Dimitri Narcisse is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses. He has seven years of industry experience and has worked with Wells Fargo Clearing since 2018, as well as Wells Fargo Bank since 2014. Prior to his financial services career, he has been employed at Publix Super Market since 2011. 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 both brokerage and advisory solutions, with a focus on diversification and modern portfolio theory.

Roger Busch is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association. He is based in Orlando, FL. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through employer-sponsored agreements.

Enrico Zollo is a financial advisor with Mass Mutual Investors Services in Orlando, FL, holding 34 years of industry experience. He previously worked at Metlife Securities Inc. for 36 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also involved with Zollo Financial Group, focusing on life insurance and annuity sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning using advanced analytical tools and supports event-driven planning programs such as estate settlement and employer-sponsored plans.

Michael Glantz is a Wealth Management Advisor and serves as the head of wealth management and investments within PAR Wealth Management. He helps shape the financial planning and investment strategies that drive the practice, focusing on retirement income planning, tax-efficient wealth transfer, advanced estate planning, charitable planning, insurance analysis, and investment management. Additionally, as head of investments and chair of the investment committee, he oversees the development of portfolio management strategy and investment philosophy, including evaluating investment managers and conducting market research. Raised in Plantation, Florida, Michael graduated from the University of Central Florida with dual Bachelor of Business Administration degrees in Finance and Marketing. He holds the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA®), and Certified Plan Fiduciary Advisor® (CPFA®) designations. He works closely with business owners, corporate executives, multi-generational families, and individuals navigating significant liquidity events to develop coordinated wealth management strategies. Outside of his professional work, Michael is an avid adventurer with a goal of whitewater rafting every major river in the United States. He enjoys reading history and non-fiction, fitness, photography, spending time outdoors, and traveling. He lives in the Orlando area with his wife, two sons, and their yellow Labrador Retriever, Remy.

Carey Stansbury is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2012, following prior roles at Next Financial Group, Inc. and Mutual Service Corporation. Carey is also involved in selling life insurance through a separate business he owns. OSAIC Wealth serves a diverse client base, including retail, institutional, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager programs.

Carmen Rivera is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked at UBS Financial Services for 17 years prior to joining Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm's planning process uses structured discovery and firm-approved tools, with a broad set of retail and institutional services.

Matthew Buckland is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Orlando, FL, and holds the Series 66 designation. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

David Mcknight is a Series 66 registered financial advisor with 18 years of industry experience. He has been with Fidelity since 2022, previously working at Navy Federal Financial Group and related entities from 2007 to 2020. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

Andrew Sullivan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, with a current position at Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

David Sosa is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo, Regions Bank, LPL Financial, and AXA Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment strategies.

Tony Keena is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes positions at Lincoln Financial Securities Corporation and Ameritas Investment Company, LLC, as well as operating his own firm, Keena Wealth, Inc., since 2012. 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 offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across a variety of account platforms.

Phillip Varga is a Vice President and Financial Consultant at Fidelity Investments, where he has served since 2018. He began his career with Fidelity in 2012 and has held various roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, he completed a Financial Services Internship at Merrill Lynch from 2011 to 2012. Throughout his career, Phillip has focused on partnering with clients to understand their financial objectives and developing customized financial plans that evolve in response to changing life circumstances and market conditions. His experience spans multiple facets of financial consulting and investment solutions. Outside of his professional work, Phillip enjoys comedy, golf, outdoor adventures, parenthood, and spending time with his pets.

Jonathan Fairey is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2002. Outside of his advisory role, he serves as treasurer for the Bridges of Light Foundation and is involved in several trustee positions and finance committee membership for nonprofit organizations. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kaleb Williams is a Series 66 credentialed financial advisor at Edward Jones in Orlando, FL, with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Lockheed Martin Corporation, where he held a financial analyst role until April 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Nicole Fuhrer is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services for more than two decades and has also held roles in education and logistics. Outside of her advisory work, Fuhrer is an ESL instructor at the Inlingua Language Institute and provides English coaching services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Nahim Dewan is a financial advisor at Thrivent Investment Management with two years of industry experience. He previously worked at Florida Financial Advisors and Trinity Wealth Securities, and has a background that includes roles at the University of Central Florida and the University of Miami Miller School of Medicine. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning and managed-account services separately, allowing clients to consolidate billing through its WealthPlan program.

Christine Cyrus serves as a Resident Director at Merrill, where she applies her expertise as a financial relationship advisor. Since entering the financial services industry in 2008, she has developed a client-service focused investment model that emphasizes strong relationships to assist individuals and families in achieving their short-term and long-term financial goals. Her approach to wealth management is tailored to each client's unique financial situation, preferences, and objectives. Christine specializes in areas including college education planning, family wealth management strategies, employee financial health, legacy planning, managing new wealth, portfolio management services, small business strategies, women and wealth, and retirement income. She is dedicated to helping clients build and preserve wealth, enjoy a comfortable retirement, and views her role as a financial concierge committed to personalized service. Christine holds a Master of Business Administration (MBA) from the University of Florida and a Bachelor's Degree from the University of North Florida. She has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christine is an active member of professional organizations such as the Council of 101 at the Orlando Museum of Art, the Junior League of Greater Orlando, and the Rotary of Orlando. Outside of her professional life, she enjoys cooking, football, gardening, golfing, interior decorating, pickleball, reading, running, skiing, and spending time with her family.

Larson Inauen is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS, Larson held various positions primarily in education and service industries. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining model-based asset allocation and research to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management, operating as both an investment adviser and futures commission merchant.

Octavio Ramirez is a financial advisor with Wells Fargo Advisors in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Morgan Stanley for eight years and Bank of America Merrill Lynch for one year before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including cash-flow, retirement, education, risk management, and specialized planning such as business-owner transitions and special-needs analysis.

Andrew Feinberg is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, combining detailed financial planning with access to extensive investment resources and innovative modeling tools.