Daniel Battillo is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has been involved with Cetera and its related entities since 2023. Outside of his advisory role, he participates in providing state-approved continuing education and licensing classes for contractors through The Continuing Education Academy and consults on business management with Omni Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors and provides access to various model portfolios and third-party managers across multiple program structures.

Rylee King is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Her previous roles include positions at Raymond James & Associates, Bank of America, and Verizon TCC of Belleview. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jared Pillar is a financial advisor with UBS Financial Services in Winter Park, FL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Advisors at UBS utilize proprietary capital market assumptions and global research to tailor plans according to clients’ goals and risk tolerances.

Marcia Raidle is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliates since 2000. Raidle is a general partner in the business Raidle, Lasseigne & Raidle. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Aman Aneja is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Aneja serves as a board member for local homeowners associations in Lake Mary, Florida. Wells Fargo Advisors is a nationwide securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

James Mcqueeney is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Fidelity and has previously worked at PRUCO Securities, Prudential Insurance Company of America, and Edward Jones. Mcqueeney serves as Vice President and Director of the Rotary Club of Avalon Park in Orlando, Florida. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a broad range of clients, employing a proprietary investment process that blends fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Gage Stevenson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at the University of Central Florida and Valencia College, and he serves on the Winter Park Y Advisory Board. Ameriprise provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions primarily for clients with significant investable assets, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

John Allen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Orlando, FL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. His prior work experience includes roles at L3harris Technologies, Pointe Coupee Physical Therapy Inc, and Berman Hopkins Wright & Laham, CPAs and Associates. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with a centralized due diligence process and an ESG eligibility framework for its investment recommendations.

Patricia Conrad is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2022. She previously worked at Raymond James & Associates for nine years. Conrad is a member of the Investment Committee for the Central Florida College Foundation and participates in the Ocala Business Leaders membership committee. 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 solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Michael Guerriero is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Cintas, Sysco, Whole Foods, and 4 Rivers before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial plans.

Daniel Marino is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Westward Alliance and Westward Real Estate, as well as community involvement with Granbury Baptist Church. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management solutions supported by centralized custody and operational infrastructure.

William Joyce is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Raymond James & Associates and Bank of America, NA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Robert Vereen is a financial advisor with Fidelity Investments in Apopka, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and Pinnacle Financial Partners. Outside of advising, he provides notary services in South Carolina and offers informal business advice through KLV Creative, LLC. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

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.

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.

David Severson is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and has prior experience at Nestle Waters and Cintas Fire. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated Primerica entities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients, operating primarily as a wrap-fee solution.