Edwin Sotoquinones is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at AXA Advisors, LLC for 21 years. Outside of his advisory role, he is involved in auto racing as a driver and team owner. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Alan Pascale is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory work, he assists Orangewood Presbyterian Church in Maitland, FL with financial communications and operational needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public finance through a municipal advisor affiliation, along with various specialized advisory programs.

Ronald Gruninger III is a CFP®-designated financial advisor with Mass Mutual Investors Services in Orlando, FL, with 16 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2014. Outside of advisory work, he is involved in life insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning relationships.

Michael Kovaleski is a CFP® professional with 16 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2016 and previously worked at Raymond James & Associates from 2009 to 2016. Kovaleski is a 10% owner of Thunder Consultants LLC, an affiliated firm operating a financial planning practice in Orlando, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations across a broad range of financial needs.

Lisa Robinson is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2015, previously affiliated with Axa Advisors. In addition to her advisory role, she is involved in Medicare plan sales through outside insurance activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored client solutions.

Michael Eichner is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2016, including roles at Morgan Stanley Private Bank, N.A. outside of his advisory responsibilities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm uses structured planning tools and models outcomes using proprietary estimates and simulations, while clients are responsible for implementing their plans.

Luke Dougherty is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2021. In this role, he collaborates with clients to develop personalized financial plans aimed at helping them achieve their financial goals. His professional experience centers on investment solutions and client-focused financial planning.

Jeffrey Linares is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work includes a mix of roles outside finance, notably at Buffalo Wild Wings and the University of Central Florida College of Business. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 relationships with access to affiliated discretionary SMA portfolios and provides a range of integrated brokerage, custody, and cash-sweep services.

Viviana Frias Diaz is a financial advisor with Cetera in Orlando, FL, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Fieldpoint Private Bank & Trust and Regions Bank, where she continues to serve as a wealth advisor. Outside of her advisory work, she is the owner of DA Legacy Properties, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Tim Banks is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2003. Banks is also a managing partner of Foundation Financial Group, LLC, a support company he has owned since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools including probability modeling to inform client strategies.

Ashley Abraham is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

John Piontek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent nine years with Bank of America, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related products and bank deposit sweep programs.

Destiny Walker is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors in 2026, she held roles in customer service and management at Jersey Mike's and owns a small business, Stick & Shine, Co., which creates stickers, magnets, and flyers. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Gabriel Proulx Wein is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial LLC, United Community Bank, and Charles Schwab & Co. Inc. Prior to his advisory roles, he attended the University of Miami from 2020 to 2024. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

Joseph Volpe is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2015. Based in Orlando, FL, his practice is part of a large institutional firm serving a broad client base. Charles Schwab & Co., Inc. primarily serves 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 with access to discretionary separately managed accounts, supported by centralized operations and multi-asset model portfolios.

Alecia Dupont is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Orlando/Winter Park, Florida. She provides Goals Based Wealth Management strategies for high net worth clients and their families. Alecia has over 25 years of experience in wealth management, leveraging her background with Bank of America and Merrill specialists to assist families in optimizing their financial resources and achieving financial independence. Her approach to investment management is personalized to align with each client's objectives, tax situation, and preferences. Alecia holds a Bachelor's Degree and a Master of Business Administration (MBA), both from Florida State University. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her expertise encompasses areas such as college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, and socially responsible investing. Committed to community involvement, Alecia is an active member of the Orlando Alumnae Chapter of Delta Sigma Theta Sorority Inc. She serves on the Board of Directors and Development Committee for Opera Orlando and has held leadership roles including Co-chair of the LGBT Employee Network and previous Co-Chair for Economic Development within her sorority chapter. Alecia enjoys sports including Florida State University football and Tampa Bay Buccaneers football, practices vinyasa flow hot yoga, and values spending time with her family.

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.

Charles Lloyd is a CFP®-certified financial advisor with 31 years of industry experience, currently with Ameriprise in Oviedo, FL. His prior experience includes nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Derrick Alderman is a CFP® and holds a Series 66 designation, with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2010 to 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Luke Dinges is a financial advisor at Charles Schwab with a Series 65 credential and one year of industry experience. Prior to joining Schwab, he held positions at Insight Asset Management and MCA, as well as various roles outside the financial industry. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 client relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational support.