Suzanne Magee Fleming is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since the summer of 1977. Prior to joining Merrill Lynch, she was employed at another financial services firm in New York City. Suzanne works with affluent families, individuals, and women in transition, focusing on areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. She helps clients prioritize their needs and establish quantifiable goals through personal consultation, subsequently developing and implementing customized strategies using a wide variety of financial instruments. Suzanne leads a team of seven, including her son James, who joined in 2011. Suzanne holds a Bachelor of Science Degree in Business Management from Bucknell University and is a Personal Investment Advisor (PIA). She is active in her community as a board member of the Pet Alliance of Greater Orlando and is also a member of the Collaborative Family Law Group of Central Florida. Suzanne and her husband, Mike, reside in Bay Hill. Her personal interests include boating, gardening, and traveling.

Joseph Labs is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at MML Investors Services, Weiser Financial, MassMutual Life Insurance Co., Equitable Advisors, and multiple other firms. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager fund structures and model portfolios.

Sydney Eckstein is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation with approximately one year of industry experience. Their prior experience includes roles at JPMorgan Chase Bank, N.A., and academic involvement at Rollins College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence combining quantitative and qualitative research, and may include ESG considerations within its investment recommendations.

Rene Crespo is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cetera, Regions Bank, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Elizabeth Hove is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to this, she was with Ameriprise Financial Services Inc and Overton Financial Group LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Glenn Wheelock is a financial advisor at LPL Financial with 33 years of industry experience. His prior roles include positions at Raymond James and Associates, Wells Fargo Clearing, and FINRA. He also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, utilizing a large network of investment adviser representatives and various model portfolio programs.

Amit Raninga is a financial advisor with Fidelity Investments based in Orlando, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Charles Schwab, Fifth Third Bank, and running his own consulting firm, RANINGA Consulting, Inc. He also manages a business consultancy focused on farm operations and inventory management. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Michelle Chance is a financial advisor at Merrill in Orlando, FL, with 16 years at the firm and 10 years of industry experience. She holds the Series 66 designation. 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.

Diana Castaneda Cortes is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2024. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Joseph Sing Po is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at Merrill and Securian Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Bruce Alvarado is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America N.A., and JPMorgan Chase Bank, N.A. prior to his current role. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, and incorporates an ESG eligibility framework within a broader derivatives and commodities capabilities platform.

William Giffing is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and 27 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for nine years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Megan Judge is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James and municipal legal departments in Long Beach and New York City. She acts as a power of attorney for her mother in an investment-related capacity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets across more than 14,000 advisors and offers a range of brokerage and advisory solutions.

Kristi Glover is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She has worked at J.P. Morgan Securities since 2023 and concurrently at JPMorgan Chase Bank since 2021. Her background includes positions at Amazon.com, Trustco Bank, Michael Kors, TJX Company, Chipotle, and TUI UK. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Devin Crimzon is a financial advisor at J.P. Morgan Securities with Series 66 credentials and four years of industry experience. His work history includes roles at J.P. Morgan Securities since 2021, JPMorgan Chase Bank since 2017, and prior experience at the University of Florida and Polo Ralph Lauren. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG criteria in its recommendations.

Jeneve Dluzneski is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their unique ambitions and priorities. Jeneve works with clients on a range of financial planning needs, including family wealth management, legacy planning, LGBT wealth planning, liquidity management, retirement planning, portfolio management, small business strategies, women and wealth, and tax minimization. Jeneve holds a Personal Investment Advisor (PIA) designation and has completed her education with an Associate's Degree from Pasco Hernando State College and a Bachelor's Degree from the Pennsylvania State University System. She also attended the University of Utah and graduated from Viewmont High School. In her role, Jeneve serves as a resource for general investing, retirement planning, and addressing unexpected financial needs, often collaborating with specialists in banking, credit, home financing, and small business solutions. Additionally, she is a member of the American Kennel Club. Outside of her professional work, Jeneve has personal interests in antiquing, horseback riding, reading, and spending time with her family.

Jarvis Ovalles is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and accumulating nine years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2016. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Hugo Neyra is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and affiliated entities since 2013, including roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm provides a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment programs.

Mylene Serrano Kalinich is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 22 years of industry experience. She has worked with Cetera and Regions Bank since 2019 and previously held roles at BB&T Securities and BB&T from 2014 to 2019. Outside of advising, she is a private banker serving high-net-worth clients and is a 50% owner of Sawtelle Development LLC, a commercial building business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, spanning discretionary and non-discretionary strategies and includes access to third-party money managers.

Sarah Skibo is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Bank of America, PNC Bank, Fifth Third Securities, and Fifth Third Bank. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.