Sloan Chamblin is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000. Outside of his advisory role, he serves as a power of attorney for certain beneficiaries. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals and institutional clients.

Ferdinand Roccanti is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 63 credential and 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Lawrence Johnson is a CFP® with 15 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Thomas J Goes, Northwestern Mutual Investment Services, Robinhood Financial, Charles Schwab, and USAA Financial Planning Services. Outside of financial advising, he owns V's Barbershop and serves as a board member for the Roper YMCA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and various non-securities financial products and services.

Vishindas Mahtani is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. His work history includes roles at H&R Block, Boiling Springs Savings Bank, and PFS Investments Inc. He is also involved in the sale of home security and automation products through part-time referrals related to his firm’s affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies supported by third-party asset managers and custody services.

Steven Alch is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill since 2001. Outside of his advisory role, he serves as a director on the Orlando Economic Development Commission, a charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Caleb Sibley is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he owned C Sibley Golf Inc, a sports-related business, and worked in education. He also serves as the Marketing Director for Florida Firestop Systems LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, with a focus on those meeting specific asset criteria. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul Holt is a financial advisor with Ameriprise in Oviedo, Florida, holding a Series 63 designation and 40 years of industry experience. He previously worked at Raymond James and Associates for 11 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.

Sherri Stansbury is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with OSAIC since 2012. Outside of her advisory role, she is registered as an insurance agent but does not actively solicit insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning and access to third-party money managers. The firm employs asset-allocation tools and risk assessments to construct diversified portfolios across various asset classes.

Andrew Lyon IV is a financial advisor at RBC Capital Markets with 13 years of industry experience. He has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as the head baseball coach at Oviedo High School and is involved in coaching youth baseball through several local organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, leveraging both in-house and third-party investment managers.

John Quigley is a financial advisor with Raymond James & Associates in Winter Park, FL, holding the Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Quigley serves on the Regional Board of the Boys and Girls Club of Central Florida, contributing to both the Finance and HR committees. 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 clientele, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Anet Shakenov is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and previously operated One Hobby Shop, LLC for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process combining fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory services.

William Brewster is a financial advisor with Morgan Stanley in Gotha, Florida, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Susan Montanez is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and bringing 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Outside of her advisory role, she serves as president of the Terra Oaks HOA Corporation in Windermere, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stanley Smith is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2008, as well as Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anne Marie Williams is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and was previously with Raymond James & Associates from 2013 to 2017. Outside of her advisory role, she is involved in nonprofit leadership, including founding roles with the Central Florida Association for Women Lawyers and serving as a director on the Varsity Knights Leadership Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process supported by proprietary tools and investment modeling, managing approximately $2.74 trillion in client assets.

Jakob Matich is an Investment Consultant at Fidelity Investments, where he supports clients in developing tailored financial plans and presenting solutions designed to help achieve their financial objectives. His approach involves co-creating actionable steps that evolve over time, taking into account client preferences, time horizons, and needs. Since joining Fidelity Investments in 2020, Jakob has held multiple roles, including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions Representative, Investment Solutions Representative II, Planning Consultant, and currently Investment Consultant. This progression reflects his experience in client relationship management and investment solutions. Outside of his professional responsibilities, Jakob engages in activities such as boating, family activities, football, golf, social events with friends, and exploring food interests.

Christopher Bridges is a Series 66-credentialed financial advisor with Morgan Stanley, bringing 15 years of industry experience. He has been with Morgan Stanley in various capacities since 2010. Outside of his advisory role, he serves on the advisory board for UF Health Central Florida Community, focusing on business development and growth, and is a member of CBTM Aviation, LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and wealth management services through its extensive network of financial advisors. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved analytical tools.

Stacey Hasken is a Series 66 licensed advisor with six years of industry experience, currently with Merrill since 2025. Prior to joining Merrill, she worked at Morgan Stanley for nine years. Outside of her advisory role, she owns and operates a small business selling ice drinks and desserts at local farmers markets. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual, institutional, and charitable clients.

Juan Saavedra Marin is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan in 2020, he worked at Regions Bank from 2016 to 2020. Outside of his advisory role, he is an owner and partner of JB Pro Rentals, LLC, a business involved in managing and leasing real estate properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers non-discretionary advice through select Wealth Advisors and integrates an ESG eligibility framework in its investment recommendations.

Janet Burke is a financial professional with 38 years of industry experience, currently affiliated with Cetera Investment Advisers. She holds Series 63 and Series 66 credentials and has worked previously at Ameriprise Financial Services for 18 years. In addition to her advisory work, she is an insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.