James Wright is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Deltona, FL. He has been with Ameriprise and its affiliated entities since 1999. Outside of his advisory role, Wright provides consulting on practice leadership and compliance through Evola Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Dania Posada is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 credential and has been with Merrill since 2016. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Allen is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2018. Her prior experience includes roles at B.C. Ziegler and Company and Ameriprise Financial Services Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Richard Coloni is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisors LLC, Investors Capital Corp., and Oppenheimer. Outside of his advisory work, he is involved with Synergy Wealth Alliance, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jonathan Rogers is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016 and Bank of America, N.A. since 2018. Outside of his advisory role, he serves as Treasurer for the Gabriela Grace Foundation, a nonprofit supporting families affected by perinatal loss and premature birth. 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, pension plans, corporations, and charitable organizations.

Brian Cox is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked with Merrill since 1984 and has also been associated with Bank of America, N.A. since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Wolfe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been involved with Wolfe Financial Group since 1998 and previously worked at G. A. Repple & Company and Wolfe, Young, O'baker & Company. Wolfe also provides consulting services in accounting and taxes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, written recommendations tailored to client goals.

Amanda Ceballos is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 63 and Series 65 registrations and four years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory roles, she is a senior tax accountant at Dulniak Tax and Accounting Services LLC and president of Sweet Pea Services USA Inc., both tax preparation businesses. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Devon Bennion is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 credential and has worked at Edward Jones since 2017, with additional experience in the music industry, including operating Devon Bennion Music Services as a piano tuner, private music lesson instructor, and performer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies supported by a nationwide network of financial advisors and branch offices.

Bassem Bertizlian is a financial advisor with Ameriprise in Heathrow, FL, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he is involved in software development through Marvel Mobi Inc. and serves as Vice President on the Board of Directors of Izak Group Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies. The firm's offerings include a written Recommendation Report and ongoing advice, drawing on proprietary research and third-party data within a defined investment universe.

Calin Cagliuso is a financial advisor with Edward Jones in Sanford, FL, holding CFP® and Series 66 designations and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Shipt LLC and PaySmart USA, LLC. He is also involved with the University of Central Florida Alumni chapter as an officer, participating in meetings and donation activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Leah Backus is a financial advisor with LPL Financial based in Lake Mary, FL. She holds Series 63 and Series 66 designations and has 30 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Centerstate Financial Services for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Evan Shear is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been associated with Raymond James since 2003 and leads CrossleyShear Wealth Management, a planning practice focused on serving clients in the Heathrow, FL area. Shear is also the owner of CSSports, a DBA designed to market services to athletes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools to align investment strategies with client goals.

Erick Montealegre is a Financial Advisor at Merrill Lynch Wealth Management with experience dating back to 2003. He specializes in providing wealth management services to high-net-worth individuals, families, business owners, and corporate executives. Erick helps clients address complex financial matters through personalized planning and investment strategies tailored to their unique goals and circumstances. Throughout his career, Erick has focused on developing comprehensive financial strategies that include investment management, retirement income planning, education funding, estate planning, wealth transfer strategies, and tax-aware wealth planning. He often assists clients during significant life transitions such as retirement, inheritance, and business succession. Erick leverages the resources of Merrill, Bank of America, and Bank of America Private Bank to offer tailored support and guidance. Erick holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp and the Personal Investment Advisor (PIA) designation. He completed his high school diploma/GED at Miami Dade Community College. Erick communicates with clients in Spanish and English.

Benjamin Strait is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He specializes in building relationships with clients and their families by understanding their financial priorities and co-creating wealth and investment plans tailored to their needs. His approach includes clarifying the planning and investment process to help clients gain confidence in their financial strategies. Prior to his current role, Benjamin worked at Charles Schwab for nearly two decades, serving as a Senior Financial Consultant from 2005 to 2017 and as a Senior Portfolio Consultant from 1998 to 2005. This extensive experience has contributed to his expertise in financial consulting and portfolio management. Outside of his professional career, Benjamin has interests in board games, cooking and baking, fishing, social events with friends, parenthood, and traveling.

Richard Snipes is a financial advisor with Raymond James & Associates in Sanford, FL, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Raymond James & Associates for 24 years. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Erika Texter is a CFP® with seven years of industry experience, currently advising at Osaic. She previously worked at Fsc Securities for five years and spent a decade in full-time education before entering financial services. Texter has also served as an advisor assistant at Evans Advisory Group. Osaic Wealth serves a diverse client base including retail, institutional, high-net-worth, and charitable clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a mix of discretionary and third-party management strategies.

Lori Endicott is a financial advisor with Raymond James & Associates in Deland, FL, holding CFP®, Series 63, and Series 65 designations and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and institutional services.

John Evers is a financial advisor at Primerica Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Curt Busby is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. His prior roles include nearly two decades at Morgan Stanley and two years at Raymond James. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a non-discretionary framework.