Stephen Magee is a financial advisor at Fidelity with 9 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following prior experience at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of finance, he owns Magee Aerial Media, a drone video and photography service based in Orlando, Florida. Stephen works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s investment approach incorporates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Michael Miller is a CFP® professional at J.P. Morgan Securities with 11 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, and previously spent nearly nine years at Charles Schwab and its related entities. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes unique regulatory registrations reflecting its broader derivatives and commodities capabilities.

Garrett Halverson is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and one year of industry experience. His work history includes roles at Ameriprise Financial Services, Augusta National Golf Club, and Dicks Sporting Goods. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research and algorithmic tools to provide tailored retirement planning advice.

Herbert Milner Sr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Milner also serves as a trustee and co-trustee for multiple trusts in Winter Park, Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured tools and modeling techniques, offering advisory support without individual security recommendations as part of standalone plans.

Damon Basco is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior experience includes extensive tenures at Equitable Advisors and AXA Advisors, LLC. Basco is also active outside of financial advising as a CrossFit coach and serves on the Oviedo Police Officers Pension Board. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse group of individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Gino Campana is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently an advisor at Charles Schwab in Orlando, FL, where he has worked since 2017. His work history includes roles at Charles Schwab Bank and Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by an integrated and scalable operational platform.

Andrew Sholar is a financial advisor with Wells Fargo Advisors in Orlando, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at G.A. Repple & Company and has a background that includes positions at Office Depot, Stetson University, and University High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad menu of planning services and utilizes Wells Fargo research and tools to develop tailored recommendations for clients.

Lauren Wright is a CFP®-certified financial advisor with 15 years of industry experience. She has worked at Ameriprise since 2020 and previously spent seven years with Raymond James Financial Services Advisors INC. In addition to her advisory role, she is a co-owner of Wright and James LLC, a retail business in De Bary, Florida. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to support client planning, emphasizing solutions within Ameriprise-managed accounts.

Thomas Peck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Citigroup Global Markets for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Julia O'Mara is a financial advisor with Merrill, holding a Series 66 designation and bringing 16 years of industry experience. She has worked with Bank of America, N.A. and Merrill since 2010. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Santiago is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Wells Fargo for nine years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through the Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a centralized, integrated platform for investment management and custody.

Lisa Thompson is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016 and Wachovia Bank, N.A. since 2002. 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 employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

Felipe Guzman is a Series 66-registered financial advisor with three years of industry experience, currently with J.P. Morgan Securities in Orlando, FL. His prior experience includes roles at Bank of America/Merrill Lynch and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates systematic quantitative screening and qualitative research.

Loseli Daza is a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works with Merrill clients to understand their current financial situations and introduces them to financial solutions available through Merrill and Bank of America. Her approach focuses on helping clients uncover what matters to them and their families in order to create strategies to pursue their financial goals. Loseli holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her Bachelor's Degree from the University of Central Florida.

Russell Wilson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise Financial Services since 2012, including his current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that addresses asset allocation, withdrawal strategies, and Social Security options.

Bryan Stewart is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is managing partner of a tax preparation business and serves as president of the Maitland Library Foundation, as well as holding board positions with the Scottish American Society of Central Florida and the City of Maitland Police Officer & Firefighters Pension Board. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm uses algorithmic automation alongside research and advisory input to support its clients’ income planning.

John Markevitch is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and is based in Orlando, FL. Prior to joining Schwab, his background includes roles in retail and service industries such as Academy Sports & Outdoors, Bloomin Brands, Walmart, and Petsmart. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm’s investment approach includes primarily non-discretionary client relationships with access to discretionary separately managed accounts and multi-asset model portfolios.

Stewart Spears is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials. He joined Charles Schwab in 2025 and has professional experience primarily outside the financial industry, including roles at Universal's Cabana Bay Beach Resort and several fitness centers. Charles Schwab & Co., Inc. serves a large client base, mainly 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and integrates custody, brokerage, and advisory services within its operational structure.

Marcos Cigagna is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at notable firms including Wells Fargo Clearing, Banc of America Investment Services, and UBS Financial Services. Outside of his advisory role, he is a silent partner in several businesses owned by his wife, including a women's apparel line and an Amazon FBA online retail shop. 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, and municipal entities, and offers financial planning and consulting through various programs, emphasizing non-discretionary advisory relationships with tailored portfolio management options.

Donald Suriano is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several financial institutions including Synovus Securities, Cetera, and Regions Bank. 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.