Brian Adamson is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with firms including Alpha Investors, LLC and Wyndham Destinations, and currently operates Sullivan Adamson Financial LLC as an owner and officer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and uses analytical tools for scenario modeling, supporting clients through its advisory programs and partnerships focused on municipal advisory and SIMPLE IRA consulting services.

Mark Kaczmarek is a financial advisor at Cetera with over 21 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked with Cetera and its affiliates since 2013. In addition to his advisory role, he serves as Vice President and Employee Benefits Practice Leader at Cottingham & Butler, focusing on group insurance coverage, and acts as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kyle Williams is a financial advisor with LPL Financial in Altamonte Springs, FL, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Fifth Third Securities, BB&T Investment Services, and Edward Jones. Outside of his advisory work, he plays guitar in a church band at Holy Cross Lake Mary. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Ruy Diaz Hernandez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill, Bank of America, and several other financial institutions. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Aaron Paul is a financial advisor with LPL Financial, holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Solutions Group Accounting Firm, Concourse Financial Group Securities Inc., and Waddell & Reed. He is also the owner of MTA Coaching, a life coaching business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisory services through a broad network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Tyson Brown is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has previously worked at ALORICA, Asurion Insurance, and Sears Home Services. Outside of his advisory role, Brown engages in motivational speaking through YouTube and podcast platforms on topics related to personal growth and development. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Garrett Graham is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Giovanny Bravo Vazquez is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in the restaurant industry and held roles in education at both the University of South Florida and East Ridge High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement planning focused on income sources and tax-aware withdrawal strategies. The firm combines investment research, third-party data, and proprietary tools to support advisors in delivering personalized recommendations.

Coleby Wright is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with two years of industry experience. Prior to his current role, he worked at Gerson Lehrman Group and held positions in healthcare companies including Acadia Healthcare and Universal Health Services. He is also involved with Bull and Bear Wealth Management Partners in Orlando, FL. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple account platforms and proprietary model strategies through a large network of Financial Professionals.

Preston Davis Garcia is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at JPMorganChase and various positions unrelated to finance. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services combined with brokerage, custody, and cash-sweep solutions.

Ally Monteagut is a financial advisor at Morgan Stanley in Winter Park, FL, holding a Series 66 designation with 12 years of industry experience. Prior to joining Morgan Stanley in 2021, Ally worked at Wells Fargo Clearing from 2016 to 2021. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved tools to develop financial plans.

Corey Dangelo is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2014. Outside of his advisory role, he was involved with the Wagon Wheel Flea Market and the University of Central Florida. 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 capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

David Cross is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. Prior to his current role, he has also worked with Bank of America, N.A. since 2003. Outside of his advisory work, Cross serves as Treasurer for the Mennello Museum of American Art and the Winter Park Health Foundation, and he is an advisory board member for Mead Botanical Gardens. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Christopher Brach is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He has been with Bank of America, N.A. and Merrill since 2019, following three years at Wyndham Grand Orlando Resort Bonnet Creek. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Christopher Reed is a financial advisor with LPL Financial in Altamonte Springs, FL, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Cetera Advisors, Stifel, UBS Financial Services, and A.G. Edwards & Sons. Reed is also the owner of Matchpoint Financial, LLC, a business entity associated with his LPL commissions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives utilizing both proprietary and third-party investment strategies.

Thomas Cleary is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked for UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory career, he is involved in private real estate investments through family and partnership LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Justin Moreno is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Bank of America, Charles Schwab, and TD Bank. 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, and institutional accounts.

Noel Brewer is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Wells Fargo. Brewer is based in Orlando, FL. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and other entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.

John Ashworth is a Series 66 licensed financial advisor with Morgan Stanley in Winter Park, FL, and has 15 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011 and worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as Treasurer for the Parkinson Association of Central Florida and assists the Foundation for Seminole County Public Schools by reviewing and providing feedback on their budget and financial strategy. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients with tailored financial planning, managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone planning.

Matthew Kelly is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured planning tools and investment insights from its Global Investment Committee.