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 with LPL Financial in Winter Park, FL. His career includes roles at United Community Bank, Guardian Life Insurance Company, Park Avenue Securities, Schwab Private Client Investment Advisory, Morgan Stanley Private Bank, and Truist Investment Services. 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 supported by various investment strategies and operational technologies, managing over $819 billion in discretionary assets through a network exceeding 22,800 advisors.

Lauren Rahmeier is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera since 2025 and previously held roles at Michael S. Urso, CPA/PFS, CFP Financial Advisor, Avantax entities, Edward Jones, and The Walt Disney Company. Rahmeier co-markets a financial planning practice with Michael S. Urso focused on retirement, education, and estate planning. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management as well as access to multiple program platforms and third-party money managers within a large nationwide network of independent advisors.

Sarah Perry is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1990. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Biroschik is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop plans aligned with their needs and preferences to achieve their short and long term goals. He has been with Fidelity Investments since 2022, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative I, Retirement Planner, and Director, Retirement Planner before assuming his current position in 2025. Throughout his tenure, Thomas has gained experience in retirement planning and investment solutions. Outside of his professional role, Thomas has interests in cars, food, social events, hiking, outdoor adventures, and traveling.

Jeannier Oliveira is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at Cetera Investment Services LLC since 2018. His prior experience includes roles at Regions Bank, SunTrust Bank, and Edward Jones. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Jay Salamone is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has over 25 years of experience in the financial services industry, including roles as a Financial Advisor at International Assets Advisory, LLC, G. A. Repple & Company, and Transamerica Financial Advisors, Inc. Prior to these roles, he served as a Regional Planning Consultant at Fidelity Investments from 1999 to 2014. Jay is a Certified Financial Planner and a US Navy Veteran. He emphasizes the importance of trust when working with high net worth clients and is committed to supporting the goals and objectives of both clients and their families. Outside of his professional work, Jay enjoys activities such as beach outings, boating, family activities, fishing, football, and scuba diving.

Mason Moyer is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at Fairwinds Credit Union and CUSO Financial Services, LP prior to his current role. Mason is also involved with Fairwinds Wealth Management and Investments in conjunction with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Muhammed Anwar is a financial advisor with Charles Schwab holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at BNY and BNY Mellon, as well as experience outside the financial sector. He is based in Orlando, Florida. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and operational infrastructure.

Michael Jones is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in publishing at Harper Collins and Houghton Mifflin Harcourt. 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by extensive research and a multi-asset investment approach.

Benjamin Devolve is a financial advisor with Merrill Lynch Wealth Management and a member of the Devolve Group. The team focuses on serving generational families, emphasizing consistency and stability in their approach to client service. Benjamin has experience working with high-net-worth families, having started his career in New York City with Ultra-High-Net-Worth clients. His areas of expertise include college education planning, family wealth management strategies, legacy planning, and retirement income planning, among others. He aims to help individuals and families navigate complex financial matters with clarity and confidence, fostering a collaborative process. He holds a Bachelor's Degree from the University of Miami and is designated as a Personal Investment Advisor (PIA). Benjamin is involved with the community through organizations such as First Tee and has personal interests in golfing, running, and spending time with his family.

Jessica Sanzone is a Series 66 registered advisor with Equitable Advisors in Orlando, FL, where she has worked for six years. She has a total of five years of industry experience and previously worked at The Dog Pound for eight years. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party models and emphasizing fiduciary services for qualified plans.

Michael Krise is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James & Associates since 2008 and briefly worked at Gunnallen Financial, Inc. prior to that. Outside of his advisory role, Krise serves as President of the North Orlando Kiwanis Little League. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and portfolio management resources.

Victoria Lowell is a financial advisor with Morgan Stanley in Windermere, Florida, holding Series 66, Series 65, and Series 63 licenses. She has five years of industry experience, previously working at Empowered Worth and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning based on structured discovery processes and firm-approved tools.

Natasha Bohn is a Series 65-licensed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining Cambridge, she held positions at Whole Foods Market, Barre3, and Florida Food Products, among others. She has also been involved in education, working at the University of Central Florida and local schools. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a network of financial professionals and provides access to various platforms, third-party advisers, and proprietary model strategies.

Sailesh Shah is a financial advisor with Mass Mutual Investors Services based in Orlando, FL, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 28 years at Metlife Securities Inc. Shah is also an owner and sales agent of Best Agency USA. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing a structured, collaborative planning approach and offering various asset management and educational programs.

John Macclary Jr. is a financial advisor at Raymond James Financial with 19 years of industry experience and holds a Series 66 designation. He has been involved with multiple firms, including Agility Wealth Management and WMM Group LLC, and is a 25% owner of Agility Wealth Management Casper. Outside of his advisory roles, he serves as treasurer for the Center For The Visually Impaired - Conklin Davis Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Tamra Bell is a financial advisor with Merrill in Winter Park, FL, holding a Series 66 credential and 15 years of industry experience. She has been with Merrill since 2003. Outside of her advisory role, she owns Belle Value, a business that sells items on Amazon. Merrill, alongside 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 individuals, high-net-worth clients, and institutional investors.

Rebecca Welker is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. She previously worked with Equitable Advisors and Wealth Management Strategies of Central Florida before joining Cambridge. In addition to her advisory role, she serves as Client Services Manager and Financial Consultant at Bull & Bear Wealth Management Partners LLC in Orlando, FL. Cambridge Investment Research Advisors serves a diverse clientele, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms, provides access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Michael Dolle is a financial advisor at Merrill with 33 years of industry experience. He holds a Series 63 designation and has worked at Merrill and Bank of America, N.A. since 2013. Merrill, along 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 plans, corporations, and charitable organizations.