Micah Larson is a CFP® and Series 66-licensed financial advisor with LPL Financial, based in Orlando, FL, and has 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

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 with Raymond James Financial Services Advisors, Inc. in Orlando, FL, holding a Series 66 designation and 38 years of industry experience. He has been with Raymond James since 2000 and also serves as Branch Manager of BCW Financial Consultants LLC. Brown is involved in a family wealth support business, Edgewater Family Wealth, where he dedicates significant time. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

Lewis Fisher is a financial advisor at Raymond James & Associates with 26 years of industry experience. He has been with Raymond James since 2013 and holds Series 63 and Series 65 designations. Outside of his advisory role, Fisher serves as a committee member for the American Lung Association, where he reviews investment policies and monitors fund performance. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Travis Damon is a CFP® professional affiliated with J.P. Morgan Securities in Orlando, FL, with 14 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Janelle Mauro is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity since 2012, progressing through roles including Investment Consultant, Planning Consultant, Senior Relationship Manager, Relationship Manager, and Financial Representative. Her professional experience encompasses client relationship management and financial planning, with a focus on developing personalized financial plans that prioritize clients' goals and strategies for wealth growth, management, and protection. Janelle emphasizes transparent guidance and informed decision-making to support clients' financial well-being.

Guy Blakey is a CFP® professional with 39 years of industry experience. He is currently affiliated with LPL Financial and Synergy Wealth Alliance, and his prior roles include positions at Investacorp, First Financial Counselors, and Securities America. Outside of financial advising, he is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Yadira Garrido Gonzalez is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2011, including a prior role at Target in 2016. Outside of her advisory role, she is employed as a delivery driver for Shipt Delivery. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and additional services.

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.

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 at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked with Raymond James & Associates since 2018. Prior to this, he was with Raymond James in 2017 and attended Florida State University from 2013 to 2017. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through a non-discretionary approach.

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 with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Raymond James since 2013. Marsh also works as an associate at Winter Park Wealth Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by extensive research and a broad affiliate network.

Austin Braun is a Certified Financial Planner® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Orlando, FL. He has been with Raymond James Financial Services Advisors Inc. since 2016. Outside of his advisory role, he owns BPV Financial LLC, a corporation used to manage 1099 business income. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and supports institutional fiduciary solutions through its extensive affiliate network.

Jorge Mendez is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2011. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized custody and operational infrastructure.

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 with Merrill in Winter Park, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Farr has been with Merrill since 2013. Outside of his advisory role, he serves as a part-time proctor for ACT testing. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.

Javier Ramirez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2023. He attended Cornell University from 2018 to 2022. 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 through a select group of Wealth Advisors. The firm delivers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.