Bradford Malloy is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and introduces them to solutions offered through Merrill and Bank of America. His approach focuses on empowering clients with the knowledge and tools needed to manage their financial lives effectively. He holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Mercer University. Bradford's professional philosophy centers on helping clients identify what matters most to them and their families to develop strategies that pursue their financial goals.

Kimberly King is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. since 2013, as well as at Concurrent Advisors from 2018 to 2023. Outside of her advisory role, she is involved in remote online notarization services. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, supported by detailed risk profiling and outcome modeling, and maintains specialized municipal and SIMPLE IRA advisory services.

Michael Brodsky is a financial advisor with Ameriprise in Oviedo, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, Brodsky serves as president and board member for multiple community organizations, including the Yale Alumni Association of Central Florida and the All-Ivy Club of Central Florida, and he is an author of a book on personal improvement. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team in partnership with client advisors.

Alyssa Benitez is a Series 66 licensed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities since 2020. Prior to joining J.P. Morgan, she worked at Bernstein Private Wealth and maintained involvement with her former law practice through Sidebar Consulting. In addition to her advisory role, she is a co-owner of Skora Skin, an aesthetic medical business. 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. The firm’s advisory process integrates quantitative and qualitative analysis supported by centralized due diligence and offers capabilities in derivatives and commodities through various regulatory registrations.

Danielle Fink is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and three years of industry experience. Her background includes roles at JPMorgan Chase Bank, Amazon, and Navy Federal Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and may incorporate ESG criteria in its recommendations.

Daniel Chiavaroli is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank since 2006. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources, managing approximately $671 billion in assets with over 14,000 financial advisors.

Uniqua Deberry is a financial advisor at Thrivent Investment Management in Orlando, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Thrivent in 2026, Deberry worked at Charles Schwab for four years and has experience operating Berry Vegan Cupcakes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without managing discretionary accounts.

Sean Stevenson is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves on the board of directors for the YMCA in Winter Park. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice through a centralized consulting team.

Blake Robson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of advisory work, he is involved in independent insurance brokering with several providers, including Physicians Life and Voya. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bradley Geise is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked at Voya Financial Advisors and has operated GEISE Financial since 2012. Outside of his advisory role, he is a patent holder for an invention unrelated to investment activities. 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 a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

William Brewster is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 credential and 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of finance, he is the registered owner of a screen-printed T-shirt business, TIME & CHANGE CLOTHIERS, which is currently inactive. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers both direct and corporate financial planning services.

Caleb Fenner is a CFP® with six years of industry experience, currently serving as a financial advisor at Charles Schwab in Winter Park, FL. His prior experience includes roles at TD Ameritrade Investment Management, TD Ameritrade, Countybank, and multiple positions within Charles Schwab affiliates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a variety of advisory and brokerage services, including the Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Rushi Patel is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Brown and Brown Insurance and Charles Schwab Bank. 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Janice Ray is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at various Raymond James entities since 2011 and currently teaches at Marion County Public Schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and corporations. The firm offers tailored, non-discretionary advice supported by analytical tools and also maintains municipal advisory and specialized employer consulting programs.

Evan Geffroy is affiliated with Charles Schwab & Co., Inc. and holds a Series 66 designation. He has recently entered the financial industry, having begun his advisory career in 2025 following three years of full-time education. 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 offers a combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investments program.

Edward Burgos is a CFP®-certified financial advisor with 25 years of industry experience, currently with LPL Financial in Winter Park, FL. His career includes roles at United Community Bank, Guardian Life Insurance Company, Park Avenue Securities, Schwab Private Client Investment Advisory, Morgan Stanley Private Bank, and Truist Investment Services. 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 a range of advisory and brokerage services supported by various investment strategies and operational technologies, managing over $819 billion in discretionary assets through a network exceeding 22,800 advisors.

Thomas Biroschik is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop plans aligned with their needs and preferences to achieve their short and long term goals. He has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative I, Retirement Planner, and Director, Retirement Planner before assuming his current position in 2025. Throughout his tenure, Thomas has gained experience in retirement planning and investment solutions. Outside of his professional role, Thomas has interests in cars, food, social events, hiking, outdoor adventures, and traveling.

Jay Salamone is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has over 25 years of experience in the financial services industry, including roles as a Financial Advisor at International Assets Advisory, LLC, G. A. Repple & Company, and Transamerica Financial Advisors, Inc. Prior to these roles, he served as a Regional Planning Consultant at Fidelity Investments from 1999 to 2014. Jay is a Certified Financial Planner and a US Navy Veteran. He emphasizes the importance of trust when working with high net worth clients and is committed to supporting the goals and objectives of both clients and their families. Outside of his professional work, Jay enjoys activities such as beach outings, boating, family activities, fishing, football, and scuba diving.

Mason Moyer is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at Fairwinds Credit Union and CUSO Financial Services, LP prior to his current role. Mason is also involved with Fairwinds Wealth Management and Investments in conjunction with his LPL business. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Muhammed Anwar is a financial advisor with Charles Schwab holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at BNY and BNY Mellon, as well as experience outside the financial sector. He is based in Orlando, Florida. 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 offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and operational infrastructure.