Jacob Morgan is a financial advisor at Raymond James Financial in Orlando, FL. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Raymond James, he worked in various roles including at Greystar and the University of Central Florida. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains capabilities in municipal and public finance.

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.

Kim Evans is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with multiple Schwab entities since 1994 and has managed roles across Charles Schwab Trust Bank, Schwab Premiere Bank, and Schwab Private Client Investment Advisory. Outside of finance, Evans is also a cosmetologist offering hair and makeup services for events such as weddings and anniversaries. 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 discretionary separately managed accounts and offers a comprehensive platform including brokerage, custody, and alternative investment due diligence.

Madison Gay is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans tailored to their individual goals and priorities. She focuses on helping clients navigate various life changes and opportunities through personalized financial strategies. Madison's career at Fidelity Investments includes roles as a Workplace Planning Consultant at multiple levels between 2023 and 2025, as well as experience as a Customer Relationship Advocate from 2022 to 2023. Her experience encompasses client relationship management and financial planning within the workplace segment. Outside of her professional work, Madison enjoys board games, scuba diving, and swimming.

Tanya Carroll is a Series 66-licensed financial advisor at LPL Financial with 23 years of industry experience. She was previously with Merrill for nine years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Michele Cook is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63, 65, and 66 licenses and 24 years of industry experience. Her tenure at Charles Schwab spans multiple periods between 2016 and the present. 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 mix of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Jesse Anderson is a CFP® with 24 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at Bank of America and Merrill for 13 years. Anderson also owns two support companies through which he runs his practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews and firm research.

Christopher Chong is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He is also the sole proprietor of Iron Age Fitness LLC, a fitness apparel business based in Orlando, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. Its investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and oversight of sub-advisers.

Adam Mischel is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and various other firms. Outside of his advisory role, he served in the Army National Guard from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Shantel Evans is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and having 10 years of industry experience. She worked at Merrill from 2014 to 2018 before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts.

Alexandra Mc Isaac is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Keller Williams, Vineyard Vines, and Aeropostale. She is also an owner and partner involved in a mixed-use real estate development project located in Creative Village, downtown Orlando. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework for its investment recommendations.

Daniel Luber is a Series 66 licensed financial advisor with 15 years of industry experience, currently affiliated with LPL Financial since 2013. He previously was involved with Level Four Advisory Services from 2013 to 2021. Outside of his advisory work, he owns and manages a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options supported by proprietary research and third-party resources.

Roxanne Natale Vanblarcom is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in various roles since 2011, with a brief tenure at Raymond James in 2017-2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Maria Mujica is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, Bank of America, Merrill, and other firms. Outside of her advisory role, she is a sole proprietor of a rental property business in Saint Cloud, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Patricia Del Bene is a Series 66 licensed financial advisor with Edward Jones, based in Oviedo, Florida. She has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

Linette Bell is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 certifications and previously worked at Merrill from 2015 to 2022. 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 processes and advanced modeling tools.

Luz Fuentes is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 66 designation and has previously worked at Kestra Advisory Services, Kestra Investment Services, HUB International, Summit Wealth Partners, Pershing LLC, and the University of Central Florida. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified model portfolios and long-term investment orientation.

Rachell Lavasseur is a Series 66-registered financial advisor with Wells Fargo Advisors in Orlando, FL, and has 12 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory work, she has ownership interests in PEACE RIVER CAPITAL LLC and a coin-selling business, PINE CREEK PARTNERS LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with options for clients to implement recommendations through various brokerage or advisory programs.