Mario Mendez Jr. is a financial advisor with J.P. Morgan Securities and holds the Series 66 designation. He has eight years of industry experience, including prior roles at Bank of America and Merrill. He is based in Winter Garden, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Eric Lasso is a CFP®-certified financial advisor with 24 years of industry experience, currently with Edelman Financial Engines in Orlando, FL. His career includes roles at Fidelity, Merrill, and several related firms prior to joining Edelman Financial Engines in 2026. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions, planner-led wealth management, and online advice, utilizing diversified model portfolios and a committee-driven investment process.

Theresa Williams is a Certified Financial Planner (CFP®) with 30 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016, following previous roles at Wells Fargo Clearing. She is based in Orlando, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and economic modeling techniques.

Myles Johnson is a Series 66-registered financial advisor with Morgan Stanley in Orlando, FL, bringing one year of industry experience. Prior to joining Morgan Stanley, he worked at Kimberly-Clark Corp. for four years and Royal Caribbean Group for another four years. Morgan Stanley Wealth Management offers a wide array of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Tyson Smith Sr. is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with various Raymond James entities since 2012. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to help clients evaluate potential outcomes and supports municipal and public finance work through its affiliated municipal advisor.

Chang Osurman is a CFP® with five years of industry experience, currently serving at Charles Schwab & Co., Inc. in Orlando, FL. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade for three years and has held roles ranging from a sole proprietorship to positions outside the financial industry, including work at Snohomish County District Court and the University of Hawaii at Manoa. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by its integrated brokerage, custody, and advisory platform.

Jordan Schaefer is a financial advisor at Fidelity with seven years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Equitable Advisors and AxA Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified Charitable Gift Funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Christopher Steel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo in 2020. Outside of his advisory role, he serves as a board member for The Kingston HOA in Daytona Beach Shores, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Swift is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Charles Schwab since 2023 and previously spent 10 years at Equitable Advisors and 7 years at Axa Advisors, LLC. He serves as a board member for JC Rawls - FFAC Foundation Inc., where he participates in strategic planning. Charles Schwab & Co., Inc. serves primarily 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 relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

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.

Anthony Donini is a financial advisor with Cetera, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and operated Anthony Donini CPA PA from 1992 to 2024. He serves as the treasurer of the Davenport Glen HOA board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Victor Panos is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery and firm‑approved tools, focusing on advisory services without providing individual security recommendations in standalone plans.

Laura Sexton is a financial advisor with LPL Financial in Winter Park, FL, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at AI Insight, iCapital, Cambridge Investment Research Advisors, and Snyder Kearney, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Marc Zurich is a Series 66-licensed financial advisor with J.P. Morgan Securities in Orlando, FL, where he has worked since 2015. He has 14 years of industry experience. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Blaise Benoist is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL, holding Series 63 and 66 licenses with 28 years of industry experience. He has been with Raymond James since 2012 and operates Benoist Wealth Strategies, Inc., his independent contractor corporation. Benoist also has partial ownership in agricultural property through Grosjean Family LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers non-discretionary, goal-tailored consulting supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Nina Kirchhoefer is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 1988 and at Bank of America since 2009. Outside of her advisory role, she assists with administrative duties related to several family-held aviation businesses. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Krzyzak is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked for Prudential Equity Group, LLC for 10 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Jeannette Funi is a financial advisor at Edward Jones with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Truist Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Robert Harvie is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a general limited partner and manager of the Harvie Family Limited Partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Eric Geyer is a Financial Advisor with Merrill Lynch Wealth Management based in Windermere, Florida. He began his career with Bank of America Consumer Bank in 2015 and joined Merrill in 2018. In his role, Eric focuses on assisting busy and successful individuals, including business owners and their families, to navigate significant life transitions and manage their wealth effectively. Eric's expertise includes family wealth management strategies, legacy planning, managing new wealth, small business strategies, tax minimization, and retirement income. He emphasizes understanding clients' priorities and financial situations in detail to design, implement, and monitor customized wealth management strategies that align with their goals and risk tolerance. He holds a Bachelor's degree in Hotel/Restaurant Management from Northern Arizona University, a Florida Real Estate Broker's License, and designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Eric resides in Winter Garden, Florida with his wife and two children, and enjoys active and athletic pursuits such as running, Obstacle Course Races, traveling, cooking, and spending time with family and friends.