Elizabeth Owens is a financial advisor with Robert Baird & Co. in Winter Park, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has been with Robert Baird & Co. and its affiliated entity since 1998. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a mix of manager-traded and model-traded strategies, tax management, and internal research tools, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Edgar Ramirez is a financial advisor at Charles Schwab with 11 years of industry experience and a Series 66 designation. He has worked at Charles Schwab since 2018 and previously at Fidelity Brokerage Services from 2015 to 2018. Based in Orlando, FL, Ramirez’s background includes roles at two major firms. Charles Schwab & Co., Inc. serves a substantial client base primarily consisting 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 offers a mix of non-discretionary and discretionary investment management options, supported by multi-asset model portfolios and a centralized operational structure.

Angelica Lopez Montesino is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and having 10 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory services supported by extensive research and analytics and manages approximately $671 billion in assets.

Nicolas Agudelo Gomez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65, Series 63, and Series 66 credentials and has previously worked at Citigroup and Goldman Sachs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

John Thorsen III is a CFP®-certified financial advisor with 42 years of industry experience, currently serving at Wells Fargo Advisors in Orlando, FL since 2016. He holds Series 63 and Series 65 licenses and is a 15% owner of Thunder Consultants, LLC, a wealth advisory business based in Orlando. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services and advisory options tailored to clients who meet a net-worth threshold.

Anthony Acevedo is a Series 66-licensed financial advisor with 11 years of industry experience, currently with LPL Financial. His prior roles include positions at Good Life Advisors, LLC, Bank of America, N.A., and Merrill. He operates several business entities under the Good Life brand in Orlando, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Elizabeth Walcott Pinkston is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds the Series 65 credential and has been with Primerica Advisors since 2011, following prior roles within affiliated firms. Her other business activities include sales of investment-related products and referrals related to home security and automation through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and utilizes model-driven investment strategies overseen by third-party managers.

Stephany Bautista is a financial advisor with LPL Financial in Orlando, FL, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at Trinity Wealth Securities and Florida Financial Advisors. Bautista also manages a personal business entity for tax and investment purposes. 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 portfolio programs, and participant-level retirement advice.

Ali Hamdani is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Equitable Advisors since 2005, following previous roles at Axa Advisors, LLC and Mony Securities Corporation. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes aligning clients with appropriate advisory models and portfolios through a network of Investment Adviser Representatives and relies largely on third-party asset managers and advisory programs.

Jeffrey Krummick is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 license and 17 years of industry experience. He has been with Charles Schwab since 2010 and worked at TD Ameritrade from 2020 to 2024. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a range of alternative investment options.

Alexander Swanson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Harvest, LLC, One Florida Bank, and IberiaBank prior to joining J.P. Morgan Securities. 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 and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and incorporates both quantitative and qualitative research, with an emphasis on Eligible Strategies and ESG considerations.

Kaikai Wang is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at TD Ameritrade, Citigroup, JP Morgan Securities, and JPMorgan Chase Bank, along with service in the US Army Reserve. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by centralized custody and an integrated operational infrastructure.

Kristin Lane is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2010 to 2019 before joining Raymond James in 2019. 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 municipalities, offering financial planning, investment consulting, and municipal advisory services.

Robert O Roark is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and has held prior roles at JP Morgan Chase Bank, Bank of America, Target, Chase Investment Services Corp., and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes centralized due diligence and combines quantitative and qualitative research to support its advisory process.

Milton Sanchez is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked in sales and held various roles at Domino's Pizza. Outside of his advisory work, he continues to work as a delivery expert for Domino's Pizza in Apopka, Florida. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and diverse asset-management programs through a broad network of Investment Adviser Representatives and third-party managers.

Zainab Smith is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2022. She is dedicated to providing personalized and attentive financial planning services tailored to each client's needs. Zainab's career at Fidelity Investments began in 2020, progressing through roles including Customer Relationship Advocate and multiple levels of Workplace Planning Consultant before assuming her current position. She holds a California Insurance License, supporting her expertise in financial consulting. Outside of her professional work, Zainab has interests in fitness and caring for pets.

Patrick Murphy is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2015. Based in Orlando, FL, he is part of a large team of advisors within the firm. Charles Schwab serves a broad client base, 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 advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by in-house research.

David Santillo is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in construction through Christie Lites Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Jeffrey Seewald is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Sterling National Bank, LPL Financial, and Capital One Financial Advisors. Outside of advising, he is involved with Freedom Financial Group, LLC, where he engages in insurance brokerage and marketing and branding activities. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach is based on model-driven asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Paul Gillham is a financial advisor at Osaic with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and Eagle One Investments. Outside of his advisory role, he owns and operates a small insurance sales business and an identity theft prevention service. Osaic Wealth serves a diverse client base including individual investors, retirement plan participants, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.