Jason Maniscalco is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at MBSC Securities Corporation from 2011 to 2017, before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Mario Mendez Jr. is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and J.P. Morgan Chase Bank, where he has been employed since 2019. Prior to that, he held roles at Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan organization and offers a range of investment products including security-based swaps and futures commission merchant services.

Eric Lasso is a CFP® professional with 24 years of industry experience, currently serving at Edelman Financial Engines in Orlando, FL. He has been with the firm and its predecessors since 2015, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term management.

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. His prior work includes roles at Equitable Advisors and AXA Advisors before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Anthony Donini CPA PA from 1992 to 2024. He serves as treasurer for the Davenport Glen Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform enabling advisors to implement model portfolios, select third-party managers, or build bespoke strategies across various program structures.

Victor Panos is a financial advisor at Morgan Stanley with 13 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. Prior to that, he was with Bank of America, N.A. and Merrill from 2012 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support client strategies.

Marc Zurich is a financial advisor with J.P. Morgan Securities LLC in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2015. 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 additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

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 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1988 and Bank of America, N.A. since 2009. Outside of her advisory role, she assists with financial duties related to family-owned 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Peter Krzyzak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 at Merrill Lynch Wealth Management, specializing in working with successful business owners who anticipate selling their companies within the next 3 to 5 years. He focuses on guiding clients through the critical years leading up to a sale, assisting them in navigating financial, strategic, and personal aspects of the exit process. As a Certified Private Wealth Advisor® (CPWA®) and Chartered Retirement Planning Counselor™ (CRPC™), Eric provides expertise in increasing enterprise value, managing liquidity events, and aligning business, personal, and wealth strategies ahead of significant transitions. His approach includes consultative collaboration, tax-efficient strategies, estate planning coordination, and proactive communication to prepare clients for each stage of their planning. Eric holds a Bachelor's Degree from Northern Arizona University and maintains additional designations including Personal Investment Advisor (PIA). Outside of his professional work, he values family, fitness, and community involvement.

Brady Keller is a financial advisor with Cetera based in Orlando, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera and its affiliate Sunrise Wealth in 2025, he worked at Ameriprise from 2019 to 2025. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party models, discretionary and non-discretionary programs, and various custodial relationships.