Sherry Madl is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked for Volusia County Schools for 27 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Jeremy Adams is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Edward Jones and has previously worked at JPMorgan Securities LLC and Morgan Stanley in various capacities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies backed by a nationwide network of over 23,000 financial advisors.

Cynthia Zapp is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has been with MLPFS since 2007. 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.

Randolph Peters is a financial advisor at LPL Financial with 40 years of industry experience. He holds the ChFC® and Series 63 credentials. His prior experience includes roles at Woodbury Financial Services, Inc. and Questar Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Evin Lynch is a CFP®-designated financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Momentum Management and has a background that includes a role with the Thoroughbred Baseball League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

Brendan Burke is a Private Wealth Advisor at Merrill Lynch Private Wealth Management. He began his tenure at Merrill Lynch in May 2015 and works with high net worth families and business owners, focusing on family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Brendan holds the Chartered Retirement Planning Counselor™ (CRPC), Certified Investment Management Analyst® (CIMA), and Certified Private Wealth Advisor® (CPWA) designations. He earned a bachelor's degree in Economics from the University of North Carolina at Chapel Hill in 2015. Prior to UNC, he studied business administration and played basketball at Holy Cross College. Brendan has also completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. Outside of his professional work, Brendan is involved in community activities including volunteering at the Rescue Outreach Mission homeless shelter in Sanford, Florida, and serving on the board of The Sharing Center, a non-profit assisting the underprivileged in Seminole County, Florida. He resides in Longwood, Florida with his wife and daughters, is an active parishioner at Annunciation Catholic Church, and participates in the Young Catholic Professionals Orlando Chapter. Brendan enjoys golfing, spending time with family, and traveling with his wife and daughter.

Michelle East is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Gwfs Equities, Inc. and Wandering Elephant Enterprises LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and Charitable Gift Funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Shawn Walton is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Walton serves as an assistant secretary on the board of a nonprofit community development district. He also provides administrative support to an independent investment advisor firm separate from LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Eric Chvisuk is a financial advisor at Edward Jones in Deland, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Halifax Health from 2014 to 2022 in various roles. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Victoria Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2020 and previously spent six years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Huster is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Outside of his advisory role, he serves as Assistant Rector at the Episcopal Church in St. Augustine, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and models to assist clients in developing and managing their financial plans.

Alejandro Carrasquel is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial, First Horizon Advisors, and BBVA Securities, among other firms. Outside of his advisory role, he is involved in managing a real estate business, Broadway TH LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance services through a distinctive municipal advisor affiliation.

John Ajwani is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He worked at Charles Schwab for 29 years before joining Wells Fargo Clearing in 2024 and subsequently Wells Fargo Advisors Financial Network in 2026. Outside of his advisory role, he has a travel business through AJWANI ENTERPRISES LLC and partially owns a travel agency called Dream Vacations, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services using proprietary research and planning tools, with client engagements generally structured as discrete planning projects.

Jonathan Lamanna is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Primerica Advisors since 2013 and has been involved with various educational and community organizations, including the Diocese of Orlando and Good Shepherd Catholic School. Lamanna also participates in non-investment related activities connected to Primerica Mortgage and client services referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional or pension plan clients.

Andrew Johann is a CFP® with 26 years of industry experience, currently serving at Stifel since 2009. He holds Series 63 and Series 66 licenses. Outside his advisory role, Johann is chair of the board of directors for the Better Business Bureau of Central Florida and is involved with Lakeside United Methodist Church staff parish. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, supporting client decisions through tailored financial planning and asset allocation guidance.

Mitchell Arnold is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in a real estate development project and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, featuring both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Alireza Shahnavaz is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages a rental property business under ARSweethomes LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jack Edwards is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Co. since 2022 and previously spent seven years at The Strategic Financial Alliance, Inc. Additionally, Edwards is the owner and principal of Duryea & Edwards CPAs, a CPA firm providing tax return preparation, bookkeeping, payroll, and tax planning services. He is also involved in small business ventures including a personal vehicle rental and 3D printing operation and administrative services through separate LLCs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement services.

Madison Hill is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to this, Hill has been involved with the Flight Deck Bar and Grill since 2014. Hill also serves as a board member for PARC’s Sanford, a nonprofit focused on fundraising and community programs in Seminole County. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

James Wright is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He operates from the firm's offices in Los Angeles, California, and Minneapolis, Minnesota. James has been with Merrill Lynch since 1997, bringing a longstanding presence within the firm. His expertise encompasses customized financial recommendations focusing on retirement planning, corporate stock options, concentrated stock positions, alternative investments, estate-planning issues, and money management. Additionally, he specializes in executive and corporate services such as qualified and non-qualified retirement plans, ESOPs, ESPPs, Defined Benefit Institutional Consulting, and liability management for both corporations and individuals. James holds multiple professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and Certified Plan Fiduciary Advisor (CPFA). James earned his bachelor's degree from the University of North Dakota. He approaches client engagements by understanding the specific needs and biases of each individual to develop personalized financial strategies aimed at pursuing their long-term goals. Clients of James can expect tailored advice and access to specialized investment services pertinent to sophisticated investors and their families.