Stacy Dearman is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. 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 and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marlies Schubiger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. Her prior work includes roles at UBS Financial Services, Edward Jones, Robinhood Markets, and Equitable Advisors. She is also involved with the Swiss Club of Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jennifer Inigo is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, LLC, and Voya Financial Advisors, Inc. Inigo also serves as a registered representative and investment advisor representative for Bruce Woodruff & Associates, a financial services firm, and works as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Daniel Ruiz Vallejo is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2025, with prior experience at Graydel Capital LLC and ISL Agency. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting team approach, supporting clients with advisory, brokerage, and insurance solutions.

Craig Ratick is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, including prior experience at Prudential Equity Group, LLC from 2001 to 2003. Based in Orlando, FL, he has served in the financial services sector for over four decades. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Harry Overton III is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, following six years at Voya Financial Advisors, Inc. He is also associated with Overton Financial Group, established in 2008. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Fernando Garcia is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 credentials and is based in Orlando, FL. Mr. Garcia has been with Bank of America and Merrill since 2001. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Giles is a financial advisor at Charles Schwab in Orlando, FL, with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2015. Outside of his advisory role, he is the owner of Hold Your Frame Inc., a publishing entity created for self-publishing a book under a pseudonym. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 offers a multi-asset investment approach supported by the Schwab Center for Financial Research.

Colton Bundy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at The Country Club of Orlando and multiple engagements with the University of South Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, algorithmic methods including AI, and its advisory role to various registered investment companies.

Bruce Kavenagh is a CFP®-designated financial advisor with Edward Jones, based in Oviedo, FL, and has 14 years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory work, he owns a rental property in Winter Springs, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Liangjie Xu is a financial advisor with Charles Schwab holding Series 66 and Series 63 credentials and has one year of industry experience. Prior to joining Charles Schwab, Xu worked at Jiahua International English and Mandarin School for one year. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and supervisory capabilities.

Sarah Grafton is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of her advisory role, she is involved with DWS Partners, LLC, a business entity for tax and investment purposes. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Bayohan Martinez is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and having three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Jacob Rothman is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Fidelity, he served in the United States Army Reserve for nine years and worked in healthcare and the restaurant industry. Outside of his advisory role, he works as a delivery driver and online seller on platforms such as DoorDash, Uber, and eBay. 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 is noted for its use of systematic methodologies, AI-driven research, and its advisory roles to registered investment companies and fund-of-funds.

Beth Stapp is a financial advisor with LPL Financial based in Winter Park, FL, holding Series 63, 65, and 66 licenses and nine years of industry experience. Her work history includes roles at LPL Financial, Seacoast Bank, and The Huntington National Bank. 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 provides a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Porter is a financial advisor with Raymond James & Associates in Winter Park, FL. He holds the CFP® designation and Series 66 license and has 18 years of industry experience. Prior to joining Raymond James in 2025, he worked at Charles Schwab and Charles Schwab Bank from 2015 to 2024. 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 individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting mainly through non-discretionary relationships supported by a variety of portfolio management styles and affiliated research.

Elizabeth Olivera Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank NA since 2016. 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 provides both brokerage and advisory solutions supported by research and analytics.

Lisette Vizcarrondo Perez is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Popular Securities LLC and Citibank NA. She serves on a nonprofit advisory board in Orlando, FL. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bruno Perez is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, Perez owns JB Oak Barrel LLC, a business specializing in the production and sale of handcrafted home goods and housewares. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by firm research, model managers, and municipal advisory services.

Sami Guindi is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management, serving as a partner with The MSG Wealth Management Group in Orlando, Florida. In this role, he focuses on integrating all aspects of clients' financial lives to help them pursue their most important goals. By leveraging Merrill's resources and specialists, as well as managing clients' personal and business banking services through Bank of America, he designs customized strategies to grow, preserve, and distribute wealth efficiently with regard to costs and taxes. Sami began his career in this capacity in 2015 and brings expertise in wealth management planning, emphasizing a dynamic process that adapts to the evolving financial landscape. He aims to relieve client stress, save time, and make confident adjustments suitable to individual financial situations regardless of age, wealth, experience, or complexity. He holds a Bachelor's Degree in Finance from the University of Central Florida and has earned the Personal Investment Advisor (PIA) designation. Sami is based in Orlando, Florida.