David Kelly is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns a business selling items on eBay. Wells Fargo Advisors is a national securities firm that provides 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 from the Wells Fargo Investment Institute.

Donald Acosta is a financial advisor with Ameriprise in Montverde, FL, holding Series 63, Series 65, and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Argent Trust and several SunTrust entities. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies and managed account requirements.

Aldrena Morris is a CFP® professional with 14 years of industry experience, currently advising clients at Charles Schwab & Co., Inc. since 2011. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she owns SerLana LLC, a business focused on creating hair accessories. 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 delivers investment guidance via multi-asset model portfolios and offers both non-discretionary and discretionary management options through its integrated advisory and brokerage platform.

Stephen Palvisak is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Edward Wylam is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for eight years before joining Wells Fargo in 2016. Outside of his advisory role, he serves as a trustee for a family trust and as a personal representative for a family member, both involving investment-related responsibilities. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Luidgi Faubert is a financial advisor at Ameriprise with 24 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies.

Yuqi Chen is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, Chen worked at Velox Clearing and China Construction Bank, with earlier experience at Drexel University. 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, offering a combination of non-discretionary and discretionary investment solutions supported by robust research and centralized operations.

Sharleen Bhoop is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. Her career includes roles at TIAA, Merrill, and Bank of America, in addition to multiple tenures with J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities through affiliated entities.

Keith Crosby is a financial advisor at Raymond James & Associates with 13 years of industry experience. He previously worked at Charles Schwab & Co., Inc. for 12 years before joining Raymond James in 2025. Crosby holds the Series 66 designation and is based in Orlando, FL. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

David Baer is a financial advisor with LPL Financial in Orlando, FL, holding the ChFC® designation and securities licenses Series 63, 65, and 66. He has 22 years of industry experience, including prior roles at First Horizon, Woodbury Financial Services, Cetera Investment Services, and Wells Fargo Clearing. Outside of his advisory work, he is involved as a business owner with Vetavize Angels LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and investment programs, combining a broad platform with non-advisory financial products and partnerships.

Irina Parker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley in various roles from 2014 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. 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.

Tiffany Wax is a financial advisor with Charles Schwab in Orlando, FL, holding the Series 66 and Series 63 credentials and having 10 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2015, including roles at Charles Schwab Bank, Trust Bank, and Premiere Bank. Outside of her advisory role, she serves as a volunteer arbitrator for automotive and consumer protection dispute resolution boards and is a member of the Florida Bar Consumer Protection Committee. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm provides both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Donald Welsh is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and SunTrust Advisory Services. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which features written recommendations and annual ongoing advice focused on income sources and tax-aware withdrawal strategies.

Stanley Porfirio is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized investment strategies aimed at pursuing their financial goals. He also provides access to Bank of America services for banking and lending needs. Stanley holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from FAAL Faculdade de Administração e Artes de Limeira. His approach focuses on understanding what matters most to clients and their families to help guide their financial planning.

Fredrick Venturoni is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliates since 2019, with prior experience at Summit Financial Group Inc and Summit Brokerage Services Inc dating back to 2007. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account management with access to model portfolios and third-party managers.

Joshua Langholz is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on a range of financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Carla Bulnes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. Outside of her advisory work, she owns and operates a small business that bakes and sells cakes and cupcakes in Orlando, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its financial product offerings.

Mark Weston is a financial advisor with Morgan Stanley in Windemere, Florida, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at UBS Financial Services for 12 years. Outside of his advisory role, he is a partner in M&GW FL LLC, an investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations, to develop customized financial plans.

Juan Pino is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to provide clients with the knowledge and tools necessary to manage their financial lives effectively. Juan holds a Bachelor's Degree from the University of Florida and maintains several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His work is informed by his philosophy of helping clients uncover what matters to them and their families to develop strategies for pursuing their financial goals. Beyond his professional responsibilities, Juan is involved with the East Orlando Chamber of Commerce and the Hispanic-Latino Organization for Leadership & Advancement (HOLA). He also participates in community organizations such as Nathaniel's Hope and Second Harvest Food Bank.

Robert Brett is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley since 2009, and A. G. Edwards & Sons, Inc. from 2000 to 2007. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.