Bradley Rees is a Series 66-licensed financial advisor with Charles Schwab in Orlando, FL, where he has worked since 2014. He has 12 years of industry experience. 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 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 centralized custody and operational infrastructure.

Valentina Merkulova is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 10 years of industry experience, providing financial advice and guidance to help clients achieve their most important financial goals. Valentina focuses on personalized wealth management strategies that consider clients' life priorities and changing market conditions. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Valentina holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Valentina earned an Associate's Degree/College Diploma from Valencia College and bachelor's degrees from Tambov State University and the University of Central Florida. She is fluent in English and Russian. Outside of her professional work, she participates in community volunteering through Merrill's tradition and has personal interests including ice hockey, reading, and traveling.

Bracher Brown is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Parmley Environmental. Outside of finance, he is involved in music as a member of a recording and performing band. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling.

Jon Veneziano is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in Central Florida since 2003. He holds the designation of Personal Investment Advisor (PIA) and has over 25 years of experience in the financial services industry. In his role, Jon combines traditional financial advice with custom investment strategy development, managing portfolios through a broad selection of Merrill model portfolios and third-party strategies. As a specially qualified Senior Portfolio Advisor, he is able to provide discretionary management of client investment strategies within the Firm’s Investment Advisory Program. His expertise encompasses family wealth management, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, special needs planning, and sports and entertainment finance. Jon’s approach to wealth management is consultative and objective, focusing on personalized strategies aligned with clients’ long-term goals. Jon holds a Bachelor’s Degree from the University of Hartford. Outside of his professional responsibilities, he participates in community volunteering and dedicates time to personal interests including fishing, golfing, and spending time with his family.

Randy Macdonald is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with various Wells Fargo entities since 2010. Outside of his advisory role, he serves as an executor for an estate in Palm Coast, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and tools to develop tailored recommendations, with implementation through brokerage or advisory programs as per client choice.

David Hill is a CFP® with 31 years of experience in the financial services industry. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he works as a coach for financial services professionals and serves as a trainer on a part-time basis. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Spencer Moran is a financial advisor at LPL Enterprise with a Series 66 credential and two years of industry experience. His prior work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Amazon Web Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services supported by LPL’s research, model portfolios, and third-party strategists.

Patler Levasseur is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he was employed at Robinhood Financial, LLC for one year. Outside of his advisory role, he operates an e-commerce business through Patler Levasseur LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to construct portfolios from mutual funds, ETFs, and ETPs.

Michael Haas is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves as a deacon on the finance and care teams at Willow Creek Church, PCA, where he is involved in budgeting and community support activities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Michael Hlavek is a CFP® with 25 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has previously worked with Concurrent Retirement Solutions, Concurrent Advisors, and the Winter Park Firefighters Pension. Outside of his advisory role, he is president of AGW Group and owner of Blue Eyes Boat, LLC, and serves as trustee for several family trusts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and institutional clients. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

William Winslow is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2011. He holds the Series 66 designation and is based in Winter Garden, Florida. Edward Jones is a full-service wealth management firm serving 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 wrap fee strategies and separately managed accounts, operating under a fiduciary standard.

Lana Costello is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Charles Schwab since 2010. 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 with access to discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

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 at Raymond James Financial with five years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Robinhood Markets. Additionally, she is involved with the Swiss Club of Central Florida. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and public entities, offering tailored, non-discretionary advisory services and specialized programs for small businesses.

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 with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Harry Overton III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has previously worked at Voya Financial Advisors, Inc. and has maintained his own entity, Overton Financial Group, since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services with a variety of management approaches and access to research and model portfolios.

Fernando Garcia is a financial advisor with Merrill based in Orlando, FL. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. He has been affiliated with Bank of America and Merrill since 2001. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm’s integration with Bank of America allows access to a broad range of products and services beyond traditional investment management.

Andrew Giles is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2015. Outside of his advisory role, he owns a printing and publishing business through which he self-published a book under a pseudonym. Charles Schwab serves a large client base primarily 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, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.