Derrick Alderman is a CFP® and Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Edward Jones from 2008 to 2010. 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 uses research-driven, diversified investment approaches aligned with modern portfolio theory.

Luke Dinges is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials. He has less than one year of industry experience and has held prior roles at Insight Asset Management and MCA, as well as various positions outside the financial sector. 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 related managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure that supports a broad range of investment options.

Daniel Polon is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Prior to his advisory career, he was employed by public school systems in Mobile and Escambia counties. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a broad network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and participating in a Model Wealth Portfolios wrap program.

Mark Menahem is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Allstate Financial Services and Allstate Insurance. Outside of advising, he owns an insurance agency and serves as a trustee for his mother's estate. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions without sponsoring its own wrap fee program.

Herbert Freeland is a financial advisor with Primerica Advisors in Winter Park, FL, holding Series 63 and Series 65 credentials and offering 44 years of industry experience. He has been with Primerica Advisors since 1999 and has worked with Primerica Financial Services since 1980. Outside of advisory work, he serves on the Board of Directors for the Live Oak Lake Homeowners Association. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers model-based portfolio strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Allison Sim is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She previously worked at Merrill and Lowe's Home Centers LLC. 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 from Wells Fargo Investment Institute and third-party sources.

Gregory Lopez is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Combined Underwriters, Equitable Advisors, Shapiro Insurance Group, and Starkweather & Shepley Insurance Brokerage Inc. prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation strategies.

Michael Wallman is a financial advisor with LPL Financial in Orlando, FL, holding Series 63, 65, and 66 registrations and bringing 30 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and managing Wallman Financial Group. He is also a board member of the PRIDE Chamber of Commerce, a nonprofit organization based in Orlando. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Pollaci is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior experience includes roles at Rim Securities LLC, Rochdale Investment Management LLC, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Morgan Stanley DW Inc. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various investment programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Alexander Utsey is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of his advisory role, he is involved in property and casualty insurance through Couch Braunsdorf Insurance Group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Moe Bajwa is a Financial Consultant currently working at Fidelity Investments since 2021. He has held various roles within Fidelity Investments since 2017, including Investment Consultant, Relationship Manager, Workplace Planning Consultant, Workplace Planning Associate, and Financial Representative. Prior to joining Fidelity, he was a Financial Representative at Northwestern Mutual from 2015 to 2017. Moe's professional focus is on helping individuals and families build confidence in their financial future through education, personalized guidance, and strategic planning. He works collaboratively with clients to create clear, actionable plans for retirement and wealth-building goals, emphasizing simplified financial decisions and long-term relationships based on trust and transparency.

Rock Henderson is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab since 2014. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Wilet Pierre Noel is a financial advisor with Wells Fargo Clearing in Winter Park, FL. He holds Series 63 and Series 66 designations and has nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank NA since 2013. 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.

David Wiercinski is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Banc Of America Investment Services, Inc. Outside of his advisory role, he owns and operates TBD, LLC, a business related to commercial garage and storage facilities. 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 combines large-scale resources, including research from Wells Fargo Investment Institute, with both brokerage and advisory solutions.

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 at Equitable Advisors in Orlando, FL, holding the Series 66 designation with 14 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2012. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Terry Coe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo since 2016 and is also affiliated with the University of Florida. 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 employs over 14,000 advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Jose Olarte Reina is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for four years. Outside of finance, he has ownership interests in event planning and hospitality businesses. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors.

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 Cason is a financial advisor with Edward Jones in Windermere, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at American Honda Finance Corporation and H&R Block. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.