Neal Bhatia is a financial advisor with Fidelity, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Synergy of Florida and BCI Integrated Solutions. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Paul Brown is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a board member and finance committee member for the Millenium Rowing Association, a nonprofit organization in Winter Park, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including financial planning services that utilize firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers investment and planning solutions across multiple platforms.

Kimberly Burns is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has prior experience at Wells Fargo Bank, N.A. from 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Travis Webb is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked with Wells Fargo Bank NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Rene Naranjo is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. His career includes roles at Raymond James and Associates, AXA Advisors, LLC, and prior to that, The Flooring Center. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Norma Sepulveda is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 63 designation and bringing 41 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a wide range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Seth Rowe is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments, Fidelity Investments LLC, and Charles Schwab, among other roles. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage portfolios across various asset classes.

Bradley Smith is a financial advisor at Merrill holding a Series 66 designation. He has one year of experience within the industry, having previously worked at Bank of America, N.A. Bradley’s background includes roles outside finance, such as positions at Power Home Remodeling and Benihana Japanese Steakhouse. Merrill, along 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 strategies tailored for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations, and charitable organizations.

Fallon Beacham is a financial advisor at Charles Schwab with 12 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and its related entities since 2011, with a brief tenure at Alegeus Technologies. 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, delivering guidance through multi-asset model portfolios and alternative investment programs.

Joshua Wyatt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Wyatt is also affiliated with Partners Federal Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of advisors.

Elizabeth Owens is a financial advisor with Robert Baird & Co. in Winter Park, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has been with Robert Baird & Co. and its affiliated entity since 1998. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a mix of manager-traded and model-traded strategies, tax management, and internal research tools, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Jose Correa is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2014 and has been associated with Bank of America since 2007. Outside of his advisory role, he serves as power of attorney for a fiduciary entity based in Miami, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angelica Lopez Montesino is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and having 10 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory services supported by extensive research and analytics and manages approximately $671 billion in assets.

Nicolas Agudelo Gomez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65, Series 63, and Series 66 credentials and has previously worked at Citigroup and Goldman Sachs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Paige Brach is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she works alongside her father, David Burns, and husband, Christopher Brach as part of The Burns Group advisory team. Established in 2011, the team brings over 40 years of combined experience serving clients with a focus on retirement planning strategies, retirement income, and portfolio analysis. Paige's practice concentrates on areas including cash flow projections, tax minimization strategies, retirement analysis, portfolio reviews, family wealth management, education planning, and legacy planning. Paige began her career as a financial advisor in 2011 after graduating from the University of Georgia with a Bachelor of Science in Psychology. During her collegiate years, she was a member of the University of Georgia's gymnastics program, contributing to four consecutive Division I NCAA National Championship teams from 2006 to 2009. She has earned the Chartered Financial Consultant® (ChFC®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Her professional affiliations include membership in the Delta Delta Delta Orlando/Winter Park Alumnae Chapter. Beyond her professional commitments, Paige volunteers as a foster for rescued bulldogs through Florida English Bulldog Rescue. She enjoys supporting the University of Georgia and spending time with her husband, Christopher, their children Brooks and Brielynn, and their English Bulldog, Squintz.

Lars Anderson Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and UBS Financial Services. He is also involved with Anderson Investment Management, Inc., which he has been associated with for over 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, supported by a large network of investment adviser representatives and a diverse platform of strategic and tactical portfolio options.

John Thorsen III is a CFP®-certified financial advisor with 42 years of industry experience, currently serving at Wells Fargo Advisors in Orlando, FL since 2016. He holds Series 63 and Series 65 licenses and is a 15% owner of Thunder Consultants, LLC, a wealth advisory business based in Orlando. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services and advisory options tailored to clients who meet a net-worth threshold.

Anthony Acevedo is a Series 66-licensed financial advisor with 11 years of industry experience, currently with LPL Financial. His prior roles include positions at Good Life Advisors, LLC, Bank of America, N.A., and Merrill. He operates several business entities under the Good Life brand in Orlando, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Elizabeth Walcott Pinkston is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds the Series 65 credential and has been with Primerica Advisors since 2011, following prior roles within affiliated firms. Her other business activities include sales of investment-related products and referrals related to home security and automation through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and utilizes model-driven investment strategies overseen by third-party managers.

Stephany Bautista is a financial advisor with LPL Financial in Orlando, FL, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at Trinity Wealth Securities and Florida Financial Advisors. Bautista also manages a personal business entity for tax and investment 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 advisory and brokerage services, including financial planning, model portfolio programs, and participant-level retirement advice.