Allison Sim is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She previously worked at Merrill and Lowe's Home Centers LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gregory Lopez is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Combined Underwriters, Equitable Advisors, Shapiro Insurance Group, and Starkweather & Shepley Insurance Brokerage Inc. prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation strategies.

Michael Wallman is a financial advisor with LPL Financial in Orlando, FL, holding Series 63, 65, and 66 registrations and bringing 30 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and managing Wallman Financial Group. He is also a board member of the PRIDE Chamber of Commerce, a nonprofit organization based in Orlando. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Pollaci is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at Rim Securities LLC, Rochdale Investment Management LLC, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Morgan Stanley DW Inc. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various investment programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Alexander Utsey is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory role, he is involved in property and casualty insurance through Couch Braunsdorf Insurance Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Moe Bajwa is a Financial Consultant currently working at Fidelity Investments since 2021. He has held various roles within Fidelity Investments since 2017, including Investment Consultant, Relationship Manager, Workplace Planning Consultant, Workplace Planning Associate, and Financial Representative. Prior to joining Fidelity, he was a Financial Representative at Northwestern Mutual from 2015 to 2017. Moe's professional focus is on helping individuals and families build confidence in their financial future through education, personalized guidance, and strategic planning. He works collaboratively with clients to create clear, actionable plans for retirement and wealth-building goals, emphasizing simplified financial decisions and long-term relationships based on trust and transparency.

Rock Henderson is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab since 2014. 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 affiliated discretionary SMAs and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Wilet Pierre Noel is a financial advisor with Wells Fargo Clearing in Winter Park, FL. He holds Series 63 and Series 66 designations and has nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Wiercinski is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Banc Of America Investment Services, Inc. Outside of his advisory role, he owns and operates TBD, LLC, a business related to commercial garage and storage facilities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines large-scale resources, including research from Wells Fargo Investment Institute, with both brokerage and advisory solutions.

Gregg Hall is a financial advisor at Equitable Advisors in Orlando, FL, holding the Series 66 designation with 14 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2012. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Terry Coe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo since 2016 and is also affiliated with the University of Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Jose Olarte Reina is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for four years. Outside of finance, he has ownership interests in event planning and hospitality businesses. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

Andrew Gartrell is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior work includes roles at Brian Layman Wealth Management and Principal Funds Distributor, Inc. He is also involved in marketing activities for new advisors at Agility Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while maintaining a notable affiliation with a municipal advisor to enhance its public finance work.

Joshua Cason is a financial advisor with Edward Jones in Windermere, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at American Honda Finance Corporation and H&R Block. 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 investment strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Kaylyn Van Meter is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity since 2019, serving in various roles including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Kaylyn worked as a Business Development Consultant at Raymond James from 2017 to 2019 and as a Relationship Specialist at Charles Schwab from 2016 to 2017. Her approach to financial guidance emphasizes building trust and understanding through an ongoing partnership with clients. Kaylyn focuses on listening to her clients to gain a deep understanding of their financial and personal priorities, partnering with them to create comprehensive financial plans that provide clarity and confidence throughout different stages of life. She maintains close connections with clients to support them as their goals evolve. Outside of her professional work, Kaylyn enjoys cooking and baking, participating in family activities, following football, gardening, and traveling.

Edwin Wasinger is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously operated Wasinger Insurance Agency, LLC for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment services, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Nickolas Bonk is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Charles Schwab since 2011, following prior roles at Chase Investment Services Corp. and Edward Jones. Outside of his advisory work, he operates an eBay retail business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, combining both non-discretionary and discretionary investment approaches supported by centralized custody and order-routing services.

Gregory Natiello is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Advisors for over two decades. Natiello is based in Orlando, Florida. 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 and offers multi-asset model portfolios supported by in-house financial research.

Eric Carlson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® and Series 63 designations and bringing 26 years of industry experience. Prior to his current role, he worked at Signature Wealth Partners, MML Investors Services, Massachusetts Mutual Life Insurance Company, and Northwestern Mutual Investment Management. He serves as a successor trustee for a family trust and is a board member of Catholic Charities of Central Florida, where he participates in facilities oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through its advisory programs and partnerships.

Andrew Broughman is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at CUSO Financial Services LP. Outside of his advisory role, he is involved with FAIRWINDS Credit Union and Firkin and Kelgler LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.