Michael Giallanza is a financial advisor at Charles Schwab in Orlando, FL, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Charles Schwab Bank SSB and roles in real estate management with Home Realty & Management and Stars & Stripes Homes DTC, Inc. Charles Schwab 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset portfolio guidance supported by in-house research and a formal alternative investment program.

Nolan Murphy is a financial advisor at Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses with two years of industry experience. He previously worked at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory role, he is involved with Palmer Planells Wealth Group, where he supports administrative functions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Trevor Mason is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Wells Fargo in various roles since 2016. Mason is involved with the CECO Young Professionals Committee, where he participates in fundraising and awareness efforts for the Conductive Education Center of Orlando, a school for individuals with motor disabilities. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, by providing managed accounts, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient investment strategies, leveraging its integration with Bank of America’s broader banking and capital markets platforms.

Curt Busby is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 19 years and Raymond James for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Mark Abramson is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, Abramson serves as an officer for an adult day care organization and acts as treasurer for a fraternity, where he is involved in teaching young men. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics along with diversification principles to offer brokerage and advisory solutions at scale.

Brian Liden is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Michael Goldberg is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2025. He collaborates with clients and their families to develop holistic and customized financial plans that are tailored to their evolving needs and goals. Michael emphasizes partnering with clients to serve their interests effectively. Prior to his current role, Michael worked as a Planning Consultant at Fidelity Investments from 2023 to 2025. He also held positions at Charles Schwab, including Senior Associate Wealth Advisor with Schwab Wealth Advisory from 2021 to 2023, and Senior Advisor Services Representative from 2017 to 2021.

Nathan Dunnavant is a Series 66 licensed advisor with Merrill in Orlando, FL. He has been with Merrill and its affiliated firms since 2025. Prior to entering the industry, Dunnavant’s background includes experience at H.T. Hackney and involvement with Nona Adventure Park. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Elizabeth Galarza is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her prior roles include positions at Merrill and J.P. Morgan Securities. Outside of her advisory work, she owns and operates an online t-shirt sales business called Cozy Pop. 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 and provides both brokerage and advisory solutions.

Stefanie Flohr is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at FAIRWINDS Credit Union, CUNA Mutual Group, and Suncoast Credit Union. She also serves as a subject matter consultant for an educational practice in investment-related topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies and a variety of operational and research tools.

Hieu Nguyen is a financial advisor at Raymond James Financial with one year of industry experience. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, Nguyen serves as a Human Resources Specialist with the U.S. Army Reserves. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, using risk profiling and modeling tools to support client goals.

Steve Miranda is a financial advisor with Fidelity, holding a Series 66 designation and 22 years of industry experience. His career includes extensive tenure with various divisions of Fidelity as well as earlier work at Merrill. Fidelity’s Strategic Advisers LLC, where he is associated, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds distinctive registrations such as with the CFTC and membership in the NFA.

Craig Kopp is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2011. 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.

Samuel Bowyer is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and 15 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee and co-trustee for a trust in Dunnellon, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jared Reimel is a financial advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2018 following his graduation from Baldwin Wallace University in Cleveland, Ohio, where he was a student athlete in football and track & field. Jared's professional mission is to empower clients with financial clarity and confidence to achieve their unique goals through personalized service, integrity, and informed guidance. With five years of experience, Jared focuses on working with business owners, skilled trade professionals, and individuals preparing for or living in retirement. His areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, individual and corporate investment strategy, and retirement income. Jared holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Jared is involved in community organizations including Elevation Scholars and Home of the Holy Angels. His personal interests include cooking, football, golfing, hiking, skiing, and spending time with his family.

Eric Storts is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. from 2015 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peter Hopper is a financial advisor with Charles Schwab, holding the Series 63, 65, and 66 designations and 12 years of industry experience. His prior work includes roles at JP Morgan Securities, Bank of America, Equitable Advisors, and involvement with Tidal Realty Group and Google Fiber. Charles Schwab 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 advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Samuel Weiner is a financial advisor at Raymond James Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2013, as well as Concurrent Advisors and Concurrent Retirement Solutions in prior roles. Outside of his advisory work, he is co-owner of Winter Park Wealth Group and serves as trustee of a family life insurance trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with municipal and public finance capabilities, along with specialized advisory programs.

Jared Yule is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies that consider clients' full financial pictures and evolving market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to help clients pursue their long-term financial goals. Jared's areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Roanoke College and has earned the Personal Investment Advisor (PIA) designation. Committed to community involvement, Jared participates in volunteer activities within the communities he serves. Outside of work, he enjoys biking, boating, camping, chess, fishing, golfing, music, skiing, spending time with his family, and traveling.

Daniel Cronin is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robinhood Markets and Robinhood Financial. Cronin studied at Florida State University before beginning his career in financial services. Raymond James & Associates is a 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 financial planning and investment consulting through various advisory programs and an extensive affiliate network.