Jennifer Emely is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Emely is based in Mount Dora, Florida. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and algorithmic tools to support its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.

Bruce Broussard is a financial advisor at Cetera with 36 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior experience includes roles at Securian Financial Services and Minnesota Life Insurance Company, as well as continuous involvement since 2004 with entities such as The Continuing Education Academy and Omni Resource Group. Broussard is also involved in training and teaching through The Continuing Education Academy. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Lauren Voeller is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Wells Fargo entities since 2010, including Wells Fargo Advisors, LLC, before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Austin Howard is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His career includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, Wells Fargo, and AJH Commerce LLC. 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 applying an ESG eligibility framework in its investment recommendations.

Justin Kiuttu is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and four years of industry experience. He worked at Hilton Grand Vacations for five years before joining Charles Schwab, where he has been employed for five years. 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by in-house research and due diligence.

Yihe Luo is a Financial Advisor affiliated with Merrill Lynch Wealth Management, based in Orlando, Florida. He works closely with individuals and families to understand their financial goals and assist with the development of short-, mid-, and long-term financial plans. Yihe provides guidance on a range of financial matters including family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Yihe holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Fluent in English and Chinese Mandarin, he leverages his cultural understanding to better serve clients from diverse backgrounds, particularly Chinese families. He acts as a resource for general investing, retirement planning, and saving for unexpected expenses, and can facilitate access to Bank of America specialists for banking, credit, lending, and small business solutions. Outside of his professional role, Yihe is actively involved in the Orlando pickleball community and enjoys playing pickleball, skiing, and tennis.

Lisa Stratton is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has worked at Charles Schwab since 2006, with a brief period of employment at Wayfair and Corning Community College in 2018-2019. 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. Schwab offers both non-discretionary advisory services and access to affiliated discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.

Paul Fimognari is a CFP® with 42 years of experience in the financial industry. He has worked at LPL Financial since 2026 and previously operated Fimognari Financial for 16 years. He also spent 27 years with New York Life Insurance Company. Outside of his advisory role, he is involved in insurance brokering for non-registered insurance products under his own DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Paul Wood is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds a Series 63 designation and has worked with firms including Agility Advisor Group and K Brain. Wood owns and manages support companies related to his advisory practice and is involved in operating a commercial property used for his wealth management business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains a broad network of advisors and affiliated firms.

Brian Burt is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has extensive experience in the financial industry, having held various roles including Investment Counselor at Fisher Investments from 2020 to 2023 and multiple positions at Fidelity Investments from 2018 onwards, such as Workplace Planning Consultant and Customer Relationship Advocate. His professional focus is on helping individuals and families navigate financial uncertainties by building trust and understanding client preferences. Brian holds insurance licenses in Arkansas and California, supporting his work in providing financial guidance. Outside of his professional life, Brian enjoys spending time with his family, playing golf, and traveling.

Begum Ladha is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with Charles Schwab since 2003 and currently works with Charles Schwab Trust Bank, Charles Schwab Premiere Bank, and Charles Schwab Bank, SSB. 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, offering multi-asset model portfolios and a centralized operational structure.

Alexander Stark is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Raymond James & Associates. Prior to his financial services career, he was employed at the Four Season Resort and the University of Central Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary options, with a notable range of investment vehicles including insurance-related products and bank deposit sweep options.

Steven Merenda is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its predecessor firm since 1991. Outside of his advisory role, he owns and operates Virtus Tax Services, LLC, a tax preparation business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Daniel Gorman is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab Bank, Sherwin Williams, and the Florida Institute of Technology Office of Development. Charles Schwab & Co., Inc. serves a large client base of mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and thorough due diligence processes.

Brendan Jones is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Anoop Nath is a CFA® and holds the Series 66 designation. He joined Edward Jones in 2026 and previously worked at the Atlanta Hawks and Ned Davis Research. He has no industry experience prior to his current roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Sidney Prepetit is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Charles Schwab since 2014. 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 offers a blend of non-discretionary and discretionary investment management options, supported by multi-asset model portfolios and centralized operational infrastructure.

Peter Lendrum is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America and Edward Jones. He is based in Ormond Beach, FL. 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 investment approach 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.

Justin Holmes is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Charles Schwab since 2019 and previously spent 10 years at TD Ameritrade. He is based in Westlake, TX. 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 offers a mix of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a centralized operational structure.

Matthew Coto is a financial advisor at Charles Schwab with 12 years of industry experience. He has been with Charles Schwab since 2014 and previously worked for Universal Orlando from 2001 to 2017. Outside of his advisory role, he is a partner and production manager at Ambercast, LLC, a company involved in the development and production of entertainment media projects and related retail products. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated services. The firm offers a combination of non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized custody and operational support.