Gaury Rogers is a financial advisor at Morgan Stanley with 22 years of industry experience. He has held positions at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney since 2010. Rogers holds Series 63 and Series 65 registrations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools.

Edith Lopez is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Bertrand is a financial advisor with Merrill in Clermont, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he owns Vinculum Properties LLC, a company involved in buying and selling properties. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021 and previously held roles at Bank of America and Merrill from 2016 to 2021. J.P. Morgan Securities LLC 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 inform its recommendations.

Traci Avila is a Senior Financial Advisor at Merrill Lynch Wealth Management and a founding member of the Magee, Avila & Associates team since 1999. She began her career with Merrill Lynch in Florida in 1993 after earning a Bachelor's Degree in Finance from Illinois State University. With over three decades of experience, Traci specializes in areas such as college education planning, divorce transition planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, tax minimization, and retirement income. Traci holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is committed to building long-term client relationships by providing personalized advice and access to the broad resources available through Merrill and Bank of America. Her client-first approach, attention to detail, and dedication have established her as a trusted advisor. Residing in Longwood, Florida, Traci lives with her husband, Alex, and their daughter, Caroline. Their older daughter, Cate, is a collegiate softball player at the University of South Carolina Beaufort. Outside of her professional work, Traci remains active in the youth travel Fastpitch Softball community and volunteers for the softball team at Lake Brantley High School. She also enjoys baseball, football, genealogy, music, and spending time with her family.

Rueben Hill II is a financial advisor with LPL Enterprise holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management while integrating advisory programs with brokerage and insurance product offerings.

Kristen Skinner is a financial advisor at Ameriprise with 10 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing research and modeling to deliver tailored, tax-efficient retirement recommendations.

Scott Krause is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1993 with Merrill Lynch Wealth Management and its predecessor firm, Banc of America Investments. Prior to becoming a financial advisor, Scott worked as a Certified Public Accountant with firms such as Price Waterhouse, though he does not provide tax advice in his current role. Scott holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and completed the Wharton Executive Education Program for Senior Financial Advisors at the University of Pennsylvania. He graduated in 1980 from the University of Central Florida with degrees in Accounting and Finance. His expertise includes consulting and planning for business owners, corporate executives, and affluent families, with a focus on customized investment portfolio analysis, budgeting, cash flow analysis, and wealth transfer strategies. Outside of his professional work, Scott and his wife Lisa are active members of the Keenes Pointe Country Club in Windermere. He has two children, Ashley and Mike, and his personal interests include boating, fishing, football, golfing, skiing, and traveling. Scott is also involved in the community as a past board member of the local YMCA and holds memberships in professional organizations such as the Golden Bear Club and Smyrna Yacht Club.

Brittany Brewer is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 credential and has worked primarily with Fairwinds Credit Union and CUSO Financial Services before joining LPL Financial. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and a variety of investment strategies.

Jeremy Cooley is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and having nine years of industry experience. His prior roles include positions at Fairwinds Credit Union, CUSO Financial Services, Equitable Advisors, and Axa Advisors. Cooley is also involved with Fairwinds Wealth Management and Investments. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various managed account options.

Aaron Kassler is a Series 66-licensed financial advisor with Morgan Stanley, based in Orlando, FL, and has 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Daniel Womack is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Park Avenue Securities, Guardian Life Insurance Company, and Hillsborough County School Board. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jose Zuniga Becerra is a CFP® with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2013. He holds the Series 66 designation and is based in Winter Park, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with 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.

Andrew Mazlin is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alan Monson is a Financial Consultant at Fidelity, a position he has held since 2024. He has extensive experience in the financial services industry, having previously served as an Investment Management Consultant from 2015 to 2024, a Wealth Planning Associate from 2013 to 2015, and an Investment Solutions Representative from 2012 to 2013, all within Fidelity. In his role, Alan focuses on building relationships with clients and their families to develop clear and adaptable financial plans that align with their goals and changing circumstances. Outside of work, Alan enjoys spending time with his wife and their six children, engaging in activities such as golf, dance, tumbling, singing, swimming, and soccer. He also has interests in beach outings, family activities, food, golf, outdoor adventures, and soccer.

Steven Bennett is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at AdventHealth Corporate for six years and has been associated with Wealthcare Strategies, LLC since 2007. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Cynthia Price is a financial advisor at Equitable Advisors with 35 years of industry experience. She has held roles at Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. Outside of her advisory work, she is a board member of J4 LEADERS, participates in the Christian Business Women’s social group, and is the author of the book *The 7 L's of Financial Planning*. 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 third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Samuel Heise is a financial advisor at Merrill with Series 63 and Series 65 licenses. He is based in Orlando, FL, and has one year of industry experience. His prior work includes roles at Bank of America, Florida Financial Advisors, and positions in the education and fitness sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Bates is a financial advisor with Primerica Advisors based in Orlando, FL. He holds Series 63 and Series 65 credentials and has five years of industry experience. His work history includes roles at AmOne, GravyWork, BANKERS LIFE, and Wells Fargo. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm provides a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and offers various strategic, tactical, tax-managed, and income-distribution investment models.

Anthony Caiola is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Morgan Stanley, New York Life, and Cambridge Corporate Services. Charles Schwab & Co., Inc. 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. The firm offers both non-discretionary and discretionary investment options, combining strategic asset allocation with access to alternative investments and centralized operational support.