Paul Jones is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Truist Advisory Services. His prior experience includes roles at Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Bank of America, N.A. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Cesar Otero is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 17 years of industry experience. He previously worked at Bank of America and Merrill for 14 years before joining Truist in 2025. Otero also serves as a board member for Habitat for Humanity of Greater Orlando and Osceola County, contributing to organizational efficiency. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches supported by third-party platforms and emphasizes inter-affiliate integration in its service delivery.

Kevin Collignon is a CFP® professional with 40 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2015. Outside of investment advisory, he is also a licensed insurance agent in Astatula, FL, handling life, annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Beltran Gamboa is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2019 and at AmeriLife since 2012, where he is also active as an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a wide range of clients, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

John Sholtis Jr. is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 66 designations. He served on the PIMCO-UBS FA Advisory Council from 2017 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Jane Brockway is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cuna Mutual Group for 18 years. She is also the owner of Brockway Wealth Partners, a financial services business, and works as an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, with access to both affiliated and third-party investment managers across various program structures.

Brian Russell is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Bank of America. Outside of finance, he has worked in retail at a golf and tennis pro shop. 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 research, and customized performance reporting through a non-discretionary program.

Marina Borden is a CFP® and Series 66-registered financial advisor with Charles Schwab in Orlando, FL, bringing seven years of industry experience. She has worked at Charles Schwab since 2018 and previously was associated with Keeler Group and the Orlando Magic. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

William Winslow is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Winter Garden, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Byron Tobias is a financial advisor with Edward Jones in Apopka, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Daryl Jones is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors, Inc., Gunnallen Financial, Inc., and Equitable Advisors. Outside of his advisory role, he is a partner in Apex Wealth Management LLC and manages a seasonal rental property jointly owned with his spouse. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation activity, and complex affiliate network.

Sean Silver is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Charles Schwab. Currently based in Gotha, FL, he has been with Fidelity in various roles since 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic methods to manage portfolios across multiple asset classes.

Lauren Rahmeier is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera since 2025 and previously held roles at Michael S. Urso, CPA/PFS, CFP Financial Advisor, Avantax entities, Edward Jones, and The Walt Disney Company. Rahmeier co-markets a financial planning practice with Michael S. Urso focused on retirement, education, and estate planning. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management as well as access to multiple program platforms and third-party money managers within a large nationwide network of independent advisors.

Jeannier Oliveira is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Services LLC since 2018. His prior experience includes roles at Regions Bank, SunTrust Bank, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Victoria Lowell is a financial advisor with Morgan Stanley in Windermere, Florida, holding Series 66, Series 65, and Series 63 licenses. She has five years of industry experience, previously working at Empowered Worth and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning based on structured discovery processes and firm-approved tools.

Jarrod Shoemaker is a financial advisor with Ameriprise in Clermont, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with Ameriprise since 2019 and is also a professional triathlete with over 20 years in the sport. Additionally, he operates Training Camp South, providing coaching and training programs for triathletes, runners, and swimmers. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and a collaborative advisory approach.

Michael Laporte is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, with prior roles at Cetera Advisor Networks, Vicus Capital, Walnut Street Securities, and his own firms, LaPorte Financial, LLC and LaPorte Financial Group, Inc. He also operates an insurance agency under LaPorte Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies supported by advisor-facing technology.

Carlos Lowell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Lowell serves on the finance, investment, audit, and other advisory committees for Baptist Health South Florida. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment options to deliver customized financial strategies.

James Moulton is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes roles at Bank of America, JP Morgan Chase Bank, and J.P. Morgan Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies constructed by internal and third-party managers.

Timothy Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc., as well as nearly three decades in education with Orange County Public Schools and Hope Charter School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies across various investment approaches.