Edward Higgins is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. He serves as treasurer of the Civitan Club of Orlando and president of the University Estates Property Owners Association. 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 operates on a large scale with over 14,000 advisors and emphasizes research-driven investment selection and a range of brokerage and advisory solutions.

Jeffrey Smith is a financial advisor at LPL Enterprise with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Morgan Stanley and Cetera Advisors LLC. Outside of finance, he was involved with Home Design Partners for five years. LPL Enterprise offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and various affiliated services.

Karen Johns is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 31 years of industry experience, including 10 years with Wells Fargo Clearing. 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 through over 14,000 advisors and offers a range of brokerage and advisory solutions.

Todd Stevens is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 31 years of industry experience. His career includes roles at Citigroup Global Markets from 1995 to 2009 and Morgan Stanley since 2009, including the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, supported by structured discovery processes and firm-approved planning tools.

Jillian Roberts is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and beginning her industry career in 2025. Prior to joining Raymond James, she held roles in various sectors including higher education and the hospitality industry, and she has experience in small business operations through involvement with a brewing company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, institutions, and charitable organizations. The firm employs analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and supports its clients through a wide advisor network and specialized services in municipal finance and employer-sponsored retirement plans.

Naveed Shujaat is a financial advisor with Merrill in Orlando, FL, holding a Series 66 credential and over 10 years of industry experience. He has been with Merrill since 2006, totaling 20 years at the firm. Outside of his advisory role, he serves as a board member and Chair for Heart of FL United Way, providing advisory support on human services in Central Florida, and he is involved in managing administrative matters for his wife's eye care business. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Grant Harkness is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Cetera Investment Services LLC since 2016 and has been affiliated with Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to both affiliated and third-party investment managers.

Robert Young is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones in Clermont, FL, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he serves as a board member for the West Orange High School Scholarship Group, helping to determine college scholarship recipients, and is the managing member of a consulting business that handles administrative functions. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering various investment strategies and affiliated financial services.

Richard Way is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services from 2019 to 2022, and at Merrill and Bank of America from 2016 to 2019. Outside of his advisory role, he is a sole proprietor of Urban Unite, Inc., a retail and online store business, and serves as a professor at Florida Memorial University. 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.

Henry Ilyasov is a CFP® professional with 20 years of industry experience, currently affiliated with Charles Schwab in Orlando, FL. His career includes roles at Charles Schwab Bank, TD Ameritrade, Investment Link, and Ameriprise Financial Services. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment approval process.

Percy Canteenwalla is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. since 2014. 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.

Hemant Sachdev is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at AXA Advisors, Park Avenue Securities, Guardian Life Insurance, Edward Jones, and Concourse Financial Group Securities. He is also the founder and president of NxtGen Advisory Group, LLC. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services while integrating proprietary and external investment solutions.

Mark Brunco is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes long tenures at Charles Schwab and Schwab Private Client Investment Advisors, with a brief period at Progressive. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment process.

Kristin O'Brien is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and 15 years of industry experience. She has worked with Wells Fargo Bank NA since 2006 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research and external analytics and provides a range of brokerage and advisory solutions at a large scale.

Arif Fareed is a CFP®, ChFC®, and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 advisors.

Thomas Eisenhuth is a financial advisor with Ameriprise in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Eisenhuth serves on the Board of Directors for First Tee of Central Florida. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research-based modeling and tax-efficient strategies to generate written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Goldsmith is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill. She serves as an officer for a nonprofit organization affiliated with Vanderbilt University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through a structured process and utilizes firm-approved tools to model investment outcomes.

Ethan Vanz is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Strategic Advisers LLC, Fidelity Brokerage Services LLC, and J.P. Morgan Chase & Co. He has also worked in educational institutions and briefly in entrepreneurial activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning using advanced analytical tools and supports municipal and public finance work through unique affiliations, alongside specialized advisory programs.

Daniel Murphy Jr. is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Paul Steven Sumulong is a financial advisor with Merrill in Orlando, FL, holding Series 65 and Series 66 licenses and three years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he serves as a general partner and managing member of Yarnfrog LLC, a small business supporting his daughter's handcrafted products, and is a committee member for the Fellowship Foundation Inc, assisting with fundraising and ministry activities related to youth programs and golf. 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, pension plans, corporations, and charitable organizations.