Christopher Bozas is a financial advisor with Raymond James Financial in Orlando, FL, holding the Series 66 designation and bringing eight years of industry experience. He has worked with several firms, including Merrill, IFP Securities LLC, and various Raymond James affiliates. He is also involved with Claycomb Wealth Management, a non-investment-related advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using risk profiling and analytical modeling, and supports a broad network of advisors with institutional consulting and portfolio management.

Matthew Brinckerhoff is a financial advisor at Raymond James & Associates with 24 years of industry experience. He has been with Raymond James & Associates since 2008. He holds a Series 63 designation and is based in Orlando, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Bartolomei is a financial advisor with Morgan Stanley, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2007, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools.

Sean Williams is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Evershore Financial Group and Securian Financial Services Inc. Williams serves as a director on the boards of the Leonard and Marjorie Williams Family Foundation, Inc. and Wayne M. Densch Charities, Inc. Additionally, he owns Wayne Densch Inc., a family-owned Anheuser Busch distributorship. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers a multi-manager platform with portfolio management, financial planning, retirement services, and access to both affiliated and third-party money managers across various program structures.

Arthur Pringle is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings nearly 25 years of experience in trading and capital markets to his role, drawing on a systematic approach to trading that emphasizes capital preservation and disciplined portfolio management. Arthur began his financial career as an independent floor trader at the Chicago Board of Trade, where he spent 17 years as both an Associate and Full Member. Following his trading career, he pursued opportunities in Private Equity and start-up technology companies. Arthur holds a Bachelor's Degree in Business Administration from Stetson University, where he attended on a baseball scholarship. He is also a Personal Investment Advisor (PIA). Arthur currently resides in Longwood, Florida, having relocated from Chicago with his four children to join Merrill Lynch in Winter Park.

Paul Tierney is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Lincoln Investment for nine years and The Gabor Agency, Inc. for 14 years. Outside of his advisory role, Tierney is also an independent agent involved in outside fixed insurance sales. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that relies significantly on LPL-sponsored programs and endorsed third-party managers.

Ronald Anwar is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and 33 years of industry experience. His career includes roles at DFCU Financial, FNBLI, Paylocity, ADP Broker Dealer Inc., and Bridgehampton National Bank. He is based in Winter Park, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Brandon Ross is a financial advisor with Charles Schwab in Winter Park, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2011, with a one-year period as an independent contractor. 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 offers a combination of non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and centralized supervisory and custody arrangements.

Jeannette Byrd is a financial advisor with Cetera and holds a Series 66 designation, bringing 20 years of industry experience. She has worked at multiple firms, including Avantax Investment Services and Cssc Brokerage Services, and has been involved with her own firm, Byrd & Associates, LLC, since 2005. Outside of her advisory work, she is a member and owner in several business ventures, including a consulting firm and an amusement park partnership. 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 multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts with over $256 billion in assets under management.

Tyler Dowling is an Investment Consultant at Fidelity Investments, specializing in retirement planning and financial guidance. He currently helps clients develop retirement plans and provides ongoing support to navigate every stage of retirement. Prior to his current role, Tyler held several positions at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative, gaining comprehensive experience in financial services since 2023. Tyler emphasizes trust, communication, and planning in his approach to financial advising. Being a husband and father has enhanced his understanding of the importance of preparing for life's milestones and protecting what matters most. Outside of work, he enjoys family activities, fitness, outdoor adventures, beach visits, and parenthood.

Fiona Alfred is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities and Wells Fargo Clearing. 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 supported by internal teams and third-party managers for a range of client types.

Afeefa Ayube is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments in 2024, she spent ten years at Productions Plus. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

James Mc Lean is a financial advisor with Ameriprise in Maitland, FL, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he holds a real estate license. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored advice, emphasizing assets held in Ameriprise-managed accounts.

Steven Fortino is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has worked with Equitable Advisors since 2011 and was also associated with AXA Advisors during that period. Outside of his advisory role, Fortino serves as an adjunct professor at the University of Wyoming, teaching CFP courses online, and is a volunteer member of the Knights of Columbus. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Matthew Joy is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill and Bank of America since 2011. Outside of his advisory work, he serves on the advisory board of Christian Help, a charitable organization based in Casselberry, Florida. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Sam Safdari is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans based on their individual goals. He utilizes Fidelity's resources to provide personalized guidance aimed at helping clients pursue their objectives. Sam's experience at Fidelity Investments spans several roles since 2018, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his comprehensive understanding of financial planning and investment consulting. Outside of his professional work, Sam engages in outdoor adventures, Pilates, reading, skiing, and traveling.

Brian Cox is a financial advisor with Merrill in Lake Mary, FL, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked with Merrill since 1984 and has been affiliated with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary strategies developed by its internal Chief Investment Office and third-party managers, offering a range of portfolio implementation options and tax-aware strategies.

Michael Smith is a Series 66 certified financial advisor with Edward Jones in Orlando, FL, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he is involved in operating a cabinet and countertop franchise, Smithway Ventures, in the Orlando area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

Di Ivory Edgecomb is a financial advisor at Thrivent Investment Management with Series 66 credentials and no prior industry experience. Before joining Thrivent, Di worked at Box Real Estate for six years and was employed by the City of Hollywood for twelve years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with an option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Nathaniel Kahn is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Charles Schwab and First National Bank of Omaha. Kahn serves as a Sergeant in the Army National Guard, a role he has maintained since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.