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.

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.

Matthew Ritzma is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. He has been with Thrivent since 2026 and has prior work experience at Door Dash and VUS Education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning and offers clients the option to combine planning with managed-account programs while keeping these services separate.

Kathy Russo is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 27 years of industry experience. Her prior roles include positions at Merrill, Fidelity Investments, UBS Financial Services, and RBC Capital Markets. Raymond James & Associates oversees approximately $501 billion in assets and serves a broad client base that includes individuals, institutional investors, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Christine Helsel is a financial advisor with J.P. Morgan Securities in Titusville, FL, holding a Series 66 designation and 11 years of industry experience. She has been with J.P. Morgan Securities since 2016 and concurrently with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Megan Propst is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Robinhood Financial, LLC and Ameriprise Financial Services, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Amanda Ceballos is a financial advisor with Primerica Advisors in Lake Mary, FL, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she serves as Senior Tax Accountant at Dulniak Tax and Accounting Services LLC and is President of Sweet Pea Services USA Inc, both focused on tax preparation. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure for its services.

Alwin Martinez Gonzalez is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Investment Planners Inc., Park Avenue Securities, and MML Investors Services. Martinez Gonzalez also operates an insurance brokerage providing guaranteed issue life insurance policies. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Erin Kronenberg is a financial advisor with Mass Mutual Investors Services in Sanford, FL, holding Series 63 and Series 66 credentials and having 15 years of industry experience. Her career includes roles at Edward Jones, Robinhood Financial, and Pershing LLC. Mass Mutual Investors Services 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, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Jordan Jacobs is currently Vice President, Wealth Planner at Fidelity Investments. In this role, Jordan partners with clients and their families to develop comprehensive, wholistic, and customized financial plans tailored to meet their evolving needs and goals. Jordan's professional experience includes a progression of roles at Fidelity Investments, starting as a Financial Representative in 2015, advancing through positions such as Active Trader Representative, Investment Consultant, and Investment Management Consultant II before becoming Vice President, Wealth Planner in 2025. Prior to joining Fidelity, Jordan served as an Advisory Consultant and then Senior Advisory Consultant at Raymond James Financial from 2017 to 2022.

Marc Stasik is a financial advisor with Cetera, holding a Series 66 credential and bringing 14 years of industry experience. He has worked with firms including Sigma Planning Corporation and Cetera Advisors LLC. Outside of his advisory role, Stasik is a co-owner of Grasel Graphics Inc, a custom apparel business, and serves as an elected board member for St. Luke's Lutheran Church in Oviedo, FL. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with access to various program structures and third-party managers.

Ken Bradshaw is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Pruco Securities, The Prudential Insurance Company of America, and Edward Jones. Outside of advising, he is involved in mobile notary services and works as an insurance adjuster assessing homeowner and auto claims. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory services, including both discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Sydney Dragon is a financial advisor with LPL Financial, holding the Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Dragon held roles at Fairwinds Credit Union and CUSO Financial Services. Outside of advisory work, Dragon is a commissioned notary and operates a wealth management business under Fairwinds Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and model portfolios from both internal and third-party sources.

Janelle Mauro is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity since 2012, progressing through roles including Investment Consultant, Planning Consultant, Senior Relationship Manager, Relationship Manager, and Financial Representative. Her professional experience encompasses client relationship management and financial planning, with a focus on developing personalized financial plans that prioritize clients' goals and strategies for wealth growth, management, and protection. Janelle emphasizes transparent guidance and informed decision-making to support clients' financial well-being.

Jean Vila Vilella is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2013. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage and investment management capabilities.

Benjamin Strait is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He specializes in building relationships with clients and their families by understanding their financial priorities and co-creating wealth and investment plans tailored to their needs. His approach includes clarifying the planning and investment process to help clients gain confidence in their financial strategies. Prior to his current role, Benjamin worked at Charles Schwab for nearly two decades, serving as a Senior Financial Consultant from 2005 to 2017 and as a Senior Portfolio Consultant from 1998 to 2005. This extensive experience has contributed to his expertise in financial consulting and portfolio management. Outside of his professional career, Benjamin has interests in board games, cooking and baking, fishing, social events with friends, parenthood, and traveling.

Christina Mobley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with PFS Investments Inc. since 2014 and has longstanding ties to Primerica entities dating back to 1998. Outside of her advisory role, she is self-employed as a tutor and owns Orlando Creative, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Richard Snipes is a financial advisor with Raymond James & Associates in Sanford, FL, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Raymond James & Associates for 24 years. Raymond James & Associates, Inc. is a large 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Melody Price is a financial advisor with Raymond James & Associates in Winter Springs, FL, holding a Series 66 designation and 20 years of industry experience. She previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2024. Raymond James & Associates is a large 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 consulting through various advisory programs and institutional fiduciary solutions.