Randolph Peters is a financial advisor at LPL Financial with 40 years of industry experience. He holds the ChFC® and Series 63 credentials. His prior experience includes roles at Woodbury Financial Services, Inc. and Questar Asset Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Cynthia Price is a financial advisor at Equitable Advisors with 35 years of industry experience. She has held roles at Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. Outside of her advisory work, she is a board member of J4 LEADERS, participates in the Christian Business Women’s social group, and is the author of the book *The 7 L's of Financial Planning*. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Evin Lynch is a CFP®-designated financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Momentum Management and has a background that includes a role with the Thoroughbred Baseball League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides services under a fiduciary standard.

John Bitting is a financial advisor at Charles Schwab in Orlando, FL, with 12 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Schwab in 2020, he worked at USAA Investment Services Company and affiliated USAA financial advisory firms from 2014 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Brendan Burke is a Private Wealth Advisor at Merrill Lynch Private Wealth Management. He began his tenure at Merrill Lynch in May 2015 and works with high net worth families and business owners, focusing on family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Brendan holds the Chartered Retirement Planning Counselor™ (CRPC), Certified Investment Management Analyst® (CIMA), and Certified Private Wealth Advisor® (CPWA) designations. He earned a bachelor's degree in Economics from the University of North Carolina at Chapel Hill in 2015. Prior to UNC, he studied business administration and played basketball at Holy Cross College. Brendan has also completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. Outside of his professional work, Brendan is involved in community activities including volunteering at the Rescue Outreach Mission homeless shelter in Sanford, Florida, and serving on the board of The Sharing Center, a non-profit assisting the underprivileged in Seminole County, Florida. He resides in Longwood, Florida with his wife and daughters, is an active parishioner at Annunciation Catholic Church, and participates in the Young Catholic Professionals Orlando Chapter. Brendan enjoys golfing, spending time with family, and traveling with his wife and daughter.

Isiah Barbra is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab in 2019, he worked at several organizations including Destination Cleveland and Cleveland Neighborhood Progress. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational processes.

Jay Fischer is a financial advisor with Cetera who holds a Series 66 credential and has 29 years of industry experience. He has worked at multiple firms including Evershore Financial Group and Minnesota Life Insurance Company. Outside of his advisory work, he owns and operates several business ventures, including Legacy Financial Services and a real estate sales company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Nisha Partab is a financial advisor with Merrill in Apopka, FL, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Progressive and PRUCO Securities, LLC, as well as The Prudential Insurance Company of America. Outside of her advisory role, she operates a sole proprietorship as an independent stylist for nail accessories and manages two LLCs related to her online sales and rental activities. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Aldrena Morris is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Charles Schwab since 2011. Outside of advising, she owns SerLana LLC, a business focused on creating hair accessories. Charles Schwab 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. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Stephen Palvisak is a financial advisor with Edward Jones in Maitland, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Yuqi Chen is a financial advisor at Charles Schwab with holdings of the Series 66 designation and one year of industry experience. Prior to joining Schwab in 2026, Chen worked at Velox Clearing for one year and spent eight years at China Construction Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm employs a client relationship model that includes both non-discretionary guidance and access to discretionary separately managed accounts.

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 at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Walton serves as an assistant secretary on the board of a nonprofit community development district. He also provides administrative support to an independent investment advisor firm separate from LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Tiffany Wax is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and having 10 years of industry experience. She has been with various divisions of Charles Schwab since 2015. Outside of her advisory work, Wax serves as a volunteer arbitrator and is an attorney committee member of the Florida Bar Consumer Protection Committee. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary advisory guidance and access to discretionary managed accounts, delivering investment advice through multi-asset model portfolios and a structured due diligence process on alternative investments.

Don Greenberg is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2014. 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, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Beau Przytulski is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2017. Prior to his current role, he spent time at Charles Schwab Bank, SSB, Target Corporation, and Ball State University. 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 uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Christopher Sitler is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Sitler serves on the board of Florida Securities Dealers & Advisors, where he represents Merrill and advocates for Florida securities firms and investment advisors. Merrill, along 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, and various institutional investors.

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.

Robert Stafford is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Prudential Financial, Regions Investment Solutions, and Trustage at Addition Credit Union. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager selection, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

David Link is a financial advisor at Charles Schwab with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential, Mass Mutual Investors Services, and Metropolitan Life Insurance Company prior to joining Schwab. Outside of his advisory role, he serves as a FINRA arbitrator and is involved in nonprofit organizations, acting as treasurer for a Boy Scouts troop and president of an American Heritage Girls chapter. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services supported by a multi-asset portfolio approach and centralized operational infrastructure.