Garrett Halverson is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and one year of industry experience. His work history includes roles at Ameriprise Financial Services, Augusta National Golf Club, and Dicks Sporting Goods. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research and algorithmic tools to provide tailored retirement planning advice.

Herbert Milner Sr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Milner also serves as a trustee and co-trustee for multiple trusts in Winter Park, Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured tools and modeling techniques, offering advisory support without individual security recommendations as part of standalone plans.

Damon Basco is a CFP® with 27 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. He previously worked at Equitable Advisors and AXA Advisors, LLC for over two decades. Basco serves as a board member for the Oviedo Police Officers Pension Board and is a CrossFit coach in Oviedo, FL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using both proprietary and third-party strategies tailored to client objectives.

Lonnie Salimone is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2024, he worked at Merrill Lynch from 2020 to 2024 and AXA/Equitable from 2019 to 2020. He served in the United States Coast Guard Reserve for 25 years and was involved with the New Orleans Theological Seminary for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of over 23,000 financial advisors.

Gino Campana is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently an advisor at Charles Schwab in Orlando, FL, where he has worked since 2017. His work history includes roles at Charles Schwab Bank and Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 an integrated and scalable operational platform.

Andrew Sholar is a financial advisor with Wells Fargo Advisors in Orlando, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at G.A. Repple & Company and has a background that includes positions at Office Depot, Stetson University, and University High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad menu of planning services and utilizes Wells Fargo research and tools to develop tailored recommendations for clients.

Lauren Wright is a CFP®-certified financial advisor with 15 years of industry experience. She has worked at Ameriprise since 2020 and previously spent seven years with Raymond James Financial Services Advisors INC. In addition to her advisory role, she is a co-owner of Wright and James LLC, a retail business in De Bary, Florida. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to support client planning, emphasizing solutions within Ameriprise-managed accounts.

Thomas Peck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Julia O'Mara is a Series 66-licensed financial advisor at Merrill with 16 years of industry experience. She has worked at Bank of America and Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Patrick Santiago is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Wells Fargo for nine years before joining Schwab in 2022. Based in Orlando, FL, his career has focused on wealth management within prominent financial institutions. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 guidance using multi-asset model portfolios and has a distinctive operational model combining integrated custody and brokerage services with specialized alternative investment offerings.

Lisa Thompson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Outside of her advisory role, she co-owns a rental property in Oviedo, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Felipe Guzman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America/Merrill Lynch and Wells Fargo. 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. As part of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Loseli Daza is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2011 and has a background including five years at Bank of America, N.A. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s platform, providing access to a wide set of products and services beyond typical investment management.

Russell Wilson is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Bryan Stewart is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is managing partner of a tax preparation business and serves as president of the Maitland Library Foundation, as well as holding board positions with the Scottish American Society of Central Florida and the City of Maitland Police Officer & Firefighters Pension Board. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm uses algorithmic automation alongside research and advisory input to support its clients’ income planning.

John Markevitch is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and is based in Orlando, FL. Prior to joining Schwab, his background includes roles in retail and service industries such as Academy Sports & Outdoors, Bloomin Brands, Walmart, and Petsmart. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm’s investment approach includes primarily non-discretionary client relationships with access to discretionary separately managed accounts and multi-asset model portfolios.

Stewart Spears is a financial advisor with Charles Schwab in Orlando, FL. He holds the Series 65 and Series 63 designations and has one year of industry experience. Prior to joining Charles Schwab, he worked in the hospitality and fitness sectors, including six years at Universal's Cabana Bay Beach Resort. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside brokerage, custody, and financial planning services.

Marcos Cigagna is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is a silent partner in several businesses owned by his wife, including a women's apparel line and an Amazon FBA online retail shop. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it also serves municipal clients with public-financing and investment banking capabilities.

Donald Suriano is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Synovus Securities, Cetera, Regions Bank, and Pinnacle Bank. Suriano is based in Orlando, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Padron is a financial advisor with Charles Schwab holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Schwab, he held positions at NewGate Capital Partners, Publix Super Markets, and Parks Lincoln of Longwood, with several years dedicated to full-time education. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a broad range of integrated brokerage, custody, and cash management services.