Erika Link is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice using a combination of proprietary research, third-party data, and algorithmic tools.

Julie Bolton serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in developing and implementing goals-based wealth management strategies for successful professionals, their families, and growing businesses. Her work is focused on delivering personalized financial strategies designed to help clients pursue their long-term goals. Julie joined Merrill Lynch as a financial advisor in 2013 after seven years with Banc of America Securities. She has over 20 years of experience in the investment banking, real estate, and construction sectors. Her professional background includes managing construction projects and financing major developments such as 7 World Trade Center and One Bryant Park, as well as working in the Mission Control Center at Johnson Space Center. She holds the Chartered Financial Consultant (ChFC) designation, earned through the Accredited Certificate Program from the American College of Financial Planning. Julie is involved in various professional organizations, including the National Association of Women Business Owners and the National Association of Women in Construction. She has served on the executive board of the Orlando Chapter of NAWBO and volunteers with the Cape Canaveral Lighthouse Foundation. Additionally, she has over 20 years of experience coaching at-risk and special needs youth cheerleaders. Her personal interests include camping, fishing, genealogy, gymnastics, music, photography, running, and spending time with family.

Patrick Mccarty is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he sells health insurance through United Healthcare and other carriers. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and does not sponsor its own wrap fee program.

Tracie Bailey is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 13 years at Wells Fargo Clearing and recent roles at Purshe Kaplan Sterling Investments and Concurrent Investment Advisors. Outside of advising, she is an associate at Sloane Financial Planning and Winter Park Wealth Group, providing client support and administrative functions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to pension plans and corporations. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients assess potential outcomes, supporting implementation through various advisory programs and partnerships.

Bridgette Silverman is a financial advisor at Ameriprise with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at AGIA, VALIC Financial Advisors, Inc., and Charles Schwab & Co., Inc. Outside of advisory roles, she is appointed as an agent to sell non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joel Estrado is a Planning Consultant at Fidelity Investments, where he has been providing consulting services since 2020. He progressed through roles as a Work Place Planning Consultant I and II before assuming his current position in 2022. In his role, he focuses on assisting clients with their planning needs to help them work towards their family's unique goals. Joel has accumulated experience within Fidelity Investments over several years, contributing to his expertise in the field of financial planning consultancy. Outside of his professional responsibilities, Joel has personal interests in art and culinary experiences.

Fritjof Stei is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Thrivent Financial, and as a self-employed business consultant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Brian Fajardo is a Series 66-licensed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2025. His prior experience includes roles at New York Beer Project and Global Financial Impact. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Ledger Hatch is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Raymond James for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by centralized due diligence.

Brandon Waters is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. He is also employed outside the industry at The Master's Academy. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and extensive non-advisory financial services.

Kristen Prewitt is a financial advisor with Ameriprise in Longwood, Florida, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has business ownership interests in Abbott Group LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions.

Michael Odero is a financial advisor at Fidelity with Series 65 and Series 63 licenses and five years of industry experience. He has worked at firms including Charles Schwab, Robinhood, and First Command Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Austin Kinney is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fairwinds Credit Union, Publix Super Markets, and Florida Financial Advisors. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

James Millar is a Private Wealth Advisor at Merrill Private Wealth Management, where he also serves as a Senior Resident Director of the firm's Windermere, Florida office. He assists clients in evaluating and implementing portfolio strategies that may involve hedge funds, private equity, managed futures, and middle-market investment banking services through Bank of America. James has experience working with small business owners and corporate executives, focusing on strategies for managing stock options as well as hedging concentrated stock positions and illiquid assets. He is a qualified Portfolio Manager who builds and manages personalized or defined investment strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. He operates within the firm's Investment Advisory Program, managing some strategies on a discretionary basis. He holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute® and is a member of the same organization. James earned bachelor's degrees in finance and economics from the University of Florida. In addition to his professional work, he participates in community organizations including Windermere Little League, Shepherds Hope, Special Olympics, and Alpha Tau Omega.

Robert Maiocco is a financial advisor with Ameriprise in Winter Park, FL, holding Series 65 and Series 66 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering 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 its advisory approach and serves a broad client base through a range of advisory, brokerage, and insurance solutions.

Matthew Wheeles is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. He has worked at Charles Schwab since 2008, including a previous period at Ameriprise from 2006 to 2008. Outside of advising, he owns a short-term rental property in New Smyrna Beach, Florida. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs.

Aaron Drone is a financial advisor with Ameriprise in Clermont, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as head coach for the varsity and junior varsity wrestling teams at Windermere High School and owns Claw Wrestling LLC. Ameriprise is an institutional firm that offers a retirement-income planning service primarily for clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficiency analysis to support retirement planning.

Peter Kaufman is a Series 66-licensed financial advisor with Morgan Stanley, based in Orlando, FL, and has 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and Corporate Financial Planning agreements.

Michael Radnothy is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he maintains ongoing involvement with Swell Properties LLC and Remax Realty. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Amy Heapps is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with OSAIC since 2018. Prior to that, she worked at Jhfn Sii and held various roles in the health and fitness sector. Outside of her advisory work, she leads advisor engagement and marketing efforts for GenXFinancial and its affiliated divisions. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activities.