Jessie Frail is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with 11 years of industry experience. Frail has worked at Edward Jones during multiple periods since 2009 and has prior experience with Allstate and Messina Insurance. 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, including discretionary and non-discretionary managed strategies, and operates under a fiduciary standard.

Juliana Salazar Rojas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America, in addition to multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

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 Series 63 and Series 66 licenses and 29 years of industry experience. He has worked with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Robert Cairns is a financial advisor with OSAIC who holds a Series 66 designation and has 34 years of industry experience. His prior affiliations include Woodbury Financial Services, Questar Asset Management, and Allianz Life. Outside of his advisory role, he is involved in charitable organizations such as the Hope and Unity Foundation and One Million Wells, where he serves on the board and supports international water projects, and he also pursues photography as a side business. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations, offering integrated brokerage and investment advisory services through a broad network of advisers. The firm provides a range of portfolio management tools and access to third-party managers, operating multiple platforms and maintaining complex commercial and corporate relationships.

Michael Guarino is a financial advisor with Ameriprise in Orlando, FL, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he owns a business entity that provides limited liability and manages business expenses. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise managed accounts.

Shantel Robinson is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. She has worked at several firms including Wells Fargo, Truist, Charles Schwab, and Fifth Third Bank prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 at Edward Jones in Oviedo, FL, holding the ChFC® and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Jorgensen serves as a board member of BASE Camp Children's Cancer Foundation, providing a parent's perspective on supporting families affected by childhood cancer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, supported by a large network of 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 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Anthony Donini CPA PA from 1992 to 2024. He serves as treasurer for the Davenport Glen Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform enabling advisors to implement model portfolios, select third-party managers, or build bespoke strategies across various program structures.

Jordan Bower is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at CUSO Financial Services, Fairwinds Credit Union, Diamond Resorts International, State Farm Insurance, and Headquarter Honda. Outside of advising, he serves as a notary at Fairwinds Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and research from multiple sources.

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. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and Valic Financial Advisors. Outside of his advisory work, he is involved with Rosenstock Wealth Management LLC, where he solicits and services insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.

Joshua Frieze is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and has prior work history with Pershing LLC and Charles Schwab. Outside of his advisory role, he is a musician performing live music and also operates an Etsy shop where he sells original paintings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research and quantitative analysis to construct model portfolios from 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.

Archie Sullivan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked with Raymond James since 1999 and was also affiliated with Alpha Investors LLC from 2006 to 2023. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad advisor network with specialized programs, including municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.