John Zolman is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, serving in various roles including Portfolio Specialist, Client Management Representative, Workplace Planning Consultant II, Retirement Solutions Representative, Premium Relationship Associate, and PAS Service. His professional experience centers around financial consulting and portfolio management. John aims to be a trusted financial partner for his clients, focusing on understanding their comprehensive situations and priorities to build customized financial plans that align with their goals. His work involves guiding clients through complex financial decisions and creating tailored strategies. Outside of his professional life, John values family and enjoys personal interests such as beach activities, board games, camping, comedy, family activities, and running.

Omar Morales Vazquez is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. Outside of his advisory role, he is involved in business activities related to Primerica Mortgage and home security services referrals. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution services through Pershing.

Chris Herman is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been with Fidelity since 2010, initially serving in the Private Client Group. Chris focuses on helping clients understand their financial situations to make informed and confident decisions. He emphasizes a clear and collaborative financial planning process. His professional experience spans over a decade at Fidelity, where he has developed expertise in client financial consulting. Outside of his professional work, Chris values spending time with his daughter and son, which he finds fulfilling and grounding.

Brittney Cooper is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has worked in various roles including at Thrivent Financial, Adams Homes, and Abraham Legacy Realty. Cooper serves on the board of Early Learning Connections Inc., a nonprofit child care facility, and is an inaugural board member of Enterprising Black Orlando, a community initiative focused on advancing racial economic equity and supporting Black-owned businesses in Central Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes written recommendations across a broad range of topics and integrates planning with managed-account programs under a consolidated billing option.

John Miller is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes positions at Wells Fargo Advisors and Wells Fargo Clearing. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s platform, providing a broad range of products and services beyond investment management.

Derek Foster is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. His career includes prior roles at Northwestern Mutual and work at the University of Florida. He is also involved as a financial advisor with Edgewater Family Wealth. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory services and has a notable presence in municipal and public finance through its affiliated network.

Carter Webb is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc., Saltmarsh, Cleaveland and Gund, and Guard Financial Group. Outside of advisory work, he is involved in marketing activities with Guard Financial Group. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by firm research and external managers.

Eric Silsby is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, First Horizon Bank, and Fifth Third Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Jeffrey Caden is a financial advisor with Wells Fargo Clearing in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Wachovia Bank, N.A. since 2007 and Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. 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 services. The firm’s approach 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.

Alan Patten is a financial advisor with Raymond James & Associates in Oviedo, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Raymond James & Associates since 1993. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Logan Connell is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab, he worked at Towne Park and Complete Care among other positions. Outside of his advisory role, he has experience assisting guests with baggage and operating cars in a valet capacity. 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 mix of non-discretionary and discretionary advisory models supported by multi-asset portfolios and centralized operational infrastructure.

Khristian Soto Sanchez is a Financial Advisor based in Orlando, serving clients in Clermont, Central Florida, and Puerto Rico. He holds certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His expertise includes exit and transition planning for business owners, focusing on preparing the owner, the business, and the family for liquidity events well in advance. He provides wealth management services geared towards families seeking to understand the reasoning behind each financial decision. Khristian collaborates with CPAs, attorneys, and other specialists to ensure cohesive financial planning. Khristian is fluent in English, Spanish, and Portuguese. He obtained his Associate's Degree from Valencia College and holds a High School Diploma from Timber Creek High School.

Danielle Starling is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her prior firms include TD Ameritrade, Merrill, and Bank of America. Outside of her advisory work, she is the sole member of DGA Property Solutions LLC, which focuses on locating properties for renovation and resale or rental. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts. The firm combines a large client base with integrated brokerage, custody, and advisory services.

Jill Birmingham is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a large network of more than 23,700 financial advisors.

Deo Rampersaud is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Wells Fargo and SeaWorld. He is based in Orlando, Florida. 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 and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Sammy Wells is a financial advisor at Edward Jones with 28 years of industry experience. He has previously worked at South State Bank, LPL Financial, CenterState Bank, and NBC Securities. Wells holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary services and operates under a fiduciary standard.

Paul Dinkler is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Charles Schwab since 1993 and previously worked at OptionsXpress, Inc. from 2011 to 2017. Outside of advising, he is involved in real estate property ownership. Charles Schwab serves a large client base primarily composed 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 models with access to affiliated discretionary SMA portfolios, supported by multi-asset model portfolios and a formal alternative-investment platform.

Terald Shaw is a Series 66 licensed financial advisor with Thrivent Investment Management, bringing five years of industry experience. He has held roles at Thrivent since 2019 and previously worked at Eaton and Eaton's Crouse-Hinds Business. Outside of his advisory work, Shaw serves as President of the Purdue Alumni of Central Florida and is Secretary on the Board of Directors for Windermere Little League. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses and broad financial planning topics without discretionary trading authority.

Karen Flynn is a CFP® professional with 27 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 1999, including 17 years at the firm's advisory branch. She previously worked at Strategic Wealth Accumulation from 2005 to 2018. Outside of her advisory role, she serves as a trustee for an ILIT account. Raymond James Financial Services Advisors serves a broad client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm primarily provides non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Alejandro Richardson is a financial advisor with Wells Fargo Clearing in Oviedo, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bank of America, Merrill, and operating his own investment firm, Mr. Richardson Investments LLC. Earlier in his career, he was involved with Threads for Heads, a business separate from his financial advisory work. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.