Suzanne Reams is a financial advisor at Edward Jones in Winter Park, FL, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Dawn Mcenany is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to that, she was employed at Whispering Winds from 2016 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Todd Bryant is a CFP® and ChFC® affiliated with Raymond James Financial Services Advisors, Inc. He has 18 years of experience in financial advisory roles and currently leads Bryant Wealth Strategies as CEO. Outside of his advisory work, he owns TAB Consulting LLC, which provides trivia night services to local country clubs. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical and risk-profiling tools, and is noted for its municipal advisor affiliation and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Lader is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 license and previously worked at Edward Jones for seven years. His background also includes roles in software and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Barry is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both individual and corporate financial planning services.

Robert Rosenberger III is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Enterprise in 2025, he worked with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. from 2022 to 2025. Outside of his advisory role, he is a certified exit planning advisor and has operated GolfCarts Unlimited, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform combining advisory programs and financial product sales.

Tiffany Malenfant is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has previously worked at Merrill Lynch, Bank of America NA, and Edward Jones. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing guidance through a centralized service team.

Eric Moyle is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise Managed Accounts.

Spencer Mangum is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients pursue their financial goals through family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He holds a Bachelor's Degree from Rollins College, where he also played collegiate baseball. Spencer has earned the Personal Investment Advisor (PIA) designation. He is actively involved with the Fellowship of Christian Athletes (FCA) and Forge Ministries. Outside of his professional work, Spencer enjoys playing golf, baseball, football, and pickleball, as well as spending time with family. He also volunteers in his community.

Kenneth Mitchell is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 47 years of industry experience. He has been associated with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, delivering investment strategies primarily through model portfolios created by unaffiliated asset managers.

Erica Ow is an Investment Consultant at Fidelity Investments. In her current role, she collaborates with clients to understand their financial goals and develop personalized investment strategies that align with their priorities. She emphasizes clear communication and building strong partnerships with clients. Erica has been with Fidelity Investments since 2021 and has held various positions including Financial Representative, Relationship Manager, and Planning Consultant. Her experience spans multiple aspects of financial planning and client relationship management within the firm. Outside of her professional work, Erica has interests in art, concerts, fitness, social events with friends, reading, and traveling.

Michael Schafer is a financial advisor at Merrill in Orlando, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Merrill, he worked at Rocket Auto and has experience in various service roles. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Green is a CFP® professional with 32 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. Prior to this, he was with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for a combined 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products than typical for large institutional advisers.

Scott Polk is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily to clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Daniel Iachello is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and eight years of industry experience. He worked at Ameriprise since 2017 and previously spent one year in hospitality management at JW Marriott/Ritz-Carlton Grande Lakes. Outside of advising, he has seasonal employment as a Ride Attractions Host at Walt Disney World Resort. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools within an affiliated product ecosystem.

Yvonne McGuire is a financial advisor at Morgan Stanley with 37 years of industry experience. She has held roles at Morgan Stanley Private Bank and Wells Fargo Advisors LLC. In addition to her advisory work, she serves as a board member of the Brevard Schools Foundation and owns Strike Price LLC, a recreation business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and the Global Investment Committee’s market insights.

Daniel Grisham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for over two decades. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis where clients retain final decision-making authority.

Kimberly Shirk is a financial advisor with OSAIC based in Clermont, FL, holding Series 63 and Series 66 designations and with 31 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018, and previously at Signator Investors, Inc. and Freedom Financial Group, LLC. Outside of her advisory work, she is also a vocal performer and karaoke DJ at private and public events. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Katherine Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she serves as a trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Maileleiliilii Aiwohi is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of her advisory role, she serves as a board member for the West Orange County Lacrosse Club, helping to coordinate activities and communications among parents and the board. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and maintains a broad range of retail and institutional offerings.