Paul Steven Sumulong is a financial advisor with Merrill in Orlando, FL, holding Series 65 and Series 66 licenses and three years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he serves as a general partner and managing member of Yarnfrog LLC, a small business supporting his daughter's handcrafted products, and is a committee member for the Fellowship Foundation Inc, assisting with fundraising and ministry activities related to youth programs and golf. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristin Akin is a CFP®-certified financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Williams-Sonoma Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. 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.

Mynor Mejia is a financial advisor at Merrill with 12 years of industry experience. He has held roles at Merrill and Bank of America since 2015 and holds the Series 66 designation. Based in Orlando, FL, Mejia serves clients within a large institutional firm. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Di Natale is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2025 after nine years at Cambridge Investment Research Advisors. In addition to his advisory role, he is involved in life and health insurance sales and owns support companies focused on investment advisory and recruiting activities in Orlando, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning, supports municipal and public-finance work through a unique municipal advisor affiliation, and delivers customizable retirement plan advisory programs.

Beth Fleming Brown is a financial advisor with OSAIC, holding a Series 63 designation and having 32 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 26 years and has been associated with Eq Financial Consultants, Inc. for over three decades. Outside of her advisory role, she offers long-term care and traditional life insurance products as an insurance agent. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process that incorporates asset allocation, portfolio optimization, and risk assessment, supporting both discretionary and advisor-managed strategies.

Kieran Paulino is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors, Swan and Dolphin, Universal Studios, and Rosen Shingle Creek. Outside of his advisory role, he has experience working as a catering server at Universal Studios. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Calley Evans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2015. She also has worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence, utilizes forward-looking capital market assumptions, and includes an ESG eligibility framework.

Marina Ellis is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Edgewater Family Wealth, BCW Financial Consultants, LPL Financial, and Principal Securities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Marjorie Brown is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 22 years before joining Raymond James in 2016. Outside of her advisory role, she serves as a co-leader for a Girl Scout Cadette troop and is actively involved as the Band Booster President at Millennium Middle School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting supported by a range of portfolio management styles and research resources.

Michael Broadus is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Daytona Dodge from 2014 to 2019. Outside of his advisory role, he manages a real estate business, Target House Property Solutions LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Samantha Kervitsky is a financial advisor at Morgan Stanley with nine years of industry experience. She has been with Morgan Stanley since 2014 and holds a Series 66 designation. Based in Orlando, FL, her career has been focused entirely at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and methodologies.

Stanise Richardson is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and over 22 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2002 and has prior experience at The Diamond Agency and BestMark. Outside of her advisory role, she is an independent contractor for VIPKID HK LTD. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third parties. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Alejandro Gutierrez is a financial advisor at Primus Trust with eight years of industry experience and holds a Series 65 designation. He has been involved in managing and serving as CFO for child care centers, including My Kids Academy LLC and Aquarelle Kids LLC, since 2006. Outside of his advisory role, he manages administrative and financial duties for these education-related businesses. Primus Trust provides investment advisory and trust-related services primarily to pooled vehicles and institutional or corporate accounts. The firm leverages its team’s combined expertise in finance, accounting, and operations research to manage institutional assets and administer business-related accounts, with a strong emphasis on internal governance and compliance.

Henry Gibson Garcia is a CFP® with four years of industry experience, currently serving as the sole advisor at G4 Financial Planning, LLC. Prior to founding his firm, he worked at Plan & Act Pension Advisors and Plan & Act. He also works as a standardized patient educator at the University of Central Florida College of Medicine. G4 Financial Planning, LLC operates as an independent firm focused on providing financial planning services.

Peter Chamberlain is a financial advisor with BRC Management LLC, an independent firm based in Windermere, FL. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding BRC Management in 2011, he worked elsewhere in the financial sector. Outside of advisory work, Mr. Chamberlain serves as president of the BR Chamberlain Foundation for Public Enrichment, a public charitable organization. BRC Management LLC is a single-advisor independent firm.

Marlyn Felsing is a financial advisor at Felsing Financial with 26 years of industry experience. He holds a Series 65 credential and has previously worked at Carr Riggs & Ingram, LLC for eight years. Marlyn has also been associated with Felsing Rankin, LLC since 1987. Felsing Financial is an independent firm serving clients with personalized financial planning and advisory services.

Timothy Cross is a Series 65 credentialed financial advisor at Altior Capital with eight years of industry experience. He has held various roles within the Altior Capital entities since 2021. Altior Capital is an independent firm based in Windermere, FL.

Dylan Quintilone is a financial advisor at Copper Canyon LLC with nine years of industry experience. He holds a Series 65 designation and earned the Enrolled Agent (EA) credential in 2022, allowing him to represent clients before the IRS. Prior to his current role, he held positions at Andes Research Group LLC, Seeking Alpha, and Lockheed Martin Corporation. In addition to his advisory work, Quintilone operates a tax preparation business serving individuals and businesses. Copper Canyon LLC is a small firm with two advisors that provides financial advisory services.

Paul Clay is a financial advisor at Copper Canyon LLC in Orlando, FL, holding a Series 65 designation with seven years of industry experience. Besides his advisory role, he is a general manager and 20% owner of Priority Express Parcel, a privately held company. He also offers tax preparation services as an independent contractor through Quintilone Tax LLC. Copper Canyon LLC serves clients with a supported advisory model, focusing on personalized investment strategies through a small team of two advisors.

Ryan Moak is a financial advisor at XYPN Sapphire in Orlando, FL, holding Series 65 and Series 63 licenses with one year of industry experience. His prior experience includes roles at Quinncore Financial, iQ Home Care, and Lloyds Banking Group. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management, supported by a corporate RIA structure with nearly 50 affiliated advisors.