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.

Gino English is a financial advisor at Edward Jones in Orlando, FL, holding Series 65 and Series 63 licenses. He has been with Edward Jones since 2026 and has nine years of prior experience at Rocco English from 2017 to 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Kelly Dwyer is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on helping clients achieve their financial goals through personalized wealth management strategies. Kelly works to preserve and grow clients' current wealth, offering flexible strategies tailored to individual needs. Kelly earned a Bachelor's degree in Finance with a minor in Economics from Wofford College in Spartanburg, South Carolina, where she also competed at the Division 1 level in the Southern Conference for the Women's Basketball team. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In addition to her professional work, Kelly is active in the community as a volunteer with Come Out With Pride Orlando, Embrace Families, and Heart of Florida United Way. She serves as a High School Basketball official and contributes to the Wofford College Terrier Club. Kelly resides in Orlando, Florida.

Michael Udvari is a financial advisor with Cetera and holds a Series 66 designation. He has 22 years of industry experience, including 21 years at Concourse Financial Group Securities Inc. and has operated a CPA firm providing accounting and tax services since 2003. He serves as the treasurer for a local condominium association and acts as a registered agent for several businesses, including a restaurant group and an insurance firm. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and investment options.

Justin Hollenbach is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Grafton IV is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for over 15 years each. Outside of his advisory role, he is involved with DWS Partners LLC, a business entity for tax and investment purposes. 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 utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Paul Prewitt is a financial advisor with Ameriprise in Longwood, FL, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Ellen Fuller is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill in multiple periods since 2000, including her current tenure starting in 2024. Outside of her advisory role, she is involved with Continental Resources, a family-held business engaged in exploratory drilling for gas and oil that generates royalties from its findings. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Argenbright is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Fifth Third Securities, Truist Investment Services, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory role, he is a business owner of Jacobs Plantation, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, employing various portfolio management strategies and supporting advisors with technology and research tools.

Viviane Melkonian is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Family First Life, NYLIFE Securities LLC, New York Life Insurance Company, and Walt Disney Parks and Resorts U.S., Inc. Outside of her advisory work, she has been involved with Shield General Services LLC since 2021. 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 for a range of clients including individuals, high-net-worth clients, and institutional investors.

Andrew VanTienderen is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he provides guidance to clients on navigating critical financial decisions for themselves and their families. He emphasizes the importance of considering the family system as an integral part of the financial planning process and is committed to developing personalized plans built around clients' family systems to work toward their financial goals. Andrew has been with Fidelity Investments since 2005, holding various positions including Financial Representative, Retirement Relationship Manager, Investment Consultant, Financial Consultant, Vice President Wealth Planner, and now Vice President Private Wealth Management Advisor. His experience spans wealth management, retirement planning, and investment consulting. Outside of his professional work, Andrew's personal interests include baseball, football, lake activities, music, snowboarding, and volunteering.

Brian Baker is a Market Leader at Fidelity Investments, where he focuses on attracting talented individuals who are passionate about serving clients. He leads teams that provide a broad range of financial planning resources and are responsible for client satisfaction, retention, and growth. Brian emphasizes the importance of a positive work environment and values hard work, honesty, and integrity in his professional approach. He has held the position of Vice President, Market Leader at Fidelity Investments since 2014. Prior to this, Brian worked as Vice President and Branch Manager at Charles Schwab & Co., Inc. from 2001 to 2014. His earlier roles include Regional Vice President at TD Waterhouse from 1998 to 2001, Senior Financial Consultant at Charles Schwab & Co., Inc. from 1995 to 1998, and Financial Consultant at Network 1 Financial Securities in 1994.

Adreanne Buigas Lopez is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked in public education with various county school systems. Outside of her advisory role, she operates Board & Boujee, LLC, a business that designs and creates charcuterie boards and grazing tables. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop diversified model portfolios.

Juliana Machata is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by the Schwab Center for Financial Research.

Jessica Thompson is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has worked at Raymond James Financial since 2011 and is involved with Orlando Divorce Planning as a Certified Divorce Financial Analyst and Foundations Financial Partners as a support company owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and partnerships.

Jennifer Garcia is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and five years of industry experience. She has worked previously at UBS Financial Services and Merrill Lynch Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing tax-aware withdrawal strategies.

David Becker is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Virtus Wealth Advisors and various positions outside the financial industry, including education and corporate roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured due diligence process for alternative investments.