Sebastian Galarce is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Regions Bank, Cetera Investment Services, and Wells Fargo Clearing. Outside of his advisory work, he has been involved in entrepreneurial activities such as Fun 4 U Rentals LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anthony Donini is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and previously operated Anthony Donini CPA PA from 1992 to 2024. He serves as treasurer for the Davenport Glen Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform enabling advisors to implement model portfolios, select third-party managers, or build bespoke strategies across various program structures.

Lisa Batcho is a Senior Financial Advisor based in the Seminole County office in Heathrow, Florida. She is affiliated with Merrill Lynch Wealth Management and has over 30 years of experience in the financial services industry, having worked at both Bank of America and Merrill. Lisa specializes in delivering advice on retirement, education, insurance, and estate planning services. She assists affluent clients with wealth accumulation, growth, preservation, and legacy transfer. Her expertise includes personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Lisa earned a Bachelor of Science degree in Business/Management from the State University of New York at Buffalo and furthered her education through the Wharton School of Executive Education. She holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. and the Personal Investment Advisor (PIA) designation. Lisa develops customized strategies that incorporate investment and insurance products as well as banking and lending services from Bank of America to meet her clients' retirement and estate planning needs. In addition to her professional work, Lisa lives in Seminole County and enjoys sports and fitness. She is involved in community activities, including participating with Heathrow Womens Club Charities.

Nina Kirchhoefer is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1988 and Bank of America, N.A. since 2009. Outside of her advisory role, she assists with financial duties related to family-owned aviation businesses. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Jeannette Funi is a financial advisor at Edward Jones with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Truist Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Robert Harvie is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a general limited partner and manager of the Harvie Family Limited Partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Brandon Shepard is a financial advisor with Charles Schwab in Orlando, FL, holding Series 65 and Series 63 licenses and two years of industry experience. His background includes roles at Charles Schwab Bank, BNY, and R2 Unified Technologies, as well as academic positions at Florida Atlantic 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Cliff Worthylake is a financial advisor at Charles Schwab with a Series 66 designation and over three years of experience in the industry. His prior roles include positions at WA Global, Amazon, and Gregor Media Group. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Mark Guy is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Enterprise Car Rental and TIAA-CREF. 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 multi-asset model portfolios supported by in-house research.

Frederick Craig II is a financial advisor with Edward Jones in Sanford, FL, holding a Series 66 designation. He has one year of experience in the financial industry, following eleven years with Automotive Financial of America, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rachel Linville is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Her prior firms include Edward Jones, MassMutual, and The Infinity Group. Linville is also involved with The Infinity Group, a support company based in Apopka, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools to help clients understand potential outcomes and supports a broad network of advisors and affiliated firms.

Vladimy Pierre Louis is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience with Avantax Advisory Services and related entities. In addition to his advisory role, he manages the PLOUIS Foundation, a nonprofit organization he founded. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and affiliations supporting diverse investment strategies.

Alan Pascale is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory work, he assists Orangewood Presbyterian Church in Maitland, FL with financial communications and operational needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public finance through a municipal advisor affiliation, along with various specialized advisory programs.

Michael Eichner is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2016, including roles at Morgan Stanley Private Bank, N.A. outside of his advisory responsibilities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm uses structured planning tools and models outcomes using proprietary estimates and simulations, while clients are responsible for implementing their plans.

Jeffrey Linares is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work includes a mix of roles outside finance, notably at Buffalo Wild Wings and the University of Central Florida College of Business. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and provides a range of integrated brokerage, custody, and cash-sweep services.

Tim Banks is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2003. Banks is also a managing partner of Foundation Financial Group, LLC, a support company he has owned since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools including probability modeling to inform client strategies.

John Piontek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent nine years with Bank of America, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related products and bank deposit sweep programs.

Anthony Vitagliano is a financial advisor with Wells Fargo Clearing in Lake Mary, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at UBS Financial Services for 22 years before joining Wells Fargo Clearing in 2026. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Volpe is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2015. Based in Orlando, FL, his practice is part of a large institutional firm serving a broad client base. 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 offers a combination of non-discretionary advisory with access to discretionary separately managed accounts, supported by centralized operations and multi-asset model portfolios.

Alecia Dupont is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Orlando/Winter Park, Florida. She provides Goals Based Wealth Management strategies for high net worth clients and their families. Alecia has over 25 years of experience in wealth management, leveraging her background with Bank of America and Merrill specialists to assist families in optimizing their financial resources and achieving financial independence. Her approach to investment management is personalized to align with each client's objectives, tax situation, and preferences. Alecia holds a Bachelor's Degree and a Master of Business Administration (MBA), both from Florida State University. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her expertise encompasses areas such as college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, and socially responsible investing. Committed to community involvement, Alecia is an active member of the Orlando Alumnae Chapter of Delta Sigma Theta Sorority Inc. She serves on the Board of Directors and Development Committee for Opera Orlando and has held leadership roles including Co-chair of the LGBT Employee Network and previous Co-Chair for Economic Development within her sorority chapter. Alecia enjoys sports including Florida State University football and Tampa Bay Buccaneers football, practices vinyasa flow hot yoga, and values spending time with her family.