Gregory Gonzalez Gamboa is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank since 2013. Outside of his advisory role, he serves on the board of directors for Falcon Pointe HOA in Gotha, FL. Wells Fargo Advisors is a national securities firm that provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Michael Harris is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Joshua Bousfield is a CFP® professional with 14 years of industry experience, currently affiliated with Wells Fargo Clearing. He has held multiple roles within Wells Fargo Clearing since 2016, with a brief tenure at Copperleaf Capital, LLC in 2021. 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 employs over 14,000 financial advisors, offering a combination of brokerage and advisory solutions.

Eric Katauskas is a CFP®-credentialed financial advisor with 28 years of industry experience. He currently works at OSAIC and previously spent 22 years at Woodbury Financial Services. Outside of his advisory role, he is a founding board member of Canopy Risk Retention Group, Inc. and serves as a trustee and personal representative for a family estate trust. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through various programs and a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing both discretionary and advisor-managed strategies supported by a network of affiliated broker-dealers and RIAs.

Daniel Valdes is a financial advisor with Merrill in Orlando, FL, holding a Series 66 credential and six years of industry experience. He has worked with Bank of America and Merrill since 2012 and is also involved part-time with Transtate Industrial Pipeline Systems, where he assists with pipeline safety and regulatory projects. 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 supported by internal and third-party managers. The firm serves a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Michael Flynn Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory duties, he owns FreeState Tax Associates Ltd, an accounting and tax preparation business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Daniel Kirk is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Pierce, Fenner & Smith Inc., Wells Fargo, and Citizens Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations, with implementation support from affiliated investment-management entities.

Barry Roderick is a financial advisor at Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. His career includes tenures at Equitable Advisors, AXA Advisors, LPL Financial, Collaborative Wealth Management, Securian Financial Services, and MSI Financial Services. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Tom Varghese is a financial advisor at Fidelity Investments with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Carson Wealth, BNY Mellon, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Sean Marlowe is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in consulting and is a part owner of Apex Strategic Alliance LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement-income recommendations.

Scott Lester is a financial advisor at Charles Schwab & Co., Inc. based in Orlando, FL. He holds a Series 66 designation and joined Charles Schwab in 2026. His prior work experience includes roles outside the financial industry and periods of full-time education. Charles Schwab serves a large client base, 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 and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Jerrey Thurston is a Certified Financial Planner® with 24 years of industry experience, currently with UBS Financial Services since 2009. He serves on the board of Sol Blazers Lacrosse, an organization promoting girls lacrosse in Central Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor investment plans.

Jeremy Handley is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation with 13 years of industry experience. He has worked with LPL Financial and has been with J.P. Morgan Securities since 2016, including time at JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and may include ESG considerations.

Jason Wingo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Edward Jones. Prior to his career in finance, he spent two years at Compass Flooring Distributors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Melvin Edwards Jr. is a financial advisor with Primerica Advisors in Ocoee, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His work history includes roles at Valencia College and PFS Investments Inc., alongside his ongoing association with Primerica Financial Services. In addition to his advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Tara Pinchal is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 63 designation and 35 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advisory services, she is involved in a family-owned business managing commercial real estate properties in Houston, Texas. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Ramon Jorge is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior roles at Merrill and Banc of America Investment Services. 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. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a range of strategies, including ESG considerations.

Thomas Bray is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services since 2013 and is owner of Emerald Crane Holding Company, a collectibles business. Additionally, he operates as an independent insurance agent through Waterstone Financial LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides diversified portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

Edwin Ricardo is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at TD Private Client Wealth LLC, ACE Capital Management LLC, and BTS Asset Management. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by its Center for Financial Research.

Michael Fernandez is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior experience includes roles at Merrill, Morgan Stanley, Wells Fargo, and Cetera. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.