Jason Wingo is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2022, following three years at Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Melvin Edwards Jr. is a financial advisor with Primerica Advisors in Ocoee, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His work history includes roles at Valencia College and PFS Investments Inc., alongside his ongoing association with Primerica Financial Services. In addition to his advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Tara Pinchal is a financial advisor with Ameriprise in Maitland, FL, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in managing a family-owned commercial real estate business in Houston, Texas. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Ramon Jorge is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. 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.

Thomas Bray is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services since 2013 and is owner of Emerald Crane Holding Company, a collectibles business. Additionally, he operates as an independent insurance agent through Waterstone Financial LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides diversified portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

Edwin Ricardo is a financial advisor with Charles Schwab in Orlando, FL, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, ACE Capital Management LLC, and BTS Asset Management. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset strategic allocation approach and centralized operational infrastructure.

Michael Fernandez is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Wells Fargo, and Cetera Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Semih Batum is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at firms including The Vanguard Group, Bank of America, Merrill, and Amicorp Services Ltd. prior to joining Schwab. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational platform.

Leanna Argenziano is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and two years of industry experience. She has previously worked at K12 Lift and served eight years at Orange County Public School. Outside of advising, she has been involved with Senegence since 2018. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and endorsed third-party managers to offer advisory and brokerage solutions.

Gerardo Forteza Garcia Barbon is a financial advisor at Ameriprise in Winter Park, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Curative and Asurion, among other roles. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary investment research and third-party data to provide tailored, non-discretionary recommendations.

Luis Alvarez is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and develop portfolio strategies designed to help achieve those goals. He provides ongoing advice and adapts portfolio strategies as clients' situations change. Luis specializes in areas including general investing, retirement planning, and saving for the unexpected. He holds the Chartered Retirement Planning Counselor (CRPC) designation and earned a Bachelor's Degree from the University of Central Florida, as well as an Accredited Certificate Program from Kaplan University. Luis is fluent in both Spanish and English. Outside of his professional work, Luis is involved with organizations such as the American Cancer Society, Boys and Girls Club of Central Florida, Keep Orlando Beautiful, Inc, and Second Harvest Food Bank of Central Florida. His personal interests include baseball, biking, bowling, cooking, fishing, music, running, soccer, and tennis.

Andrew Tucker is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Charles Schwab & Co., Inc. and Addition Financial. Outside of his advisory role, Tucker owns Tucker Health Solutions, LLC, which assists clients with Medicare enrollment. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals.

Ronald Rasband is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with Cetera and has prior experience at Evershore Financial Group and Securian Financial Services. He serves as chapter president of the BYU Alumni Association in Orlando. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Patrick Lawrence is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured financial planning tools and modeling techniques as part of its advisory process.

Shaun Spaid is a financial advisor with Ameriprise in Oviedo, FL, holding a Series 66 credential and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice supported by a centralized consulting team.

Jason Dahlman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2011. In his role, he provides financial consulting services aimed at helping clients pursue their financial goals. His approach to advising centers on integrity and a commitment to supporting clients and their families in their financial planning both now and in the future.

David Strunc is a financial advisor with Cetera, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Cetera Advisors LLC since 2013 in various roles. Outside of his advisory work, he is an owner and operator of a family-run restaurant, Santinos Pizza N Wings, in Oviedo, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services utilizing a multi-manager platform with discretionary and non-discretionary program options.

Ignacio Bartolomei is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked for firms including PNC Investments and Wells Fargo Advisors before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also has roles as a commodity pool operator and advisor to multiple registered investment companies.

Kentecia King is a financial advisor at Charles Schwab with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Finra, Pier One Imports, and U.S. Bancorp Investments. 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 using multi-asset model portfolios and maintains a large, integrated structure with centralized supervisory and custody arrangements.

Jose Lopez is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Ameriprise and earlier tenures at Raymond James. Outside of advisory work, he is involved in several business ventures, including ownership interests in LLCs related to business services and real estate holding companies, as well as a membership in the Vice Versa Winery. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients including individuals, institutions, and municipalities, offering customized financial planning and consulting services supported by diverse portfolio management styles and affiliated research resources.