David Burns is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in the Central Florida area since 1985. He focuses on retirement and income planning strategies, helping clients construct investment portfolios aligned with their objectives, risk tolerance, and time horizon. David provides expertise in family wealth management, personal retirement planning, portfolio management, tax minimization, and retirement income. Throughout his career, David has collaborated closely with clients’ tax advisors and attorneys to promote the use of tax-efficient strategies and the implementation of appropriate estate plans. He has extensive experience in tax-exempt municipal bonds and other income-producing investments. David holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Moeller High School and attended Ohio State University and the University of Central Florida without obtaining a degree. Outside of his professional work, David enjoys fishing, football, and golfing. He is recognized as a "Diamond Knight" for his support of The University of Central Florida’s athletic and scholarship programs.

Brittney Cooper is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has worked in various roles including at Thrivent Financial, Adams Homes, and Abraham Legacy Realty. Cooper serves on the board of Early Learning Connections Inc., a nonprofit child care facility, and is an inaugural board member of Enterprising Black Orlando, a community initiative focused on advancing racial economic equity and supporting Black-owned businesses in Central Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes written recommendations across a broad range of topics and integrates planning with managed-account programs under a consolidated billing option.

John Miller is a financial advisor with Merrill in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Bank of America and Merrill since 2017 and had prior roles at Wells Fargo Clearing. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derek Foster is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. His career includes roles at Northwestern Mutual and the University of Florida. Outside of his primary advisory work, he serves as a financial advisor at Edgewater Family Wealth and works as a paraplanner for BCW Financial Consultants. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice supported by analytical tools and maintains unique affiliations that support municipal and public-finance work.

Carter Webb is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Saltmarsh, Cleaveland and Gund and has been associated with Guard Financial Group since 2023, where he is involved in marketing activities. He has a background that includes roles in education at Florida Southern College and The First Academy. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various wrap-fee advisory programs along with municipal and public-finance services.

Eric Silsby is a financial advisor at LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at First Horizon Bank, Fifth Third Securities, Wells Fargo, and J.P. Morgan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Jeffrey Caden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Alan Patten is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James & Associates since 1993 and holds a Series 63 designation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Logan Connell is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab, he worked at Towne Park and Complete Care among other positions. Outside of his advisory role, he has experience assisting guests with baggage and operating cars in a valet capacity. Charles Schwab 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 mix of non-discretionary and discretionary advisory models supported by multi-asset portfolios and centralized operational infrastructure.

Yijia Xu is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Schwab, Xu worked in destination management and education sectors. 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 employs multi-asset model portfolios alongside alternative investment due diligence.

Khristian Soto Sanchez is a Financial Advisor based in Orlando, serving clients in Clermont, Central Florida, and Puerto Rico. He holds certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His expertise includes exit and transition planning for business owners, focusing on preparing the owner, the business, and the family for liquidity events well in advance. He provides wealth management services geared towards families seeking to understand the reasoning behind each financial decision. Khristian collaborates with CPAs, attorneys, and other specialists to ensure cohesive financial planning. Khristian is fluent in English, Spanish, and Portuguese. He obtained his Associate's Degree from Valencia College and holds a High School Diploma from Timber Creek High School.

Danielle Starling is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TD Ameritrade, Merrill, Bank of America, and PNC Wealth Management. Outside of her advisory work, she is the sole member of DGA Property Solutions LLC, a company involved in locating and renovating properties for resale or rental. 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 employs multi-asset model portfolios and alternative investment due diligence in its investment approach.

Jill Birmingham is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. She has been with Edward Jones since 2014, working continuously at the firm through its Orlando, FL office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor network and affiliated capabilities beyond advisory services.

Deo Rampersaud is a financial advisor with Charles Schwab in Orlando, FL, holding Series 65 and Series 63 licenses and possessing two years of industry experience. Prior to joining Charles Schwab, he worked at Wells Fargo for nine years and had a brief tenure at SeaWorld. 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 management with access to multi-asset model portfolios and alternative investments, supported by a large-scale, integrated operational structure.

Cameron Swain is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. Before joining Schwab, he served as a Chief Investment Officer at AK Global Investment Management for one year. Charles Schwab & Co., Inc. serves a large client base predominantly 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Paul Dinkler is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has been with Charles Schwab since 1993 and previously worked at OptionsXpress, Inc. from 2011 to 2017. Charles Schwab 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Karen Flynn is a CFP®-designated financial advisor with Raymond James Financial in Orlando, FL, bringing 27 years of industry experience. She has worked at Raymond James Financial Services Advisors since 2009 and previously at Strategic Wealth Accumulation from 2005. Outside of her advisory role, she serves as a trustee on a family trust and leads a local team known as the Retirement Solutions Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools to tailor recommendations and supports clients through advisory programs, with a focus on technology integration and municipal advisory services.

Alejandro Richardson is a financial advisor with Wells Fargo Clearing in Oviedo, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bank of America, Merrill, and operating his own investment firm, Mr. Richardson Investments LLC. Earlier in his career, he was involved with Threads for Heads, a business separate from his financial advisory work. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brian Wise is a financial advisor with LPL Financial in Altamonte Springs, FL, holding CFP® certification and Series 63 and 65 licenses. He has 17 years of industry experience, with prior roles at Ameriprise Financial Services, Wells Fargo Clearing, J.P. Morgan Securities, Edward Jones, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies to support client investment decisions.

Eugene Rubow is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and its affiliates since 2008. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios constructed from mutual funds, ETFs, and ETPs.