Edith Lopez is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kent Akins is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank since 2015. Outside of his advisory role, Akins serves as secretary and treasurer of a small law center and is the general partner managing a timber farm investment holding company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Traci Avila is a Senior Financial Advisor at Merrill Lynch Wealth Management and a founding member of the Magee, Avila & Associates team since 1999. She began her career with Merrill Lynch in Florida in 1993 after earning a Bachelor's Degree in Finance from Illinois State University. With over three decades of experience, Traci specializes in areas such as college education planning, divorce transition planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. Traci holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is committed to building long-term client relationships by providing personalized advice and access to the broad resources available through Merrill and Bank of America. Her client-first approach, attention to detail, and dedication have established her as a trusted advisor. Residing in Longwood, Florida, Traci lives with her husband, Alex, and their daughter, Caroline. Their older daughter, Cate, is a collegiate softball player at the University of South Carolina Beaufort. Outside of her professional work, Traci remains active in the youth travel Fastpitch Softball community and volunteers for the softball team at Lake Brantley High School. She also enjoys baseball, football, genealogy, music, and spending time with her family.

Rueben Hill II is a financial advisor with LPL Enterprise holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. Outside of his advisory work, he is involved with Hill Properties, a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.

Kate Sweeney is a financial advisor with Morgan Stanley in Winter Park, FL, holding CFP®, Series 65, and Series 63 designations and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Michael Scheid Jr. is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and five years of industry experience. He previously worked at Level Equity Management, LLC from 2016 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley in 2021. Outside of advising, he is involved with KM Ventures, LLC, a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Kristen Skinner is a financial advisor at Ameriprise with 10 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing research and modeling to deliver tailored, tax-efficient retirement recommendations.

Vincent Paolo is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, N.A. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, together 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 individuals, high-net-worth clients, and institutions.

Scott Krause is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1993 with Merrill Lynch Wealth Management and its predecessor firm, Banc of America Investments. Prior to becoming a financial advisor, Scott worked as a Certified Public Accountant with firms such as Price Waterhouse, though he does not provide tax advice in his current role. Scott holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and completed the Wharton Executive Education Program for Senior Financial Advisors at the University of Pennsylvania. He graduated in 1980 from the University of Central Florida with degrees in Accounting and Finance. His expertise includes consulting and planning for business owners, corporate executives, and affluent families, with a focus on customized investment portfolio analysis, budgeting, cash flow analysis, and wealth transfer strategies. Outside of his professional work, Scott and his wife Lisa are active members of the Keenes Pointe Country Club in Windermere. He has two children, Ashley and Mike, and his personal interests include boating, fishing, football, golfing, skiing, and traveling. Scott is also involved in the community as a past board member of the local YMCA and holds memberships in professional organizations such as the Golden Bear Club and Smyrna Yacht Club.

Brittany Brewer is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has worked primarily with Fairwinds Credit Union and CUSO Financial Services before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Jeremy Cooley is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Fairwinds Credit Union, CUSO Financial Services, Equitable Advisors, and Axa Advisors. He is involved with Fairwinds Wealth Management and Investments, a business entity related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides comprehensive advisory and brokerage services through a large network of advisers and offers a range of investment approaches including model portfolios, third-party management, and customized strategies.

Aaron Kassler is a Series 66-licensed financial advisor with Morgan Stanley, based in Orlando, FL, and has 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Daniel Womack is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Park Avenue Securities, Guardian Life Insurance Company, and Hillsborough County School Board. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jose Zuniga Becerra is a CFP® with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2013. He holds the Series 66 designation and is based in Winter Park, FL. 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 supported by research and analytics from Wells Fargo Investment Institute.

Andrew Mazlin is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alan Monson is a Financial Consultant at Fidelity, a position he has held since 2024. He has extensive experience in the financial services industry, having previously served as an Investment Management Consultant from 2015 to 2024, a Wealth Planning Associate from 2013 to 2015, and an Investment Solutions Representative from 2012 to 2013, all within Fidelity. In his role, Alan focuses on building relationships with clients and their families to develop clear and adaptable financial plans that align with their goals and changing circumstances. Outside of work, Alan enjoys spending time with his wife and their six children, engaging in activities such as golf, dance, tumbling, singing, swimming, and soccer. He also has interests in beach outings, family activities, food, golf, outdoor adventures, and soccer.

Steven Bennett is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked in both financial and corporate settings, including six years at AdventHealth Corporate and nearly two decades with Wealthcare Strategies, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs, utilizing a combination of proprietary and third-party solutions delivered through its network of Investment Adviser Representatives.

Samuel Heise is a financial advisor at Merrill with Series 63 and Series 65 licenses. He is based in Orlando, FL, and has one year of industry experience. His prior work includes roles at Bank of America, Florida Financial Advisors, and positions in the education and fitness sectors. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Bates is a financial advisor with Primerica Advisors based in Orlando, FL. He holds Series 63 and Series 65 credentials and has five years of industry experience. His work history includes roles at AmOne, GravyWork, BANKERS LIFE, and Wells Fargo. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm provides a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and offers various strategic, tactical, tax-managed, and income-distribution investment models.

Caleb Chapman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has been with JPMorgan Securities LLC since 2015 and previously operated Chapman & Associates Therapy Solutions from 2004 to 2020. 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 affiliated brokerage and investment management capabilities.