Eric Lasso is a CFP® professional with 24 years of industry experience, currently serving at Edelman Financial Engines in Orlando, FL. He has been with the firm and its predecessors since 2015, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term management.

Theresa Williams is a Certified Financial Planner (CFP®) with 30 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2016, and previously held roles at Wells Fargo Advisors and Wachovia Bank. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Myles Johnson is a Series 66-registered financial advisor with Morgan Stanley in Orlando, FL, bringing one year of industry experience. Prior to joining Morgan Stanley, he worked at Kimberly-Clark Corp. for four years and Royal Caribbean Group for another four years. Morgan Stanley Wealth Management offers a wide array of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Tyson Smith Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with various Raymond James entities since 2012 and is based in Orlando, FL. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

Chang Osurman is a CFP® with five years of industry experience, currently serving at Charles Schwab & Co., Inc. in Orlando, FL. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade for three years and has held roles ranging from a sole proprietorship to positions outside the financial industry, including work at Snohomish County District Court and the University of Hawaii at Manoa. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by its integrated brokerage, custody, and advisory platform.

Jordan Schaefer is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity, Schaefer worked at Equitable Advisors and AXA Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using proprietary research combined with quantitative analysis and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, serving both retail and institutional investors.

Christopher Steel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo in 2020. Outside of his advisory role, he serves as a board member for The Kingston HOA in Daytona Beach Shores, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Swift is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Charles Schwab since 2023 and previously spent 10 years at Equitable Advisors and 7 years at Axa Advisors, LLC. He serves as a board member for JC Rawls - FFAC Foundation Inc., where he participates in strategic planning. 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 centralized custody and operational infrastructure.

Anthony Donini is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Anthony Donini CPA PA from 1992 to 2024. He serves as treasurer for the Davenport Glen Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform enabling advisors to implement model portfolios, select third-party managers, or build bespoke strategies across various program structures.

Victor Panos is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was with Bank of America, N.A. and Merrill from 2012 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support client strategies.

Lisa Batcho is a Senior Financial Advisor based in the Seminole County office in Heathrow, Florida. She is affiliated with Merrill Lynch Wealth Management and has over 30 years of experience in the financial services industry, having worked at both Bank of America and Merrill. Lisa specializes in delivering advice on retirement, education, insurance, and estate planning services. She assists affluent clients with wealth accumulation, growth, preservation, and legacy transfer. Her expertise includes personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Lisa earned a Bachelor of Science degree in Business/Management from the State University of New York at Buffalo and furthered her education through the Wharton School of Executive Education. She holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. and the Personal Investment Advisor (PIA) designation. Lisa develops customized strategies that incorporate investment and insurance products as well as banking and lending services from Bank of America to meet her clients' retirement and estate planning needs. In addition to her professional work, Lisa lives in Seminole County and enjoys sports and fitness. She is involved in community activities, including participating with Heathrow Womens Club Charities.

Marc Zurich is a financial advisor with J.P. Morgan Securities LLC in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Blaise Benoist is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He has been with Raymond James since 2012. Benoist is also president of Benoist Wealth Strategies, Inc., an independent contractor entity supporting his advisory work. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored investment recommendations.

Nina Kirchhoefer is a financial advisor with Merrill in Winter Park, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has been with Merrill since 1988 and associated with Bank of America since 2009. Outside of her advisory role, she assists with bill payments and financial transactions for family-owned aviation businesses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, and other fiduciaries.

Peter Krzyzak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 32 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 services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeannette Funi is a financial advisor at Edward Jones with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Truist Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Robert Harvie is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a general limited partner and manager of the Harvie Family Limited Partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Brandon Shepard is a financial advisor with Charles Schwab in Orlando, FL, holding Series 65 and Series 63 licenses and two years of industry experience. His background includes roles at Charles Schwab Bank, BNY, and R2 Unified Technologies, as well as academic positions at Florida Atlantic University. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Cliff Worthylake is a financial advisor at Charles Schwab with a Series 66 designation and over three years of experience in the industry. His prior roles include positions at WA Global, Amazon, and Gregor Media Group. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Darryl Lobo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. His prior experience includes roles at Wamu Investments and Washington Mutual. J.P. Morgan Securities LLC provides institutional consulting services to 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 affiliated brokerage and investment management capabilities.