Jason Weese is a Private Wealth Advisor and co-founder of the Weese Harris Group. He was one of the founding members of the first Merrill Private Wealth Management office in the Pacific Northwest. Merrill Private Wealth Management comprises specialized teams that serve ultra-high-net-worth individuals and families nationwide. Jason played a key role in building the Bellevue, Washington office into one of the largest in the country. With over 30 years of experience, Jason advises high-net-worth individuals, families, and businesses on complex financial matters including estate planning, philanthropy, alternative investments, control and restricted securities, lending strategies, hedging, monetization, portfolio management, investment banking, and comprehensive wealth planning. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP) certification, the Certified Investment Management Analyst® (CIMA) designation from the Investments & Wealth Institute in conjunction with the Wharton School of the University of Pennsylvania, as well as the Personal Investment Advisor (PIA) and Sports & Entertainment (SE) designations. Jason holds a Bachelor of Arts degree in Finance from Western Washington University. Jason is a native of Lake Quinault, Washington, and resides in Bellevue. He is an active member of the Bellevue Downtown Rotary and involved with HopeKids AZ. Outside of his professional work, he enjoys basketball, golfing, and watching movies.

Elizabeth Hall is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Signature Wealth Partners. Outside of financial advising, she coaches for the Orlando Rowing Club. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and analytical tools, supporting clients through a broad advisor network and specialized municipal and retirement consulting programs.

Tamara Rodriguez is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Thomas Darden Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Darden is based in Clermont, FL. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, offering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Derek Roy is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including SagePoint Financial and LPL Financial. In addition to his advisory role, he is licensed to provide fixed insurance products. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm utilizes advanced asset-allocation tools and multiple platforms to construct portfolios that include a wide range of investment options.

Michael Bensey is a financial advisor with LPL Financial in Orlando, FL, holding a Series 63 license and bringing 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2019. Outside of his advisory role, he has involvement with Good Life Insurance Agency and Bensey Wealth Management, among other business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisor representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

Stephen Wytiaz is a CFP® and Series 66 designated financial advisor with Charles Schwab in Orlando, FL, bringing 10 years of industry experience. He has been with Charles Schwab since 2015, including a tenure at Charles Schwab Bank from 2016 to 2017. 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 features a primarily non-discretionary client relationship model supplemented by access to discretionary separately managed accounts and utilizes multi-asset model portfolios, strategic asset allocation, and alternative investment due diligence.

Suzanne Magee Fleming is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since the summer of 1977. Prior to joining Merrill Lynch, she was employed at another financial services firm in New York City. Suzanne works with affluent families, individuals, and women in transition, focusing on areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. She helps clients prioritize their needs and establish quantifiable goals through personal consultation, subsequently developing and implementing customized strategies using a wide variety of financial instruments. Suzanne leads a team of seven, including her son James, who joined in 2011. Suzanne holds a Bachelor of Science Degree in Business Management from Bucknell University and is a Personal Investment Advisor (PIA). She is active in her community as a board member of the Pet Alliance of Greater Orlando and is also a member of the Collaborative Family Law Group of Central Florida. Suzanne and her husband, Mike, reside in Bay Hill. Her personal interests include boating, gardening, and traveling.

Joseph Labs is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at MML Investors Services, Weiser Financial, MassMutual Life Insurance Co., Equitable Advisors, and multiple other firms. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager fund structures and model portfolios.

Sydney Eckstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. Prior to joining J.P. Morgan Securities, Eckstein was affiliated with Future Standard and has a background that includes work at Rollins College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to offer customized investment solutions.

Rene Crespo is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cetera, Regions Bank, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Elizabeth Hove is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to this, she was with Ameriprise Financial Services Inc and Overton Financial Group LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. 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.

Glenn Wheelock is a financial advisor with LPL Financial in Ocoee, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked previously at FINRA and Raymond James and Associates, each for a decade. He also serves as a FINRA arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a nationwide network of investment adviser representatives. The firm offers various advisory programs and financial planning services, with both discretionary and non-discretionary management supported by extensive research and model portfolios.

Shane Cole is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for TIAA and TIAA-CREF from 2011 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies and AI tools in portfolio management.

Amit Raninga is a financial advisor with Fidelity in Orlando, FL, holding Series 66 and Series 63 licenses and having two years of industry experience. He has worked at several firms including Charles Schwab, Fifth Third Bank, and operated his own consulting business, Greenlight Consulting, where he managed business operations and inventory for a farm. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment solutions.

Michelle Chance is a financial advisor at Merrill in Orlando, FL, with 16 years at the firm and 10 years of industry experience. She holds the Series 66 designation. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Diana Castaneda Cortes is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2024. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Joseph Sing Po is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMORGAN Chase Bank, N.A. since 2023, following over a decade at J.P. Morgan Securities starting in 2012. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bruce Alvarado is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors.

William Giffing is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo entities since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.