Rasheeda Brix is a financial advisor with UBS Financial Services in Winter Park, FL, holding a Series 66 license and having 16 years of industry experience. She has been with UBS Financial Services since 2015. 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 delivers advisory work using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Richard Sanfilippo is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a planning process that incorporates structured discovery conversations and firm-approved tools to model financial outcomes.

Justin Holmes is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Charles Schwab since 2019 and previously spent 10 years at TD Ameritrade. He is based in Westlake, TX. 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 mix of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a centralized operational structure.

Stanley Sargent serves as a Vice President and Resident Director at Merrill Lynch Wealth Management. With 43 years of experience in the financial services industry, including 33 years at Merrill Lynch, he assists clients in developing strategies to manage their financial futures. Stan is a 1980 graduate of the University of Florida Business School and has earned the Chartered Financial Consultant (ChFC) designation from The American College. Stan's expertise includes family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. He is a member of the Merrill Families of Children With Disabilities Program, which integrates strategies for families with special needs children. His approach emphasizes long-term financial strategies covering investments, insurance, and lending solutions, focusing on setting objectives, devising appropriate strategies, implementing advice, and actively reviewing progress. In addition to his professional work, Stan is involved with community organizations such as Nathaniel's Hope and Quest INC. He is also interested in baseball, cooking, football, golfing, and woodworking.

Roger Marks is a financial advisor with Mass Mutual Investors Services in Winter Park, FL, holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Mass Mutual Investors Services since 1983 and associated with MassMutual Life Insurance Company since 1976. Beyond his advisory role, he is involved in several business ventures including managing members and partnerships in real estate and hospitality sectors and ownership in restaurant and bar operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs structured, collaborative financial planning engagements using advanced analytical tools and offers a range of investment and educational programs.

Juliana Salazar Rojas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America, in addition to multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Coto is a financial advisor at Charles Schwab with 12 years of industry experience. He has been with Charles Schwab since 2014 and previously worked for Universal Orlando from 2001 to 2017. Outside of his advisory role, he is a partner and production manager at Ambercast, LLC, a company involved in the development and production of entertainment media projects and related retail products. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated services. The firm offers a combination of non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized custody and operational support.

Alberto Herran is a financial advisor with Ameriprise in Orlando, FL, holding the ChFC® and Series 66 designations and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is a co-owner of Penacacabarga Enterprises, Inc., which operates a retail supermarket, and is involved in managing his Ameriprise business through H & M Partners, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide non-discretionary, tax-efficient recommendations delivered by a centralized consulting team.

Daniel Trivison is a financial advisor with LPL Financial in Maitland, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at LPL Financial since 2017 and was previously with National Planning Corporation from 2005 to 2017. He has also operated Daniel Trivison & Associates since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Verano is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Albert Ray III is a financial advisor with Raymond James Financial in Winter Park, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James and its affiliated entities since 2011. Outside of his advisory role, he is a co-founder and owner of Ray Behavioral Wealth, PLLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary investment consulting and financial planning, utilizing asset allocation analysis and firm research to develop tailored recommendations.

Lewis Salvati is a Series 66-licensed financial advisor at Cetera with one year of industry experience. He has held positions at Regions Bank, Equitable Advisors, and New Era Life Insurance Company, among others. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to various program structures and third-party managers.

Michael Serrano is a financial advisor at Charles Schwab with a Series 66 designation and three years of experience. His prior work includes roles at TD Bank, State Farm, and Columbia Sportswear, along with 14 years in full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm operates a large-scale, integrated advisory platform combining non-discretionary client relationships with access to affiliated discretionary managed accounts and alternative investments.

Nathan Green is a financial advisor at Charles Schwab with seven years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes roles at First Horizon and Suntrust Advisory Services. 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 a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Maan Halees is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Enterprise, Halees has been involved with multiple organizations including Concert Golf Partners, The Fathers Table, and MTMR Surgical Group LLC. Outside of advisory roles, Halees has professional experience spanning diverse industries such as surgical group management and golf partnerships. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance product sales through an integrated platform.

David Withee Jr. is a Series 66 licensed financial advisor with J.P. Morgan Securities in Orlando, FL, bringing 15 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Withee Consulting. Outside of finance, he owns Withee Chocolates, a small chocolate business, and serves as Treasurer and Director for The Orlando Ballet, Inc., as well as a Council Member for the UCF College of Arts and Humanities Executive Council. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products and strategies.

Jose Paradela is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He also spent time at the University of Central Florida. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Nichole Godwin is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley since 2016. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Kenneth Hountz is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a partner in Starr Guitars, a business focused on the manufacture and repair of guitars. 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 advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jack Thompson is a financial advisor at Equitable Advisors in Orlando, FL, holding a Series 66 designation. He joined the firm in 2026 and has prior work experience in automotive sales and education. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing various third-party asset managers and offering both advisory and brokerage channels.