Christopher Strickland is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Triad Advisors, Equitable Advisors, Axa Advisors, and Under Armour. Outside of his advisory work, he teaches a 13-week personal finance course at the University of Central Florida’s Wesley Foundation. OSAIC Wealth provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment process with portfolio optimization and offers a range of programs such as managed portfolios, Unified Managed Accounts, and retirement plan consulting.

Jennifer Herzog is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to develop personalized financial strategies tailored to their individual goals and changing market conditions. Jennifer leverages investment insights from Merrill and the banking and lending resources of Bank of America to support her clients' wealth management needs. Jennifer holds a Bachelor's and a Master's Degree from Florida State University. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to the community, Jennifer participates in volunteer activities with local organizations, reflecting the Merrill tradition of community involvement.

David Green is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Outside of his advisory role, he has involvement in commercial real estate ownership. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lisa Stewart is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has held positions at Wells Fargo Clearing and Prudential Equity Group, LLC prior to joining Morgan Stanley in 2020. Stewart also serves as a trustee for a trust in Windermere, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Howard Harris Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing decades of experience in providing wealth management services. He began his career with Merrill Lynch Wealth Management in 1986 in Miami, Florida, before relocating to Orlando, Florida in 1993. Throughout his career, Howard has held various roles, including sales manager and Senior Resident Director in the Orlando and Winter Park offices, a position he held for over 10 years until 2009. Howard specializes in developing goals-based wealth management strategies tailored for high-net-worth individuals, their families, and their businesses. He employs a range of financial tools such as Tax Free Municipal Bond Portfolios, Managed Portfolio Strategies, Liability Management, and Estate Planning Services to offer a comprehensive approach to his clients' financial goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree in Finance and Business Management from the University of Miami. Residing in Winter Park, Florida with his wife Suzy, Howard is an avid golfer and is active in several local charities, including Habitat for Humanity and the Boys and Girls Club of Central Florida.

Elvis Abreu is an advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at the Office of Healthy Aging and Rhode Island College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of funds and model portfolios, incorporating oversight controls and systematic methodologies.

Nichole Leland is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America for twelve years. Outside of her advisory role, she operates a resale clothing business and works as an independent contractor in electricity sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered through intermediary platforms.

Josephine Oliva is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 1993. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through various management approaches and overlays.

Barbara Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in managing new wealth, personal retirement planning, and addressing the financial needs of women. Barbara is dedicated to providing personalized wealth management strategies that align with her clients' life priorities and goals. With over 40 years of experience working in retirement communities, Barbara understands the importance of considering longevity risk in portfolio allocation. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned a Bachelor's Degree from Arizona State University. Barbara is also involved with Junior Achievement, serving as a Financial Literacy Mentor. In addition to her professional work, Barbara spends time volunteering in the community. Her personal interests include cooking, ice hockey, traveling, and writing.

Thomas Bray is a financial advisor at Cetera with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles within Cetera firms since 2016. Prior to his financial services career, he spent five years at Disney. Outside of finance, Bray owns a business raising and selling corals and tropical fish online. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform, providing access to affiliated and third-party managers across various program structures.

Matthew Douce is a financial advisor with Mass Mutual Investors Services in Orlando, FL. He holds the ChFC® designation and Securities Series 65 and 63 licenses, with 14 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities from 2015 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to support collaborative, goal-based planning.

Adad Bauger serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and introduces them to the solutions available through Merrill and Bank of America. His focus is on empowering clients with information and tools to manage their financial lives effectively. Adad holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Central Florida. His approach centers on assisting clients in identifying their priorities to develop strategies aligned with their financial objectives.

Dexter Grafton is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2013 to 2024. Outside of his advisory role, he is involved with Archelyst, a business he owns, and WildWondri, which provides education services. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jeffrey Crawford is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2013 in Orlando, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Russell is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Isabelle Otero is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A., Merrill, SunTrust Bank, and SunTrust Investment Services, Inc. during her career. 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 supported by internal CIO teams and third-party managers for a range of clients including individuals and institutions.

Thomas Duff is a financial advisor with Raymond James Financial in Celebration, FL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1992 and with Raymond James Financial since 2009. Outside of his advisory role, Duff serves as an officer and treasurer for a nonprofit organization and owns a support company in Maine. 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, corporations, and institutions. The firm delivers tailored, non-discretionary planning and consults using risk profiling and analytical modeling, supporting clients through its advisory programs and a large advisor network.

Chris Schilmoeller is a CFP® and Series 66-licensed financial advisor with Edward Jones in Orlando, FL, where he has worked since 2018. He has eight years of industry experience, including ten years with The Fellowship of Catholic University Students prior to joining Edward Jones. 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 supported by a large national network of advisors and branch offices.

Kent Thorsen is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James & Associates, Inc. and spent a year at the University of Tampa. Thorsen has a 20% ownership interest in Thunder Consultants LLC dba Thorsen Hixenbaugh Kovaleski Wealth Advisors, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu to clients meeting a net-worth threshold, including specialized services such as business-owner transition and special-needs planning.

Kevin Mc Nair is a financial advisor at J.P. Morgan Securities in Orlando, FL, with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist and SunTrust Banks, Inc. among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.