Austin Braun is a CFP® professional with 13 years of experience in financial advising, currently with Raymond James Financial Services Advisors Inc. in Orlando, FL, where he has worked since 2016. He is also associated with Edgewater Family Wealth and owns BPV Financial LLC, a company created to manage business income distributions. 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, corporations, and institutional clients. The firm offers customized, non-discretionary financial planning and supports a broad advisor network with specialized services such as municipal finance and SIMPLE IRA employer advisory programs.

Jorge Mendez is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab since 2011, totaling 15 years at the firm. 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 and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Brooke Bierman is a financial advisor at Charles Schwab in Atlanta, GA, holding a Series 66 designation. Their work history includes roles at Charles Schwab Bank, Charles Schwab, Dexian, Nomads, and the University of Florida. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment selection process.

Kerry Farr is a financial advisor at Merrill with 10 years of industry experience. He has been with Merrill since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Farr serves as a part-time proctor for ACT testing. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caden Emerson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked in various roles at Dollar General and Home Depot while completing his education. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice that incorporates investment research and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Christina Mobley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with PFS Investments Inc. since 2014 and has longstanding ties to Primerica entities dating back to 1998. Outside of her advisory role, she is self-employed as a tutor and owns Orlando Creative, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Gabriel Masri Alvarez is a financial advisor with Ameriprise in Winter Park, FL, holding Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., and is a co-owner of Masri LLC, a business involved in vending machine services and online sales. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to provide tailored recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Justin Selig is a Financial Consultant currently with Fidelity Investments, a role he has held since 2021. He collaborates with clients to develop customized financial plans tailored to their objectives, continuously adapting these plans to accommodate changes in life circumstances and financial markets. Justin's professional experience includes serving as Vice President and Financial Consultant at Charles Schwab & Co. from 2016 to 2021, following his tenure as an Associate Financial Consultant at the same firm from 2015 to 2016. Prior to that, he held positions at Fidelity Investments as an Investment Solutions Representative and Financial Representative in 2014 and 2015. He holds a California Insurance License.

Camoy Kotlyarov is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC since 2019, including a role at JPMorgan Chase Bank, N.A. Prior to that, he was employed at American Income Life in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program. The firm emphasizes a non-discretionary approach with asset allocation advice, manager searches, and customized performance reporting supported by centralized due diligence and incorporates ESG considerations in its recommendations.

Alexus Few is a financial advisor with OSAIC in Eustis, Florida, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC, Alexus worked at Securities America Advisors and Securities America, Inc. Outside of advising, Alexus owns and manages a financial services business focused on administrative work, proposals, and client account servicing. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party money manager programs.

Tina Miller is a financial advisor at Merrill with 19 years of experience at the firm and holds a Series 66 designation. She serves as a board member for Seniors First Inc., a nonprofit organization focused on senior health programs and meals on wheels. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lana Bull is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018, following three years at Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by proprietary tools and research.

Satyanand Lutchmidat is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has been with Charles Schwab since 2007 and previously worked at UBS Financial Services from 1998 to 2006. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Ralph Winn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior work includes over a decade with Cetera and its affiliated entities. Outside of financial advising, he owns a winery in France and operates an eBay-based business selling various products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with advice delivered primarily through investment adviser representatives using various portfolio strategies.

Melody Price is a financial advisor with Raymond James & Associates in Winter Springs, FL, holding a Series 66 designation and 20 years of industry experience. She previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting through various advisory programs and institutional fiduciary solutions.

Jennifer Herzog is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Jennifer leverages investment insights from Merrill and the banking and lending resources of Bank of America to support her clients' wealth management needs. Jennifer holds a Bachelor's and a Master's Degree from Florida State University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to the community, Jennifer participates in volunteer activities with local organizations, reflecting the Merrill tradition of community involvement.

David Green is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Outside of his advisory role, he has involvement in commercial real estate ownership. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kok Leng Tiew is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Casselberry, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment products.

Howard Harris Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing decades of experience in providing wealth management services. He began his career with Merrill Lynch Wealth Management in 1986 in Miami, Florida, before relocating to Orlando, Florida in 1993. Throughout his career, Howard has held various roles, including sales manager and Senior Resident Director in the Orlando and Winter Park offices, a position he held for over 10 years until 2009. Howard specializes in developing goals-based wealth management strategies tailored for high-net-worth individuals, their families, and their businesses. He employs a range of financial tools such as Tax Free Municipal Bond Portfolios, Managed Portfolio Strategies, Liability Management, and Estate Planning Services to offer a comprehensive approach to his clients' financial goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree in Finance and Business Management from the University of Miami. Residing in Winter Park, Florida with his wife Suzy, Howard is an avid golfer and is active in several local charities, including Habitat for Humanity and the Boys and Girls Club of Central Florida.

Elvis Abreu is an advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at the Office of Healthy Aging and Rhode Island College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of funds and model portfolios, incorporating oversight controls and systematic methodologies.