Samuel Glickman is a CFP®-designated financial advisor at UBS Financial Services with two years of industry experience. He has worked at UBS Financial Services since 2021, including a prior one-year role at PNC Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Erika Link is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice using a combination of proprietary research, third-party data, and algorithmic tools.

Julie Bolton serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in developing and implementing goals-based wealth management strategies for successful professionals, their families, and growing businesses. Her work is focused on delivering personalized financial strategies designed to help clients pursue their long-term goals. Julie joined Merrill Lynch as a financial advisor in 2013 after seven years with Banc of America Securities. She has over 20 years of experience in the investment banking, real estate, and construction sectors. Her professional background includes managing construction projects and financing major developments such as 7 World Trade Center and One Bryant Park, as well as working in the Mission Control Center at Johnson Space Center. She holds the Chartered Financial Consultant (ChFC) designation, earned through the Accredited Certificate Program from the American College of Financial Planning. Julie is involved in various professional organizations, including the National Association of Women Business Owners and the National Association of Women in Construction. She has served on the executive board of the Orlando Chapter of NAWBO and volunteers with the Cape Canaveral Lighthouse Foundation. Additionally, she has over 20 years of experience coaching at-risk and special needs youth cheerleaders. Her personal interests include camping, fishing, genealogy, gymnastics, music, photography, running, and spending time with family.

Tracie Bailey is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 13 years at Wells Fargo Clearing and recent roles at Purshe Kaplan Sterling Investments and Concurrent Investment Advisors. Outside of advising, she is an associate at Sloane Financial Planning and Winter Park Wealth Group, providing client support and administrative functions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to pension plans and corporations. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients assess potential outcomes, supporting implementation through various advisory programs and partnerships.

Alex Nelsas is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab, he worked at Northwestern Mutual and held various roles outside the financial industry, including positions at Whole Foods Market and Wing Stop. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and emphasizes a multi-asset model portfolio approach supported by centralized custodial and operational infrastructure.

Bridgette Silverman is a financial advisor at Ameriprise with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at AGIA, VALIC Financial Advisors, Inc., and Charles Schwab & Co., Inc. Outside of advisory roles, she is appointed as an agent to sell non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joel Estrado is a Planning Consultant at Fidelity Investments, where he has been providing consulting services since 2020. He progressed through roles as a Work Place Planning Consultant I and II before assuming his current position in 2022. In his role, he focuses on assisting clients with their planning needs to help them work towards their family's unique goals. Joel has accumulated experience within Fidelity Investments over several years, contributing to his expertise in the field of financial planning consultancy. Outside of his professional responsibilities, Joel has personal interests in art and culinary experiences.

Fritjof Stei is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Thrivent Financial, and as a self-employed business consultant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Ledger Hatch is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Raymond James for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by centralized due diligence.

Brandon Waters is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. He is also employed outside the industry at The Master's Academy. 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 institutional platforms, supported by technology tools and extensive non-advisory financial services.

Kristen Prewitt is a financial advisor with Ameriprise in Longwood, Florida, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has business ownership interests in Abbott Group LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions.

Austin Kinney is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fairwinds Credit Union, Publix Super Markets, and Florida Financial Advisors. 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 institutional platforms, supported by a large network of investment adviser representatives.

Andrew Levin is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Florida Financial Advisors and TD Bank. Outside of finance, he is a self-employed musician, writing and performing music as a songwriter and keyboardist. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services.

Robert Maiocco is a financial advisor with Ameriprise in Winter Park, FL, holding Series 65 and Series 66 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and serves a broad client base through a range of advisory, brokerage, and insurance solutions.

Matthew Wheeles is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. He has worked at Charles Schwab since 2008, including a previous period at Ameriprise from 2006 to 2008. Outside of advising, he owns a short-term rental property in New Smyrna Beach, Florida. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs.

Michael Mollica Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has previously worked at Ameriprise Financial Services and LPL Financial, among others, and owns Mollica Tax Advisors LLC, where he advises clients on tax strategies. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a nationwide network of over 10,000 advisors.

Amy Heapps is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with OSAIC since 2018. Prior to that, she worked at Jhfn Sii and held various roles in the health and fitness sector. Outside of her advisory work, she leads advisor engagement and marketing efforts for GenXFinancial and its affiliated divisions. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and recent consolidation activities.

Jason Rosado is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. He has worked at various J.P. Morgan and JPMorgan Chase entities since 2011. 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. Their advisory process combines quantitative and qualitative due diligence and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Elizabeth Hall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. She previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Hall is involved with the Orlando Rowing Club Inc., where she coaches crew and rowing. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and utilizes a range of analytical tools, supporting clients through advisory programs and partnerships unique among large institutional advisors.

Tamara Rodriguez is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.