Juliana Salazar Rojas is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Her career includes multiple roles within the J.P. Morgan organization dating back to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer asset allocation advice and investment manager searches, focusing on a non-discretionary program that supports client decision-making.

Carlos Travieso is a financial advisor with Thrivent Investment Management in Oviedo, FL, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning that can be combined with managed-account programs under a consolidated billing arrangement, while keeping planning and portfolio management services separate.

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.

William Allen III is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Schwab Wealth Advisory and Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it offers model portfolios through intermediary platforms.

Robert Cairns is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory role, he is involved in photography and serves on the boards of charitable organizations including the Hope and Unity Foundation and One Million Wells. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with options for discretionary and advisor-managed strategies, and it is notable for its scale, complex affiliate structure, and recent consolidation activity.

Michael Guarino is a financial advisor at Ameriprise with 31 years of industry experience. He has worked with Ameriprise and its affiliates since 2005. Outside of his advisory role, he owns a business entity for managing his business expenses with limited liability. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income services that provide written recommendation reports and ongoing tax-aware planning focused on dependable income sources.

Shantel Robinson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Fifth Third Bank, Charles Schwab & Co., Truist, and Wells Fargo. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with an extensive nationwide network of financial advisors and branch offices.

Foster Lytle III is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he is co-owner of The Storehouse Group, Inc. Ameriprise Financial Services is a diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing proprietary research and third-party data.

Roy Malphurs is a financial advisor at Edward Jones in Titusville, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2024, he was self-employed at Today Financial Group for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Erik Jorgensen is a financial advisor with Edward Jones in Oviedo, FL, holding the ChFC® and Series 66 designations with 12 years of industry experience, all with Edward Jones since 2014. He serves as a board member for the BASE Camp Children's Cancer Foundation in Winter Park, providing a parent's perspective on losing a child to cancer. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jessica Thompson is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has worked at Raymond James Financial since 2011 and is involved with Orlando Divorce Planning as a Certified Divorce Financial Analyst and Foundations Financial Partners as a support company owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and partnerships.

Kelly Hernandez is a financial advisor with Edward Jones in Titusville, FL, holding a Series 66 designation and 10 years of industry experience. Prior to joining Edward Jones in 2019, Kelly worked at TD Bank from 2016 to 2019. Outside of financial advising, Kelly coaches freshman volleyball at Titusville High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Anthony Donini is a financial advisor with Cetera, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and operated Anthony Donini CPA PA from 1992 to 2024. He serves as the treasurer of the Davenport Glen HOA board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Jordan Bower is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 license and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP and has been associated with Fairwinds Credit Union since 2018. He also serves as a notary for Fairwinds Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment strategies and platforms supported by extensive operational and research tools.

Shirley Polidori is a financial advisor at Edward Jones with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus for 16 years. Outside of her advisory role, she is involved with Young Living essential oils as a member. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Rosenstock is a financial advisor at OSAIC with 18 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Lincoln Financial Advisors Corporation, Valic Financial Advisors, and Cetera. He is also involved with Rosenstock Wealth Management LLC, where he solicits and services insurance business. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, employing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Joshua Frieze is a financial advisor at Fidelity with five years of industry experience. He previously worked at Pershing LLC and Charles Schwab before joining Fidelity. Outside of his advisory work, he operates an Etsy shop where he sells original paintings and performs live music as a guitarist and singer. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

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.

Michael Flynn Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory duties, he owns FreeState Tax Associates Ltd, an accounting and tax preparation business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Tom Varghese is a financial advisor at Fidelity Investments with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Carson Wealth, BNY Mellon, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.