Mynor Mejia is a financial advisor at Merrill with 12 years of industry experience. He has held roles at Merrill and Bank of America since 2015 and holds the Series 66 designation. Based in Orlando, FL, Mejia serves clients within a large institutional firm. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Di Natale is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2025 after nine years at Cambridge Investment Research Advisors. In addition to his advisory role, he is involved in life and health insurance sales and owns support companies focused on investment advisory and recruiting activities in Orlando, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning, supports municipal and public-finance work through a unique municipal advisor affiliation, and delivers customizable retirement plan advisory programs.

Sydney Gomez is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL, holding a Series 63 designation and offering 28 years of industry experience. Prior to his current role, he worked with K Brain and The Milestone Financial Group. He serves as an active executor for his late mother’s estate and manages a separate support company, Orlando Wealth Management, where he holds multiple officer positions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning using detailed risk profiling and modeling tools and supports specialized municipal and public finance advisory services.

Kieran Paulino is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors, Swan and Dolphin, Universal Studios, and Rosen Shingle Creek. Outside of his advisory role, he has experience working as a catering server at Universal Studios. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Calley Evans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2015. She also has worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence, utilizes forward-looking capital market assumptions, and includes an ESG eligibility framework.

Walter Bohannon is a financial advisor with Raymond James Financial Services Advisors Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, Bohannon is a Certified Divorce Financial Analyst and serves as a board member for The Village for Friends Properties, Inc., a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and provides specialized services in municipal and public finance.

Marina Ellis is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Edgewater Family Wealth, BCW Financial Consultants, LPL Financial, and Principal Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Marjorie Brown is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 22 years before joining Raymond James in 2016. Outside of her advisory role, she serves as a co-leader for a Girl Scout Cadette troop and is actively involved as the Band Booster President at Millennium Middle School. 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, and municipal entities, offering non-discretionary financial planning and consulting supported by a range of portfolio management styles and research resources.

Michael Broadus is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Daytona Dodge from 2014 to 2019. Outside of his advisory role, he manages a real estate business, Target House Property Solutions LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Kmetz is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and a Series 63 license, and has 35 years of industry experience. Prior to joining Raymond James in 2025, he spent nine years with Cambridge Investment Research Advisors, Inc. Kmetz is a partner in Eastside Vision, LLC, an office space ownership business in Orlando, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique affiliation.

Samantha Kervitsky is a financial advisor at Morgan Stanley with nine years of industry experience. She has been with Morgan Stanley since 2014 and holds a Series 66 designation. Based in Orlando, FL, her career has been focused entirely at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and methodologies.

Henry Gibson Garcia is a CFP® with four years of industry experience, currently serving as the sole advisor at G4 Financial Planning, LLC. Prior to founding his firm, he worked at Plan & Act Pension Advisors and Plan & Act. He also works as a standardized patient educator at the University of Central Florida College of Medicine. G4 Financial Planning, LLC operates as an independent firm focused on providing financial planning services.

Marlyn Felsing is a financial advisor at Felsing Financial with 26 years of industry experience. He holds a Series 65 credential and has previously worked at Carr Riggs & Ingram, LLC for eight years. Marlyn has also been associated with Felsing Rankin, LLC since 1987. Felsing Financial is an independent firm serving clients with personalized financial planning and advisory services.

Dennis Gagnon is a CFP® professional with 25 years of experience in the financial services industry. He is the principal and sole advisor at Non-Traditional Wealth Management, LLC, where he has worked since 2005. His prior experience includes roles at Center Street Securities Inc and Arete Wealth Management, LLC. Outside of his advisory work, Gagnon serves as treasurer for the Central Florida Rifle & Pistol Club. Non-Traditional Wealth Management is an independent, single-advisor registered investment adviser providing financial planning, consulting, and portfolio monitoring services. The firm focuses on multi-phase financial planning aligned with recognized standards, implementing recommendations through outside professionals rather than managing portfolios directly.

John Maffei is a financial advisor at MFM Capital Management, Inc. with 37 years of industry experience. He has worked at MFM Capital Management since 1986. Outside of advising, he serves as Chief Operating Officer of MFM Financial, a tax preparation and advisory service.

Paul Shelton Jr. is a financial advisor with Warwick Shore Advisors, LLC in Orlando, FL. He holds a Series 65 designation and has nine years of industry experience. Prior to joining Warwick Shore Advisors, he worked at Water Oak Advisors for three years. Warwick Shore Advisors is an independent firm with a single advisor.

Dylan Quintilone is a financial advisor at Copper Canyon LLC with nine years of industry experience. He holds a Series 65 designation and earned the Enrolled Agent (EA) credential in 2022, allowing him to represent clients before the IRS. Prior to his current role, he held positions at Andes Research Group LLC, Seeking Alpha, and Lockheed Martin Corporation. In addition to his advisory work, Quintilone operates a tax preparation business serving individuals and businesses. Copper Canyon LLC is a small firm with two advisors that provides financial advisory services.

Paul Clay is a financial advisor at Copper Canyon LLC in Orlando, FL, holding a Series 65 designation with seven years of industry experience. Besides his advisory role, he is a general manager and 20% owner of Priority Express Parcel, a privately held company. He also offers tax preparation services as an independent contractor through Quintilone Tax LLC. Copper Canyon LLC serves clients with a supported advisory model, focusing on personalized investment strategies through a small team of two advisors.

Ryan Moak is a financial advisor at XYPN Sapphire in Orlando, FL, holding Series 65 and Series 63 licenses with one year of industry experience. His prior experience includes roles at Quinncore Financial, iQ Home Care, and Lloyds Banking Group. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management, supported by a corporate RIA structure with nearly 50 affiliated advisors.