Kristin Akin is a CFP®-certified financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Williams-Sonoma Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. 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.

Michael Clark is a CFP® with 18 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. in Orlando, FL. He has been affiliated with Raymond James since 2008 and also leads Clark Retirement Consulting LLC. Clark is a board member of the AdventHealth Cancer Institute. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports various advisory programs and institutional portfolio management.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Cetera and its affiliates since 2021 and previously spent seven years with VOYA Financial Advisors. Outside of his advisory role, Davis is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing multiple program structures and third-party managers, with over $256 billion in assets under management.

Mynor Mejia is a financial advisor at Merrill with 12 years of industry experience. He has held roles at Merrill and Bank of America since 2015 and holds the Series 66 designation. Based in Orlando, FL, Mejia serves clients within a large institutional firm. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Di Natale is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2025 after nine years at Cambridge Investment Research Advisors. In addition to his advisory role, he is involved in life and health insurance sales and owns support companies focused on investment advisory and recruiting activities in Orlando, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning, supports municipal and public-finance work through a unique municipal advisor affiliation, and delivers customizable retirement plan advisory programs.

Sydney Gomez is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL, holding a Series 63 designation and offering 28 years of industry experience. Prior to his current role, he worked with K Brain and The Milestone Financial Group. He serves as an active executor for his late mother’s estate and manages a separate support company, Orlando Wealth Management, where he holds multiple officer positions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning using detailed risk profiling and modeling tools and supports specialized municipal and public finance advisory services.

Gerry Powery is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing for nine years and Merrill for twelve years. Ameriprise Financial Services is a diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Beth Fleming Brown is a financial advisor with OSAIC, holding a Series 63 designation and having 32 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 26 years and has been associated with Eq Financial Consultants, Inc. for over three decades. Outside of her advisory role, she offers long-term care and traditional life insurance products as an insurance agent. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process that incorporates asset allocation, portfolio optimization, and risk assessment, supporting both discretionary and advisor-managed strategies.

Kieran Paulino is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors, Swan and Dolphin, Universal Studios, and Rosen Shingle Creek. Outside of his advisory role, he has experience working as a catering server at Universal Studios. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matthew Pascale is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has a background that includes work at the Department of Homeland Security and various legal positions. In addition to advising, he operates a legal services business as an attorney. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, offering tailored advice through analytical tools and supporting both individual and institutional clients with a broad range of advisory programs.

Calley Evans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2015. She also has worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence, utilizes forward-looking capital market assumptions, and includes an ESG eligibility framework.

Marina Ellis is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Edgewater Family Wealth, BCW Financial Consultants, LPL Financial, and Principal Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Marjorie Brown is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 22 years before joining Raymond James in 2016. Outside of her advisory role, she serves as a co-leader for a Girl Scout Cadette troop and is actively involved as the Band Booster President at Millennium Middle School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting supported by a range of portfolio management styles and research resources.

Michael Broadus is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Daytona Dodge from 2014 to 2019. Outside of his advisory role, he manages a real estate business, Target House Property Solutions LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Amit Patel is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held positions at Celine, BNY Mellon, and National Due Diligence Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and global resources to tailor strategies to clients' goals and risk tolerances.

Frank Liccardo is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at Charles Schwab and Co., Inc., having previously been with TD Ameritrade from 2013 to 2022. Liccardo is based in Winter Park, 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Conrado Santiago is a CFP®-certified financial advisor with Ameriprise in Orlando, FL, bringing 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Santiago serves on the Board of Directors for Prospera, where he is a member of the Finance & Audit Committee. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Derric Hoover is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he partners with clients to develop customized financial plans tailored to meet their families' unique needs, focusing on strategies to grow, protect, and distribute wealth across generations. Prior to his current position, Derric held the role of Senior Wealth Advisor at TD Ameritrade from 2017 to 2021 and at USAA from 2012 to 2017. His professional experience includes wealth advising and financial consulting, with an emphasis on creating and improving financial plans. Additional details regarding his education, credentials, personal interests, or community involvement have not been provided.

Kristen Bellamy is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at UBS Financial Services Inc for 12 years before joining Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as Secretary and a board member for the Alaqua Lakes Community Association in Longwood, FL. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering 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 planning process supported by proprietary tools and the Global Investment Committee’s return estimates.

Daryl Emerson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients pursue their long-term goals by gaining a comprehensive understanding of their financial situations. Daryl leverages insights from Merrill and the resources of Bank of America to provide customized wealth management and lending solutions. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from the University of Central Florida. Daryl is engaged in community activities and volunteers with organizations in the areas he serves, reflecting his commitment to the Merrill tradition of community participation.