Robert Vereen is a financial advisor at Fidelity with five years of industry experience. He has previously worked at Pinnacle Financial Partners and The Vanguard Group. Outside of his advisory role, he provides notary services for South Carolina residents and offers informal business advice related to graphic design. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, serving a broad client base including registered investment companies and charitable funds.

Sajeda Kermali is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career at Charles Schwab spans from 2006 to the present, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. 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 combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized client service structure.

Stefan Holczer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works collaboratively with clients, their Financial Consultants, and the wealth management team to develop and tailor financial plans that align with the specific needs and goals of each family. His work focuses on building strategies that can evolve with clients' changing priorities. Before becoming a Planning Consultant, Stefan held several positions within Fidelity Investments, including Investment Solutions Representative II (2023-2024), Investment Solutions Representative (2022-2023), and Customer Relationship Advocate (2021-2022). This progression reflects his experience in client relationship management and investment solutions. Outside of his professional role, Stefan enjoys cooking and baking, exploring food as a foodie, participating in social events with friends, golfing, running, and traveling.

Alia Rea is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Her prior work includes roles at Senor Tequila and involvement with the University of Florida EDGE program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment options. The firm maintains a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

Erick Bates is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2019. He has 23 years of industry experience, including 16 years at PAR Mobile prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jaime Planells is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2016. Prior to this, he worked at Planmember Securities Corporation from 2014 to 2016. Outside of his advisory role, he is President and CEO of Palmer Planells Wealth Group and serves on the finance committee of the Winter Park Library. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and a network of advisors, with specialized services in municipal finance and employer advisory programs.

Michael Pfister is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Cetera and has worked at related firms including Solutions Group Wealth Management and Concourse Financial Group Securities Inc. He also manages Pfister Financial LLC, an entity established for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services with multiple program structures and access to third-party managers.

Melisa Lemoyne is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Melisa is committed to developing personalized financial strategies tailored to her clients’ long-term goals. Melisa brings extensive expertise in assisting individuals and families as they prepare for retirement, emphasizing listening to clients’ stories and understanding their concerns. Her approach addresses complex financial issues such as longevity and dementia through comprehensive wealth management plans that integrate retirement income, healthcare, and estate planning services. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Melisa holds a High School Diploma from Christian Brothers Academy, a Bachelor’s degree from LeMoyne College, and a Master’s degree from the State University of New York at Albany. She is active in the Central New York community, involved with organizations such as the Alzheimer’s Association, Central New York Chapter, and the New York State Children’s Alliance, Inc. Outside of work, she enjoys boating, golfing, reading, skiing, and watching movies.

Gregory Stone is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and 66 licenses and 14 years of industry experience. He has been with Charles Schwab since 2011. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Raul Arambula is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has been with Charles Schwab since 2015, with a brief period outside the firm and a short tenure at Pro Unlimited in 2018. 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, offering both non-discretionary and discretionary investment options with an emphasis on multi-asset model portfolios and centralized custody arrangements.

Michael Udvari is a financial advisor with Cetera and holds a Series 66 designation. He has 22 years of industry experience, including 21 years at Concourse Financial Group Securities Inc. and has operated a CPA firm providing accounting and tax services since 2003. He serves as the treasurer for a local condominium association and acts as a registered agent for several businesses, including a restaurant group and an insurance firm. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and investment options.

Joseph Turner is a financial advisor with Merrill in Lake Mary, FL, holding Series 63 and Series 66 registrations and 18 years of industry experience. He has been with Merrill since 2012 and also worked at Bank of America, N.A. starting in 2025. Outside of his advisory role, he assists Reformation Orthodox Presbyterian Church with administrative tasks related to tracking tithes, offerings, and budgeting. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sylvia Presley is a CFP®-designated financial advisor with 32 years of industry experience. She is currently with Cetera and has previously worked for Avantax Insurance Agency and related firms for over 30 years. In addition to her advisory work, she serves as a trustee providing accounting and tax preparation services and volunteers as treasurer for the Financial Planning Association of Central Florida. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers and program structures.

Michael Argenbright is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Fifth Third Securities, Truist Investment Services, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory role, he is a business owner of Jacobs Plantation, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing various portfolio management strategies and supporting advisors with technology and research tools.

David Becker is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Virtus Wealth Advisors and various positions outside the financial industry, including education and corporate roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured due diligence process for alternative investments.

Chance Bush is a financial advisor with Primerica Advisors in Apopka, FL, holding a Series 65 credential and three years of industry experience. His career includes roles at National Staffing Solutions and Primerica Financial Services. Outside of advisory work, he is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-based recommendations managed by unaffiliated asset managers.

Brent Sheppard is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and having 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. He is also a member of Cadence Financial Management, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and a collaborative approach to deliver written recommendations tailored to client goals.

Sandra Brooks is a financial advisor at Merrill with 29 years of industry experience and holds a Series 66 designation. She has worked at Merrill and Morgan Stanley, with notable tenures at Merrill from 1997 to 2006 and 2007 to 2018, and most recently from 2022 to the present. Outside of her advisory role, she is the sole owner of a rental property in Virginia Beach, VA. 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.

Alexander Jermain is a financial professional at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Evershore Financial Group and Minnesota Life Insurance Company, among others. Outside of his advisory role, he serves as Vice President of a Central Florida chapter of BNI, an international networking organization, where he oversees member status and meeting performance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and supports access to third-party money managers and model portfolios.

Jose Rincon is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 63 designation and 26 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 1999 and previously at Optionsxpress, Inc. for five years. Rincon is also a sole owner of two rental properties managed by a professional company. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized operational and supervisory structures.