Kaley Mora is a Series 66–licensed financial advisor at Edward Jones in Orlando, FL, with 10 years of industry experience beginning in 2016 at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Isabel Dueri is a CFP® professional with 15 years of industry experience, currently affiliated with J.P. Morgan Securities in Orlando, FL. Her career includes multiple roles within JPMorgan Chase entities since 2010. Outside of her advisory work, she owns and operates an e-commerce business focused on women's professional apparel. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Isaac Murillo is a Series 66 licensed financial advisor with Merrill in Kissimmee, FL, and has three years of industry experience. His work history includes roles at Merrill and Bank of America, N.A., as well as a period at American Income Life and Westgate Resorts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, with asset allocation and tax-aware options executed and supported through Bank of America’s infrastructure.

Roberto Martinez Castaneda is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Wells Fargo Bank, Royal Bank of Canada, and Canadian Imperial Bank of Commerce. He is currently based in Kissimmee, Florida. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Gilberto Hurtado Parra is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in various capacities. His background also includes roles in hospitality at The Grove Resort and Spa and Gaylord Palms Resort & Convention Center. J.P. Morgan Securities 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.

Cody Bertoglio is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2015 in Orlando, FL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ariel Dominguez is a financial advisor at Edward Jones in St Cloud, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, Dominguez worked in various roles including positions at Holiday Inn Club Vacations, Ryan Homes, Robert Slack, and Speedway LLC. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kuaisheng Zhao is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America and Amazon. Outside of his advisory role, Zhao owns and manages a rental property through a third-party realtor. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Brandie Stanfield is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. She previously worked at GWFS Equities, Inc. and Foothill Credit Union. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Kimball Obeng is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation. Outside of advising, he has been involved with Emergency Dental Care USA since 2016. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers.

Gino English is a financial advisor with Edward Jones in Orlando, FL. He holds Series 65 and Series 63 licenses and has prior experience with Rocco English from 2017 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

John Meyer is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Schwab Wealth Advisory and Charles Schwab. 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 advisers. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and both discretionary and non-discretionary management options.

Janice Rathman is a financial advisor with LPL Financial in Orlando, FL, holding Series 63, 65, and 66 licenses and 41 years of industry experience. She has been associated with Partners Federal Credit Union and LPL Financial since 2010. Rathman is also involved with Partners Retirement and Wealth Management, where she sells life, health, disability, long-term care, and fixed annuity products. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios.

Orson Lin is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, following a prior role at Old National Bank and earlier experience in healthcare at IU Health Bloomington Emergency Department. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary Institutional Consulting Services program. The firm’s process integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, focusing on approved funds and strategies while operating within the broader J.P. Morgan broker-dealer and banking organization.

Daniel Luna is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Cetera and Regions Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources in its investment approach.

Melissa Woldanski is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Axa Advisors and Logix Federal Credit Union. Outside of her advisory work, she is an associate financial advisor at CrimsonCardinal LLC, where she provides client advice and manages practice expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Brady Keller is a financial advisor with Cetera based in Orlando, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera and its affiliate Sunrise Wealth in 2025, he worked at Ameriprise from 2019 to 2025. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party models, discretionary and non-discretionary programs, and various custodial relationships.

David Nagy is a financial advisor with OSAIC who holds Series 63 and Series 65 designations and has 33 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years and has served as president of Foresight Financial Planners, Inc. since 1991, where he is involved in insurance sales. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diverse portfolios across multiple investment types.

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.

Daniel Smith IV is a CFP® professional affiliated with Raymond James Financial in Orlando, FL, with 29 years of industry experience. He serves as the managing partner and CEO of Signature Wealth Partners, a role he has held since 2021. Prior to his current positions, he worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 2014 to 2021. 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, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses analytical tools for risk profiling and outcome modeling to support client goals.