Robert Harvie is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a general limited partner and manager of the Harvie Family Limited Partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Eric Geyer is a Financial Advisor with Merrill Lynch Wealth Management based in Windermere, Florida. He began his career with Bank of America Consumer Bank in 2015 and joined Merrill in 2018. In his role, Eric focuses on assisting busy and successful individuals, including business owners and their families, to navigate significant life transitions and manage their wealth effectively. Eric's expertise includes family wealth management strategies, legacy planning, managing new wealth, small business strategies, tax minimization, and retirement income. He emphasizes understanding clients' priorities and financial situations in detail to design, implement, and monitor customized wealth management strategies that align with their goals and risk tolerance. He holds a Bachelor's degree in Hotel/Restaurant Management from Northern Arizona University, a Florida Real Estate Broker's License, and designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Eric resides in Winter Garden, Florida with his wife and two children, and enjoys active and athletic pursuits such as running, Obstacle Course Races, traveling, cooking, and spending time with family and friends.

Brandon Shepard is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and two years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank, SSB, as well as prior experience at BNY and R2 Unified Technologies. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Darryl Lobo is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, following prior positions at Wamu Investments and Washington Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and broader derivatives and commodities capabilities.

Pamela Ghezzi is a financial advisor at OSAIC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Kovack Advisors, Lincoln Financial Securities, Sequoia Financial Group, ValMark Advisers, FMR Wealth Management, and Independent Advisers Group Corp. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation, portfolio optimization, and a range of discretionary and third-party management options.

Anderson Wren is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 11 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.

Mark Guy is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Enterprise Car Rental and TIAA-CREF. 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 multi-asset model portfolios supported by in-house research.

Robert Blanchard, Jr. is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked with Axa Advisors, LLC. Outside of advisory work, he is involved in outside insurance activities. Equitable Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Frederick Craig II is a financial advisor with Edward Jones in Sanford, FL, holding a Series 66 designation. He has one year of experience in the financial industry, following eleven years with Automotive Financial of America, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Macak III is a financial professional with 15 years of industry experience, currently affiliated with LPL Enterprise. He holds Series 63 and Series 65 designations and has worked with firms including Cetera Wealth Services, Omni Financial Services, and MetLife Securities. Outside of his advisory role, he is involved in fixed insurance sales and participates as a trainer in continuing education seminars. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Jordan Bower is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 license and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP and has been associated with Fairwinds Credit Union since 2018. He also serves as a notary for Fairwinds Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment strategies and platforms supported by extensive operational and research tools.

Rachel Linville is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Her prior firms include Edward Jones, MassMutual, and The Infinity Group. Linville is also involved with The Infinity Group, a support company based in Apopka, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools to help clients understand potential outcomes and supports a broad network of advisors and affiliated firms.

Vladimy Pierre Louis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked with Avantax Advisory Services and related firms for over a decade and operates his own CPA practice, Vladimy Pierre-Louis CPA PLLC. He is also a director and officer of the PLOUIS Foundation, a nonprofit organization he founded. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Edwin Sotoquinones is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. He has been with Equitable Advisors since 1999, including its prior identity as AXA Advisors. Outside of his advisory role, he is involved in auto racing as a driver team owner. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm offers various investment options through its network of Investment Adviser Representatives and third-party asset managers, emphasizing personalized client assessment and model-based portfolio management.

Alan Pascale is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory work, he assists Orangewood Presbyterian Church in Maitland, FL with financial communications and operational needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public finance through a municipal advisor affiliation, along with various specialized advisory programs.

Ronald Gruninger III is a CFP®-designated financial advisor with Mass Mutual Investors Services in Orlando, FL, with 16 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2014. Outside of advisory work, he is involved in life insurance sales. 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 provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning relationships.

Michael Kovaleski is a CFP® and Series 66 registered financial advisor with 16 years of experience. He has worked at Wells Fargo Advisors since 2016 and was previously with Raymond James & Associates for six years. He is also a 10% owner of Thunder Consultants LLC, a financial practice based in Orlando, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored client recommendations.

Lisa Robinson is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. She has worked at Equitable Advisors since 2015, including during its prior registration as Axa Advisors. In addition to her advisory role, she engages in outside insurance sales, primarily focusing on Medicare plan sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and diverse asset management programs, utilizing third-party asset managers and advisory models tailored to clients’ risk tolerance and investment needs.

Michael Eichner is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2016, including roles at Morgan Stanley Private Bank, N.A. outside of his advisory responsibilities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm uses structured planning tools and models outcomes using proprietary estimates and simulations, while clients are responsible for implementing their plans.

Luke Dougherty is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2021. In this role, he collaborates with clients to develop personalized financial plans aimed at helping them achieve their financial goals. His professional experience centers on investment solutions and client-focused financial planning.