Jesse Anderson is a CFP® with 24 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Bank of America and Merrill for 13 years. Anderson also owns two support companies through which he runs his practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews and firm research.

Christopher Chong is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also the sole proprietor of Iron Age Fitness LLC, a fitness apparel business based in Orlando, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. Its investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and oversight of sub-advisers.

Adam Mischel is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and various other firms. Outside of his advisory role, he served in the Army National Guard from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Shantel Evans is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and having 10 years of industry experience. She worked at Merrill from 2014 to 2018 before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts.

Alexandra Mc Isaac is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Keller Williams, Vineyard Vines, and Aeropostale. She is also an owner and partner involved in a mixed-use real estate development project located in Creative Village, downtown Orlando. 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 for its investment recommendations.

Daniel Luber is a Series 66 licensed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2013. He previously was involved with Level Four Advisory Services from 2013 to 2021. Outside of his advisory work, he owns and manages a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options supported by proprietary research and third-party resources.

Roxanne Natale Vanblarcom is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in various roles since 2011, with a brief tenure at Raymond James in 2017-2018. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Maria Mujica is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, Bank of America, Merrill, and other firms. Outside of her advisory role, she is a sole proprietor of a rental property business in Saint Cloud, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Patricia Del Bene is a Series 66 licensed financial advisor with Edward Jones, based in Oviedo, Florida. She has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

Linette Bell is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 certifications and previously worked at Merrill from 2015 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Luz Fuentes is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 66 designation and has previously worked at Kestra Advisory Services, Kestra Investment Services, HUB International, Summit Wealth Partners, Pershing LLC, and the University of Central Florida. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term investment orientation.

Shanna Ramsey is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining J.P. Morgan in 2024. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

William Allen III is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 29 years of industry experience. He has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Charles Sharman is a CFP® professional with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016 and has been with Wells Fargo Bank NA since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Sean Sharpe is a financial advisor at Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 credentials with 36 years of industry experience. He has been with Raymond James Financial since 2009 and was previously affiliated with Swain Wealth Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, with a notable emphasis on advisory and implementation-support services.

Gabor Csizmadia is a financial advisor with Edward Jones in Orlando, FL, holding CFP® and Series 66 credentials, and has eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Lantower Luxury Living and Pinnacle Property Management Services. He serves as Director at Large for the Pride Chamber Orlando, contributing to board meetings and event planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Lauren Romaguera is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2012, including a one-year role at Charles Schwab Bank. Based in Orlando, FL, she serves clients through Schwab’s wealth advisory programs. Charles Schwab & Co., Inc. serves 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 management, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Jeffrey Toadvine is a financial advisor with Ameriprise in Ocoee, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm utilizes algorithmic automation alongside research and modeling to generate tailored advice and provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Cairns is a financial advisor with OSAIC who holds a Series 66 designation and has 34 years of industry experience. His prior affiliations include Woodbury Financial Services, Questar Asset Management, and Allianz Life. Outside of his advisory role, he is involved in charitable organizations such as the Hope and Unity Foundation and One Million Wells, where he serves on the board and supports international water projects, and he also pursues photography as a side business. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and investment advisory services through a broad network of advisers. The firm provides a range of portfolio management tools and access to third-party managers, operating multiple platforms and maintaining complex commercial and corporate relationships.

Bradley Erb is a financial advisor with Edward Jones in Winter Park, FL, holding Series 63 and Series 66 designations and with 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors, offering various advisory strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services.