Moyra Edwards is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 designations. Outside of her advisory role, she works as a personal trainer and independently provides dog walking services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Matthew Mejia is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses. 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. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Matthew Meneses is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and with two years of industry experience. Prior to joining Wells Fargo, he worked at First Command Advisory Services and held various roles including a position at Doordash. He is also a commissioned officer in the United States Army, where he is involved in personnel administration. 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 manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Andrew Fager is a financial advisor with Raymond James Financial in Winter Park, FL, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Concurrent Investment Advisors LLC and Purshe Kaplan Sterling Investments. He is also associated with Winter Park Wealth Group in a non-investment-related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a municipal advisor affiliation.

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.

Gina Marmora is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 66 and Series 63 designations and bringing 22 years of industry experience. Her prior roles include positions at UBS Financial Services and FMSBonds, Inc. before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

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 with LPL Financial in Maitland, FL, holding Series 65 and Series 63 registrations and 17 years of industry experience. His prior roles include positions at Securities America Inc., Park Avenue Securities, and Guardian Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning, portfolio management, and institutional platforms.

Bradley Rees is a Series 66-licensed financial advisor with Charles Schwab in Orlando, FL, where he has worked since 2014. He has 12 years of industry experience. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Valentina Merkulova is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 10 years of industry experience, providing financial advice and guidance to help clients achieve their most important financial goals. Valentina focuses on personalized wealth management strategies that consider clients' life priorities and changing market conditions. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Valentina holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Valentina earned an Associate's Degree/College Diploma from Valencia College and bachelor's degrees from Tambov State University and the University of Central Florida. She is fluent in English and Russian. Outside of her professional work, she participates in community volunteering through Merrill's tradition and has personal interests including ice hockey, reading, and traveling.

Bracher Brown is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and bringing four years of industry experience. Prior to his current role, he has experience with LPL Financial and has been involved with King Complex since 2016. Outside of finance, he performs as a member of a recording and performing band. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting, supported by analytical tools to model potential outcomes, and maintains specialized services for municipal and public finance clients.

Jon Veneziano is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in Central Florida since 2003. He holds the designation of Personal Investment Advisor (PIA) and has over 25 years of experience in the financial services industry. In his role, Jon combines traditional financial advice with custom investment strategy development, managing portfolios through a broad selection of Merrill model portfolios and third-party strategies. As a specially qualified Senior Portfolio Advisor, he is able to provide discretionary management of client investment strategies within the Firm’s Investment Advisory Program. His expertise encompasses family wealth management, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, special needs planning, and sports and entertainment finance. Jon’s approach to wealth management is consultative and objective, focusing on personalized strategies aligned with clients’ long-term goals. Jon holds a Bachelor’s Degree from the University of Hartford. Outside of his professional responsibilities, he participates in community volunteering and dedicates time to personal interests including fishing, golfing, and spending time with his family.

Randy Macdonald is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, joining Wells Fargo Advisors Financial Network in 2026. He also served at Mutual Service Corporation from 2006 to 2009. Outside of advisory duties, he acts as an executor for an estate in Palm Coast, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with engagements typically structured as discrete projects tailored to client needs.

David Hill is a CFP® professional with 32 years of experience, currently serving at Raymond James & Associates since 2008. He holds Series 63 and Series 66 licenses and is based in Orlando, FL. Outside of his advisory role, he works as a financial services industry coach and trainer. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering non-discretionary financial planning, investment consulting, and municipal advisory services.

Spencer Moran is a financial advisor with LPL Enterprise in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as positions outside finance at Amazon Web Services, Amazon, and several sports organizations including the Indiana Pacers and Indianapolis Colts. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed internally and by third parties, and facilitates access to third-party asset managers, insurance products, and affiliated trust and lending services.

Patler Levasseur is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he was employed at Robinhood Financial, LLC for one year. Outside of his advisory role, he operates an e-commerce business through Patler Levasseur LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to construct portfolios from mutual funds, ETFs, and ETPs.

John Cumming is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2009. He has 31 years of industry experience and holds a Series 63 license. Cumming serves as an independent contractor for Edgewater Family Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through a unique municipal advisor affiliation.