Kent Thorsen is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James & Associates, Inc. and spent a year at the University of Tampa. Thorsen has a 20% ownership interest in Thunder Consultants LLC dba Thorsen Hixenbaugh Kovaleski Wealth Advisors, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu to clients meeting a net-worth threshold, including specialized services such as business-owner transition and special-needs planning.

Kevin Mc Nair is a financial advisor with J.P. Morgan Securities in Ocoee, Florida, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as prior experience at Truist and Foresters Financial Services, Inc. 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 broker-dealer and investment adviser registrations, delivering recommendations through Wealth Advisors on a non-discretionary basis.

Hannah Turner is a financial advisor at Merrill with 12 years at the firm and holds a Series 66 designation. She has two years of industry experience and is based in Orlando, FL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Patricia Freehling is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. She has been with Cambridge Investment Research Advisors since 2009. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, providing both discretionary and non-discretionary strategies tailored to client objectives.

Michael Schmale is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s investment approach includes multi-asset model portfolios with strategic asset allocation and access to discretionary separately managed accounts managed by an affiliate.

Felix Bartolomei is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at FAIRWINDS Credit Union and Cuso Financial 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 national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technology solutions.

Jessica Palmer is a Planning Consultant at Fidelity Investments, where she works closely with clients and their dedicated advisors as part of the wealth planning team. In her role, she focuses on establishing and maintaining financial plans tailored to individual client needs. Jessica has been with Fidelity Investments since 2015, holding various positions including Financial Representative from 2015 to 2018, Relationship Manager from 2018 to 2022, and Planning Consultant since 2022.

John Yuzzolin is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Wells Fargo entities since 2013, including Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large team of financial advisors. The firm offers both brokerage and advisory solutions, with an emphasis on research-driven investment approaches and a range of financial products distributed through affiliated bank and insurance entities.

Frank Blackard is a financial advisor at Cetera with 54 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Cetera and its related entities since 2015. Blackard was also involved with Masters Prosports & Entertainment from 2016 to 2021 and operates Blackard Financial Services, LLC. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional accounts, offering both discretionary and non-discretionary portfolio management along with various program structures. The firm supports a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets through a network of more than 10,000 advisors.

Anthony Vidal is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at NYLIFE Securities LLC, Facet Wealth, JP Morgan Securities LLC, and JPMorgan Chase Bank. Outside of finance, he has worked at Uber for several 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jenny Savallo is a financial advisor at Morgan Stanley with 37 years of industry experience. She has previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC in 2020. She holds Series 63 and Series 66 credentials and is based in Orlando, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning and uses structured tools and model-based projections as part of its planning process.

Blake Smith is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he worked at Western Southern Life and Bintelli LLC. Outside of his advisory role, he is the owner of a separate business in Charleston, SC, unrelated to investment activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary managed accounts, supported by its large scale and integrated operational structure.

Charles Bosworth is a CFP® professional with 30 years of industry experience, currently affiliated with Raymond James Financial in Winter Park, FL. He has operated his own firms, including Bosworth Financial, LLC, since 2017, and previously worked at BCW Financial Consultants, LLC. Outside of financial advising, he owns a tax preparation business specializing in individual 1040 tax planning and preparation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports municipal and public finance work, and recently introduced employer advisory programs for SIMPLE IRA plans.

Jeannette Whipple is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She previously worked at LPL Financial for 12 years before joining her current firm in 2025. Whipple holds Series 63 and Series 66 licenses. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both proprietary and third-party strategies with multiple implementation options.

Timothy Tracey is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and drawing on multiple portfolio management styles and affiliated research.

Matthew Fosnow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and with 25 years of industry experience. He has been with Raymond James and its affiliates since 2001 and is also the owner and operator of Fosnow Wealth Management and The Infinity Group. Both businesses support his advisory practice and are located in Apopka, Florida. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers, with specialized services in municipal finance and SIMPLE IRA employer consulting.

Bryce Sutherland is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses. He has worked at Charles Schwab since 2024 and has prior experience with Credit Suisse and Florida Financial Advisors. Outside of finance, he was involved with the Southwest Stars Swim Club from 2017 to 2020. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and maintains a centralized operational structure covering advisory, brokerage, custody, and cash-sweep services.

George Farley is a Series 66-licensed advisor with Wells Fargo Clearing, based in Winter Park, FL, and has 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved in rental income activities. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

David Peckham is a CFP® professional with 26 years of industry experience, currently with LPL Financial since 2019. He previously worked at Cetera Advisors LLC from 2014 to 2019. In addition to his advisory role, he is involved with a business entity for tax and investment purposes and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technologies including machine learning.

Ernesto Ramirez is a financial advisor with LPL Enterprise in Orlando, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, J.P. Morgan Securities, and JPMorgan Chase Bank. He has also been self-employed during his career. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.