Kyler Stokes is a financial advisor at Cambridge Investment Research Advisors with the Series 66 designation. He has less than one year of industry experience, having previously worked at Equitable Advisors and in other roles outside the financial sector, including at Walt Disney World and Loews Hotels. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals, offering both discretionary and non-discretionary management across multiple platforms and custodians.

Joshua Strange is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2018. His prior experience includes roles at Good Life Advisors, LLC, SunTrust Advisory Services, BB&T Investment Services, and Ameriprise. He also manages an independent advisory firm, Good Life Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory platforms, including model portfolios, third-party asset management, and institutional programs, supported by technology tools for operational and research assistance.

Ally Monteagut is a financial advisor at Morgan Stanley in Winter Park, FL, holding a Series 66 designation with 12 years of industry experience. Prior to joining Morgan Stanley in 2021, Ally worked at Wells Fargo Clearing from 2016 to 2021. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved tools to develop financial plans.

Corey Dangelo is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2014. Outside of his advisory role, he was involved with the Wagon Wheel Flea Market and the University of Central Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

David Cross is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. Prior to his current role, he has also worked with Bank of America, N.A. since 2003. Outside of his advisory work, Cross serves as Treasurer for the Mennello Museum of American Art and the Winter Park Health Foundation, and he is an advisory board member for Mead Botanical Gardens. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Paul Zirakian is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera since 2024 and also operates Ancient Oak Wealth Management, a financial services DBA. His previous experience includes roles at Ameriprise and Raymond James & Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a broad range of program structures and custodial relationships.

Christopher Brach is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He has been with Bank of America, N.A. and Merrill since 2019, following three years at Wyndham Grand Orlando Resort Bonnet Creek. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Thomas Cleary is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked for UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory career, he is involved in private real estate investments through family and partnership LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Bradford Hahn is a financial advisor with Edward Jones in Oakland, Florida, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Brook Furniture Rental from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Justin Moreno is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Bank of America, Charles Schwab, and TD Bank. 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 institutional accounts.

Noel Brewer is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Wells Fargo. Brewer is based in Orlando, FL. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and other entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.

John Ashworth is a Series 66 licensed financial advisor with Morgan Stanley in Winter Park, FL, and has 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as Treasurer for the Parkinson Association of Central Florida and assists the Foundation for Seminole County Public Schools by reviewing and providing feedback on their budget and financial strategy. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients with tailored financial planning, managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone planning.

Matthew Kelly is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment insights from its Global Investment Committee.

Jared Silverman is a financial advisor at LPL Enterprise with the Series 66 designation and 13 years of industry experience. He previously worked at Oppenheimer for 10 years before joining LPL Enterprise in 2026. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, along with affiliated trust and insurance services.

Linda Xue is a financial advisor with UBS Financial Services in Maitland, FL, holding a Series 66 license and three years of industry experience. Prior to joining UBS Financial Services Inc. in 2021, she worked at UBS Business Solutions AG from 2018 to 2021 and Ernst & Young from 2014 to 2018. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Matthew Phelps is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2015 and also operates Phelps Product Development LLC. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Erik Abraham is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Allianz Life Financial Services, and The Prudential Insurance Co. of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Maximilian Gold is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he owns Fluorescent Village, LLC, 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 separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Dylana Hopler is a financial advisor with Ameriprise in Winter Garden, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income recommendations.

Arly Manigat is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through an integrated wrap fee program and managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and multiple asset allocation strategies.