Judy Chastain is a financial advisor with Osaic Wealth Inc. in Longwood, Florida, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with Osaic Wealth since 2014. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Mitchell Schiller is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 credential. His career includes experience at GA Repple & Company and involvement with the University of South Florida and The Masters Academy. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on structured 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 client relationships and corporate financial planning agreements.

Nader Khela is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at Bank of America, N.A. and Merrill for six years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial product offerings than typical institutional advisers.

Jacob Suberman is a CFP® with nine years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He serves as an investment committee member for the Sefirot Foundation, where he participates in discussions regarding grant distributions to the Jewish community. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Melanie Strickland is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Anthony Wentzell is a financial advisor with Thrivent Investment Management in Orlando, FL, holding a Series 66 designation and over 15 years of industry experience. His prior experience includes roles at J.P. Morgan Securities LLC, Charles Schwab, TD Ameritrade, and E*TRADE Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based analyses and a variety of planning topics without portfolio management for institutional clients.

Lori Michaelson is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley for 13 years. 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 range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

Tiffany Conklin is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Mount Plymouth IGA Fresh Marke. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, utilizing multi-asset model portfolios and a centralized operational structure.

Shane Baker is a Financial Advisor at Merrill Lynch Wealth Management, a role he has held since joining Merrill in 2019. He specializes in areas including college and education planning, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategies, and retirement income. Shane holds the Professional Investment Advisor (PIA) designation. Originally from Satellite Beach, Florida, Shane earned a Bachelor's Degree in Finance with a Concentration in Economics from McNeese State University in Lake Charles, Louisiana. He provides financial advice and guidance focused on uncovering what matters most to clients and their families to create strategies tailored to their financial goals. Fluent in English and German, Shane's personal interests include golfing, surfing, and tennis.

Alexandra Almanza is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo for seven years and had a brief tenure at Khols. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

John Pinkley is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2002. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Rene Espinal is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize advisory roles without individual security recommendations.

Kent Mc Kee is a financial advisor at Raymond James Financial with over 33 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Raymond James in 2025, he worked for Cambridge Investment Research Advisors, Inc. for 14 years. Outside of advising, he is the CEO and President of 4th Generation Financial, a support company based in Winter Park, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling tools and supports municipal and public-finance work through a municipal advisor affiliation.

Giovanni Afanasiev is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing nine years of industry experience. He has worked at various divisions within Charles Schwab since 2015, including Schwab Private Client Investment Advisory and Charles Schwab Bank. Outside of his advisory role, he is developing a business focused on gym and workout strategy, meal prepping, and nutrition. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary and discretionary advisory models and offers multi-asset model portfolios supported by centralized custody and order-routing systems.

Erick Montealegre is a Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in the financial services industry in 2003, he has specialized in helping high-net-worth individuals, families, business owners, and corporate executives navigate the complexities of wealth management through personalized financial strategies tailored to their unique goals and circumstances. Throughout his career, Erick has focused on building meaningful client relationships and providing comprehensive wealth management services. His expertise includes investment management, retirement income planning, education funding, estate planning, wealth transfer strategies, liability and risk management, concentrated stock planning, and tax-aware wealth planning. He assists clients during significant financial transitions such as retirement, inheritance, and business liquidity events, and also helps executives with issues related to concentrated stock positions and employer-sponsored benefits. Erick holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp. He earned a High School Diploma/GED from Miami Dade Community College. Erick is bilingual in Spanish and English. Outside of his professional work, his personal interests include billiards, bowling, cooking, fishing, football, golfing, photography, spending time with his family, surfing, and tennis.

Micah Larson is a CFP® professional affiliated with LPL Financial in Orlando, FL, with four years of industry experience. His prior roles include positions at Tripletail Wealth Management, Odegaard Financial, and Securities America, Inc., as well as experience outside finance at Reel Surgical. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Dylan Bridgemohan is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has two years of industry experience and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he works part-time as a deli clerk at Publix in Winter Park, FL. Wells Fargo Advisors is a national securities firm providing 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 a range of brokerage and advisory solutions supported by research and analytics.

Shaharazade Kayume is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she is involved in food delivery services as a DoorDash driver. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Martin Brown is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds the Series 66 credential and has been associated with Raymond James since 2000. Outside of his advisory work, Brown is involved in business ventures including serving as branch manager of BCW Financial Consultants LLC and operating Edgewater Family Wealth as a DBA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Lewis Fisher is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Morgan Keegan & Company, LLC, Wells Fargo Clearing, and Invest Financial Corporation. Fisher serves as a committee member of the American Lung Association, where he assists with reviewing investment policies and monitoring investment performance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.