Scott Morris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based planning on topics such as retirement, tax, estate, and special needs without managing client portfolios directly. The firm combines planning with managed-account programs while keeping the services separate and conducts periodic reviews of its recommendations.

Robert Morris is a financial advisor with Ameriprise in Windermere, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, Morris is a co-owner and board member of Liquid Planet Boat Works, a retail boat sales and service business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement service uses proprietary investment research and collaborative planning, with recommendations implemented non-discretionarily.

Paul Prewitt is a financial advisor with Ameriprise in Longwood, FL, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Ellen Fuller is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill in multiple periods since 2000, including her current tenure starting in 2024. Outside of her advisory role, she is involved with Continental Resources, a family-held business engaged in exploratory drilling for gas and oil that generates royalties from its findings. 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 and profit-sharing plans, corporations, and charitable organizations.

Keith Heslin is a financial advisor with LPL Financial in Ocoee, Florida. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at MML Investors Services and MassMutual Life Insurance. Outside of his advisory work, he operates as an insurance broker specializing in life, disability, equity fixed life, long-term care, fixed annuities, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sylvia Presley is a CFP®-designated financial advisor with 32 years of industry experience. She is currently with Cetera and has previously worked for Avantax Insurance Agency and related firms for over 30 years. In addition to her advisory work, she serves as a trustee providing accounting and tax preparation services and volunteers as treasurer for the Financial Planning Association of Central Florida. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers and program structures.

Michael Argenbright is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Fifth Third Securities, Truist Investment Services, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory role, he is a business owner of Jacobs Plantation, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing various portfolio management strategies and supporting advisors with technology and research tools.

Angela Quintana is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 66 registrations and having 15 years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and AXA Advisors, among other firms. Outside of her advisory role, she serves as a scorekeeper for women's college and professional volleyball teams, including the University of Central Florida and Major League Volleyball. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, including non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, and charitable organizations. The firm utilizes third-party asset managers and advisory programs to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Viviane Melkonian is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Family First Life, NYLIFE Securities LLC, New York Life Insurance Company, and Walt Disney Parks and Resorts U.S., Inc. Outside of her advisory work, she has been involved with Shield General Services LLC since 2021. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Andrew VanTienderen is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he provides guidance to clients on navigating critical financial decisions for themselves and their families. He emphasizes the importance of considering the family system as an integral part of the financial planning process and is committed to developing personalized plans built around clients' family systems to work toward their financial goals. Andrew has been with Fidelity Investments since 2005, holding various positions including Financial Representative, Retirement Relationship Manager, Investment Consultant, Financial Consultant, Vice President Wealth Planner, and now Vice President Private Wealth Management Advisor. His experience spans wealth management, retirement planning, and investment consulting. Outside of his professional work, Andrew's personal interests include baseball, football, lake activities, music, snowboarding, and volunteering.

Keila Bevins is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for seven years. Bevins has been with Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach uses structured discovery processes and firm-approved tools to develop financial plans, while clients are responsible for implementing and updating those plans.

Brian Baker is a Market Leader at Fidelity Investments, where he focuses on attracting talented individuals who are passionate about serving clients. He leads teams that provide a broad range of financial planning resources and are responsible for client satisfaction, retention, and growth. Brian emphasizes the importance of a positive work environment and values hard work, honesty, and integrity in his professional approach. He has held the position of Vice President, Market Leader at Fidelity Investments since 2014. Prior to this, Brian worked as Vice President and Branch Manager at Charles Schwab & Co., Inc. from 2001 to 2014. His earlier roles include Regional Vice President at TD Waterhouse from 1998 to 2001, Senior Financial Consultant at Charles Schwab & Co., Inc. from 1995 to 1998, and Financial Consultant at Network 1 Financial Securities in 1994.

Adreanne Buigas Lopez is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in public education with various county school systems. Outside of her advisory role, she operates Board & Boujee, LLC, a business that designs and creates charcuterie boards and grazing tables. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Juliana Machata is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by the Schwab Center for Financial Research.

Jessica Thompson is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has worked at Raymond James Financial since 2011 and is involved with Orlando Divorce Planning as a Certified Divorce Financial Analyst and Foundations Financial Partners as a support company owner. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and partnerships.

Jennifer Garcia is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and five years of industry experience. She has worked previously at UBS Financial Services and Merrill Lynch Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing tax-aware withdrawal strategies.

David Becker is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Virtus Wealth Advisors and various positions outside the financial industry, including education and corporate roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured due diligence process for alternative investments.

Sam Bellamy is a CFP® with 27 years of industry experience, currently affiliated with Morgan Stanley in Winter Park, FL. He previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and firm-approved tools, with services that include but do not extend to individual security recommendations.

Chance Bush is a financial advisor with Primerica Advisors in Apopka, FL, holding a Series 65 credential and three years of industry experience. His career includes roles at National Staffing Solutions and Primerica Financial Services. Outside of advisory work, he is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-based recommendations managed by unaffiliated asset managers.

Robert Emerson Jr. is a financial advisor with Ameriprise in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.