Nader Khela is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at Bank of America, N.A. and Merrill for six years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial product offerings than typical institutional advisers.

Melanie Strickland is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Charles Schwab since 2012 and previously held roles at Wells Fargo Clearing and Morgan Stanley. Charles Schwab serves a large client base 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 separately managed accounts and employs a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Lori Michaelson is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley for 13 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

Tiffany Conklin is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses and is based in Orlando, FL. Prior to joining Charles Schwab, she worked briefly at Mount Plymouth IGA Fresh Market and spent several years in full-time education. 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 combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized supervision and custody.

Alexandra Almanza is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo for seven years and had a brief tenure at Khols. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Kent Mc Kee is a financial advisor at Raymond James Financial with over 33 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Raymond James in 2025, he worked for Cambridge Investment Research Advisors, Inc. for 14 years. Outside of advising, he is the CEO and President of 4th Generation Financial, a support company based in Winter Park, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling tools and supports municipal and public-finance work through a municipal advisor affiliation.

Giovanni Afanasiev is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliates since 2015. Outside of his advisory role, he is the owner of Health and Wealth LLC, a venture focused on gym and workout strategy as well as nutrition and meal prepping. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Erick Montealegre is a Financial Advisor at Merrill Lynch Wealth Management with experience dating back to 2003. He specializes in providing wealth management services to high-net-worth individuals, families, business owners, and corporate executives. Erick helps clients address complex financial matters through personalized planning and investment strategies tailored to their unique goals and circumstances. Throughout his career, Erick has focused on developing comprehensive financial strategies that include investment management, retirement income planning, education funding, estate planning, wealth transfer strategies, and tax-aware wealth planning. He often assists clients during significant life transitions such as retirement, inheritance, and business succession. Erick leverages the resources of Merrill, Bank of America, and Bank of America Private Bank to offer tailored support and guidance. Erick holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp and the Personal Investment Advisor (PIA) designation. He completed his high school diploma/GED at Miami Dade Community College. Erick communicates with clients in Spanish and English.

Dylan Bridgemohan is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has two years of industry experience and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, he works part-time as a deli clerk at Publix in Winter Park, FL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Shaharazade Kayume is a financial advisor at Morgan Stanley with 23 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she is involved in food delivery services as a DoorDash driver. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Martin Brown is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds the Series 66 credential and has been associated with Raymond James since 2000. Outside of his advisory work, Brown is involved in business ventures including serving as branch manager of BCW Financial Consultants LLC and operating Edgewater Family Wealth as a DBA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented approach using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Lewis Fisher is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including prior roles at Morgan Keegan & Company, LLC, Wells Fargo Clearing, and Invest Financial Corporation. Fisher serves as a committee member of the American Lung Association, where he assists with reviewing investment policies and monitoring investment performance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Guy Blakey is a CFP® professional with 39 years of industry experience, currently affiliated with LPL Financial in Altamonte Springs, FL. His prior roles include long tenures at Investacorp, Inc., and First Financial Counselors, Inc., among others. Outside his advisory work, he serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and custom strategies.

Glyn Griffis is a CFP® professional with 26 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. since 2009. He has also been involved with Griffis Wealth Strategies since 2006 and served at Griffis, Macclary and Halbert for 11 years. Outside of financial advising, he participates in poker tournaments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Yadira Garrido Gonzalez is a financial advisor at Merrill with 15 years at the firm and five years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she works as a delivery employee for Shipt Delivery. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Earl Walter Jr. is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009, with a prior four-year tenure at City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ Advisory Risk Profiles and utilizing both in-house and third-party investment managers.

Eric Fraser is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Charles Schwab since 2008 and was previously with TD Ameritrade from 2022 to 2024. 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’s model combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Brian Kelley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James & Associates since 2018 and previously worked at Raymond James in 2017. Prior to his financial career, he studied at Florida State University from 2013 to 2017. 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 broad range of clients including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joseph Bellini III is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lawrence Marsh III is a financial advisor at Raymond James Financial with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Marsh is also affiliated with Winter Park Wealth Group as a financial advisor. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension plans, corporations, and institutional clients by providing financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.