Scott Morris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based planning on topics such as retirement, tax, estate, and special needs without managing client portfolios directly. The firm combines planning with managed-account programs while keeping the services separate and conducts periodic reviews of its recommendations.

Paul Prewitt is a financial advisor with Ameriprise in Longwood, FL, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed 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, non-discretionary advice through a centralized consulting team.

Ellen Fuller is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and previously worked at Rockefeller Financial LLC and Merrill, where she spent over two decades. Outside of her advisory role, she is involved with Continental Resources, a family-held business engaged in exploratory drilling for oil and gas. 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.

Keith Heslin is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, MassMutual Life Insurance, and as an independent insurance agent. Outside of his advisory role, Heslin also engages in insurance brokerage, specializing in life, disability, and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning, advisory programs, and retirement consulting supported by in-house and third-party research.

Sylvia Presley is a CFP®-designated financial advisor with 31 years of industry experience, currently with Cetera. She previously spent 30 years with Avantax-related firms and has operated S C Presley and Co., Inc., providing accounting and tax preparation services since 1987. Presley serves as a trustee for multiple trusts and has held volunteer leadership roles in the Financial Planning Association of Central Florida. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.

Michael Argenbright is a financial advisor with LPL Financial in Altamonte Springs, FL, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Fifth Third Securities for seven years. He is also a business owner of Jacobs Plantation, LLC in Atlanta, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Brandon Singer is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory work, he is a managing member of Freedom Financial Group, LLC, where he conducts securities investment advisory and insurance business, and he is a co-founder of Brax Capital, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services, using asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Andrew VanTienderen is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he provides guidance to clients on navigating critical financial decisions for themselves and their families. He emphasizes the importance of considering the family system as an integral part of the financial planning process and is committed to developing personalized plans built around clients' family systems to work toward their financial goals. Andrew has been with Fidelity Investments since 2005, holding various positions including Financial Representative, Retirement Relationship Manager, Investment Consultant, Financial Consultant, Vice President Wealth Planner, and now Vice President Private Wealth Management Advisor. His experience spans wealth management, retirement planning, and investment consulting. Outside of his professional work, Andrew's personal interests include baseball, football, lake activities, music, snowboarding, and volunteering.

Brian Baker is a Market Leader at Fidelity Investments, where he focuses on attracting talented individuals who are passionate about serving clients. He leads teams that provide a broad range of financial planning resources and are responsible for client satisfaction, retention, and growth. Brian emphasizes the importance of a positive work environment and values hard work, honesty, and integrity in his professional approach. He has held the position of Vice President, Market Leader at Fidelity Investments since 2014. Prior to this, Brian worked as Vice President and Branch Manager at Charles Schwab & Co., Inc. from 2001 to 2014. His earlier roles include Regional Vice President at TD Waterhouse from 1998 to 2001, Senior Financial Consultant at Charles Schwab & Co., Inc. from 1995 to 1998, and Financial Consultant at Network 1 Financial Securities in 1994.

Adreanne Buigas Lopez is a financial advisor with Fidelity Investments based in Winter Park, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Fidelity, she worked in public education for several years. Outside of her advisory role, she operates Board & Boujee, a charcuterie business specializing in designing and creating charcuterie boards and grazing tables. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Camden Vinton is a financial advisor with Charles Schwab Co., Inc. and holds Series 63 and Series 66 designations. He has two years of industry experience, including prior roles at Copper State Credit Union and various full-time education positions. Charles Schwab 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 models with access to affiliated discretionary separately managed accounts, leveraging its scale and integrated structure to provide centralized custody and comprehensive investment solutions.

Juliana Machata is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2014. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by the Schwab Center for Financial Research.

Jennifer Garcia is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Merrill Lynch Wealth Management. Her background also includes positions outside of finance, such as roles at Fordham University and FTK English. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Sam Bellamy is a CFP® with 27 years of industry experience, currently affiliated with Morgan Stanley in Winter Park, FL. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and firm-approved tools, with services that include but do not extend to individual security recommendations.

Chance Bush is a financial advisor with Primerica Advisors in Apopka, FL, holding a Series 65 credential and three years of industry experience. His career includes roles at National Staffing Solutions and Primerica Financial Services. Outside of advisory work, he is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-based recommendations managed by unaffiliated asset managers.

Robert Emerson Jr. is a financial advisor with Ameriprise in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Brent Sheppard is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and having 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. He is also a member of Cadence Financial Management, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and a collaborative approach to deliver written recommendations tailored to client goals.

Parker Harris is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with Merrill in 2013, advancing to the Premier Client segment at Merrill Edge Self Directed in Jacksonville, FL. Parker currently works with the Harris Wojcik Wealth Management team in Winter Park, Florida, where he focuses on a goals-based wealth management process and utilizes global resources and online technology to assist clients in pursuing financial lifestyles meaningful to them. He holds the Chartered Financial Consultant® designation and is a CERTIFIED FINANCIAL PLANNER® certificant. Parker also has credentials as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Applied Economics from Florida State University. Parker lives in Winter Park with his wife and four children. His personal interests include playing golf and watching Florida State athletics.

Sandra Brooks is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith since 2019, following four years at Morgan Stanley and eleven years previously with Merrill. Outside of her advisory role, she is a sole owner of a rental property in Virginia Beach, VA. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Kelley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2013. 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 diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting services predominantly through non-discretionary relationships.