Todd Feintuch is a CFP® professional with 21 years of experience in financial advisory services. He is currently affiliated with LPL Financial, where he has worked since 2017. His prior experience includes roles at INVEST Financial Corporation, Truist Investment Services, BB&T Investment Services, and Wells Fargo Clearing. He is also associated with Seacoast Wealth Management and Seacoast National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions using various strategic and tactical approaches supported by technology and third-party managers.

Cole Brothen is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Cetera and has worked at firms including Evershore Financial and Securian Financial Services. Outside of his advisory roles, Brothen serves as the Chapter President for a BNI networking group in Winter Park, Florida. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.

Jane Brockway is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cuna Mutual Group for 18 years. She is also the owner of Brockway Wealth Partners, a financial services business, and works as an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, with access to both affiliated and third-party investment managers across various program structures.

Douglas Szoka II is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Moyra Edwards is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 designations. Outside of her advisory role, she works as a personal trainer and independently provides dog walking services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, 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.

Matthew Mejia is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Charles Schwab & Co., Inc., MML Investors Services, MassMutual Life Insurance Co., Prancer Capital, Trustco Bank, and the University of Central Florida. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Matthew Meneses is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and with two years of industry experience. Prior to joining Wells Fargo, he worked at First Command Advisory Services and held various roles including a position at Doordash. He is also a commissioned officer in the United States Army, where he is involved in personnel administration. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Andrew Fager is a financial advisor with Raymond James Financial in Winter Park, FL, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Concurrent Investment Advisors LLC and Purshe Kaplan Sterling Investments. He is also associated with Winter Park Wealth Group in a non-investment-related capacity. 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 institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a municipal advisor affiliation.

Gabriela Sayre is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has been with Charles Schwab since 2003. 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 relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Brian Russell is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Bank of America. Outside of finance, he has worked in retail at a golf and tennis pro shop. 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 research, and customized performance reporting through a non-discretionary program.

James Gomatos is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2012, focusing on delivering a comprehensive approach to managing wealth by first understanding clients' needs and helping ensure every strategy aligns with their goals. His role benefits from the combined investment resources of Merrill and the banking convenience of Bank of America to address the various aspects of clients' financial lives. James holds the designations of Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He is a specially qualified Senior Portfolio Advisor who provides traditional advice and guidance, while also building and managing custom investment strategies. These strategies include selections from a wide range of Merrill model portfolios and third-party investment options. When servicing clients through the firm's Investment Advisory Program, James may manage these strategies on a discretionary basis. He earned a Bachelor's Degree from the University of Central Florida. Outside of his professional life, James engages in personal interests such as biking, golfing, and running.

Gina Marmora is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 66 and Series 63 designations and bringing 22 years of industry experience. Her prior roles include positions at UBS Financial Services and FMSBonds, Inc. before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Ricardo Cases is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2020 and was previously with Equitable Advisors, LLC / AXA for 15 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Cory Beltran is a financial advisor with Edward Jones in Apopka, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Integrity Marketing Group and held various roles in logistics, entertainment, and hospitality sectors. He was also the previous owner of Elluminate Presents LLC, an audio and equipment rental business serving venue locations in the Greater Orlando area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Ivan Valdes is a financial advisor with MassMutual Investors Services in Maitland, FL, holding a Series 63 credential and over 30 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Co since 1996. In addition to his advisory role, he is engaged in sales activities related to life, health, group life, group health, and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved analytic tools to support annual, collaborative planning relationships.

Chaz Lachina is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Truist and Top Golf. Charles Schwab 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.

Carter Feltner is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and affiliated entities since 2008. Previously, he was involved with Noize Complaint Productions, LLC from 2014 to 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and managed-account services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by research and due diligence.

John Bell IV is a financial advisor with LPL Financial in Maitland, FL, holding Series 65 and Series 63 registrations and 17 years of industry experience. His prior roles include positions at Securities America Inc., Park Avenue Securities, and Guardian Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning, portfolio management, and institutional platforms.

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.