Michael Miller is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He previously worked at Charles Schwab Bank and Charles Schwab & Co. Inc before joining J.P. Morgan in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Garrett Halverson is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and one year of industry experience. His work history includes roles at Ameriprise Financial Services, Augusta National Golf Club, and Dicks Sporting Goods. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research and algorithmic tools to provide tailored retirement planning advice.

Herbert Milner Sr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Milner also serves as a trustee and co-trustee for multiple trusts in Winter Park, Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured tools and modeling techniques, offering advisory support without individual security recommendations as part of standalone plans.

Alex Perez is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 license and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2018 and previously held roles at Bank of America, Merrill, and MBF Trading LLC. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Louis Bell Jr. is a financial advisor at LPL Enterprise with 24 years of industry experience and holds a Series 66 designation. His career includes roles at The Prudential Insurance Company, Pruco Securities, Ameriprise Financial Services, Cetera Advisors, UBS Financial Services, Merrill, and Citigroup Global Markets. Bell is involved in owner and financial planner roles for multiple entities affiliated with LPL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

James Rooney is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment and financial services.

Damon Basco is a CFP® with 27 years of industry experience, currently with Cambridge Investment Research Advisors since 2024. He previously worked at Equitable Advisors and AXA Advisors, LLC for over two decades. Basco serves as a board member for the Oviedo Police Officers Pension Board and is a CrossFit coach in Oviedo, FL. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using both proprietary and third-party strategies tailored to client objectives.

Lonnie Salimone is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Merrill Lynch, AXA/Equitable, and held multiple roles within government agencies. Salimone also served 25 years in the United States Coast Guard Reserve and spent eight years at New Orleans Theological Seminary. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm oversees approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Julian Arribas is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Freedom Financial Group, LLC, Copperleaf Capital, LLC, and JP Morgan Chase Bank. In addition to his advisory role, he is involved with Freedom Financial Group as a financial producer focusing on sales and marketing. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple platforms, including third-party managed accounts and alternative investment options.

Gino Campana is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently an advisor at Charles Schwab in Orlando, FL, where he has worked since 2017. His work history includes roles at Charles Schwab Bank and Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 an integrated and scalable operational platform.

Andrew Sholar is a financial advisor with Wells Fargo Advisors in Orlando, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at G.A. Repple & Company and has a background that includes positions at Office Depot, Stetson University, and University High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad menu of planning services and utilizes Wells Fargo research and tools to develop tailored recommendations for clients.

Lauren Wright is a CFP®-certified financial advisor with 15 years of industry experience. She has worked at Ameriprise since 2020 and previously spent seven years with Raymond James Financial Services Advisors INC. In addition to her advisory role, she is a co-owner of Wright and James LLC, a retail business in De Bary, Florida. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to support client planning, emphasizing solutions within Ameriprise-managed accounts.

Thomas Peck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. 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.

Julia O'Mara is a financial advisor with Merrill, holding a Series 66 designation and bringing 16 years of industry experience. She has worked with Bank of America, N.A. and Merrill since 2010. 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 and profit-sharing plans, corporations, and charitable organizations.

Patrick Santiago is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Wells Fargo for nine years before joining Schwab in 2022. Based in Orlando, FL, his career has focused on wealth management within prominent financial institutions. Charles Schwab & Co., Inc. serves a large 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and has a distinctive operational model combining integrated custody and brokerage services with specialized alternative investment offerings.

Lisa Thompson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and over two decades at Wachovia Bank, N.A. Outside of her advisory role, she co-owns a rental property in Oviedo, Florida. 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 approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Felipe Guzman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America/Merrill Lynch and Wells Fargo. 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. As part of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Alexander Triska is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. He previously worked at LifeWealth Investments LLC, Madison Avenue Securities, and The LifeWealth Group. Prior to his financial advisory career, he spent 15 years at Travel + Leisure Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of advisors.

Zachary Zimovan is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation. He has one year of industry experience and previously worked at Matthew Presser before joining Equitable Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver its services.

Loseli Daza is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has been with Merrill since 2011 and has worked at Bank of America, N.A. since 2021. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.