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 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.

Elmer Haynes is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at TD Ameritrade and Thrivent Financial. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 multi-asset model portfolios supported by in-house research.

Justine Sachetta is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of advising, she is owner and personal trainer at Good Life Fitness, where she provides in-home training services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets and offers a variety of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Alejandro Carrasquel is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial, First Horizon Advisors, and BBVA Securities, among other firms. Outside of his advisory role, he is involved in managing a real estate business, Broadway TH LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance services through a distinctive municipal advisor affiliation.

John Ajwani is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He worked at Charles Schwab for 29 years before joining Wells Fargo Clearing in 2024 and subsequently Wells Fargo Advisors Financial Network in 2026. Outside of his advisory role, he has a travel business through AJWANI ENTERPRISES LLC and partially owns a travel agency called Dream Vacations, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services using proprietary research and planning tools, with client engagements generally structured as discrete planning projects.

Jonathan Lamanna is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Primerica Advisors since 2013 and has been involved with various educational and community organizations, including the Diocese of Orlando and Good Shepherd Catholic School. Lamanna also participates in non-investment related activities connected to Primerica Mortgage and client services referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional or pension plan clients.

Hang Zheng is a CFP® professional with four years of industry experience, currently advising clients at Charles Schwab in Orlando, FL. Prior to joining Schwab in 2019, he held roles at InTop Realty LLC and the University of Central Florida. Zheng has also worked with Shanghai Disney Resort and Walt Disney World. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Andrew Johann is a CFP® with 26 years of industry experience, currently serving at Stifel since 2009. He holds Series 63 and Series 66 licenses. Outside his advisory role, Johann is chair of the board of directors for the Better Business Bureau of Central Florida and is involved with Lakeside United Methodist Church staff parish. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, supporting client decisions through tailored financial planning and asset allocation guidance.

Robert Godin is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Charles Schwab since 1999 and Charles Schwab Bank since 2019. Outside of his advisory work, he is listed as a director for a healthcare services company, Mastermind Neurofeedback, LLC, in Orlando, though he does not actively participate in the business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Keith Jerry is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Charles Schwab since 2009. 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 advisory relationships and access to affiliated discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Pool Paucar is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, E*TRADE Securities LLC, and Bank of America. Paucar is based in Orlando, FL. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with an emphasis on multi-asset strategic allocation and alternative investments. The firm supports a large client base through integrated advisory, brokerage, and custody services.

Michael Utz is a financial advisor with Primerica Advisors in Altamonte Springs, FL, holding Series 63 and Series 65 designations and bringing 53 years of industry experience. He has been with Primerica Advisors since 1981 and Primerica Financial Services since 1991. Outside of his advisory role, he is a co-owner of United Champions, LLC, a business he operates with his daughter. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Jie Huang is a financial advisor at Charles Schwab with three years of industry experience. Jie holds a Series 66 designation and has previously worked at Addition Financial CU, LPL Financial, and Trustco Bank. Prior to entering the financial industry, Jie spent seven years in homemaking. 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 affiliated managed-account and financial planning services. The firm combines a primarily non-discretionary client relationship model with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by centralized operational and supervisory infrastructure.

Warren Chung is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following roles at Bank of America and Merrill. In addition to his advisory work, he is a licensed real estate agent and operates a real estate business in Winter Springs, Florida. 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 also manages model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.