James Magee is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2011, he has focused on building enduring relationships with individuals, families, and small businesses by providing advice and guidance grounded in time-tested investment and planning principles. James brings experience from prior management roles within a global hospitality company following his graduation from Wake Forest University in 2004, where he earned a Bachelor of Science degree in Business. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, and retirement income. James is involved with the Boys & Girls Clubs of Central Florida and is active in supporting this organization.

Steven Gorman is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at Merrill since 1984 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is involved with a family-held LLC that manages timeshare rentals. 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.

Edward Mckeever Jr. is a financial advisor with Raymond James Financial in Winter Park, FL, holding a Series 63 designation and over 45 years of industry experience. He has been with Raymond James Financial since 2009 and is also the owner and manager of McKeever & Associates, Inc., a support company for the Raymond James Financial Services branch. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non‑discretionary investment consulting through various programs, emphasizing tailored plans based on client risk profiles and firm research.

Jennifer Emely is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Emely is based in Mount Dora, Florida. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and algorithmic tools to support its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.

Bruce Broussard is a financial advisor at Cetera with 36 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior experience includes roles at Securian Financial Services and Minnesota Life Insurance Company, as well as continuous involvement since 2004 with entities such as The Continuing Education Academy and Omni Resource Group. Broussard is also involved in training and teaching through The Continuing Education Academy. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Lauren Voeller is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Wells Fargo entities since 2010, including Wells Fargo Advisors, LLC, before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Justin Kiuttu is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 credential and three years of industry experience. He has worked at Charles Schwab since 2021 and previously spent five years at Hilton Grand Vacations. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Yihe Luo is a Financial Advisor affiliated with Merrill Lynch Wealth Management, based in Orlando, Florida. He works closely with individuals and families to understand their financial goals and assist with the development of short-, mid-, and long-term financial plans. Yihe provides guidance on a range of financial matters including family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Yihe holds the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Fluent in English and Chinese Mandarin, he leverages his cultural understanding to better serve clients from diverse backgrounds, particularly Chinese families. He acts as a resource for general investing, retirement planning, and saving for unexpected expenses, and can facilitate access to Bank of America specialists for banking, credit, lending, and small business solutions. Outside of his professional role, Yihe is actively involved in the Orlando pickleball community and enjoys playing pickleball, skiing, and tennis.

Lisa Stratton is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has worked at Charles Schwab since 2006, with a brief period of employment at Wayfair and Corning Community College in 2018-2019. 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. Schwab offers both non-discretionary advisory services and access to affiliated discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.

Paul Fimognari is a CFP® with 42 years of experience in the financial industry. He has worked at LPL Financial since 2026 and previously operated Fimognari Financial for 16 years. He also spent 27 years with New York Life Insurance Company. Outside of his advisory role, he is involved in insurance brokering for non-registered insurance products under his own DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Paul Wood is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL, holding a Series 63 designation and over 31 years of industry experience. He has worked with firms including Agility Advisor Group and K Brain, and currently manages his team under the Agility Wealth Management brand. Outside of advisory work, he owns several support companies and a business that manages a commercial building used for his wealth management practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans based on client risk profiles and provides advisory services that frequently support client decision-making without discretionary authority.

Brian Burt is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has extensive experience in the financial industry, having held various roles including Investment Counselor at Fisher Investments from 2020 to 2023 and multiple positions at Fidelity Investments from 2018 onwards, such as Workplace Planning Consultant and Customer Relationship Advocate. His professional focus is on helping individuals and families navigate financial uncertainties by building trust and understanding client preferences. Brian holds insurance licenses in Arkansas and California, supporting his work in providing financial guidance. Outside of his professional life, Brian enjoys spending time with his family, playing golf, and traveling.

Begum Ladha is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with Charles Schwab since 2003 and currently works with Charles Schwab Trust Bank, Charles Schwab Premiere Bank, and Charles Schwab Bank, SSB. 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 and a centralized operational structure.

Alexander Stark is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Raymond James & Associates. Prior to his financial services career, he was employed at the Four Season Resort and the University of Central Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary options, with a notable range of investment vehicles including insurance-related products and bank deposit sweep options.

Steven Merenda is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its predecessor firm since 1991. Outside of his advisory role, he owns and operates Virtus Tax Services, LLC, a tax preparation business. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to create tailored Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Daniel Gorman is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Charles Schwab Bank, Sherwin Williams, and the Florida Institute of Technology Office of Development. Charles Schwab & Co., Inc. serves a large client base of mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and thorough due diligence processes.

Maxwell Mrakuzic is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has also worked at Cetera and CETERA Advisor Networks LLC. His background includes roles outside finance, such as positions at Orlando Dinner Entertainment and Medieval Times Dinner & Tournament. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Hasley is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and over 32 years of industry experience. He has been with Mass Mutual Investors Services since 1994 and with MassMutual Life Insurance Co since 1993. Outside of his advisory role, he serves as president of Eta Pi House, Inc., a nonprofit organization providing student housing for members of the Sigma Chi fraternity at the University of Central Florida, and acts as treasurer for Villages Ducks Unlimited, a local nonprofit chapter. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships that utilize firm-approved analytical tools.

Debra Ebert is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 65 and Series 63 credentials and with 28 years of industry experience. She has been with Morgan Stanley since 2018, following prior roles at Center Street Securities, Inc. and Pinnacle Financial Wealth Management, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and economic modeling techniques.

Jessie Frail is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with 11 years of industry experience. Frail has worked at Edward Jones during multiple periods since 2009 and has prior experience with Allstate and Messina Insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed strategies, and operates under a fiduciary standard.