Anoop Nath is a CFA® and holds the Series 66 designation. He joined Edward Jones in 2026 and previously worked at the Atlanta Hawks and Ned Davis Research. He has no industry experience prior to his current roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Yousuf Ghalayini is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory operations with affiliated brokerage and investment management capabilities.

Clifton Smith is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His previous roles include positions at Ameriprise Financial Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Stegner Investment Associates, and Uvest Financial Services Group. Outside of his advisory work, he is the owner of CSGolf LLC, a business established to support his son's college and professional golf career through NIL and sponsorship contract management. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients with a range of financial planning and consulting services, employing a variety of portfolio management styles supported by firm research and model managers.

Michael Curatolo is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63, 65, and 66 credentials and has been affiliated with GeorgetownTown Capital Group and OSAIC since 1990. His experience includes recommending asset allocation for client portfolios through associated firms. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services supported by a range of investment tools, third-party managers, and platform solutions.

John Beavers is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with business owners, corporate executives, and affluent families to develop and implement personalized wealth management plans. His expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management services, tax minimization, and personal retirement planning. John began his financial advising career in 1998 and joined Merrill and its predecessor firm Banc of America Investments in 2002. He has an extensive background in customized client investment portfolios, budgeting, cash flow analysis, wealth transfer strategies, fixed income portfolios for income, retirement planning, and cash management and lending through Bank of America, N.A. He holds a Bachelor’s degree and an M.B.A. from Stetson University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. John resides in Orlando with his wife Natalie and their two children. He is active in the local community and volunteers across several organizations. Outside of work, he enjoys golfing, skiing, traveling, and spending time with his family.

Michele Cook is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63, 65, and 66 licenses and 24 years of industry experience. Her tenure at Charles Schwab spans multiple periods between 2016 and the present. 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 offers a mix of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Rachell Lavasseur is a Series 66-registered financial advisor with Wells Fargo Advisors in Orlando, FL, and has 12 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory work, she has ownership interests in PEACE RIVER CAPITAL LLC and a coin-selling business, PINE CREEK PARTNERS LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with options for clients to implement recommendations through various brokerage or advisory programs.

Ian Manahan is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and three years of industry experience. He has previously worked within JPMorgan Chase Bank, N.A. and is associated with Bear Repair LLC, an outside business activity. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Vereen is a financial advisor with Fidelity Investments in Apopka, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and Pinnacle Financial Partners. Outside of advising, he provides notary services in South Carolina and offers informal business advice through KLV Creative, LLC. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Douglas Palmer is a Series 66 licensed financial advisor with Edward Jones in Winter Garden, FL, where he has worked since 2019. He has six years of industry experience, including prior roles outside financial services at RefrigiWear and Doyle Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Dwight Melgaard is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial and its predecessor firm since 1997. Outside of advising, he is an independent insurance agent specializing in life, disability, and long-term care insurance, and he also participates in marketing panels to evaluate financial products. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Isabel Dueri is a CFP® professional with 15 years of industry experience, currently affiliated with J.P. Morgan Securities in Orlando, FL. Her career includes multiple roles within JPMorgan Chase entities since 2010. Outside of her advisory work, she owns and operates an e-commerce business focused on women's professional apparel. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

David Severson is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and has prior experience at Nestle Waters and Cintas Fire. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated Primerica entities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients, operating primarily as a wrap-fee solution.

James Tschudy is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior roles include positions at MassMutual Life Insurance Co and GW&K Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and investment solutions that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Jaime Planells is a financial advisor with Raymond James Financial, holding CFP® and Series 63 and 65 designations, and has 17 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, Planells serves as President and CEO of Palmer Planells Wealth Group and is a board member on the finance committee of the Winter Park Library. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Melissa Fierman is a financial advisor with UBS Financial Services in Clermont, FL, holding Series 63 and Series 65 licenses and with 38 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through a large network of financial advisors.

Daniel Kapple is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked within Morgan Stanley Smith Barney LLC since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides services that include investment advisory and brokerage solutions.

Andrew Katsanis is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 license and bringing 12 years of industry experience. His prior roles include five years at Edward Jones before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2019. He also serves as a successor trustee for a trust in Leesburg, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad retail and institutional offerings in its investment approach.

Hemant Ranadive is a financial advisor with Ameriprise in Windermere, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income plans, supported by a centralized consulting team and automated recommendation processes.

Cody Bertoglio is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2015 in Orlando, FL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.