Eric Fraser is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Charles Schwab since 2008 and was previously with TD Ameritrade from 2022 to 2024. 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’s model combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Brian Kelley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James & Associates since 2018 and previously worked at Raymond James in 2017. Prior to his financial career, he studied at Florida State University from 2013 to 2017. 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 broad range of clients including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joseph Bellini III is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lawrence Marsh III is a financial advisor at Raymond James Financial with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Marsh is also affiliated with Winter Park Wealth Group as a financial advisor. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension plans, corporations, and institutional clients by providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

Austin Braun is a CFP® professional with 13 years of experience in financial advising, currently with Raymond James Financial Services Advisors Inc. in Orlando, FL, where he has worked since 2016. He is also associated with Edgewater Family Wealth and owns BPV Financial LLC, a company created to manage business income distributions. 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 institutional clients. The firm offers customized, non-discretionary financial planning and supports a broad advisor network with specialized services such as municipal finance and SIMPLE IRA employer advisory programs.

Jorge Mendez is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab since 2011, totaling 15 years at the firm. 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 and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Brooke Bierman is a financial advisor at Charles Schwab in Atlanta, GA, holding a Series 66 designation. Their work history includes roles at Charles Schwab Bank, Charles Schwab, Dexian, Nomads, and the University of Florida. Charles Schwab & Co., Inc. 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’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment selection process.

Kerry Farr is a financial advisor at Merrill with 10 years of industry experience. He has been with Merrill since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Farr serves as a part-time proctor for ACT testing. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caden Emerson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked in various roles at Dollar General and Home Depot while completing his education. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice that incorporates investment research and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Jean Vila Vilella is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He has been with J.P. Morgan Securities since 2013 and also worked at JPMorgan Chase Bank, N.A. from 2013 to 2018. Vila Vilella holds a Series 66 designation and is based in Orlando, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process that integrates quantitative and qualitative research to build model asset allocations, with recommendations incorporating ESG criteria where applicable.

Benjamin Strait is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He specializes in building relationships with clients and their families by understanding their financial priorities and co-creating wealth and investment plans tailored to their needs. His approach includes clarifying the planning and investment process to help clients gain confidence in their financial strategies. Prior to his current role, Benjamin worked at Charles Schwab for nearly two decades, serving as a Senior Financial Consultant from 2005 to 2017 and as a Senior Portfolio Consultant from 1998 to 2005. This extensive experience has contributed to his expertise in financial consulting and portfolio management. Outside of his professional career, Benjamin has interests in board games, cooking and baking, fishing, social events with friends, parenthood, and traveling.

Christina Mobley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with PFS Investments Inc. since 2014 and has longstanding ties to Primerica entities dating back to 1998. Outside of her advisory role, she is self-employed as a tutor and owns Orlando Creative, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Gabriel Masri Alvarez is a financial advisor with Ameriprise in Winter Park, FL, holding Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., and is a co-owner of Masri LLC, a business involved in vending machine services and online sales. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to provide tailored recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Justin Selig is a Financial Consultant currently with Fidelity Investments, a role he has held since 2021. He collaborates with clients to develop customized financial plans tailored to their objectives, continuously adapting these plans to accommodate changes in life circumstances and financial markets. Justin's professional experience includes serving as Vice President and Financial Consultant at Charles Schwab & Co. from 2016 to 2021, following his tenure as an Associate Financial Consultant at the same firm from 2015 to 2016. Prior to that, he held positions at Fidelity Investments as an Investment Solutions Representative and Financial Representative in 2014 and 2015. He holds a California Insurance License.

Camoy Kotlyarov is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC since 2019, including a role at JPMorgan Chase Bank, N.A. Prior to that, he was employed at American Income Life in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program. The firm emphasizes a non-discretionary approach with asset allocation advice, manager searches, and customized performance reporting supported by centralized due diligence and incorporates ESG considerations in its recommendations.

Alexus Few is a financial advisor with OSAIC in Eustis, Florida, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC, Alexus worked at Securities America Advisors and Securities America, Inc. Outside of advising, Alexus owns and manages a financial services business focused on administrative work, proposals, and client account servicing. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party money manager programs.

Kristina Halverson is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and three years of industry experience. She previously worked at The Advisory Group for four years and has experience at the U.S. Census Bureau. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes research-driven investment strategies and diversified portfolio management.

Tina Miller is a financial advisor at Merrill with 19 years of experience at the firm and holds a Series 66 designation. She serves as a board member for Seniors First Inc., a nonprofit organization focused on senior health programs and meals on wheels. 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, and institutions.

Lana Bull is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018, following three years at Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by proprietary tools and research.

Richard Snipes is a financial advisor with Raymond James & Associates in Sanford, FL, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Raymond James & Associates for 24 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.