Evin Lynch is a CFP® professional with eight years of experience in the financial services industry. He has worked at Edward Jones since 2018 and had prior roles at Momentum Management, Thoroughbred Baseball League, and Stetson University. Lynch is based in Deland, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Anthony Caiola is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 registrations and eight years of industry experience. His prior roles include positions at Morgan Stanley, New York Life, and Cambridge Corporate Services. 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 and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Tony Quinn is a financial advisor at Charles Schwab & Co., Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base of 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 guidance using multi-asset model portfolios and provides centralized custody, brokerage, and advisory services.

John Bitting is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2020. Prior to joining Schwab, he held roles at USAA Investment Services Company, USAA Financial Planning Services Inc, and USAA Financial Advisors Inc 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers comprehensive custody and brokerage services.

Brendan Burke is a Private Wealth Advisor with Merrill Lynch, where he has been serving clients since May 2015. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Brendan takes a goals-based wealth management approach and has experience working with generational wealth, understanding family dynamics and the complexities of estate planning and wealth transfer. Before joining Merrill Lynch, Brendan built and managed a top-performing sales team for Southwestern Advantage, a national educational consulting company. He holds a Bachelor of Arts degree in Economics from the University of North Carolina at Chapel Hill. Additionally, he completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. Brendan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Brendan lives in Longwood, Florida, with his wife and three children. Outside of his professional work, he volunteers at the Rescue Outreach Mission homeless shelter in Sanford, Florida. He is an active parishioner at Annunciation Catholic Church and serves on the boards of The Sharing Center, a nonprofit assisting the underprivileged of Seminole County, and The Central Florida Zoo & Botanical Garden.

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 CFP® professional with 14 years of industry experience, currently advising clients at Charles Schwab & Co., Inc. since 2011. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she owns SerLana LLC, a business focused on creating hair accessories. 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 delivers investment guidance via multi-asset model portfolios and offers both non-discretionary and discretionary management options through its integrated advisory and brokerage platform.

Stephen Palvisak is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Yuqi Chen is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, Chen worked at Velox Clearing and China Construction Bank, with earlier experience at Drexel 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, offering a combination of non-discretionary and discretionary investment solutions supported by robust research and centralized operations.

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 with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Morgan Stanley, and Edward Jones. He serves as an assistant secretary board member for Olympus CDD, a nonprofit entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by both discretionary and non-discretionary account management strategies.

Tiffany Wax is a financial advisor with Charles Schwab in Orlando, FL, holding the Series 66 and Series 63 credentials and having 10 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2015, including roles at Charles Schwab Bank, Trust Bank, and Premiere Bank. Outside of her advisory role, she serves as a volunteer arbitrator for automotive and consumer protection dispute resolution boards and is a member of the Florida Bar Consumer Protection Committee. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm provides both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Megan Wolfe is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 20 years of industry experience, including roles at G.A. Repple & Company and operating Wolfe Financial, a firm offering financial planning, securities investments, tax preparation, and accounting services. Outside of advising, she serves as vice president on the board of a professional condo association. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

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 with Merrill, holding Series 63 and Series 66 credentials and over 24 years of industry experience. Prior to joining Merrill in 2021, he worked at Wells Fargo Clearing for five years. He serves as a board member for Florida Securities Dealers & Advisors, representing Merrill in community advocacy 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 institutional accounts.

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 at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Financial, Regions Investment Solutions, and Trustage at Addition Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by a centralized due diligence team.