William Keenan Jr. is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Edward Rice III is a financial advisor at Raymond James Financial in Orlando, FL, with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Inc. since 2024 and Edgewater Family Wealth in 2023. Outside of his advisory role, he is the owner and operator of Elite Ordnance Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brooke Biddle is a financial advisor at Morgan Stanley in Winter Park, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, Brooke worked at Grant Thornton, LLP for four years and operated an independent practice for six years. Outside of her advisory role, she is involved in buying and selling sports cards as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services designed to fit both direct clients and those under corporate financial planning agreements.

Kevin Garcia is a financial advisor at Equitable Advisors with Series 65 and Series 63 licenses. He has been with the firm since 2026. Prior to this, he worked in various roles outside the financial industry, including positions at Universal Studios, JetBlue, H&R Block, and Gideon's Bakehouse. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers advisory programs through a network of Investment Adviser Representatives and third-party asset managers, focusing on matching client needs to suitable program models and discretionary managers.

Thomas Howell is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Fairwinds Financial Services, Inc. since 2001 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services and platforms, including financial planning, model portfolio programs, and third-party asset management, supported by advanced research and operational tools.

Mark Hopler is a CFP® with 23 years of industry experience. He has been with Ameriprise since 2002, currently serving as a financial advisor in Winter Garden, FL. Outside of his advisory role, he owns and operates a retail business, Orlando Spa Oasis. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm provides tailored, research-driven recommendations and a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

William Lee Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 designations and has held positions at Foundation Risk Partners, Advus Financial Partners, CommonGood Capital, and CNL Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Michael Osborn is a financial advisor with Wells Fargo Clearing in Melbourne, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at JPMORGAN Securities LLC for seven years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he owns a small business selling novelty T-shirts. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erin Long is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. She has worked with Thrivent Financial and Fidelity Investments throughout her career. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial planning topics. The firm offers separate planning and managed-account services with periodic reviews and does not provide portfolio management for institutional clients.

Patrick Thompson is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. He previously worked at Carillon Tower Advisers, Inc. and Eagle Fund Distributors, Inc. 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, institutions, and municipal entities, offering financial planning and advisory services that emphasize non-discretionary investment consulting supported by a range of portfolio management options.

Sidney Linehan is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He previously served as an Investment Consultant (2022-2023) and Planning Consultant (2021-2022) at Fidelity Investments. In his current position, Sidney acts as a point of contact to help guide clients through customized financial plans tailored to meet the unique needs of individuals and their families. Sidney works closely with clients to specify their retirement goals, develop strategies to build towards retirement, identify short-term and long-term opportunities, and maintain ongoing relationships for future financial planning needs. His experience spans a range of client-focused financial consulting roles within Fidelity Investments. Outside of his professional work, Sidney’s personal interests include beach activities, camping, fishing, fitness, movies, and outdoor adventures.

Courtnay Thompson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2016 and previously worked at Target for one year. Outside of advising, she is a general partner and managing member of businesses involved in rental car services and trucking. 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 and profit-sharing plans, corporations, and charitable organizations.

Kimberly Lastowicka is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Manning and Napier, RBC Wealth Management, and Maggio CPAs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Winnona Grabe is a financial advisor with UBS Financial Services, holding a Series 63 designation and 29 years of industry experience. She has been with UBS and its predecessor, Painewebber, since 1991. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Katherine Viola is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset thresholds. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, combining research, modeling, and tax analysis to support retirement planning within its managed accounts framework.

Ann Adams is a Certified Financial Planner (CFP®) with 24 years of experience in the financial services industry. She is currently affiliated with Morgan Stanley, where she has worked since 2023, and previously held roles at Valic Financial Advisors and Agia. Adams serves as president of the Orange County Toastmasters Club in Orlando, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools to help clients develop and maintain financial plans.

Paul Piscitelli is a financial advisor at Cetera with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Cetera Advisors LLC since 2013, as well as a brief tenure at the US Census Bureau in 2020. Outside of his advisory role, he serves as treasurer and handles bookkeeping for the Trafford Park HOA on a volunteer basis. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment strategies.

Taylor Brown is a financial advisor at Merrill in Orlando, FL, holding a Series 66 designation with nine years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015 and at Bank of America, N.A. since 2019. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines internal Chief Investment Office teams and third-party managers to implement portfolio management, trading, and custody support.

Robert Brown is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping clients develop personalized financial strategies that address their unique goals and priorities. His areas of focus include college education planning, family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and retirement income. Robert holds a Bachelor's Degree and a Master's Degree from the University of West Florida. He has earned the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning. Through a disciplined and personalized approach, he assists clients in navigating financial decisions and adapting strategies to their evolving life circumstances. Outside of his professional work, Robert engages in personal interests such as adventure sports, skydiving, spending time with his family, watching movies, writing, and practicing yoga.

Jason Diaz is a Planning Consultant who specializes in helping individuals, families, and business owners make confident financial decisions and build a stronger financial future. He focuses on understanding each client's unique goals, values, and circumstances to co-create personalized financial strategies. Jason works with clients across various financial areas including retirement planning, investing for the future, wealth management, and navigating major life transitions. His professional experience includes roles at Fidelity Investments where he served as Director Retirement Planner from 2025 to 2026, Investment Solutions Representative from 2023 to 2024, and High Net Worth Associate from 2022 to 2023. Prior to that, he worked as a Wealth Management Associate at Spartan Capital Securities, LLC from 2019 to 2021. Outside of his professional work, Jason has interests in cars, family activities, fitness, museums, and swimming.