Sean Silver is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Charles Schwab. Currently based in Gotha, FL, he has been with Fidelity in various roles since 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic methods to manage portfolios across multiple asset classes.

Bradford Malloy is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Pershing Advisor Solutions LLC, Madison Avenue Securities, AE Wealth Management LLC, Principal Life Insurance Company, Edward Jones, State Bank & Trust Co, and Bank of The Ozarks. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Stephanie Carter is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Merrill Lynch, Pierce, Fenner and Smith, Inc. since 2009 and Bank of America, N.A. since 2013. 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 diverse client base including individuals, high-net-worth clients, and institutional entities. The firm integrates investment management with Bank of America’s broader platform, enabling access to a wide range of financial products and services.

Kimberly King is a financial advisor with Raymond James Financial Services Advisors Inc. in Winter Park, FL, holding a Series 66 designation and 18 years of industry experience. She previously worked at Concurrent Advisors for five years. Outside of her advisory role, she is involved in remote online notarization services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.

Michael Brodsky is a financial advisor with Ameriprise in Oviedo, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its related entities since 2010. Outside of his advisory role, Brodsky serves as president and board member for multiple community organizations, including the Yale Alumni Association of Central Florida and the All-Ivy Club of Central Florida, and he is an author of a book on personal improvement. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team in partnership with client advisors.

Alyssa Benitez is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2020, following prior roles at Bernstein Private Wealth and a legal practice spanning over a decade. Outside of finance, she is a co-owner of Skora Skin, an aesthetic medical business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework in its recommendations.

Danielle Fink is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Amazon, and Navy Federal Credit Union, among others. Danielle also has experience in emergency services with City of Rittman Fire and Rescue. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Daniel Chiavaroli is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, and it offers a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Uniqua Deberry is a financial advisor at Thrivent Investment Management in Orlando, FL, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Thrivent in 2026, Deberry worked at Charles Schwab for four years and has experience operating Berry Vegan Cupcakes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without managing discretionary accounts.

Sean Stevenson is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves on the board of directors for the YMCA in Winter Park. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice through a centralized consulting team.

Blake Robson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of advisory work, he is involved in independent insurance brokering with several providers, including Physicians Life and Voya. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bradley Geise is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at LP Financial LLC and Voya Financial Advisors, Inc., and he has operated Geise Financial since 2012. He is also an invention patent holder outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors, providing both discretionary and non-discretionary management across diversified investment strategies.

William Brewster is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 credential and 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. Outside of finance, he is the registered owner of a screen-printed T-shirt business, TIME & CHANGE CLOTHIERS, which is currently inactive. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and offers both direct and corporate financial planning services.

Caleb Fenner is a CFP® with six years of industry experience, currently serving as a financial advisor at Charles Schwab in Winter Park, FL. His prior experience includes roles at TD Ameritrade Investment Management, TD Ameritrade, Countybank, and multiple positions within Charles Schwab affiliates. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a variety of advisory and brokerage services, including the Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Rushi Patel is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Brown and Brown Insurance and Charles Schwab Bank. 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Janice Ray is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked with Raymond James in various capacities since 2011 and currently serves as a professor with Marion County Public Schools. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to develop tailored recommendations.

Chadesh Persaud is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His work history includes positions at Charles Schwab & Co., Inc., Fidelity, and JPMorgan Chase Bank, N.A. He also worked with the Orlando Magic from 2022 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Evan Geffroy is affiliated with Charles Schwab & Co., Inc. and holds a Series 66 designation. He has recently entered the financial industry, having begun his advisory career in 2025 following three years of full-time education. 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 a combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investments program.

Edward Burgos is a CFP®-certified financial advisor with 25 years of industry experience, currently affiliated with LPL Financial in Winter Park, FL. His prior roles include positions at United Community Bank, Guardian Life Insurance Company, Park Avenue Securities, Schwab Private Client Investment Advisory, and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Sarah Perry is a financial advisor with Merrill in Lake Mary, Florida, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1990. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.