Eric Bachinsky is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2006. Outside of his advisory work, he is the owner of ekb stables llc, a business focused on buying racehorses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Nicole Granakos Green is a financial advisor at LPL Enterprise with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities, LLC, and Western Southern Life. Outside of her advisory role, she teaches quit smoking classes for the Tobacco Free Florida AHEC Cessation Program and serves as a notary to assist clients with document notarization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products supported by an integrated platform.

Scott Morris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based planning on topics such as retirement, tax, estate, and special needs without managing client portfolios directly. The firm combines planning with managed-account programs while keeping the services separate and conducts periodic reviews of its recommendations.

Keith Heslin is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, MassMutual Life Insurance, and as an independent insurance agent. Outside of his advisory role, Heslin also engages in insurance brokerage, specializing in life, disability, and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning, advisory programs, and retirement consulting supported by in-house and third-party research.

Brandon Singer is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory work, he is a managing member of Freedom Financial Group, LLC, where he conducts securities investment advisory and insurance business, and he is a co-founder of Brax Capital, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services, using asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Camden Vinton is a financial advisor with Charles Schwab Co., Inc. and holds Series 63 and Series 66 designations. He has two years of industry experience, including prior roles at Copper State Credit Union and various full-time education positions. Charles Schwab 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. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, leveraging its scale and integrated structure to provide centralized custody and comprehensive investment solutions.

Kenneth Eller Jr. is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and previously worked at Synovus Securities Inc. and Synovus Bank from 2013 to 2018. Eller has been with Edward Jones since 2018, based in Clermont, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Mario Mendez Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Anderson Wren is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 11 years. 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.

Marlia Brown is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2009. She has 22 years of industry experience. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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.

Kyle Antommarchi is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously held roles at Merrill, Bank of America, Ross, and The Lifewealth Group. Outside of his advisory work, he is the sole proprietor of Beleventi LLC, a retail and online store based in Championsgate, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a variety of advisory programs, using structured planning tools and broad investment capabilities.

Max Elson Jr. is a financial advisor with Morgan Stanley in Champions Gate, FL, holding a Series 66 license and 25 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Elson serves as a director for both the Make-A-Wish Foundation of Central & Northern Florida and the Cornell University Alumni Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and offers services through individual advisors and corporate agreements.

Melvin Edwards Jr. is a financial advisor with Primerica Advisors in Ocoee, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His work history includes roles at Valencia College and PFS Investments Inc., alongside his ongoing association with Primerica Financial Services. In addition to his advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Gerard Duphiney is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2008. He holds Series 63 and Series 66 licenses. Outside of advisory work, he has involvement in independent film projects. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management and supports diverse investment strategies through research and model portfolios.

Christopher Boylan is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 registrations. Based in Clermont, FL, Boylan has developed his career within the firm over more than two decades. 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 and investment strategies, operating under a fiduciary standard.

Cynthia Beymer is a financial advisor at Fidelity with 31 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley from 2016 to 2022. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on multi-manager and fund-of-funds structures.

James Rooney is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment and financial services.

Julian Arribas is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Freedom Financial Group, LLC, Copperleaf Capital, LLC, and JP Morgan Chase Bank. In addition to his advisory role, he is involved with Freedom Financial Group as a financial producer focusing on sales and marketing. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple platforms, including third-party managed accounts and alternative investment options.

Alexander Triska is a CFP®-certified financial advisor with two years of industry experience, currently with LPL Financial in Oakland, Florida. Prior to joining LPL Financial, he held positions at LifeWealth Investments LLC, Madison Avenue Securities, and The LifeWealth Group. His background includes roles both in investment advisory and insurance sales. 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 diversified advisory programs, financial planning, and access to research and model portfolios through a national network of investment adviser representatives.