David Wiercinski is a financial advisor with Wells Fargo Clearing in Orlando, FL. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Prior to his current role since 2016, he worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 utilizes research and analytics from the Wells Fargo Investment Institute alongside third-party data to guide its investment approach.

Jay Logan is a CFP® with over 31 years of experience in the financial industry and has been with Robert W. Baird & Co. for 23 years. He is based in Winter Park, FL. Outside of his advisory role, he owns and manages a rental property. He is part of The DDK Group at Robert W. Baird & Co., which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, supported by internal research and a combination of discretionary and non-discretionary investment strategies.

Gregg Hall is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2012. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary investment models and services.

Steven Rosenstock is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and Valic Financial Advisors. Outside of his advisory work, he is involved with Rosenstock Wealth Management LLC, where he solicits and services insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.

Terry Coe is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. He is also affiliated with the University of Florida since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, 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 the Wells Fargo Investment Institute.

Jose Olarte Reina is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2021 to 2025. Outside of finance, he is involved in event planning and hospitality through ownership interests in two related companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research and diversified investment strategies.

Andrew Gartrell is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior work includes roles at Brian Layman Wealth Management and Principal Funds Distributor, Inc. He is also involved in marketing activities for new advisors at Agility Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while maintaining a notable affiliation with a municipal advisor to enhance its public finance work.

Joshua Frieze is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and has prior work history with Pershing LLC and Charles Schwab. Outside of his advisory role, he is a musician performing live music and also operates an Etsy shop where he sells original paintings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Richard Berardo is a financial advisor with UBS Financial Services in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as guardian and trustee for his sister and as personal representative for his mother-in-law's estate. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Luis Alvarez is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab and Walt Disney World. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Kaylyn Van Meter is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity since 2019, serving in various roles including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Kaylyn worked as a Business Development Consultant at Raymond James from 2017 to 2019 and as a Relationship Specialist at Charles Schwab from 2016 to 2017. Her approach to financial guidance emphasizes building trust and understanding through an ongoing partnership with clients. Kaylyn focuses on listening to her clients to gain a deep understanding of their financial and personal priorities, partnering with them to create comprehensive financial plans that provide clarity and confidence throughout different stages of life. She maintains close connections with clients to support them as their goals evolve. Outside of her professional work, Kaylyn enjoys cooking and baking, participating in family activities, following football, gardening, and traveling.

Edwin Wasinger is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously operated Wasinger Insurance Agency, LLC for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment services, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Andrew Petty is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Petty is an investor in a startup video game company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Nickolas Bonk is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab since 2011. Outside of his advisory role, he operates as an eBay seller on a part-time basis. 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 options, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Gregory Natiello is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Charles Schwab 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 with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by due diligence from its financial research team.

Andrew Broughman is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at CUSO Financial Services LP. Outside of his advisory role, he is involved with FAIRWINDS Credit Union and Firkin and Kelgler LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

Adam Goldstein is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following prior roles at Raymond James Financial Services Advisors Inc. and Private Wealth Management at Heathrow. Goldstein serves on the Board of Directors and is Chairperson of the Orlando Health Childrens Foundation. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its planning approach and supports a broad range of advisory, brokerage, and insurance solutions.

Austin Goody is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Samuel Mattei is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping high-net-worth families and business owners develop goals-based wealth planning strategies. He focuses on areas including Family Wealth Management, International Wealth Management, and Sports & Entertainment. Fluent in English, Portuguese, and Spanish, he assists clients with complex financial considerations across borders. With over a decade of experience, Mr. Mattei works closely with business owners and individuals to align their financial resources with their long-term ambitions. He aims to bring clarity to financial complexity, preserve wealth, and create opportunities for clients and the causes important to them. His expertise encompasses wealth planning that extends beyond traditional investing, addressing transitions, legacy planning, and international interests. Mr. Mattei holds a Master of Business Administration from Universidade Pitagoras Unopar, a Bachelor's Degree from the same institution, an Associate's Degree from Universidade Do Sul De Santa Catarina, and a High School Diploma from Escola de Ensino Medio Sarandi. He has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His personal interests include fishing, golfing, music, soccer, and tennis.

Christopher Musick is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2002, including the period when the firm operated as Axa Advisors, LLC. He is based in Orlando, Florida. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to deliver customized investment solutions.