Thomas Peck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Citigroup Global Markets for 10 years before joining Wells Fargo in 2016. 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 supported by research from Wells Fargo Investment Institute.

Julia O'Mara is a financial advisor with Merrill, holding a Series 66 designation and bringing 16 years of industry experience. She has worked with Bank of America, N.A. and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Santiago is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Wells Fargo for nine years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through the 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 SMAs and offers a centralized, integrated platform for investment management and custody.

Lisa Thompson is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016 and Wachovia Bank, N.A. since 2002. 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 employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

Felipe Guzman is a Series 66-registered financial advisor with three years of industry experience, currently with J.P. Morgan Securities in Orlando, FL. His prior experience includes roles at Bank of America/Merrill Lynch and Wells Fargo. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates systematic quantitative screening and qualitative research.

Bryan Stewart is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is managing partner of a tax preparation business and serves as president of the Maitland Library Foundation, as well as holding board positions with the Scottish American Society of Central Florida and the City of Maitland Police Officer & Firefighters Pension Board. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm uses algorithmic automation alongside research and advisory input to support its clients’ income planning.

John Markevitch is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and is based in Orlando, FL. Prior to joining Schwab, his background includes roles in retail and service industries such as Academy Sports & Outdoors, Bloomin Brands, Walmart, and Petsmart. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm’s investment approach includes primarily non-discretionary client relationships with access to discretionary separately managed accounts and multi-asset model portfolios.

Stewart Spears is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials. He joined Charles Schwab in 2025 and has professional experience primarily outside the financial industry, including roles at Universal's Cabana Bay Beach Resort and several fitness centers. Charles Schwab & Co., Inc. serves a large client base, mainly 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 integrates custody, brokerage, and advisory services within its operational structure.

Michael Padron is a financial advisor with Charles Schwab holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Schwab, he held positions at NewGate Capital Partners, Publix Super Markets, and Parks Lincoln of Longwood, with several years dedicated to full-time education. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 separate managed accounts and offers a broad range of integrated brokerage, custody, and cash management services.

Malcolm Baird is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1995 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Matthew Bartolomei is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2007 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that uses firm-approved tools and methodologies such as Monte Carlo simulations.

Sean Williams is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Evershore Financial Group and Securian Financial Services Inc. Williams serves as a director on the boards of the Leonard and Marjorie Williams Family Foundation, Inc. and Wayne M. Densch Charities, Inc. Additionally, he owns Wayne Densch Inc., a family-owned Anheuser Busch distributorship. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers a multi-manager platform with portfolio management, financial planning, retirement services, and access to both affiliated and third-party money managers across various program structures.

Arthur Pringle is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings nearly 25 years of experience in trading and capital markets to his role, drawing on a systematic approach to trading that emphasizes capital preservation and disciplined portfolio management. Arthur began his financial career as an independent floor trader at the Chicago Board of Trade, where he spent 17 years as both an Associate and Full Member. Following his trading career, he pursued opportunities in Private Equity and start-up technology companies. Arthur holds a Bachelor's Degree in Business Administration from Stetson University, where he attended on a baseball scholarship. He is also a Personal Investment Advisor (PIA). Arthur currently resides in Longwood, Florida, having relocated from Chicago with his four children to join Merrill Lynch in Winter Park.

Ronald Anwar is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 33 years of industry experience. His career includes roles at firms such as J.P. Morgan Securities, Wells Fargo Clearing, and ADP Broker Dealer Inc. He has been with LPL Financial since 2016, with other engagements including DFCU Financial and FNBLI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.

Brandon Ross is a financial advisor with Charles Schwab in Winter Park, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2011, with a one-year period as an independent contractor. 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 offers a combination of non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and centralized supervisory and custody arrangements.

Jeannette Byrd is a financial advisor with Cetera and holds a Series 66 designation, bringing 20 years of industry experience. She has worked at multiple firms, including Avantax Investment Services and Cssc Brokerage Services, and has been involved with her own firm, Byrd & Associates, LLC, since 2005. Outside of her advisory work, she is a member and owner in several business ventures, including a consulting firm and an amusement park partnership. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts with over $256 billion in assets under management.

Tyler Dowling is an Investment Consultant at Fidelity Investments, specializing in retirement planning and financial guidance. He currently helps clients develop retirement plans and provides ongoing support to navigate every stage of retirement. Prior to his current role, Tyler held several positions at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative, gaining comprehensive experience in financial services since 2023. Tyler emphasizes trust, communication, and planning in his approach to financial advising. Being a husband and father has enhanced his understanding of the importance of preparing for life's milestones and protecting what matters most. Outside of work, he enjoys family activities, fitness, outdoor adventures, beach visits, and parenthood.

Fiona Alfred is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities and Wells Fargo Clearing. Merrill, 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 supported by internal teams and third-party managers for a range of client types.

Afeefa Ayube is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments in 2024, she spent ten years at Productions Plus. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

James Mc Lean is a financial advisor with Ameriprise in Maitland, FL, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he holds a real estate license. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored advice, emphasizing assets held in Ameriprise-managed accounts.