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.

Brandon Shepard is a financial advisor with Charles Schwab in Orlando, FL, holding Series 65 and Series 63 licenses and two years of industry experience. His background includes roles at Charles Schwab Bank, BNY, and R2 Unified Technologies, as well as academic positions at Florida Atlantic University. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Cliff Worthylake is a financial advisor at Charles Schwab with a Series 66 designation and over three years of experience in the industry. His prior roles include positions at WA Global, Amazon, and Gregor Media Group. Charles Schwab & Co., Inc. serves primarily 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 separately managed accounts and a formal alternative-investment onboarding process.

Darryl Lobo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. His prior experience includes roles at Wamu Investments and Washington Mutual. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Pamela Ghezzi is a financial advisor at OSAIC with 31 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at Kovack Advisors, Inc., Kovack Securities, Inc., and Lincoln Financial Securities Corporation. Outside of her advisory role, she is involved in independent wealth management and certified wealth strategist activities. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple third-party platforms to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

Anderson Wren is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 11 years. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mark Guy is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Enterprise Car Rental and TIAA-CREF. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research.

Robert Blanchard, Jr. is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked with Axa Advisors, LLC. Outside of advisory work, he is involved in outside insurance activities. Equitable Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Richard Macak III is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at Cetera Wealth Services, Omni Financial Services, and Metlife Securities. Outside of advisory work, he is involved in fixed insurance sales and provides referrals for business management consulting through affiliated entities. LPL Enterprise serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities, offering model-driven investment advisory and brokerage services. The firm emphasizes access to third-party asset managers and financial planning while also facilitating insurance product sales and related non-securities services.

Jordan Bower is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 license and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP and has been associated with Fairwinds Credit Union since 2018. He also serves as a notary for Fairwinds Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment strategies and platforms supported by extensive operational and research tools.

Rachel Linville is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Her prior firms include Edward Jones, MassMutual, and The Infinity Group. Linville is also involved with The Infinity Group, a support company based in Apopka, FL. 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 institutions. The firm provides tailored, non-discretionary planning using analytical tools to help clients understand potential outcomes and supports a broad network of advisors and affiliated firms.

Vladimy Pierre Louis is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Avantax Advisory Services and related entities. In addition to his advisory role, he manages the PLOUIS Foundation, a nonprofit organization he founded. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and affiliations supporting diverse investment strategies.

Edwin Sotoquinones is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. He has been with Equitable Advisors since 1999, including its prior identity as AXA Advisors. Outside of his advisory role, he is involved in auto racing as a driver team owner. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm offers various investment options through its network of Investment Adviser Representatives and third-party asset managers, emphasizing personalized client assessment and model-based portfolio management.

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® and Series 66 registered financial advisor with 16 years of experience. He has worked at Wells Fargo Advisors since 2016 and was previously with Raymond James & Associates for six years. He is also a 10% owner of Thunder Consultants LLC, a financial practice based in Orlando, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored client recommendations.