Otavio Peruzzo is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with navigating important financial decisions through personalized financial planning and investment guidance. His areas of focus include liquidity management, managing new wealth, portfolio management services, and tax minimization. Otavio holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Unigran and communicates fluently in Portuguese, Spanish, and English. Outside of his professional role, Otavio has interests in music, soccer, and tennis.

Matthew Baker is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Outside of his advisory role, he occasionally delivers flowers for a local florist and works as an independent contractor musician, receiving streaming royalties from his music. Ameriprise provides retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports tailored to individual retirement income needs.

Richard Wright is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 credentials and having 20 years of industry experience. His tenure at Morgan Stanley began in 2016, including roles with Morgan Stanley Private Bank, N.A. He previously worked at Executive Transformations, Inc. from 2013 to 2016. Outside of his advisory work, Wright serves as a board member of the Warrington Elks Lodge BPOE 2108, a fraternal organization focused on children and youth. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and approved planning tools, serving clients through both direct and corporate financial planning agreements.

Joshua Chase is a financial advisor with Edward Jones in Auburndale, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for State Farm Insurance for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Isaac Hartmann is a financial advisor at LPL Financial with 23 years of industry experience. He holds the CFP® and CFA® designations as well as the Series 66 license. Prior to joining LPL Financial in 2019, he spent 18 years at Allen & Company of Florida. Outside of his advisory work, he owns an insurance agency, Devoted Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by LPL Research model portfolios, third-party subadvisors, and customized strategies.

Michael Walker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Allen & Company of Florida, Inc. for 23 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Hunter Mc Taggart is a CFP® certified financial advisor with four years of industry experience, currently affiliated with LPL Financial in Lakeland, FL. His prior experience includes roles at Northwestern Mutual, Publix Supermarket, Drumcondra Credit Union, and the University of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions.

Thomas Lloyd is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Advisors, Primerica, Truist Investment Services, and Citizens Bank and Trust. Outside of his advisory work, he serves as Vice President of the Board of Directors for the Florida Children's Museum and is a board member of the Central Florida Speech & Hearing Center, participating in fundraising and community advocacy. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and supports multiple program structures with discretionary and non-discretionary authorities.

Matthew Antos is a CFP® professional with 30 years of industry experience, currently serving at LPL Financial since 2008. Prior to joining LPL, he spent six years with Citigroup Global Markets. Outside of his advisory role, he manages operations for a nonprofit organization supporting Florida nurserymen, growers, and landscapers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

John Bockover is a financial advisor with Edward Jones in Auburndale, FL, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2014 and serves concurrently in the US Army Reserves as an Imagery Analyst. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joshua Lewis is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a broad range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Wade Harvey is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes long tenures at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as nearly two decades at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and Corporate Financial Planning agreements.

Keith Albritton is a financial advisor with LPL Financial in Lakeland, FL, holding the CFP® designation and Series 66 license. He has 30 years of industry experience, including 26 years at Allen & Company of Florida, LLC before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cassandra Adesina is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for nine years. Outside of her advisory role, she provides fixed annuities and traditional life insurance through her agency, The Next Level Planning Group. OSAIC serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a broad range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and options for discretionary or advisor-managed strategies.

Andrew Stroud is a financial advisor with Raymond James & Associates in Winter Haven, FL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones. 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 client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brandon Eady is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles within JPMorgan Chase entities since 2022. Prior to joining the firm, he worked in real estate, including positions at Berkshire Hathaway HomeServices Florida Properties Group and Keller Williams Realty. 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. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in portfolio recommendations.

Jesus Vega Cerda is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Publix Super Markets, Inc., Keiser University, and the University of Puerto Rico, Bayamon campus. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Christopher Chaffin is a CFP® with 16 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2019, following prior roles at SunTrust Advisory Services and SunTrust Investment Services. He is also president and an advisor at Chaffin Capital Advisors, Inc., a business associated with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional clients, and nonprofit organizations. The firm uses tailored, non-discretionary planning and risk-profiling tools to inform investment decisions and supports municipal and public finance work through an affiliated municipal advisor.

Samuel Ryder is a Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized financial guidance tailored to individual clients’ unique needs. He works closely with high net worth families, business owners, physicians, attorneys, and professionals, focusing on portfolio management, retirement planning, and family wealth management strategies. Samuel offers comprehensive services including divorce transition planning, executive compensation, institutional and corporate benefit services, as well as support for endowments, foundations, and non-profits. With a Bachelor’s Degree from Florida Southern College, Samuel holds the Personal Investment Advisor (PIA) designation. His approach centers on understanding clients’ priorities to develop strategies that help preserve wealth, plan for retirement, and create lasting legacies. Additionally, Samuel provides tailored lending solutions through Bank of America to enhance clients’ financial flexibility. He is involved in community organizations such as 4-H, Rotary, and the Salvation Army. Outside of his professional work, Samuel’s personal interests include adventure sports, baseball, basketball, boating, fishing, football, golfing, reading, scuba diving, and spending time with his family.

Kristhian Estrada is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and presents solutions available through Merrill and Bank of America. His focus is on enabling clients to make informed decisions tailored to their current financial needs. Kristhian holds a Bachelor's Degree from the University of South Florida and has earned the Personal Investment Advisor (PIA) designation. He is engaged with professional and community organizations including Assemblies of God, Rotary International, The NextStep Project, and the USF Corporate Mentor Program.