Gregory Natiello is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Charles Schwab 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 advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by due diligence from its financial research team.

Andrew Broughman is a financial advisor at LPL Financial in Orlando, FL, holding a Series 66 designation with 12 years of industry experience. His prior experience includes 12 years at CUSO Financial Services and ongoing roles with FAIRWINDS Credit Union and Firkin and Kelgler LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Adam Goldstein is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following prior roles at Raymond James Financial Services Advisors Inc. and Private Wealth Management at Heathrow. Goldstein serves on the Board of Directors and is Chairperson of the Orlando Health Childrens Foundation. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its planning approach and supports a broad range of advisory, brokerage, and insurance solutions.

Austin Goody is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Samuel Mattei is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth strategies for high-net-worth families and business owners. His focus areas include Family Wealth Management Strategies, International Wealth Management, and Sports & Entertainment. Fluent in English, Portuguese, and Spanish, he works with clients who often have global interests or roots abroad. Samuel's expertise covers complex wealth planning that goes beyond traditional investing. He assists business owners with transitions and individuals with unique talents, aiming to align financial resources with clients' life ambitions. He holds the Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He earned a Master's of Business Administration (MBA) from Universidade Pitagoras Unopar, a Bachelor's Degree from the same institution, an Associate's Degree from Universidade Do Sul De Santa Catarina, and completed high school at Escola de Ensino Medio Sarandi. Outside of work, Samuel has interests in fishing, golfing, music, soccer, and tennis.

Archie Sullivan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked with Raymond James since 1999 and was also affiliated with Alpha Investors LLC from 2006 to 2023. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad advisor network with specialized programs, including municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Sau Lee is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Lee has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as treasurer for the Chinese American Scholars & Professional Association and the Space Coast Chinese American Association, managing financial oversight and bookkeeping. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

John Troyano is a financial advisor at Merrill with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013. Outside of his advisory role, he is president and part owner of a resort suite business in Vernon, New Jersey. 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 offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Gonzalez Gamboa is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various roles since 2013. Outside of his advisory work, he serves on the board of directors for Falcon Pointe HOA in Gotha, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Harris is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Joshua Bousfield is a CFP® with 14 years of industry experience, currently serving at Wells Fargo Clearing. His career includes multiple tenures at Wells Fargo Clearing and related entities, as well as a year at Copperleaf Capital, LLC. He holds Series 63 and Series 66 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Eric Katauskas is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He previously spent 22 years at Woodbury Financial Services. Outside of his advisory role, he is a vice president of Alexander Financial Services, where he is involved in the sale of non-registered insurance products and employee benefit plans, and he serves as a board member of Canopy Risk Retention Group, Inc. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools, risk assessments, and automated rebalancing for portfolio construction.

Daniel Valdes is a financial advisor with Merrill in Orlando, FL, holding a Series 66 credential and six years of industry experience. He has worked with Bank of America and Merrill since 2012 and is also involved part-time with Transtate Industrial Pipeline Systems, where he assists with pipeline safety and regulatory projects. Merrill, along 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 supported by internal and third-party managers. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Michael Flynn Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory duties, he owns FreeState Tax Associates Ltd, an accounting and tax preparation business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Daniel Kirk is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 66 and Series 63 licenses and 24 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Wells Fargo. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework in its recommendations.

Tom Varghese is a financial advisor at Fidelity Investments with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Carson Wealth, BNY Mellon, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Sean Marlowe is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in consulting and is a part owner of Apex Strategic Alliance LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement-income recommendations.

Scott Lester is a financial advisor at Charles Schwab & Co., Inc. based in Orlando, FL. He holds a Series 66 designation and joined Charles Schwab in 2026. His prior work experience includes roles outside the financial industry and periods of full-time education. Charles Schwab serves a large client base, 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 guidance using multi-asset model portfolios and centralized operational support.

Jerrey Thurston is a Certified Financial Planner® with 24 years of industry experience, currently with UBS Financial Services since 2009. He serves on the board of Sol Blazers Lacrosse, an organization promoting girls lacrosse in Central Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans.

Tara Pinchal is a financial advisor with Ameriprise in Maitland, FL, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in managing a family-owned commercial real estate business in Houston, Texas. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies, delivering personalized, non-discretionary recommendations through a centralized consulting team.