Jorge Mendez is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab since 2011, totaling 15 years at the firm. Charles Schwab & Co., Inc. serves a large client base, 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 a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Brooke Bierman is a financial advisor at Charles Schwab in Atlanta, GA, holding a Series 66 designation. Their work history includes roles at Charles Schwab Bank, Charles Schwab, Dexian, Nomads, and the University of Florida. 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’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment selection process.

Kerry Farr is a financial advisor at Merrill with 10 years of industry experience. He has been with Merrill since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Farr serves as a part-time proctor for ACT testing. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nichole Katsanis is a financial advisor at Merrill in Orlando, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

Caden Emerson is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he worked in various roles at Dollar General and Home Depot while completing his education. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice that incorporates investment research and algorithmic tools, with a focus on dependable income sources and tax-aware withdrawal strategies.

Travis Keller is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Ameriprise Financial Services and involvement with Twin Rivers Golf Club and the University of Central Florida. Outside of his advisory work, he hosts "Project Book Club," a podcast focused on reading and reviewing fantasy books. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes multiple program options and third-party managers.

Lynda Siegel Smith is a Series 66-licensed advisor with Merrill in Orlando, FL, where she has worked since 1999, accumulating 24 years of industry experience. Outside of her advisory role, she consults part-time with Younique LLC, a direct sales company specializing in makeup and beauty products. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Ashley Rosser is a financial advisor with Edward Jones in Orlando, FL, holding the CFP® and Series 66 designations. She has 10 years of industry experience, all with Edward Jones since 2016. Outside of her advisory role, she serves as president of the Friends of Lake LaGrange Homeowners' Association in Orlando. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Benjamin Strait is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He specializes in building relationships with clients and their families by understanding their financial priorities and co-creating wealth and investment plans tailored to their needs. His approach includes clarifying the planning and investment process to help clients gain confidence in their financial strategies. Prior to his current role, Benjamin worked at Charles Schwab for nearly two decades, serving as a Senior Financial Consultant from 2005 to 2017 and as a Senior Portfolio Consultant from 1998 to 2005. This extensive experience has contributed to his expertise in financial consulting and portfolio management. Outside of his professional career, Benjamin has interests in board games, cooking and baking, fishing, social events with friends, parenthood, and traveling.

Donald Schultz is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

Gregory Velho is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and its affiliated entities from 2006 to 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christina Mobley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with PFS Investments Inc. since 2014 and has longstanding ties to Primerica entities dating back to 1998. Outside of her advisory role, she is self-employed as a tutor and owns Orlando Creative, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Carina Borkon is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Beavers Krause Wealth Management Team. She began her career in the financial industry in 2011 with Edward Jones in Charleston, South Carolina, where she lived for 12 years before returning to her hometown of Winter Park, Florida. Carina joined Merrill Lynch Wealth Management in February 2016 and subsequently became part of the Beavers Krause Wealth Management Team. Carina holds a Bachelor of Arts in Music and a Master of Public Administration with a certificate in Arts Management from the College of Charleston. She also holds professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). Her client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and women and wealth. Carina is actively involved in her local community, serving on boards such as The Jewish Pavilion and Trinity Preparatory School's Alumni Board and Board of Trustees. She resides in Winter Park with her husband and two children, and enjoys cooking, dancing, interior decorating, music, singing, and spending time with her family.

Gabriel Masri Alvarez is a financial advisor with Ameriprise in Winter Park, FL, holding Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., and is a co-owner of Masri LLC, a business involved in vending machine services and online sales. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning that combines proprietary research and third-party data to provide tailored recommendations focused on dependable income sources and tax-aware withdrawal strategies.

Justin Selig is a Financial Consultant currently with Fidelity Investments, a role he has held since 2021. He collaborates with clients to develop customized financial plans tailored to their objectives, continuously adapting these plans to accommodate changes in life circumstances and financial markets. Justin's professional experience includes serving as Vice President and Financial Consultant at Charles Schwab & Co. from 2016 to 2021, following his tenure as an Associate Financial Consultant at the same firm from 2015 to 2016. Prior to that, he held positions at Fidelity Investments as an Investment Solutions Representative and Financial Representative in 2014 and 2015. He holds a California Insurance License.

Camoy Kotlyarov is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC since 2019, including a role at JPMorgan Chase Bank, N.A. Prior to that, he was employed at American Income Life in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program. The firm emphasizes a non-discretionary approach with asset allocation advice, manager searches, and customized performance reporting supported by centralized due diligence and incorporates ESG considerations in its recommendations.

Kristina Halverson is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and three years of industry experience. She previously worked at The Advisory Group for four years and has experience at the U.S. Census Bureau. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and emphasizes research-driven investment strategies and diversified portfolio management.

Tina Miller is a financial advisor at Merrill with 19 years of experience at the firm and holds a Series 66 designation. She serves as a board member for Seniors First Inc., a nonprofit organization focused on senior health programs and meals on wheels. 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 individuals, high-net-worth clients, and institutions.

Lana Bull is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018, following three years at Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by proprietary tools and research.

Richard Snipes is a financial advisor with Raymond James & Associates in Sanford, FL, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Raymond James & Associates for 24 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.