Robert Maiocco is a financial advisor with Ameriprise in Winter Park, FL, holding Series 65 and Series 66 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and serves a broad client base through a range of advisory, brokerage, and insurance solutions.

Peter Kaufman is a Series 66-licensed financial advisor with Morgan Stanley, based in Orlando, FL, and has 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and Corporate Financial Planning agreements.

Michael Radnothy is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he maintains ongoing involvement with Swell Properties LLC and Remax Realty. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Amy Heapps is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked at OSAIC since 2018. Prior to that, she held roles at Jhfn Sii and multiple fitness-related companies. Outside of her advisory role, she leads advisor engagement and marketing efforts for GenXFinancial and Innovative Financial Group, which provide support services to financial professionals. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an emphasis on asset allocation, risk tolerance, and portfolio construction using a variety of investment vehicles and third-party platforms.

Jason Weese is a Private Wealth Advisor and co-founder of the Weese Harris Group. He was one of the founding members of Merrill Private Wealth Management's office in the Pacific Northwest. Merrill Private Wealth is a network of approximately 350 specialized teams nationwide serving ultra-high-net-worth individuals and families. Jason contributed significantly to the growth of the Bellevue, Washington, Private Wealth office into one of the largest in the country. With over 30 years of experience, Jason advises high-net-worth individuals, families, and businesses on a wide array of complex financial matters. His expertise includes estate planning, philanthropy, alternative investments, control and restricted securities, lending strategies, hedging and monetization, investment banking, and comprehensive wealth planning. He holds the Accredited Private Wealth Advisor designation from Merrill Private Wealth and has been recognized multiple times on Barron's Top 1200 Financial Advisor list, as well as on Forbes Best-In-State Wealth Advisors and Wealth Management Teams lists. Jason earned a Bachelor of Arts degree in Finance from Western Washington University. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation awarded through the Investments & Wealth Institute® in conjunction with the Wharton School of the University of Pennsylvania. He is a native of Lake Quinault, Washington, and resides in Bellevue, Washington. Jason is an active member of Bellevue Downtown Rotary and participates in community involvement with HopeKids AZ. Outside of work, he enjoys basketball, golfing, and watching movies.

Elizabeth Hall is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Signature Wealth Partners. Outside of financial advising, she coaches for the Orlando Rowing Club. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and analytical tools, supporting clients through a broad advisor network and specialized municipal and retirement consulting programs.

Tamara Rodriguez is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Abigail Blanton is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing, she worked at Gill Logistics and Mudpie, and has experience in educational roles at the College of Central Florida and Forest High School. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Miguelangel Gomez is a financial advisor with Fidelity in Winter Park, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in various roles including valet service with Orlando Parking Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Patrick Buchanan is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at Raymond James Financial Services and operating Accurate Concrete and Curbing, LLC. He is also involved in independent insurance brokering specializing in term life insurance. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized Recommendation Reports through a centralized consulting team.

Derek Roy is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including SagePoint Financial and LPL Financial. In addition to his advisory role, he is licensed to provide fixed insurance products. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes advanced asset-allocation tools and multiple platforms to construct portfolios that include a wide range of investment options.

Caroline Prybyl is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021. Prior to this, she held roles at the Central Florida Zoo & Botanical Gardens and several other organizations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models.

Jared Incinelli is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of his advisory role, Jared serves as the head varsity softball coach at The Geneva School of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies that include discretionary and non-discretionary management with diversified investment options.

Michael Bensey is a financial advisor at LPL Financial in Orlando, FL, holding a Series 63 designation with 38 years of industry experience. He previously worked at Ameriprise Financial Services and Kestra Investment Services. Outside of his advisory role, he is involved with Good Life Insurance Agency and Bensey Wealth Management, entities related to insurance and tax purposes. 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 financial planning, portfolio management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Stephen Wytiaz is a CFP® and Series 66 designated financial advisor with Charles Schwab in Orlando, FL, bringing 10 years of industry experience. He has been with Charles Schwab since 2015, including a tenure at Charles Schwab Bank from 2016 to 2017. 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 features a primarily non-discretionary client relationship model supplemented by access to discretionary separately managed accounts and utilizes multi-asset model portfolios, strategic asset allocation, and alternative investment due diligence.

Suzanne Magee Fleming is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since the summer of 1977. Prior to joining Merrill Lynch, she was employed at another financial services firm in New York City. Suzanne works with affluent families, individuals, and women in transition, focusing on areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. She helps clients prioritize their needs and establish quantifiable goals through personal consultation, subsequently developing and implementing customized strategies using a wide variety of financial instruments. Suzanne leads a team of seven, including her son James, who joined in 2011. Suzanne holds a Bachelor of Science Degree in Business Management from Bucknell University and is a Personal Investment Advisor (PIA). She is active in her community as a board member of the Pet Alliance of Greater Orlando and is also a member of the Collaborative Family Law Group of Central Florida. Suzanne and her husband, Mike, reside in Bay Hill. Her personal interests include boating, gardening, and traveling.

Nicholas Harker is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of finance, he has a long-term association with Lowe’s Home Improvement. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary 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.

Joseph Labs is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at MML Investors Services, Weiser Financial, MassMutual Life Insurance Co., Equitable Advisors, and multiple other firms. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager fund structures and model portfolios.

Sydney Eckstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. Prior to joining J.P. Morgan Securities, Eckstein was affiliated with Future Standard and has a background that includes work at Rollins College. J.P. Morgan Securities 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 to offer customized investment solutions.

Rene Crespo is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cetera, Regions Bank, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.