Stacey Demchak is a Wealth Management Planning Consultant at Fidelity Investments. She has been with Fidelity since 2018, progressing through roles from Financial Representative to Relationship Manager, Planning Consultant, and currently Wealth Management Planning Consultant. Her work focuses on collaborating with clients and their families to understand their goals and develop tailored financial plans. Stacey partners with clients and her colleagues to create strategies clients can have confidence in and take pride in. Outside of her professional role, Stacey has interests in art, concerts, movies, parenthood, pets, and traveling.

Stephanie Carter is a financial advisor with Merrill in Lake Mary, Florida, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner and Smith, Inc. since 2009 and with Bank of America, N.A. since 2013. 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, offering model-based and discretionary strategies for a range of individual and institutional investors. The firm supports trading, account administration, and custody while employing strategic and tactical asset allocation, including tax-aware strategies for investors with higher tax sensitivity.

Clint Shea is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. Outside of his advisory role, he serves as a trustee of a trust for his parents. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Brittani Tilley is a financial advisor at Edward Jones with 10 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior experience includes one year at AXA Advisors, LLC before joining Edward Jones in 2017. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Stewart IV is a ChFC® and Series 66 designated financial advisor with 27 years of industry experience, currently with Edward Jones since 2012. He serves on the boards of the Lake County Sheriffs Charities Organization and the Mount Dora Kiwanis Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Caleb Fenner is a CFP® with six years of industry experience, currently serving as a financial advisor at Charles Schwab in Winter Park, FL. His prior experience includes roles at TD Ameritrade Investment Management, TD Ameritrade, Countybank, and multiple positions within Charles Schwab affiliates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a variety of advisory and brokerage services, including the Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Rushi Patel is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Brown and Brown Insurance and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Chadesh Persaud is a CFP® with 10 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes nearly a decade at Charles Schwab & Co., Inc., as well as roles at Fidelity and Orlando Magic. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research supported by centralized due diligence and integrates ESG considerations within a non-discretionary advisory framework.

Evan Geffroy is affiliated with Charles Schwab & Co., Inc. and holds a Series 66 designation. He has recently entered the financial industry, having begun his advisory career in 2025 following three years of full-time education. 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 offers a combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investments program.

Edward Burgos is a CFP®-certified financial advisor with 25 years of industry experience, currently with LPL Financial in Winter Park, FL. His career includes roles at United Community Bank, Guardian Life Insurance Company, Park Avenue Securities, Schwab Private Client Investment Advisory, Morgan Stanley Private Bank, and Truist Investment Services. 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 range of advisory and brokerage services supported by various investment strategies and operational technologies, managing over $819 billion in discretionary assets through a network exceeding 22,800 advisors.

Sarah Perry is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1990. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Biroschik is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop plans aligned with their needs and preferences to achieve their short and long term goals. He has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative I, Retirement Planner, and Director, Retirement Planner before assuming his current position in 2025. Throughout his tenure, Thomas has gained experience in retirement planning and investment solutions. Outside of his professional role, Thomas has interests in cars, food, social events, hiking, outdoor adventures, and traveling.

Jay Salamone is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has over 25 years of experience in the financial services industry, including roles as a Financial Advisor at International Assets Advisory, LLC, G. A. Repple & Company, and Transamerica Financial Advisors, Inc. Prior to these roles, he served as a Regional Planning Consultant at Fidelity Investments from 1999 to 2014. Jay is a Certified Financial Planner and a US Navy Veteran. He emphasizes the importance of trust when working with high net worth clients and is committed to supporting the goals and objectives of both clients and their families. Outside of his professional work, Jay enjoys activities such as beach outings, boating, family activities, fishing, football, and scuba diving.

Muhammed Anwar is a financial advisor with Charles Schwab holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at BNY and BNY Mellon, as well as experience outside the financial sector. He is based in Orlando, Florida. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 combination of non-discretionary and discretionary investment options, supported by centralized custody and operational infrastructure.

Michael Jones is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in publishing at Harper Collins and Houghton Mifflin Harcourt. 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by extensive research and a multi-asset investment approach.

Richard Levand is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at United Southern Bank and Blackwater Inn / Williams Landing. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Krise is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James & Associates since 2008 and briefly worked at Gunnallen Financial, Inc. prior to that. Outside of his advisory role, Krise serves as President of the North Orlando Kiwanis Little League. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and portfolio management resources.

Misael Lugo III is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 credential and has previously worked at Ameriprise and Health Advocate. Outside of advising, Lugo is involved in several business ventures including ownership roles in multiple LLCs related to insurance and potential real estate activities. 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, institutions, pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Tyler Levy is a financial advisor at Cetera with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Cetera, he held roles at Charles Schwab & Co., Inc., Costco, and Florida International University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment programs and third-party managers.

Nelson Fernandez is a Series 66-credentialed financial advisor at Equitable Advisors with six years of industry experience. His background includes roles at Aloft Miami Doral, FIU, America Reliable Mortgage, Uber, and Florida State. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory programs and investment products.