Mark Jama is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes over a decade with Primerica Financial Services and Primerica Advisors, alongside roles in automotive sales and consulting. Outside of finance, he owns Nutty's Candies Gifts and Comics and teaches defensive driving. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Michael Panagis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at VOYA Financial Advisors and has been with Cetera and its affiliated entities since 2014. Outside of advisory services, he is involved as an independent insurance agent and sells fixed and health insurance products, as well as participating in a car rental business through the Turo platform. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm provides access to both affiliated and third-party investment managers through multiple program structures and custodial relationships.

Sai Balroop is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, Sai held positions at the City of Orlando and German Excellence Auto Repair. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and managers to provide both advisory and brokerage solutions.

Brandon Valdes is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds a Series 65 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is also an insurance agent with Health Markets. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to multiple advisory and brokerage solutions. The firm combines advisor programs with sales of various financial products, including insurance, through an integrated platform.

Svetlana Light is a CFP® and Series 66-licensed financial advisor with Edward Jones in Orlando, FL, where she has worked since 2019. She has seven years of industry experience and previously owned and operated Alpha Tours and Translations, LLC from 2008 to 2019. 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 and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Drew Moomaw is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds the CFP® designation and securities licenses including Series 63, 65, and 66. Prior to joining Wells Fargo Advisors in 2019, he worked at Zeiders Enterprises Inc. and continues to operate Aberrant Global Advisors, LLC, a consulting business. He is also involved with Vissionary Care Corp, a nonprofit organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Antonio Moscoso is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 credential and has been with J.P. Morgan Securities and JP Morgan Chase Bank N.A. since 2013. Outside of his advisory role, he is a co-owner of Agma Realty Investments LLC, a real estate rental property business he operates with his wife. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jeffrey Krug is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Newbridge Financial Services Group, and Cambridge Investment Research, among others. He receives residual income from insurance policies written at a prior employer. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Andre Gucailo is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012, previously associated with Axa Advisors, LLC. Gucailo is a general member of the Central Florida Hotel and Lodging Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Felix Greer is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Equitable Advisors and the U.S. Census Bureau, as well as work during his education at California Polytechnic State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and applies oversight controls to manage conflicts of interest.

Austin Howard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His career includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, Wells Fargo, and AJH Commerce LLC. 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 applying an ESG eligibility framework in its investment recommendations.

Maan Halees is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Enterprise, Halees has been involved with multiple organizations including Concert Golf Partners, The Fathers Table, and MTMR Surgical Group LLC. Outside of advisory roles, Halees has professional experience spanning diverse industries such as surgical group management and golf partnerships. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance product sales through an integrated platform.

Herman Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining Cetera in 2025, he spent 13 years with Avantax in various advisory and insurance roles. Outside of his advisory work, he serves as Treasurer and Comptroller for the First Baptist Church of Lincoln Gardens and has provided tax preparation services since 1971. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Jack Thompson is a financial advisor at Equitable Advisors in Orlando, FL, holding a Series 66 designation. He joined the firm in 2026 and has prior work experience in automotive sales and education. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing various third-party asset managers and offering both advisory and brokerage channels.

Rachell Lavasseur is a Series 66-registered financial advisor with Wells Fargo Advisors in Orlando, FL, and has 12 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory work, she has ownership interests in PEACE RIVER CAPITAL LLC and a coin-selling business, PINE CREEK PARTNERS LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with options for clients to implement recommendations through various brokerage or advisory programs.

Cesar Sa Freire Vieira is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at IE International Programs S.A. and spent one year in full-time education earning an MBA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and provides services including tax-efficient strategies and securities-based lending, supported by a large nationwide network of advisors and branch offices.

Christopher Viteri is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, previously working at AXA Advisors and Herbalife. Outside of his advisory role, he is a co-owner of Abel To Be Green Financial Services LLC, a business focused on administrative functions. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, retirement plans, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, employing a delivery model that emphasizes LPL-sponsored programs and various endorsed third-party platforms.

Daniel Lewis is a financial advisor at Edward Jones in Champions Gate, FL, holding ChFC® and Series 66 credentials with four years of industry experience. He worked at Walt Disney Company from 2011 to 2020 before joining Edward Jones in 2021. He had ownership in Weframe USA LLC but held no active responsibilities there. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a broad national network of financial advisors and branch offices.

Daniel Nagy is a Series 66 credentialed financial advisor with seven years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and has held positions at Securities America Advisors and Foresight Financial Planners, Inc., where he is also a principal. Outside of his advisory work, he serves as president of the VFW Auxiliary Post 1046, a nonprofit organization supporting veterans and their families. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.