Leigh Lyon is a Series 66 licensed financial advisor with Edward Jones in Sanford, FL, where he has worked since 2008, accumulating 18 years of industry experience. He participates in several community and educational volunteer activities, including teaching financial literacy classes through Junior Achievement and supporting local public schools in Seminole and Orange counties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions and a nationwide network of financial advisors.

Robert Ross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2014 and has been with First Federal (Scb&T) since 1999. Ross serves as a city council commissioner on the board for the City of Saluda, North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Carlos Travieso is a financial advisor with Thrivent Investment Management in Oviedo, FL, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning that can be combined with managed-account programs under a consolidated billing arrangement, while keeping planning and portfolio management services separate.

Ty Christian Bissen is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and four years of industry experience. He has previously worked at Fis, T. Rowe Price, King Soopers, and the University of Colorado. Outside of his advisory work, Bissen is involved in buying and selling trading cards, including sports and collectible cards, managing grading submissions and inventory records. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments. The firm’s scale and integrated structure provide centralized advisory, custody, and trading services across a large client base.

Suzette Davis is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2014. Prior to that, she was employed at UBS Financial Services and briefly operated Laurette Joan Boutique. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates quantitative and qualitative research to build model asset allocations.

Mona Kerlew is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she works directly with clients to provide financial planning and guidance tailored to their individual needs. She has been with Fidelity Investments since 2022, progressing through several roles including Customer Relationship Advocate, Investment Solutions Representative I, and Investment Solutions Representative II. Through these positions, Mona has developed expertise in client relationship management and investment solutions. Outside of her professional work, Mona enjoys art, spending time at the beach, social events with friends, and traveling.

Daniel Hughes is a Financial Advisor specializing in wealth management strategies at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans aligned with their goals and changing market conditions. Daniel leverages the investment insights of Merrill and the banking services of Bank of America to support clients' financial objectives. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Daniel completed his high school education at Wildwood High. His approach emphasizes understanding what matters most to clients and their families to help create effective strategies aimed at pursuing their financial goals.

Fiona Walker is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018, following four years at Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, and offers financial planning and investment consulting with a primarily non-discretionary approach.

Michael Curatolo is a financial advisor with OSAIC based in Windermere, FL, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has been associated with GeorgetownTown Capital Group since 1990 and continues to serve clients under this entity alongside his role at OSAIC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation, portfolio optimization, and provides various managed account solutions and third-party manager options.

Daniel Raulerson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2013. Outside of his advisory role, he owns and operates a DJ services business and a retail business selling bulk toiletries on Amazon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Vickie Lacroix is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing and Bbtis since 2013. 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 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.

Daniel Gonzalez is a Series 66-licensed financial advisor with J.P. Morgan Securities in Orlando, FL, with seven years of industry experience. He has been with J.P. Morgan Securities since 2019 and concurrently associated with JPMorgan Chase Bank, N.A. since 2017. Prior to that, he worked at av guys for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a non-discretionary program.

John Neenan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and having 22 years of industry experience. He previously worked at Euro Pacific Capital, Inc. for 12 years before joining Wells Fargo Clearing in 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

John Beavers is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with business owners, corporate executives, and affluent families to develop and implement personalized wealth management plans. His expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management services, tax minimization, and personal retirement planning. John began his financial advising career in 1998 and joined Merrill and its predecessor firm Banc of America Investments in 2002. He has an extensive background in customized client investment portfolios, budgeting, cash flow analysis, wealth transfer strategies, fixed income portfolios for income, retirement planning, and cash management and lending through Bank of America, N.A. He holds a Bachelor’s degree and an M.B.A. from Stetson University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. John resides in Orlando with his wife Natalie and their two children. He is active in the local community and volunteers across several organizations. Outside of work, he enjoys golfing, skiing, traveling, and spending time with his family.

Jeffrey Ramsey is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at firms including Atlantic Capital Advisors and Morgan Keegan & Company, LLC. In addition to his advisory work, he is involved in selling fixed annuities through Atlantic Insurance Group. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad array of financial products.

Rob Tyner is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he serves as a primary financial partner to his clients, helping them navigate the financial landscape and develop customized plans tailored to their goals and preferences. Prior to becoming a Financial Consultant, Rob held various roles at Fidelity Investments, including Investment Consultant (2019-2021), Relationship Manager (2019), Central Relationship Manager (2018), Investment Solutions Representative (2017-2018), High Net Worth Representative (2017), High Opportunity Representative (2016-2017), and Financial Representative (2016). Throughout his tenure at Fidelity Investments, Rob has gained experience in investment consulting, relationship management, and client services. His approach focuses on understanding clients' full financial situations and assisting them in making complex financial decisions manageable. This experience underpins his current work in providing personalized financial consulting services.

Jacob Morgan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL. He holds a Series 66 designation and has been in the industry since 2026. Prior to his current role, he has experience working at firms including Greystar and Michael Clark CFP, alongside various roles in the service industry and education. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Susan Conroy is a ChFC® credentialed financial advisor with 21 years of industry experience. She is currently with Ameriprise and previously worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2014 to 2023. She is also employed as a wealth advisor with Centennial Financial Services. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research-driven modeling and tax-efficient strategies, with an emphasis on managing assets within Ameriprise accounts.

Sherrie Jones is a financial advisor at Morgan Stanley in Maitland, FL, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools to help clients model outcomes.

Robert Thrift Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Summit Financial Group. He has been with Cetera and its affiliated entities since 2019. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors, utilizing a multi-manager platform with various program structures and investment options.