Anthony Giamanco is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to understand their financial situations, risk tolerances, time horizons, and liquidity needs. His approach emphasizes connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Anthony and his team aim to provide tailored recommendations by leveraging the resources of Merrill and Bank of America, maintaining a disciplined and holistic approach to wealth management throughout the financial journey. Anthony holds a Bachelor's Degree from the University of Central Florida and is a Personal Investment Advisor (PIA). Outside of his professional role, he enjoys boating, football, golfing, pickleball, spending time with his family, and traveling.

Olivia Peretti is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Fisher Investments and Ameriprise Financial Service, LLC. Outside of finance, she has experience working with Clean Juice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Sajeda Kermali is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career at Charles Schwab spans from 2006 to the present, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. 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 services with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized client service structure.

Ryan Stovash is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. Prior to joining Cetera, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also the owner and president of Park Wealth, LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

Stefan Holczer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works collaboratively with clients, their Financial Consultants, and the wealth management team to develop and tailor financial plans that align with the specific needs and goals of each family. His work focuses on building strategies that can evolve with clients' changing priorities. Before becoming a Planning Consultant, Stefan held several positions within Fidelity Investments, including Investment Solutions Representative II (2023-2024), Investment Solutions Representative (2022-2023), and Customer Relationship Advocate (2021-2022). This progression reflects his experience in client relationship management and investment solutions. Outside of his professional role, Stefan enjoys cooking and baking, exploring food as a foodie, participating in social events with friends, golfing, running, and traveling.

Kaley Mora is a Series 66–licensed financial advisor at Edward Jones in Orlando, FL, with 10 years of industry experience beginning in 2016 at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Alia Rea is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Her prior work includes roles at Senor Tequila and involvement with the University of Florida EDGE program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment options. The firm maintains a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

Alexander Maisuradze is a financial advisor at Morgan Stanley in Winter Park, FL, holding a Series 66 designation with 18 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes structured discovery processes and firm-approved tools in its planning services.

Katherine Ruark is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2000. The firm, 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.

John Riggle is a financial advisor with UBS Financial Services in Winter Park, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management by offering proprietary research, capital markets services, and affiliated lending programs.

Brandon Denson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Invest Advisory, as well as work experience outside finance in the restaurant industry. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Clint Parker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. His prior work history includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he owns and operates a drop shipping business through Shopify. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Plank is a financial advisor with RBC Capital Markets in Winter Park, FL, holding the CFP® and Series 66 designations and bringing 14 years of industry experience. His prior positions include roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside services such as financial planning, custody, and brokerage.

John Maxwell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been working in the financial industry since 1999 and focuses on providing tailored wealth management services to individuals, families, and businesses. John's areas of expertise include college education planning, corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, special needs planning strategies, and individual and corporate investment strategy. He leads a wealth management team that emphasizes exceptional client care and customized strategies aligned with clients' values and complex financial needs. He is a graduate of the University of Florida with a degree in Business Finance. John holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). An Orlando native, he lives in Orlando with his two daughters, Sienna and Karsyn.

Ryan Cole is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. 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, using multi-asset model portfolios and a centralized operational structure.

Erik Jorgensen is a financial advisor at Edward Jones in Oviedo, FL, holding the ChFC® and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Jorgensen serves as a board member of BASE Camp Children's Cancer Foundation, providing a parent's perspective on supporting families affected by childhood cancer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, supported by a large network of advisors and branch offices.

Gilberto Hurtado Parra is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Wells Fargo in various capacities. His background also includes roles in hospitality at The Grove Resort and Spa and Gaylord Palms Resort & Convention Center. 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 an ESG eligibility framework.

Elizabeth Stewart is a financial advisor with Ameriprise in Maitland, Florida, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Cardenoch LLC, a tax preparation business. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Emily Suazo is a Series 66 licensed financial advisor with UBS Financial Services, based in Winter Park, FL, with two years of industry experience. Prior to joining UBS, she worked at Dexian and has diverse experience including roles at Opus Coffee, University of Florida, Shells Seafood, and Strawberry Crest Highschool. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk profiles.

Rasha Mesharafa is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Mesharafa has also been involved with the Hold On To Hope Foundation and taught at Rollins College's Crummer Graduate School of Business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.