Jeannine Stecklair is a financial advisor at Raymond James Financial with 22 years of industry experience and holds a Series 66 designation. She previously operated Beach Financial Planning LLC for 14 years and currently manages limited tax preparation and planning services through her CPA practices. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and a broad advisor network.

John Sholtis Jr. is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 66 designations. He served on the PIMCO-UBS FA Advisory Council from 2017 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

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 financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Evershore Financial, Securian Financial Services, and Minnesota Life Insurance, and currently owns Brothen Financial Services LLC. Outside of his advisory roles, Brothen serves as the Chapter President of a local BNI networking group. Cetera Investment Advisers LLC operates a nationwide network of independent advisors, serving a diverse client base that includes 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 with access to various program structures and custodial relationships.

Jane Brockway is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Cetera and its related entities since 2022, following an 18-year tenure at Cuna Mutual Group. Brockway is also the owner of Brockway Wealth Partners and is active as an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Douglas Szoka II is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Szoka's background also includes experience outside finance, notably in the travel and leisure sector. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial products and services.

Moyra Edwards is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and five years of industry experience. She worked at Wells Fargo Clearing from 2019 to 2020 and again from 2021 to the present, with prior experience at Stetson University. Outside of her advisory role, she works as a personal trainer and dog walker on a part-time basis. 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 utilizes research and analytics from its investment institute and third parties, applying diversification principles and modern portfolio theory in manager and option evaluations.

Matthew Mejia is a financial advisor at Fidelity with Series 66 and Series 63 licenses and six years of industry experience. 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. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves notable roles including registered investment company advisory and registered commodity pool operator.

Matthew Meneses is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. He has held positions at Wells Fargo Bank, First Command Advisory Services, and related firms, and serves as a commissioned officer in the United States Army, focusing on administration of personnel. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its diversified investment approach.

Andrew Fager is a financial advisor with Raymond James Financial in Winter Park, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Concurrent Investment Advisors LLC and Purshe Kaplan Sterling Investments. He also operates Winter Park Wealth Group, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA Employer Advisory programs.

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 experience managing a golf and tennis pro shop. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates ESG criteria in its recommendations and operates within a broad financial organization that includes security-based swap dealer and futures commission merchant registrations.

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 at Morgan Stanley with 22 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at UBS Financial Services and FMSBonds, Inc. Gina is based in Orlando, FL. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, with advisory services focused on planning rather than individual security recommendations.

Ricardo Cases is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2020 and previously spent 15 years at Equitable Advisors, LLC/AXA. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

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 at LPL Financial with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked with Securities America Inc., Park Avenue Securities, and Guardian Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors and substantial discretionary assets.