Marc Young is a financial advisor with Wells Fargo Clearing in Orlando, FL. He holds Series 65 and Series 66 licenses and has 22 years of industry experience, including a prior role at Investment Advisors International, Inc. from 2010 to 2011. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Nickolas Bellanza is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at E*TRADE Capital Management, Uber, and Voya Investment Management. Outside of advisory work, he is involved in content creation on YouTube. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and approved planning tools, offering a broad range of investment and advisory services.

Kevin Brown is a Series 66 licensed financial advisor at Charles Schwab with 10 years of industry experience. He has been with Charles Schwab since 2014, based in Orlando, FL. 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, offering multi-asset model portfolios supported by dedicated research and due diligence on alternative investments.

Brian Stoll is an advisor at Charles Schwab with Series 63 and Series 65 credentials. He has been with Charles Schwab since 2025 and has prior experience including work with Uber and DoorDash. Outside of his advisory role, he also works part-time delivering food for DoorDash. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform.

Christopher McKelvey is a CFP® professional with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Merrill and Bank of America. McKelvey is the owner and president of several support companies related to his practice, including AMGWM, LLC, Anderson McKelvey Group, and McKelvey AMG, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ryan Eckert is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and 66 credentials and bringing 31 years of industry experience. His career includes positions at Charles Schwab and Waddell & Reed, and he operates two investment-related entities, Eckert Eagle LLC and EP Wealth Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Bryan Beloff is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and partner of 7629 Aloma, LLC, a real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process uses a combination of quantitative and qualitative research supported by a centralized manager solutions team.

Evan Joffe is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior experience at Citigroup Global Markets and Legg Mason Wood Walker. He is also the president and sole owner of Joffe Enterprises, LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad range of investment offerings, serving clients through both direct and employer-sponsored arrangements.

Brandon Terheun is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Dillard's, Disney World, and SeaWorld Parks and Entertainment. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm features a non-discretionary client relationship model alongside access to affiliated discretionary separately managed accounts and employs a multi-asset investment approach supported by research from Schwab Center for Financial Research.

Michael Mccausland is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing, Merrill, and BlueSky Investment Advisers, before joining Morgan Stanley in 2024. He is based in Winter Park, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial planning process.

Matthew Kline is a CFP® with nine years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Winter Park, FL. He has worked at various divisions within J.P. Morgan since 2017 and previously at TD Bank from 2013 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and may include ESG eligibility criteria, with clients retaining final decision-making authority.

Blanca Rivera is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Preston Bellaire is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved as a notary and participates in insurance brokerage activities. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a network of investment adviser representatives who implement various investment strategies.

Michael Dolan is a financial advisor with Merrill in Winter Park, FL, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Merrill since 1997 and with Bank of America, N.A. since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Heather Churchill is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee.

Lori Murphy is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 24 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Dwayne Gayle is a financial advisor at Edward Jones in Maitland, Florida, holding Series 63 and Series 66 credentials with 15 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Ethan Wu is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab Bank, SSB. Outside of finance, he has worked in diverse fields such as education and healthcare. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach and centralized client services.

Christian Craft is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at firms including BNY Mellon and Morgan Stanley. Based in Orlando, FL, he has also been associated with JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach involves written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies incorporating quantitative and qualitative research.

Giovanna Testoni is a financial advisor with UBS Financial Services in Windermere, FL, holding a Series 63 designation and over 30 years of industry experience. She has been with UBS since 1990 and previously worked at Painewebber Incorporated starting in 1984. Testoni also participates as a guest speaker outside of her advisory role. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.