Travis Damon is a CFP® professional at J.P. Morgan Securities with 15 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. Based in Orlando, FL, he holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Samantha Philip is a financial advisor with J.P. Morgan Securities in Windermere, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, including roles at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Guy Blakey is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial in Altamonte Springs, FL. His prior roles include long tenures at Investacorp, Inc., and First Financial Counselors, Inc., among others. Outside his advisory work, he serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies.

Glyn Griffis is a CFP® professional with 26 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. since 2009. He has also been involved with Griffis Wealth Strategies since 2006 and served at Griffis, Macclary and Halbert for 11 years. Outside of financial advising, he participates in poker tournaments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Yadira Garrido Gonzalez is a financial advisor at Merrill with 15 years at the firm and five years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she works as a delivery employee for Shipt Delivery. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Earl Walter Jr. is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009, with a prior four-year tenure at City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ Advisory Risk Profiles and utilizing both in-house and third-party investment managers.

Emma Lafex is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. Her professional background includes roles at Better B Lifestyle, 3inOneHealth, Clermont Crossfit, and Orange County Public Schools. Outside of her advisory work, she has been involved in diverse local businesses and community organizations. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to implement tailored investment solutions.

Jason Stramara is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and TD Ameritrade Investment Management. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Eric Fraser is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Charles Schwab since 2008 and was previously with TD Ameritrade from 2022 to 2024. 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’s model combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Brian Kelley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James & Associates since 2018 and previously worked at Raymond James in 2017. Prior to his financial career, he studied at Florida State University from 2013 to 2017. 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 broad range of clients including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joseph Bellini III is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lawrence Marsh III is a financial advisor at Raymond James Financial with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Marsh is also affiliated with Winter Park Wealth Group as a financial advisor. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension plans, corporations, and institutional clients by providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

Austin Braun is a CFP® professional with 13 years of experience in financial advising, currently with Raymond James Financial Services Advisors Inc. in Orlando, FL, where he has worked since 2016. He is also associated with Edgewater Family Wealth and owns BPV Financial LLC, a company created to manage business income distributions. 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, corporations, and institutional clients. The firm offers customized, non-discretionary financial planning and supports a broad advisor network with specialized services such as municipal finance and SIMPLE IRA employer advisory programs.

Jorge Mendez is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab since 2011, totaling 15 years at the firm. Charles Schwab & Co., Inc. 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 solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Brooke Bierman is a financial advisor at Charles Schwab in Atlanta, GA, holding a Series 66 designation. Their work history includes roles at Charles Schwab Bank, Charles Schwab, Dexian, Nomads, and the University of Florida. 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’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment selection process.

Kerry Farr is a financial advisor at Merrill with 10 years of industry experience. He has been with Merrill since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Farr serves as a part-time proctor for ACT testing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Javier Ramirez Carrillo is a financial advisor with J.P. Morgan Securities in Orlando, FL. He holds a Series 66 designation and has three years of industry experience. Prior to joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2023, he studied at Cornell University from 2018 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence and incorporating an ESG eligibility framework.

Nichole Katsanis is a financial advisor at Merrill in Orlando, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Caden Emerson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked in various roles at Dollar General and Home Depot while completing his education. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice that incorporates investment research and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Travis Keller is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Ameriprise Financial Services and involvement with Twin Rivers Golf Club and the University of Central Florida. Outside of his advisory work, he hosts "Project Book Club," a podcast focused on reading and reviewing fantasy books. Cetera Investment Advisers LLC is an SEC-registered firm that 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 financial planning services through a nationwide network of independent advisors and utilizes multiple program options and third-party managers.