Jonathan Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021 and previously held roles at Bank of America and Merrill from 2016 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Jeffrey Stephan is a financial advisor with LPL Financial in Eustis, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Stephan serves on the Board of Directors and as Activities Chairman for the Lake Eustis Chamber of Commerce and is a musician with The Porch Band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Konchal is a financial advisor with Raymond James & Associates based in Grand Island, FL, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2004. 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, institutional investors, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Cynthia Price is a financial advisor at Equitable Advisors with 35 years of industry experience. She has held roles at Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. Outside of her advisory work, she is a board member of J4 LEADERS, participates in the Christian Business Women’s social group, and is the author of the book *The 7 L's of Financial Planning*. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jeananne Niemann is a CFP®-designated financial advisor with Edward Jones in Leesburg, FL, where she has worked since 2007, accumulating 18 years of industry experience. She holds the Series 66 license and has an inactive partnership in a boat delivery business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large national network, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Gregory Collier Sr. is a Certified Financial Planner® with 39 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2005. Outside of his advisory role, he serves as president of Collier Financial Solutions, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through an affiliated municipal advisor.

Nisha Partab is a financial advisor with Merrill in Apopka, FL, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Progressive and PRUCO Securities, LLC, as well as The Prudential Insurance Company of America. Outside of her advisory role, she operates a sole proprietorship as an independent stylist for nail accessories and manages two LLCs related to her online sales and rental activities. 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 using model-based and discretionary investment strategies.

Pravita Diaram Ramtahal is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She has worked at various J.P. Morgan entities since 2012, including Jpmorgan Chase Bank and JP MORGAN securities llc. She holds a Series 66 designation. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jason Spatafora is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Edward Jones in Groveland, FL, where he has worked since 2017 across multiple roles and firms, including Suncoast Credit Union, CUNA Brokerage Services, Regions Bank, Pruco Securities, and Ameriprise Financial Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Brandon Hill is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at Charles Schwab, TD Ameritrade, and Scottrade. Outside of his advisory role, he is involved with the Florida Lacrosse Officials Association. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Linda Bennett is a financial advisor with Ameriprise in Leesburg, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she owns a family farm, Crazy Ladies Farm, LLC, which produces blackberries and alpacas and is managed by her daughter. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized income plans. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Margaret Harcar is a financial advisor with OSAIC, holding a Series 65 credential and bringing 27 years of industry experience. Her career includes long tenures with Securities America and its affiliated entities from 1997 to 2024 before joining OSAIC. She also operates a vintage and used item store on eBay. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services with various investment platforms and third-party solutions. The firm employs asset-allocation tools and risk assessments to create portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Julie Riley is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Raymond James & Associates since 2010. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Renee Burke is a CFP® professional with 12 years of experience in the financial industry, currently serving clients at Edward Jones since 2014. She holds the Series 66 designation and is based in Mt Dora, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joel Ingram is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2025. Outside of his advisory role, he provides music instruction as a contractor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Colvin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial, Thrivent Financial, and New Paradigm Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory programs, managed solutions, and affiliated investment products with a nationwide network of financial advisors and branches.

Michael Laliberte is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and possessing 26 years of industry experience. He has been with Cambridge since 2016. Outside of his advisory role, Laliberte is involved in several business activities including serving as an insurance agent, a business exit planning consultant, and managing philanthropic initiatives focused on eradicating entrepreneurial poverty. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Matthew Hackler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to Raymond James, he worked at Collier & Hackler Financial and Steling Financial Group. Hackler serves as vice president and treasurer of a nonprofit organization and chairs the board of the Florida Hospital Waterman Foundation’s Finance Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a large advisor network.

Gregory Panjian is a financial advisor at Edward Jones with 17 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2008. Outside of his advisory role, he is associated with the Western Mass Investment Club, an investment club based in Feeding Hills, CT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joshua Ainsley is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A., Bloomin' Brands, Inc. (Bonefish Grill), and Publix Super Markets. 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, pension plans, corporations, and charitable organizations.