Brian Fajardo is a Series 66-licensed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2025. His prior experience includes roles at New York Beer Project and Global Financial Impact. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

James Millar is a Private Wealth Advisor at Merrill Private Wealth Management, where he also serves as a Senior Resident Director of the firm's Windermere, Florida office. He assists clients in evaluating and implementing portfolio strategies that may involve hedge funds, private equity, managed futures, and middle-market investment banking services through Bank of America. James has experience working with small business owners and corporate executives, focusing on strategies for managing stock options as well as hedging concentrated stock positions and illiquid assets. He is a qualified Portfolio Manager who builds and manages personalized or defined investment strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. He operates within the firm's Investment Advisory Program, managing some strategies on a discretionary basis. He holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute® and is a member of the same organization. James earned bachelor's degrees in finance and economics from the University of Florida. In addition to his professional work, he participates in community organizations including Windermere Little League, Shepherds Hope, Special Olympics, and Alpha Tau Omega.

Aaron Drone is a financial advisor with Ameriprise in Clermont, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as head coach for the varsity and junior varsity wrestling teams at Windermere High School and owns Claw Wrestling LLC. Ameriprise is an institutional firm that offers a retirement-income planning service primarily for clients with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research and modeling with tax-efficiency analysis to support retirement planning.

Daniela Martinez is a financial advisor at Edward Jones in Clermont, FL, with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Peter Kaufman is a Series 66-licensed financial advisor with Morgan Stanley, based in Orlando, FL, and has 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual engagements and Corporate Financial Planning agreements.

Michael Radnothy is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones. In addition to his advisory role, he maintains ongoing involvement with Swell Properties LLC and Remax Realty. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Weese is a Private Wealth Advisor and co-founder of the Weese Harris Group. He was one of the founding members of Merrill Private Wealth Management's office in the Pacific Northwest. Merrill Private Wealth is a network of approximately 350 specialized teams nationwide serving ultra-high-net-worth individuals and families. Jason contributed significantly to the growth of the Bellevue, Washington, Private Wealth office into one of the largest in the country. With over 30 years of experience, Jason advises high-net-worth individuals, families, and businesses on a wide array of complex financial matters. His expertise includes estate planning, philanthropy, alternative investments, control and restricted securities, lending strategies, hedging and monetization, investment banking, and comprehensive wealth planning. He holds the Accredited Private Wealth Advisor designation from Merrill Private Wealth and has been recognized multiple times on Barron's Top 1200 Financial Advisor list, as well as on Forbes Best-In-State Wealth Advisors and Wealth Management Teams lists. Jason earned a Bachelor of Arts degree in Finance from Western Washington University. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation awarded through the Investments & Wealth Institute® in conjunction with the Wharton School of the University of Pennsylvania. He is a native of Lake Quinault, Washington, and resides in Bellevue, Washington. Jason is an active member of Bellevue Downtown Rotary and participates in community involvement with HopeKids AZ. Outside of work, he enjoys basketball, golfing, and watching movies.

Tammie Wong is a Financial Consultant currently employed at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Investment Solutions Representative I, II, and III, as well as Investment Consultant. Prior to joining Fidelity, Tammie worked as a Registered Representative at Equitable Advisors from 2019 to 2020. Her professional experience encompasses various aspects of financial consultation and investment solutions. Tammie collaborates with clients to develop personalized financial strategies aimed at retirement planning, investment growth, and managing significant life transitions. She focuses on providing clear guidance and thoughtful approaches tailored to each client's goals and values. Outside of her professional work, Tammie has personal interests in board games, gardening, pets, photography, reading, and traveling.

Thomas Darden Jr. is a Series 66-licensed financial advisor with Ameriprise in Clermont, FL, bringing 25 years of industry experience. He has worked previously at Wells Fargo Clearing and HSBC Securities (USA) Inc. Ameriprise Financial Services, where he currently practices, is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and annual advice that prioritize dependable income sources and tax-aware withdrawal strategies.

Stephen Wytiaz is a CFP® and Series 66 designated financial advisor with Charles Schwab in Orlando, FL, bringing 10 years of industry experience. He has been with Charles Schwab since 2015, including a tenure at Charles Schwab Bank from 2016 to 2017. Charles Schwab & Co., Inc. serves a large client base, 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 features a primarily non-discretionary client relationship model supplemented by access to discretionary separately managed accounts and utilizes multi-asset model portfolios, strategic asset allocation, and alternative investment due diligence.

Glenn Wheelock is a financial advisor at LPL Financial with 33 years of industry experience. His prior roles include positions at Raymond James and Associates, Wells Fargo Clearing, and FINRA. He also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, utilizing a large network of investment adviser representatives and various model portfolio programs.

Shane Cole is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for TIAA and TIAA-CREF from 2011 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies and AI tools in portfolio management.

Michelle Chance is a financial advisor at Merrill in Orlando, FL, with 16 years at the firm and 10 years of industry experience. She holds the Series 66 designation. 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.

Hugo Neyra is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and affiliated entities since 2013, including roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm provides a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment programs.

Michelle Conlon is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan in various capacities since 2016. 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’s advisory process combines quantitative screening and qualitative research, incorporating ESG considerations and supported by affiliates for implementation and portfolio services.

James Bertrand is a financial advisor with Merrill in Clermont, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he owns Vinculum Properties LLC, a company involved in buying and selling properties. 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 plans, corporations, and charitable organizations.

Jonathan Wilson is a financial advisor with J.P. Morgan Securities in Altamonte Springs, FL. He holds a Series 66 designation and has six years of industry experience, including prior roles at Bank of America, N.A. and Merrill. Since 2021, he has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a comprehensive manager solutions team.

Rueben Hill II is a financial advisor with LPL Enterprise holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. Outside of his advisory work, he is involved with Hill Properties, a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities, utilizing model-driven investment implementation and offering access to third-party asset managers and insurance products through affiliated entities.

Scott Krause is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1993 with Merrill Lynch Wealth Management and its predecessor firm, Banc of America Investments. Prior to becoming a financial advisor, Scott worked as a Certified Public Accountant with firms such as Price Waterhouse, though he does not provide tax advice in his current role. Scott holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., and completed the Wharton Executive Education Program for Senior Financial Advisors at the University of Pennsylvania. He graduated in 1980 from the University of Central Florida with degrees in Accounting and Finance. His expertise includes consulting and planning for business owners, corporate executives, and affluent families, with a focus on customized investment portfolio analysis, budgeting, cash flow analysis, and wealth transfer strategies. Outside of his professional work, Scott and his wife Lisa are active members of the Keenes Pointe Country Club in Windermere. He has two children, Ashley and Mike, and his personal interests include boating, fishing, football, golfing, skiing, and traveling. Scott is also involved in the community as a past board member of the local YMCA and holds memberships in professional organizations such as the Golden Bear Club and Smyrna Yacht Club.

Brittany Brewer is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has worked primarily with Fairwinds Credit Union and CUSO Financial Services before joining LPL Financial. 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, offering a range of financial planning and investment management solutions.