George Emerson is a financial advisor with Edward Jones in Winter Garden, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Dominic Daluga is a financial advisor with Cetera holding Series 63 and Series 65 licenses and two years of industry experience. He is also co-owner of Good Tax Solutions, Inc., where he prepares tax returns and financial statements, and serves as board member and treasurer at Good Insurance, Inc. Both businesses are based in Winter Garden, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and a range of investment program options.

Brittany Rose is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research Advisors since 2018, also working with Cartier Financial from 2015 to 2023. She serves as a committee member on an investment committee and is a licensed notary public in Clermont, Florida. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using various portfolio management strategies and custody platforms.

Michael Urso is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He is currently with Cetera and has held positions at Avantax and 1st Global Advisors. In addition to his advisory roles, he is a CPA and owns Michael Urso, CPA, Inc., which provides accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

Kraig Vanatti is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has six years of industry experience, including roles at JPMorgan Chase Bank and a prior position at DMZ Entertainment LLC. His background also includes two years at the University of Central Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Terry Geter is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 26 years of industry experience. His prior roles include positions at Next Financial Group Inc, Stewardship Legacy Coaching, LLC, QA3 Financial LLC, and G. A. Repple & Company. Geter also owns Apshawa Consulting & Services, which provides tax preparation and accounting services, and serves as a notary. 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 services and investment solutions, including financial planning and access to model portfolios and third-party asset management.

Amaris Turner is a financial advisor at LPL Enterprise with six years of industry experience. She holds Series 65 and Series 63 credentials and has worked in various roles including positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, Turner facilitates smoking cessation classes with the Tobacco Free Florida program. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation using portfolios developed by LPL’s Research Department and third-party strategists, and also offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Rodney Talbot is a financial advisor with Raymond James Financial in Winter Garden, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked with Raymond James Financial Services since 1991 and Raymond James Financial since 2009. Talbot serves as an advisory board member for the SIU Finance Department Alumni and advises the Tau Kappa Epsilon Fraternity board. He is also a partner in the Indianapolis Investment Group and operates a marketing company supporting his financial services practice. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, and supports its advisory network with specialized institutional and municipal consulting services.

Edvin Rustrian is a financial advisor with Fidelity in Clermont, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones Investment, Valuteachers Agency/National Life Group, and the NYC Department of Education. Outside of finance, he is affiliated with the Iglesia de Dios Pentecostal M.I. Church in Tampa, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and oversee model portfolios incorporating mutual funds, ETFs, and ETPs.

Joshua Wintersdorf is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at the Central Florida Young Men's Christian Association and Umatilla Middle School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering tailored strategies across various custody and platform arrangements.

Glyn Griffis is a CFP® professional with 26 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. since 2009. He has also been involved with Griffis Wealth Strategies since 2006 and served at Griffis, Macclary and Halbert for 11 years. Outside of financial advising, he participates in poker tournaments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Elvis Abreu is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at the Office of Healthy Aging and Rhode Island College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Barbara Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in managing new wealth, personal retirement planning, and addressing the financial needs of women. Barbara is dedicated to providing personalized wealth management strategies that align with her clients' life priorities and goals. With over 40 years of experience working in retirement communities, Barbara understands the importance of considering longevity risk in portfolio allocation. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned a Bachelor's Degree from Arizona State University. Barbara is also involved with Junior Achievement, serving as a Financial Literacy Mentor. In addition to her professional work, Barbara spends time volunteering in the community. Her personal interests include cooking, ice hockey, traveling, and writing.

Patricia Freehling is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. She has been with Cambridge Investment Research Advisors since 2009. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing both discretionary and non-discretionary strategies tailored to client objectives.

Felix Bartolomei is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FAIRWINDS Credit Union, Cuso Financial Services, and Santander Securities LLC. He is also involved with Fairwinds Wealth Management and Investments. 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 institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Paul Zirakian is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera since 2024 and also operates Ancient Oak Wealth Management, a financial services DBA. His previous experience includes roles at Ameriprise and Raymond James & Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a broad range of program structures and custodial relationships.

Bradford Hahn is a financial advisor with Edward Jones in Oakland, Florida, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Brook Furniture Rental from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Dylana Hopler is a financial advisor with Ameriprise in Winter Garden, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income recommendations.

Jeffrey Seewald is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sterling National Bank, LPL Financial, and Capital One Financial Advisors. Outside of his advisory role, he is involved with Freedom Financial Group, LLC, where he acts as an insurance broker and handles marketing and branding. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-assessment methods, and automated rebalancing across various investment types and account management options.

Anthony Cox Jr. is a financial advisor with Edward Jones in Clermont, FL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Crunch Fitness and Hillsborough County Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient solutions and securities-based lending.