Kevin Barry is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both individual and corporate financial planning services.

Robert Rosenberger III is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and previously worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Additionally, he has been involved in business ownership activities, including as a Certified Exit Planning Advisor. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and wrap programs, while also facilitating insurance product sales through affiliated entities.

Tiffany Malenfant is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has previously worked at Merrill Lynch, Bank of America NA, and Edward Jones. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing guidance through a centralized service team.

Eric Moyle is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise Managed Accounts.

Kevin Cassidy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at The Walt Disney Company and held roles at Target, ABCD Early Learning Center, and Party City. 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 a range of multi-asset model portfolios and alternative investments.

Michele Dura is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. Her prior work includes nearly three decades at Charles Schwab followed by roles at Pershing LLC and Good Life Financial Advisors. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.

Spencer Mangum is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients pursue their financial goals through family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He holds a Bachelor's Degree from Rollins College, where he also played collegiate baseball. Spencer has earned the Personal Investment Advisor (PIA) designation. He is actively involved with the Fellowship of Christian Athletes (FCA) and Forge Ministries. Outside of his professional work, Spencer enjoys playing golf, baseball, football, and pickleball, as well as spending time with family. He also volunteers in his community.

Kenneth Mitchell is a financial advisor with Primerica Advisors in Winter Park, FL, holding Series 65 and Series 63 credentials and 47 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to advisory services, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily through model-based strategies managed by unaffiliated asset managers and supports trade execution and custody through established industry partners.

Erica Ow is an Investment Consultant at Fidelity Investments. In her current role, she collaborates with clients to understand their financial goals and develop personalized investment strategies that align with their priorities. She emphasizes clear communication and building strong partnerships with clients. Erica has been with Fidelity Investments since 2021 and has held various positions including Financial Representative, Relationship Manager, and Planning Consultant. Her experience spans multiple aspects of financial planning and client relationship management within the firm. Outside of her professional work, Erica has interests in art, concerts, fitness, social events with friends, reading, and traveling.

Michael Schafer is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work experience includes positions at Bank of America and Rocket Auto. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Anna Sobczak is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and having nine years of industry experience. She is also the president of King Kracken, a fishing clothing company that sells online. Sobczak has been with Charles Schwab since 2015 and with King Kracken since 2017. 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, offering multi-asset model portfolios and centralized custody and order-routing arrangements.

Daniel Green is a CFP® professional with 32 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. Prior to this, he was with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for a combined 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products than typical for large institutional advisers.

Erin Kronenberg is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Edward Jones, Robinhood Financial, LLC, and Pershing LLC. 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 offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop written recommendations tailored to clients' goals.

Scott Polk is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily to clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Daniel Iachello is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2017, previously working for JW Marriott/Ritz-Carlton Grande Lakes. Outside of his advisory role, he works seasonally as a Ride Attractions Host at Walt Disney World Resort. Ameriprise Financial Services is a large institution serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing tax-aware income strategies.

Bruce Gentilella is a Series 66 licensed financial advisor with 41 years of industry experience. He is currently with LPL Financial and has held prior roles at Calton & Associates, Ameritas Life Insurance Corp, and The Advisors Group, among others. Outside of his advisory work, he serves as Vice President of the Windermere Chase Homeowners Association, where he is involved in community safety and maintenance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services and supports advisors with model portfolios, third-party subadvisors, and technology tools across discretionary and non-discretionary strategies.

Lester Ernest is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Truist Advisory Services and Truist Investment Services, Inc. In addition to his advisory work, he owns a boat rental business in Orlando, FL, offering charter trips with safety equipment. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources.

Yvonne Mcguire is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, as well as at Wells Fargo Clearing from 2016 to 2019. Mcguire serves as a board member for the Brevard Schools Foundation and owns Strike Price LLC, a recreation-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include both retail and institutional client programs.

Daniel Grisham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for over two decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Kimberly Shirk is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. She has worked at Royal Alliance Associates, Signator Investors, Freedom Financial Group, Transamerica Financial Advisors, and CUNA Brokerage Services. Outside of financial advising, she performs as a singer and karaoke disc jockey at private and public events. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap portfolios, Unified Managed Accounts, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and offers discretionary and advisor-managed strategies alongside third-party and proprietary models.