Rossella Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Charles Schwab & Co., Inc. and spent eight years at Booking.com. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and uses research-driven strategies based on diversification principles and modern portfolio theory.

Nicholas Carbia is a financial advisor with Equitable Advisors in Orlando, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Interlachen Country Club and Target Corporation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions to clients’ risk tolerance and goals.

Edick Lucas is a CFP® and ChFC® with 37 years of experience in financial services. He is currently with Cetera and previously worked at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corp. He also operates Concierge Financial Planning Group, providing financial planning and insurance services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, including access to third-party money managers and multiple program structures.

Danielle Krise is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2007. 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 broad client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Edwin Melo is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and five years of industry experience. His background includes roles at Merit Wealth Advisors, JP Morgan Chase, and Wells Fargo, as well as eight years of service in the US Navy. Outside of finance, he owns and administrates a car rental company, Beleco LLC. 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 mix of non-discretionary and discretionary investment management solutions, utilizing multi-asset model portfolios and providing access to alternative investments via a centralized, integrated structure.

Michael Triana is a Series 66 licensed financial advisor with Edward Jones in Winter Garden, Florida. He has two years of industry experience, including over a decade at Healthplex, Inc. prior to joining Edward Jones. 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 and offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Christopher Hunter is a financial advisor with Wells Fargo Clearing in Orlando, FL. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 32 years of industry experience. His prior experience includes 15 years at Merrill before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Keenan Jr. is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Edward Rice III is a financial advisor at Raymond James Financial in Orlando, FL, with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Inc. since 2024 and Edgewater Family Wealth in 2023. Outside of his advisory role, he is the owner and operator of Elite Ordnance Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kevin Garcia is a financial advisor with Equitable Advisors in Orlando, FL. He holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2026. Prior to this role, his work experience includes positions at Universal Studios, JetBlue, and H&R Block, as well as academic roles at the University of Central Florida and Valencia College. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party managers to deliver tailored investment solutions.

Thomas Howell is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Fairwinds Financial Services, Inc. since 2001 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services and platforms, including financial planning, model portfolio programs, and third-party asset management, supported by advanced research and operational tools.

Kristian Garcia is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2019, with prior experience at Edward Jones and Bridgestone Retail Operations. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and supervisory infrastructure.

Mark Hopler is a CFP® with 23 years of industry experience. He has been with Ameriprise since 2002, currently serving as a financial advisor in Winter Garden, FL. Outside of his advisory role, he owns and operates a retail business, Orlando Spa Oasis. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm provides tailored, research-driven recommendations and a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

William Lee Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Foundation Risk Partners and Advus Financial Partners. Outside of his advisory roles, he is involved with Black Cypress Holdings, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Michael Osborn is a financial advisor with Wells Fargo Clearing in Melbourne, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at JPMORGAN Securities LLC for seven years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he owns a small business selling novelty T-shirts. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Thompson is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 66 and Series 63 credentials with 10 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously was affiliated with Carillon Tower Advisers, Inc. and Eagle Fund Distributors, Inc. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sidney Linehan is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He previously served as an Investment Consultant (2022-2023) and Planning Consultant (2021-2022) at Fidelity Investments. In his current position, Sidney acts as a point of contact to help guide clients through customized financial plans tailored to meet the unique needs of individuals and their families. Sidney works closely with clients to specify their retirement goals, develop strategies to build towards retirement, identify short-term and long-term opportunities, and maintain ongoing relationships for future financial planning needs. His experience spans a range of client-focused financial consulting roles within Fidelity Investments. Outside of his professional work, Sidney’s personal interests include beach activities, camping, fishing, fitness, movies, and outdoor adventures.

Courtnay Thompson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has been with Merrill since 2016 and previously worked at Target for one year. Outside of advising, she is a general partner and managing member of businesses involved in rental car services and trucking. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amelia Petree is a financial advisor with Fidelity in Altamonte Springs, FL, holding a Series 66 designation and one year of industry experience. She has previously worked at Equitable Advisors, LLC and Engineerica Systems, Inc, and has experience as a self-employed professional and as a student at Rollins College and its Crummer Graduate School of Business. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Susan Graham is an Investment Solutions Representative III at Fidelity Investments, where she works closely with clients to develop customized financial plans aligned with their short and long term goals. She emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency in her approach. Her professional experience includes roles as an Investment Consultant at Fidelity Investments since 2021, Regional Vice President at Symetra Financial from 2019 to 2020, Registered Representative positions at Securian Financial in 2018, and AXA Advisors in 2017. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Susan engages in family activities, fitness, social events with friends, kayaking, music, and reading.