Jason Rosado is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at various entities within the JPMorgan Chase organization 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Elizabeth Hall is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Signature Wealth Partners. Outside of financial advising, she coaches for the Orlando Rowing Club. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and analytical tools, supporting clients through a broad advisor network and specialized municipal and retirement consulting programs.

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.

Abigail Blanton is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing, she worked at Gill Logistics and Mudpie, and has experience in educational roles at the College of Central Florida and Forest High School. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Miguelangel Gomez is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including valet services at Orlando Parking Solutions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach.

Nicole St Jean is a financial advisor with Charles Schwab based in Orlando, FL. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as positions with Albertsons Companies Inc. and Primerica. Charles Schwab & Co., Inc. serves a large client base of 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 employs a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Patrick Buchanan is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at Raymond James Financial Services and operating Accurate Concrete and Curbing, LLC. He is also involved in independent insurance brokering specializing in term life insurance. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized Recommendation Reports through a centralized consulting team.

Derek Roy is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including SagePoint Financial and LPL Financial. In addition to his advisory role, he is licensed to provide fixed insurance products. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes advanced asset-allocation tools and multiple platforms to construct portfolios that include a wide range of investment options.

Caroline Prybyl is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021. Prior to this, she held roles at the Central Florida Zoo & Botanical Gardens and several other organizations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models.

Jared Incinelli is a financial advisor with LPL Financial in Winter Park, FL, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2021. Outside of his advisory role, he serves as the head varsity softball coach at The Geneva School of Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Bensey is a financial advisor with LPL Financial in Orlando, FL, holding a Series 63 license and bringing 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2019. Outside of his advisory role, he has involvement with Good Life Insurance Agency and Bensey Wealth Management, among other business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisor representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Suzanne Magee Fleming is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since the summer of 1977. Prior to joining Merrill Lynch, she was employed at another financial services firm in New York City. Suzanne works with affluent families, individuals, and women in transition, focusing on areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. She helps clients prioritize their needs and establish quantifiable goals through personal consultation, subsequently developing and implementing customized strategies using a wide variety of financial instruments. Suzanne leads a team of seven, including her son James, who joined in 2011. Suzanne holds a Bachelor of Science Degree in Business Management from Bucknell University and is a Personal Investment Advisor (PIA). She is active in her community as a board member of the Pet Alliance of Greater Orlando and is also a member of the Collaborative Family Law Group of Central Florida. Suzanne and her husband, Mike, reside in Bay Hill. Her personal interests include boating, gardening, and traveling.

Nicholas Harker is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of finance, he has a long-term association with Lowe’s Home Improvement. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sydney Eckstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. Prior to joining J.P. Morgan Securities, Eckstein was affiliated with Future Standard and has a background that includes work at Rollins College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to offer customized investment solutions.

Rene Crespo is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cetera, Regions Bank, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Elizabeth Hove is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to this, she was with Ameriprise Financial Services Inc and Overton Financial Group LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amit Raninga is a financial advisor with Fidelity in Orlando, FL, holding Series 66 and Series 63 licenses and having two years of industry experience. He has worked at several firms including Charles Schwab, Fifth Third Bank, and operated his own consulting business, Greenlight Consulting, where he managed business operations and inventory for a farm. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment solutions.

Bruce Alvarado is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors.

William Giffing is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo entities since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Bilka is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Orlando, FL, and has 16 years of industry experience. He has worked with Royal Alliance Associates and currently holds teaching roles at the University of Central Florida and Lake Sumter State College. Outside of advisory work, he serves as a trustee managing personal financial responsibilities and holds a power of attorney role related to elder care for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.