Sam Bellamy is a CFP® with 27 years of industry experience, currently affiliated with Morgan Stanley in Winter Park, FL. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and firm-approved tools, with services that include but do not extend to individual security recommendations.

Chance Bush is a financial advisor with Primerica Advisors in Apopka, FL, holding a Series 65 credential and three years of industry experience. His career includes roles at National Staffing Solutions and Primerica Financial Services. Outside of advisory work, he is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-based recommendations managed by unaffiliated asset managers.

Robert Emerson Jr. is a financial advisor with Ameriprise in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Brent Sheppard is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and having 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. He is also a member of Cadence Financial Management, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and a collaborative approach to deliver written recommendations tailored to client goals.

Parker Harris is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with Merrill in 2013, advancing to the Premier Client segment at Merrill Edge Self Directed in Jacksonville, FL. Parker currently works with the Harris Wojcik Wealth Management team in Winter Park, Florida, where he focuses on a goals-based wealth management process and utilizes global resources and online technology to assist clients in pursuing financial lifestyles meaningful to them. He holds the Chartered Financial Consultant® designation and is a CERTIFIED FINANCIAL PLANNER® certificant. Parker also has credentials as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Applied Economics from Florida State University. Parker lives in Winter Park with his wife and four children. His personal interests include playing golf and watching Florida State athletics.

Sandra Brooks is a Series 66-licensed financial advisor with 29 years of industry experience. She has worked at Merrill since 2007, including a prior period at Morgan Stanley from 2018 to 2022. Outside of her advisory role, she is a sole owner of a rental property in Virginia Beach, VA. Merrill provides managed account services to a broad client base through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies integrated within Bank of America's platform.

Timothy Kelley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

Bruno Faria Amoroso is a financial advisor with Charles Schwab based in Orlando, FL. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Schwab Wealth Advisory, Inc., he worked at Charles Schwab & Co., Inc. and held roles in various other companies across different sectors. 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 advice and access to discretionary managed accounts. The firm is notable for its large scale, integrated service model, and a comprehensive suite of advisory, brokerage, custody, and cash-sweep services.

Isai Turcios Cristales is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 designations and bringing seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has also worked at Wells Fargo Bank, NA and Altice Optimum. 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 approach is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored plan objectives and risk tolerances, and includes a broader range of financial product options than typical for large institutional advisers.

Alexander Jermain is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2023. Prior to this, he was with Evershore Financial Group and Minnesota Life Insurance Co, among others. Outside of his advisory role, he serves as Vice President of a Central Florida chapter of BNI, an international networking organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Tayler Gold is a Series 66 licensed financial advisor at Charles Schwab with 20 years of industry experience. Gold has been with Charles Schwab since 2008. 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 a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jonathan Lawrence is a financial advisor at Morgan Stanley in Winter Park, FL. He holds a Series 66 designation and joined the firm in 2026. Prior to joining Morgan Stanley, he worked at Spider Web Analytics LLC and has experience in analytics and education at Furman University and Lake Howell High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Bradley Peil is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018. Outside of his advisory role, he volunteers as a golf ball spotter at The Master's golf tournament, providing real-time data for CBS Broadcasting during the event. Charles Schwab serves a large client base primarily composed of 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 and discretionary investment management, integrating multi-asset model portfolios with centralized custody and brokerage services.

Kirill Leonov is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he works with clients to build, implement, and develop comprehensive financial plans aimed at helping them reach their personal financial goals. Kirill emphasizes the importance of cultivating appropriate financial strategies through careful budgeting and leveraging the tools and resources available at Fidelity Investments to support his clients' needs.

Bruce Rivera is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Regions Bank from 2015 to 2018. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erik Johnson is a financial advisor with Cetera in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2015 and has also been associated with Regions Bank since 2010, where he serves as a wealth advisor involved in customer service and a range of banking products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting discretionary and non-discretionary account structures across diverse program options.

Randall Holmquist is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2009. Outside of his advisory role, he owns HIELO USA LLC, a retail business based in Orlando, 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Russell is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and two years of industry experience. Before joining Ameriprise in 2023, he worked in construction and education-related roles. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach emphasizes dependable income sources, tax-aware withdrawal strategies, and incorporates proprietary investment research and algorithmic tools.

Jose Rincon is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 63 designation and 26 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 1999 and previously at Optionsxpress, Inc. for five years. Rincon is also a sole owner of two rental properties managed by a professional company. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 a multi-asset model portfolio investment approach supported by centralized operational and supervisory structures.

Jason Maniscalco is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following six years with MBSC Securities Corporation. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, including scenario modeling, and serves clients through both direct relationships and corporate agreements.