Michelle Conlon is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 66 designation and has been with various J.P. Morgan entities since 2016, currently based in Altamonte Springs, FL. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeremy Adams is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Edward Jones and has previously worked at JPMorgan Securities LLC and Morgan Stanley in various capacities. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies backed by a nationwide network of over 23,000 financial advisors.

Cynthia Zapp is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has been with MLPFS since 2007. 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.

Jonathan Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021 and previously held roles at Bank of America and Merrill from 2016 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Randolph Peters is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Cynthia Price is a financial advisor at Equitable Advisors with 36 years of industry experience. She has held positions at Mony Securities Corporation and Axa Advisors before joining Equitable Advisors in 2005. Outside of her advisory work, she serves on the board of J4 Leaders, a Christian business women's social group, and is the author of the book *The 7 L's of Financial Planning*. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and collaborates with third-party asset managers and advisory programs to implement client solutions.

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 with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 credentials and 12 years of industry experience. Before joining Schwab in 2020, he worked at USAA Investment Services Company and its affiliated financial planning and advisory entities from 2014 to 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios, alternative investments, and a centralized operational structure.

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 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 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 Series 63 and Series 66 licenses and totaling 10 years of industry experience. She has been associated with various Charles Schwab entities since 2015, including Charles Schwab Bank and Charles Schwab Premiere Bank. Outside of her advisory role, she serves as a volunteer arbitrator for multiple organizations, including consumer protection committees and automotive dispute resolution boards. Charles Schwab & Co., Inc. primarily serves 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, offering investment guidance through multi-asset model portfolios and alternative investment options.

Fredrick Venturoni is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliates since 2019, with prior experience at Summit Financial Group Inc and Summit Brokerage Services Inc dating back to 2007. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account management with access to model portfolios and third-party managers.