Katherine Ruark is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2000. The firm, 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Riggle is a financial advisor with UBS Financial Services in Winter Park, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management by offering proprietary research, capital markets services, and affiliated lending programs.

Brandon Denson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Invest Advisory, as well as work experience outside finance in the restaurant industry. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Clint Parker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. His prior work history includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he owns and operates a drop shipping business through Shopify. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Plank is a financial advisor with RBC Capital Markets in Winter Park, FL, holding the CFP® and Series 66 designations and bringing 14 years of industry experience. His prior positions include roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside services such as financial planning, custody, and brokerage.

Jaime Planells is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2016. Prior to this, he worked at Planmember Securities Corporation from 2014 to 2016. Outside of his advisory role, he is President and CEO of Palmer Planells Wealth Group and serves on the finance committee of the Winter Park Library. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting supported by analytical tools and a network of advisors, with specialized services in municipal finance and employer advisory programs.

Michael Pfister is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Cetera and has worked at related firms including Solutions Group Wealth Management and Concourse Financial Group Securities Inc. He also manages Pfister Financial LLC, an entity established for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services with multiple program structures and access to third-party managers.

Ryan Cole is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base 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 affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Melisa Lemoyne is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Melisa is committed to developing personalized financial strategies tailored to her clients’ long-term goals. Melisa brings extensive expertise in assisting individuals and families as they prepare for retirement, emphasizing listening to clients’ stories and understanding their concerns. Her approach addresses complex financial issues such as longevity and dementia through comprehensive wealth management plans that integrate retirement income, healthcare, and estate planning services. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Melisa holds a High School Diploma from Christian Brothers Academy, a Bachelor’s degree from LeMoyne College, and a Master’s degree from the State University of New York at Albany. She is active in the Central New York community, involved with organizations such as the Alzheimer’s Association, Central New York Chapter, and the New York State Children’s Alliance, Inc. Outside of work, she enjoys boating, golfing, reading, skiing, and watching movies.

Erik Jorgensen is a financial advisor with Edward Jones in Oviedo, FL, holding the ChFC® and Series 66 designations with 12 years of industry experience, all with Edward Jones since 2014. He serves as a board member for the BASE Camp Children's Cancer Foundation in Winter Park, providing a parent's perspective on losing a child to cancer. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Elizabeth Stewart is a financial advisor with Ameriprise in Maitland, Florida, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Cardenoch LLC, a tax preparation business. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Emily Suazo is a Series 66 licensed financial advisor with UBS Financial Services, based in Winter Park, FL, with two years of industry experience. Prior to joining UBS, she worked at Dexian and has diverse experience including roles at Opus Coffee, University of Florida, Shells Seafood, and Strawberry Crest Highschool. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk profiles.

Rasha Mesharafa is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Mesharafa has also been involved with the Hold On To Hope Foundation and taught at Rollins College's Crummer Graduate School of Business. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bruce Woodruff is a financial advisor at Cetera with 54 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2021, including Cetera Wealth Services, LLC, and previously at VOYA Financial Advisors. Woodruff is also a board member of La Amistad Foundation, Inc. Cetera is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Alison Barnes is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. She has also founded Alison Brooke Designs, a jewelry and jewelry dish business that she operates alongside her advisory role. Prior to her current position, she worked at St. John's Preparatory School for seven years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Elaine Seaquist is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding a Series 63 designation and 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap-fee programs, 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 supported by research and analytics from Wells Fargo Investment Institute.

Gregory Stone is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and 66 licenses and 14 years of industry experience. He has been with Charles Schwab since 2011. 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 supported by research from the Schwab Center for Financial Research.

Raul Arambula is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has been with Charles Schwab since 2015, with a brief period outside the firm and a short tenure at Pro Unlimited in 2018. 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, offering both non-discretionary and discretionary investment options with an emphasis on multi-asset model portfolios and centralized custody arrangements.

Daniela Christenson is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and 8 years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports over 14,000 financial advisors with a range of brokerage and advisory solutions.

James Bevan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Bank, N.A. since 2009 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets, offers both brokerage and advisory solutions, and employs over 14,000 financial advisors.