John Bihler is a financial advisor at Morgan Stanley with 10 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 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and analysis from its Global Investment Committee.

Ashley Laubach is a financial advisor with UBS Financial Services in Windermere, FL, holding a Series 66 designation and 23 years of industry experience. She has worked at UBS Financial Services and UBS PaineWebber since 2001 and 2002, respectively. Laubach is a member of the National Association of Professional Women, a network that provides professional development resources. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services supported by proprietary research and capital market models.

Dhanespatti Tiwari is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides guidance and support to clients in managing their investment portfolios and financial strategies. Dhanespatti has experience related to business development, client relations, and trade execution for client portfolios. He has also assisted teams with syndicate portfolio management. He holds the Professional Designation of Personal Investment Advisor (PIA). He earned an Accredited Certificate from George Mason University.

Francine Stessel is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at Ameriprise Financial Services LLC since 2024 and previously spent 14 years at Edward Jones. She is based in Clermont, FL. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies and offers a range of advisory, brokerage, and insurance solutions through affiliated companies.

Andrew Niklaus is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Merrill Lynch for five years before joining Raymond James in 2020. In addition to his role at Raymond James, he works as an independent contractor financial advisor for Agility Wealth Management. 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, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs various analytical tools to help clients evaluate potential outcomes.

John Kirchhoefer is a financial advisor with Merrill who holds a Series 63 designation and has 47 years of industry experience. He has been with Merrill since 1970 and also affiliated with Bank of America since 2009. Outside of his advisory role, he is involved in multiple aviation-related businesses, including serving as president of a courier company and holding interests in several corporations that manage and own aircraft for liability purposes. Merrill, along 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.

Amanda Mendez is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2018, including prior roles at JPMorgan Chase Bank and Jpmorgan Chase Bank (Mi). J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations.

Shaunah Saint Cyr is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2017. Outside of her advisory role, she creates social media content focused on travel, food, women's health and empowerment, and solo living. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering both non-discretionary and discretionary investment advisory services through wrap fee programs and managed accounts. The firm combines brokerage, custody, and advisory functions with a multi-asset investment approach supported by centralized operational infrastructure.

Natasha Carse is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2015, including seven years with Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is involved in music and video production as well as movie production through her ownership and management of related LLCs. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and advanced modeling tools to support clients’ financial goals.

Scott Chapa is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Amegy Investments, Inc., Zions Capital Advisors, Inc., and Wells Fargo Bank, N.A. Outside of his advisory role, he co-owns CHAPA SQUARED VENTURES, LLC, which invests in private investment opportunities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and a broad range of financial products through banking and insurance affiliates.

Nathan Hrdy is a financial advisor at Charles Schwab with a Series 66 credential and approximately one year of industry experience. Prior to joining Schwab, his background includes roles outside the financial industry, primarily in the hospitality sector. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and access to alternative investments.

Michael Brietz is a Series 66 credentialed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2024. He has two years of industry experience. Outside of advising, he serves as Director of Operations for the Greater Orlando Soccer Academy and is involved in youth soccer refereeing through the Florida Youth Soccer and Florida High School Athletic Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, often utilizing third-party asset managers and programs, and serves clients across wealth levels through a network of Investment Adviser Representatives.

Valeria Arroyave Cardona is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and three years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2014 and has been with Wells Fargo Clearing and Core Technology Services, LLC since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Anna Sime is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at firms including Schwab Private Client Investment Advisory, Wells Fargo, CitiGroup, and J.P. Morgan Securities. Outside of finance, she is a partner in SM Dance Company, a dance studio based in Winter Park, Florida. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning processes utilize structured tools and scenario modeling while generally acting in an advisory capacity to clients.

Cody Cervellera is a CFP® professional with ten years of experience at Edward Jones, beginning in 2016. He operates out of Winter Garden, FL, and holds a Series 66 license. Outside of his advisory role, Cody owns and manages an eBay store where he sells items sourced from thrift stores. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Keith Davis is a financial advisor at Raymond James & Associates with 33 years of industry experience. He has been with Raymond James since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for a family member in health-related matters. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily through non-discretionary relationships.

Mary Newhouse is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Capital Corporation, Kovack Securities, Capital Guardian Wealth Management, Moors & Cabot, and Janney Montgomery Scott. Outside of advising, she is a notary public who occasionally provides notarization for clients and holds a Florida real estate license in a voluntary inactive status. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and risk management, supported by a complex affiliate network.

Alexander Maitski is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial situations and introduce solutions available through Merrill and Bank of America. Alexander holds the designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Liberty High School and attended the University of Central Florida without receiving a degree. He is a member of the Winter Park Rotary Club and participates in community activities with Habitat for Humanity and Second Harvest Food Bank.

Anthony Pike is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Inc and EP Wealth Strategies. Pike has been involved in community organizations such as the Kiwanis Club of Orlando. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Scott Abramson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in wealth management, helping individuals, families, and business owners align their financial lives with their priorities. Scott is a founding member of PAR Wealth Management, where he contributes to the mission of improving clients' lives by helping them avoid mistakes, simplify their financial lives, and achieve their goals. Scott's approach emphasizes a specialized, multi-generational perspective, offering strategies designed not only for present needs but also for future opportunities and challenges. Recognized by leading industry publications, he builds trust through collaboration, transparency, and client-first planning. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), and earned his bachelor's degree from the University of Central Florida. Outside of his professional role, Scott is involved with Lake Highland, serving as an Ambassador for the school. He enjoys activities such as fitness, travel, cooking, lifelong learning, and Brazilian Jiu-Jitsu. His motivation is centered on his son, with whom he spends time exploring the world and creating shared experiences.