Eric Silsby is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, First Horizon Bank, and Fifth Third Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Jeffrey Caden is a financial advisor with Wells Fargo Clearing in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Wachovia Bank, N.A. since 2007 and Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. 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 services. The firm’s approach 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.

Alan Patten is a financial advisor with Raymond James & Associates in Oviedo, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Raymond James & Associates since 1993. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Logan Connell is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab, he worked at Towne Park and Complete Care among other positions. Outside of his advisory role, he has experience assisting guests with baggage and operating cars in a valet capacity. Charles Schwab 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 offers a mix of non-discretionary and discretionary advisory models supported by multi-asset portfolios and centralized operational infrastructure.

Khristian Soto Sanchez is a Financial Advisor based in Orlando, serving clients in Clermont, Central Florida, and Puerto Rico. He holds certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His expertise includes exit and transition planning for business owners, focusing on preparing the owner, the business, and the family for liquidity events well in advance. He provides wealth management services geared towards families seeking to understand the reasoning behind each financial decision. Khristian collaborates with CPAs, attorneys, and other specialists to ensure cohesive financial planning. Khristian is fluent in English, Spanish, and Portuguese. He obtained his Associate's Degree from Valencia College and holds a High School Diploma from Timber Creek High School.

Danielle Starling is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her prior firms include TD Ameritrade, Merrill, and Bank of America. Outside of her advisory work, she is the sole member of DGA Property Solutions LLC, which focuses on locating properties for renovation and resale or rental. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts. The firm combines a large client base with integrated brokerage, custody, and advisory services.

Deo Rampersaud is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Wells Fargo and SeaWorld. He is based in Orlando, Florida. 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 and due diligence on alternative investments.

Sammy Wells is a financial advisor at Edward Jones with 28 years of industry experience. He has previously worked at South State Bank, LPL Financial, CenterState Bank, and NBC Securities. Wells holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary services and operates under a fiduciary standard.

Paul Dinkler is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Charles Schwab since 1993 and previously worked at OptionsXpress, Inc. from 2011 to 2017. Outside of advising, he is involved in real estate property ownership. Charles Schwab 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 models with access to affiliated discretionary SMA portfolios, supported by multi-asset model portfolios and a formal alternative-investment platform.

Alejandro Richardson is a financial advisor with Wells Fargo Clearing in Oviedo, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bank of America, Merrill, and operating his own investment firm, Mr. Richardson Investments LLC. Earlier in his career, he was involved with Threads for Heads, a business separate from his financial advisory work. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brian Wise is a CFP®-designated financial advisor with 17 years of industry experience, currently with LPL Financial in Altamonte Springs, FL. His prior experience includes roles at Ameriprise Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with investment options supported by LPL Research and third-party subadvisors.

Eugene Rubow is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across multiple asset classes and employs oversight controls to address conflicts of interest.

Wade Worrell is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns a hunting property in Texas. 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 in its investment menus.

Gregg Emch is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where he worked for a combined nine years. 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 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.

Robert Soto is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Merrill, Bank of America, Santander Securities, and Thrivent Financial. Outside of his advisory work, he is a landlord involved in private real estate investment. 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, and participant education. The firm’s advisory process is IPS-driven and includes discretionary and non-discretionary options, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Grace Chehansky is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her career includes roles at JPMorgan Chase Bank and CSM Capital Corporation. She serves on the boards of the Heart of Florida United Way, Lake Highland Preparatory School Board of Visitors, and the Lake Nona Ladies Association. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of individuals and institutional clients.

Victor Alarcon is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Charles Schwab, he worked at Starbucks for five years and TSF Sportswear for two 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 discretionary separately managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Michele Rivera is a financial advisor at Merrill in Oviedo, FL, holding a Series 66 designation with six years at Merrill and a total of five years in the industry. Prior to joining Merrill, she worked at Bank of America and served on the Polk County School Board for ten years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Kenneth Vargas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has extensive experience in the financial services industry, having worked in various roles at Fidelity Investments since 2015, including Portfolio Specialist, Director Retirement Planner, Retirement Planner, and Investment Solutions Representative. Prior to joining Fidelity Investments, he worked as a Financial Representative at The Leaders Group from 2013 to 2015. Throughout his career, Kenneth has developed advanced knowledge of financial markets and focuses on understanding the unique vision of each client. He emphasizes building strong relationships through trust and outstanding customer service. Outside of his professional work, Kenneth has personal interests in baseball, fitness, motorcycles, parenthood, and writing.

Alexandre Maltez is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Newbridge Securities Corporation, and Corecap Investments. His background also includes operating an independent insurance business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.