial in Winter Park, FL, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2013, he worked at New England Securities from 2011 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Maria Mujica is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, Bank of America, Merrill, and other firms. Outside of her advisory role, she is a sole proprietor of a rental property business in Saint Cloud, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Linette Bell is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 certifications and previously worked at Merrill from 2015 to 2022. 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 including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Luz Fuentes is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 66 designation and has previously worked at Kestra Advisory Services, Kestra Investment Services, HUB International, Summit Wealth Partners, Pershing LLC, and the University of Central Florida. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term investment orientation.

Rachell Lavasseur is a Series 66-registered financial advisor with Wells Fargo Advisors in Orlando, FL, and has 12 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory work, she has ownership interests in PEACE RIVER CAPITAL LLC and a coin-selling business, PINE CREEK PARTNERS LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with options for clients to implement recommendations through various brokerage or advisory programs.

Shanna Ramsey is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan in 2024, she worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined total of 17 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with model asset allocations and includes a broader derivatives and commodities capability.

Charles Sharman is a CFP® professional with 14 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has been associated with Wells Fargo Bank NA since 2008. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sean Sharpe is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked with Raymond James Financial and its affiliates since 2006 and was previously associated with Swain Wealth Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting and supports municipal and public finance work through a unique municipal advisor affiliation.

Gabor Csizmadia is a financial advisor with Edward Jones in Orlando, FL, holding CFP® and Series 66 credentials, and has eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Lantower Luxury Living and Pinnacle Property Management Services. He serves as Director at Large for the Pride Chamber Orlando, contributing to board meetings and event planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Lauren Romaguera is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2012, including a one-year role at Charles Schwab Bank. Based in Orlando, FL, she serves clients through Schwab’s wealth advisory programs. 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 and discretionary investment management, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.