Julian Cook is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Brinker International for ten years. He holds a Series 66 designation. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bayohan Martinez is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and having three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Jacob Rothman is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Fidelity, he served in the United States Army Reserve for nine years and worked in healthcare and the restaurant industry. Outside of his advisory role, he works as a delivery driver and online seller on platforms such as DoorDash, Uber, and eBay. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles to registered investment companies and fund-of-funds.

Beth Stapp is a financial advisor with LPL Financial in Winter Park, FL, holding Series 65, Series 63, and Series 66 licenses and bringing nine years of industry experience. Her prior work includes roles at The Huntington National Bank and The Huntington Investment Company. She is also involved with Seacoast Bank in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Steven Porter is a financial advisor with Raymond James & Associates in Winter Park, FL. He holds the CFP® designation and Series 66 license and has 18 years of industry experience. Prior to joining Raymond James in 2025, he worked at Charles Schwab and Charles Schwab Bank from 2015 to 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting mainly through non-discretionary relationships supported by a variety of portfolio management styles and affiliated research.

Elizabeth Olivera Gonzalez is a financial advisor with Wells Fargo Clearing in Winter Park, FL. She holds Series 63 and Series 66 licenses and has 13 years of industry experience. Since 2016, she has been associated with various Wells Fargo entities. Outside of her advisory role, she co-owns Gonzalez Legacy Corporation with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources to guide its investment approach, offering both brokerage and advisory solutions.

Lisette Vizcarrondo Perez is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Popular Securities LLC and Citibank NA. She serves on a nonprofit advisory board in Orlando, FL. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Webster Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Raymond James since 1999 and also serves in roles related to estate management as a personal representative and trustee for family trusts. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses a tailored, non-discretionary planning approach supported by analytical modeling and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Nicholas Urquiola is a Series 66-licensed financial advisor with 12 years of industry experience. He has been with Charles Schwab since 2016 and previously worked at Evershore Financial Services Inc., Minnesota Life, and Securian Financial Services Inc. 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 a combination of non-discretionary and discretionary investment options, backed by multi-asset model portfolios and a centralized operational structure.

Byron Tobias is a financial advisor with Edward Jones in Apopka, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Bj Jacquet is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 credential and with 10 years of industry experience. He has been with Charles Schwab since 2015. Outside of his advisory role, he works part-time as an independent contractor for Uber and as a delivery partner for Amazon. Charles Schwab 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 and discretionary investment solutions with an integrated, multi-asset approach and centralized operational support.

Kevin Barry is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads the Barry Group, a team of three professionals serving clients with diverse financial needs. He has spent his entire career in the financial services industry, beginning shortly after graduating from Florida State University with a B.S. in Finance in 1992, and joining Merrill Lynch in 1996. He earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2002, supplementing his commitment to comprehensive financial planning. With 30 years of experience, Kevin focuses on helping families and business owners with wealth management strategies, personal retirement planning, small business strategies, and retirement income. He prioritizes developing personalized plans that align with clients' unique goals and challenges and values consistency, loyalty, and integrity in his professional practice. Kevin resides in the suburbs of Orlando with his wife and two children and is involved in community activities through St. Margaret Mary Catholic Church. His personal interests include baseball, fishing, golfing, and traveling.

Marcus Gilford is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Morgan & Morgan for nine years. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop and manage model portfolios across mutual funds, ETFs, and ETPs.

Michele Finley is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley since 2012 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs including tailored financial planning supported by firm-approved planning tools and advanced modeling techniques.

Petya Yordanova is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Charles Schwab since 2017, previously working at BOOKS & ASSOCIATES CPAs/WEALTH MANAGEMENT GROUP, LLC from 2015 to 2017. 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’s integrated structure combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by centralized custody and operational capabilities.

Xiaping Lin is a financial advisor with Charles Schwab holding CFP®, Series 63, 65, and 66 credentials and six years of industry experience. Prior to Schwab, Lin worked at Merrill Lynch and MassMutual. Lin also receives residual income from past life insurance cases with MassMutual, Crump, and Prudential. 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 employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Christopher Luciano is a financial advisor with Charles Schwab based in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab and Fidelity Investments. 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, supported by multi-asset model portfolios and a formal alternative-investment process.

Bryan Delpino is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Truist Investment Services, Inc. and Truist Advisory Services. 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, charitable organizations, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

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.

Deborah Turner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Cetera since 2004 and also owns an accounting and tax consulting firm, Datch Corporation dba Alternative Small Business Solutions, where she has worked since 1994. Turner serves on the board of The Baytree Center Association and acts as president of the Orlando Sunshine Condominium Association; she was previously treasurer of a women's sports team organization. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, retirement services, and access to third-party money managers. The firm serves a diverse client base, including individuals, retirement plans, corporations, and institutions, and utilizes a multi-manager platform with various discretionary and non-discretionary program options.