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.

Jeffrey Stephan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation and Walnut Street Advisers Inc. Stephan serves on the board of the Lake Eustis Chamber of Commerce and is an active musician with The Porch Band. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research and operational tools.

Randolph Peters is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

William Konchal is a financial advisor with Raymond James & Associates based in Grand Island, FL, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2004. 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, institutional investors, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Evin Lynch is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2018 and had prior roles at Momentum Management, Thoroughbred Baseball League, and Stetson University. Lynch is based in Deland, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory solutions, 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 network of financial advisors and branch offices nationwide.

Brendan Burke is a Private Wealth Advisor with Merrill Lynch, where he has been serving clients since May 2015. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Brendan takes a goals-based wealth management approach and has experience working with generational wealth, understanding family dynamics and the complexities of estate planning and wealth transfer. Before joining Merrill Lynch, Brendan built and managed a top-performing sales team for Southwestern Advantage, a national educational consulting company. He holds a Bachelor of Arts degree in Economics from the University of North Carolina at Chapel Hill. Additionally, he completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. Brendan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Brendan lives in Longwood, Florida, with his wife and three children. Outside of his professional work, he volunteers at the Rescue Outreach Mission homeless shelter in Sanford, Florida. He is an active parishioner at Annunciation Catholic Church and serves on the boards of The Sharing Center, a nonprofit assisting the underprivileged of Seminole County, and The Central Florida Zoo & Botanical Garden.

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 with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Morgan Stanley, and Edward Jones. He serves as an assistant secretary board member for Olympus CDD, a nonprofit entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by both discretionary and non-discretionary account management strategies.

Megan Wolfe is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 20 years of industry experience, including roles at G.A. Repple & Company and operating Wolfe Financial, a firm offering financial planning, securities investments, tax preparation, and accounting services. Outside of advising, she serves as vice president on the board of a professional condo association. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

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.

Brandon Hill is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Charles Schwab, TD Ameritrade, Scottrade, and Fidelity. Outside of finance, he has been involved with the Florida Lacrosse Officials Association since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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 license and bringing 39 years of industry experience. He previously worked at Raymond James Financial Services for seven years before joining LPL Financial in 2006. Outside of his advisory role, he serves as president and agent of Financial Services of Central Florida, Inc., which includes activities related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies supported by proprietary research and advanced operational tools.

Alireza Shahnavaz is a financial advisor with Ameriprise in Heathrow, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a rental property business under ARSweethomes LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies through a centralized team supporting its financial advisors.

Joshua Chase is a Series 65 licensed advisor with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and Kingsview Asset Management. Outside of his advisory work, he participates in a consumer survey panel unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Julie Riley is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2010 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research, with a notable presence in municipal advisory services.