David Severson is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and has prior experience at Nestle Waters and Cintas Fire. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated Primerica entities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Alexander Maisuradze is a financial advisor at Morgan Stanley in Winter Park, FL, holding a Series 66 designation with 18 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes structured discovery processes and firm-approved tools in its planning services.

Katherine Ruark is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2000. The firm, 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, pension plans, corporations, and charitable organizations.

John Riggle is a financial advisor with UBS Financial Services in Winter Park, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management by offering proprietary research, capital markets services, and affiliated lending programs.

Brandon Denson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Invest Advisory, as well as work experience outside finance in the restaurant industry. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Clint Parker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. His prior work history includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he owns and operates a drop shipping business through Shopify. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Plank is a financial advisor with RBC Capital Markets in Winter Park, FL, holding the CFP® and Series 66 designations and bringing 14 years of industry experience. His prior positions include roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside services such as financial planning, custody, and brokerage.

James Tschudy is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, MML Investors Services, LLC, GW&K Investment Management, and Trilogy Global Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jaime Planells is a financial advisor with Raymond James Financial, holding CFP® and Series 63 and 65 designations, and has 17 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, Planells serves as President and CEO of Palmer Planells Wealth Group and is a board member on the finance committee of the Winter Park Library. 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 clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Pfister is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Cetera and has worked at related firms including Solutions Group Wealth Management and Concourse Financial Group Securities Inc. He also manages Pfister Financial LLC, an entity established for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services with multiple program structures and access to third-party managers.

John Maxwell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial industry since 1999 and focuses on providing tailored wealth management services to individuals, families, and businesses. John's areas of expertise include college education planning, corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, special needs planning strategies, and individual and corporate investment strategy. He leads a wealth management team that emphasizes exceptional client care and customized strategies aligned with clients' values and complex financial needs. He is a graduate of the University of Florida with a degree in Business Finance. John holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). An Orlando native, he lives in Orlando with his two daughters, Sienna and Karsyn.

Daniel Kapple is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Smith Barney LLC since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory and brokerage solutions.

Andrew Katsanis is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 license and bringing 12 years of industry experience. His prior roles include five years at Edward Jones before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. He also serves as a successor trustee for a trust in Leesburg, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad retail and institutional offerings in its investment approach.

Ryan Cole is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Erik Jorgensen is a financial advisor at Edward Jones in Oviedo, FL, holding the ChFC® and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Jorgensen serves as a board member of BASE Camp Children's Cancer Foundation, providing a parent's perspective on supporting families affected by childhood cancer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, supported by a large network of advisors and branch offices.

Elizabeth Stewart is a financial advisor with Ameriprise in Maitland, Florida, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Cardenoch LLC, a tax preparation business. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Hemant Ranadive is a financial advisor with Ameriprise in Windermere, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans, supported by a centralized consulting team and automated recommendation processes.

Emily Suazo is a Series 66 licensed financial advisor with UBS Financial Services, based in Winter Park, FL, with two years of industry experience. Prior to joining UBS, she worked at Dexian and has diverse experience including roles at Opus Coffee, University of Florida, Shells Seafood, and Strawberry Crest Highschool. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk profiles.

Rasha Mesharafa is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Mesharafa has also been involved with the Hold On To Hope Foundation and taught at Rollins College's Crummer Graduate School of Business. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.