Lori Michaelson is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley for 13 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

Tiffany Conklin is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Mount Plymouth IGA Fresh Marke. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Shane Baker is a Financial Advisor at Merrill Lynch Wealth Management, a role he has held since joining Merrill in 2019. He specializes in areas including college and education planning, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategies, and retirement income. Shane holds the Professional Investment Advisor (PIA) designation. Originally from Satellite Beach, Florida, Shane earned a Bachelor's Degree in Finance with a Concentration in Economics from McNeese State University in Lake Charles, Louisiana. He provides financial advice and guidance focused on uncovering what matters most to clients and their families to create strategies tailored to their financial goals. Fluent in English and German, Shane's personal interests include golfing, surfing, and tennis.

Alexandra Almanza is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo for seven years and had a brief tenure at Khols. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

John Pinkley is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2002. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Rene Espinal is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize advisory roles without individual security recommendations.

Kent Mc Kee is a financial advisor at Raymond James Financial with over 33 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Raymond James in 2025, he worked for Cambridge Investment Research Advisors, Inc. for 14 years. Outside of advising, he is the CEO and President of 4th Generation Financial, a support company based in Winter Park, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling tools and supports municipal and public-finance work through a municipal advisor affiliation.

Giovanni Afanasiev is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing nine years of industry experience. He has worked at various divisions within Charles Schwab since 2015, including Schwab Private Client Investment Advisory and Charles Schwab Bank. Outside of his advisory role, he is developing a business focused on gym and workout strategy, meal prepping, and nutrition. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary and discretionary advisory models and offers multi-asset model portfolios supported by centralized custody and order-routing systems.

Micah Larson is a CFP® professional affiliated with LPL Financial in Orlando, FL, with four years of industry experience. His prior roles include positions at Tripletail Wealth Management, Odegaard Financial, and Securities America, Inc., as well as experience outside finance at Reel Surgical. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Dylan Bridgemohan is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has two years of industry experience and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he works part-time as a deli clerk at Publix in Winter Park, FL. 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 a range of brokerage and advisory solutions supported by research and analytics.

Shaharazade Kayume is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she is involved in food delivery services as a DoorDash driver. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Martin Brown is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds the Series 66 credential and has been associated with Raymond James since 2000. Outside of his advisory work, Brown is involved in business ventures including serving as branch manager of BCW Financial Consultants LLC and operating Edgewater Family Wealth as a DBA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Lewis Fisher is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Morgan Keegan & Company, LLC, Wells Fargo Clearing, and Invest Financial Corporation. Fisher serves as a committee member of the American Lung Association, where he assists with reviewing investment policies and monitoring investment performance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Travis Damon is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Orlando, FL, and has 15 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with a centralized due diligence process and applies an ESG eligibility framework when recommending strategies.

Janelle Mauro is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity since 2012, progressing through roles including Investment Consultant, Planning Consultant, Senior Relationship Manager, Relationship Manager, and Financial Representative. Her professional experience encompasses client relationship management and financial planning, with a focus on developing personalized financial plans that prioritize clients' goals and strategies for wealth growth, management, and protection. Janelle emphasizes transparent guidance and informed decision-making to support clients' financial well-being.

Samantha Philip is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Guy Blakey is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial in Altamonte Springs, FL. His prior roles include long tenures at Investacorp, Inc., and First Financial Counselors, Inc., among others. Outside his advisory work, he serves as a notary. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies.

Glyn Griffis is a CFP® professional with 26 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. since 2009. He has also been involved with Griffis Wealth Strategies since 2006 and served at Griffis, Macclary and Halbert for 11 years. Outside of financial advising, he participates in poker tournaments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Yadira Garrido Gonzalez is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Outside of her advisory role, she works as a delivery employee for Shipt Delivery. 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 with model-based and discretionary investment strategies.

Earl Walter Jr. is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009, with a prior four-year tenure at City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ Advisory Risk Profiles and utilizing both in-house and third-party investment managers.