Damon Nicholson is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Louis Siracusano is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He holds a Series 66 credential and is licensed to practice law in the state of New York. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Robert Taylor is a financial advisor with J.P. Morgan Securities in Heathrow, FL, holding a Series 66 designation and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 broker-dealer and investment adviser registrations, delivering its advisory services alongside affiliated brokerage and investment management capabilities.

Erick Mathieu Teixeirade Mello is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he serves individuals, families, professionals, and business owners, focusing on areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Originally from Brazil and raised in Central Florida, Erick holds a Bachelor's Degree from the University of Central Florida and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is bilingual in English and Portuguese. Outside of his professional work, Erick enjoys adventure sports, camping, cooking, dancing, gymnastics, music, reading, soccer, spending time with his family, and watching movies.

Eva Drew is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 11 years of industry experience, having previously worked at Wells Fargo Advisors and Key Wealth Advisor. Outside of her advisory role, she owns a plumbing business and serves in leadership positions as secretary of a homeowners association board and president of an elementary school PTO. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various platform arrangements and proprietary as well as third-party model strategies.

Marc Young is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 65 and Series 66 designations and having 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. 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’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings that includes insurance-related vehicles and bank deposit sweep options.

Nickolas Bellanza is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at E*TRADE Capital Management, Uber, and Voya Investment Management. Outside of advisory work, he is involved in content creation on YouTube. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and approved planning tools, offering a broad range of investment and advisory services.

Kevin Brown is a Series 66 licensed financial advisor at Charles Schwab with 10 years of industry experience. He has been with Charles Schwab since 2014, based in Orlando, FL. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by dedicated research and due diligence on alternative investments.

Brian Stoll is an advisor at Charles Schwab with Series 63 and Series 65 credentials. He has been with Charles Schwab since 2025 and has prior experience including work with Uber and DoorDash. Outside of his advisory role, he also works part-time delivering food for DoorDash. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform.

Christopher McKelvey is a CFP® professional with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Merrill and Bank of America. McKelvey is the owner and president of several support companies related to his practice, including AMGWM, LLC, Anderson McKelvey Group, and McKelvey AMG, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ryan Eckert is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior experience includes roles at Waddell & Reed and various insurance carriers, and he also maintains ownership of Eckert Eagle LLC and EP Wealth Strategies LLC. 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. The firm provides a broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, supported by research from LPL and third-party providers.

Bryan Beloff is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and partner of 7629 Aloma, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers recommendations on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Evan Joffe is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is the president and sole owner of Joffe Enterprises, LLC, a business unrelated to investing. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs firm‑approved planning tools and models to support its advisory services.

Brandon Terheun is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Dillard's, Disney World, and SeaWorld Parks and Entertainment. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm features a non-discretionary client relationship model alongside access to affiliated discretionary separately managed accounts and employs a multi-asset investment approach supported by research from Schwab Center for Financial Research.

Michael Mccausland is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as an eight-year tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management offers a range of advisory programs for both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

William Lagrange is a financial advisor with Thrivent Investment Management in Oviedo, FL, holding a Series 66 designation and over 24 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Lagrange serves on the board and investment committee of the St. Lukes Lutheran Church and School Foundation, where he reviews investment recommendations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing arrangement called WealthPlan.

Matthew Kline is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017, as well as at TD Bank from 2013 to 2017. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Blanca Rivera is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Preston Bellaire is a financial advisor with LPL Financial in Altamonte Springs, FL, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Metropolitan Life Insurance Company, MassMutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved with the Business Insurance Center, a referral business based in Orlando. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services that incorporate discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Stephanie Kostakis is a financial advisor at Merrill with 14 years of industry experience. She has held her current role since 2016 and holds Series 63 and Series 66 designations. 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, and various institutional investors.