Frank Burianek is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2011, including its affiliated entities, as well as Legend Equities Corporation since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party managers.

Eric Carlson is a financial advisor with Raymond James Financial in Orlando, FL, holding the ChFC® designation and Series 63 license. He has 26 years of industry experience, including prior roles at MML Investors Services and Massachusetts Mutual Life Insurance Company. Carlson serves as a successor trustee for a family trust and is a board member of Catholic Charities of Central Florida, where he oversees facilities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports advisory programs with analytical tools and specialized services, including municipal advisory and SIMPLE IRA employer consulting.

Sarah Herndon is a CFP® and holds a Series 66 license, working as a financial advisor with Wells Fargo Advisors in Orlando, FL. She has seven years of experience at Wells Fargo Advisors following prior roles at the Van Der Meer Tennis Academy and Hofstra University. In addition to her advisory work, she owns and operates SCH Consultants, LLC, a consulting firm based in Orlando. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, using Wells Fargo’s research and tools to develop recommendations delivered through meetings and client summaries.

Wendy Jo Bellerive is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. She has been associated with Cambridge Investment Research Advisors since 2010. Outside of her primary role, she serves as President of Cobblestone Financial Advisors, Inc., where she is involved in payroll and office management. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a range of portfolio management approaches and platform arrangements.

Kyle Antommarchi is a financial advisor with Morgan Stanley, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018 and previously held roles at Merrill, Bank of America, Ross, and The Lifewealth Group. Outside of his advisory work, he is the sole proprietor of Beleventi LLC, a retail and online store based in Championsgate, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a variety of advisory programs, using structured planning tools and broad investment capabilities.

Rachel Davis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2014, with prior roles at Newport Group and Newport Group Securities. Outside of her advisory work, she is involved as an associate employee in office support at METRO Financial Strategies. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Ian Hastings is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, having previously worked at Primerica Advisors and Guardian Life Insurance Co of America. Outside of his advisory role, he is a partner in Meridian Financial Partners, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and serves a broad client base, including high-net-worth individuals.

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.

Max Elson Jr. is a financial advisor with Morgan Stanley in Champions Gate, FL, holding a Series 66 license and 25 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Elson serves as a director for both the Make-A-Wish Foundation of Central & Northern Florida and the Cornell University Alumni Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and market analysis. The firm manages approximately $2.74 trillion in client assets and offers services through individual advisors and corporate agreements.

Jeremy Handley is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has been with JP Morgan Securities LLC since 2016 and JPMorgan Chase Bank, N.A. since 2018. Based in Orlando, FL, his career has focused within the J.P. Morgan organization. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jason Wingo is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2022, following three years at Edward Jones. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ramon Jorge is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

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.

Gerard Duphiney is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2008. He holds Series 63 and Series 66 licenses. Outside of advisory work, he has involvement in independent film projects. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management and supports diverse investment strategies through research and model portfolios.

David Strunc is a financial advisor with Cetera, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Cetera Advisors LLC since 2013 in various roles. Outside of his advisory work, he is an owner and operator of a family-run restaurant, Santinos Pizza N Wings, in Oviedo, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services utilizing a multi-manager platform with discretionary and non-discretionary program options.

Carlos Torres is a financial advisor with Primerica Advisors in Kissimmee, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Primerica Advisors since 2007 and also has a background with Primerica Financial Services and Net Reviews. Outside of his advisory role, he is a co-founder and director of Novo Church, Inc., a nonprofit organization based in Orlando, FL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

William Schwemlein is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and SunTrust (now Truist). Outside of his advisory role, he was involved with WPS Nutrition LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Edward Grissom IV is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Courtney Kershaw is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates before joining UBS in 2019. Outside of her advisory role, she is the managing member of Titanium Consulting LLC, an electrical service consulting firm, and serves as CEO of CKJT Insurance Company Inc., a supplemental insurance provider. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Joshua Ceravolo is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Daniels Health and Patriot Contracting Solutions, as well as Universal Studios. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.