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.

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.

Mark Hamilton is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at Edward Jones, Morgan Stanley/E*Trade, Franklin Templeton Distributors, Inc., and New York Life. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Bruce Woodruff is a financial advisor at Cetera with 54 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2021, including Cetera Wealth Services, LLC, and previously at VOYA Financial Advisors. Woodruff is also a board member of La Amistad Foundation, Inc. Cetera is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Alison Barnes is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. She has also founded Alison Brooke Designs, a jewelry and jewelry dish business that she operates alongside her advisory role. Prior to her current position, she worked at St. John's Preparatory School for seven years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Beatriz Truax is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Ameriprise and its affiliated entity since 2012. Outside of her advisory role, she owns and manages an investment real estate business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Anthony Johnson is a financial advisor with Edward Jones in Orlando, FL, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a manager of The Panda Family Group, LLC. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elaine Seaquist is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 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 solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gregory Stone is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and 66 licenses and 14 years of industry experience. He has been with Charles Schwab since 2011. 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 from the Schwab Center for Financial Research.

Raul Arambula is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and with five years of industry experience. He has been with Charles Schwab & Co., Inc. since 2015, with a brief period working at Pro Unlimited in 2018. 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 discretionary separately managed accounts and utilizes multi-asset model portfolios supported by the Schwab Center for Financial Research.

Daniela Christenson is a financial advisor with Wells Fargo Clearing in Winter Park, FL. She holds Series 66 and Series 63 licenses and has eight years of industry experience. Prior to her current role, she has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

James Bevan is a financial advisor with Wells Fargo Clearing in Winter Park, Florida, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Prior to his current role, he spent several years in other positions within the Wells Fargo organization. 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 offers both brokerage and advisory solutions.

Kelly Dwyer is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She focuses on helping clients achieve their financial goals by understanding their full financial picture and creating flexible strategies adapted to changing market conditions. Kelly offers expertise in areas including college education planning, LGBT wealth planning, personal retirement planning, socially responsible and values-based investing, and women and wealth. Kelly holds a bachelor's degree in Finance with a minor in Economics from Wofford College in Spartanburg, SC. During her time at Wofford, she competed at the Division 1 level in the Southern Conference for the Women's Basketball team. She holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Beyond her professional work, Kelly is active in her community as an LGBTQ+ Pride volunteer, a high school basketball official, and a contributor to the Wofford College Terrier Club. She resides in Orlando, FL, and participates in local organizations such as Come Out With Pride Orlando, Embrace Families, and Heart of Florida United Way. Her personal interests include basketball, gardening, golfing, hiking, reading, refereeing, spending time with family, and yoga.

Michael Udvari is a financial advisor with Cetera and holds a Series 66 designation. He has 22 years of industry experience, including 21 years at Concourse Financial Group Securities Inc. and has operated a CPA firm providing accounting and tax services since 2003. He serves as the treasurer for a local condominium association and acts as a registered agent for several businesses, including a restaurant group and an insurance firm. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and investment options.

Joseph Turner is a financial advisor with Merrill in Lake Mary, FL, holding Series 63 and Series 66 registrations and 18 years of industry experience. He has been with Merrill since 2012 and also worked at Bank of America, N.A. starting in 2025. Outside of his advisory role, he assists Reformation Orthodox Presbyterian Church with administrative tasks related to tracking tithes, offerings, and budgeting. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Hollenbach is a financial advisor with Wells Fargo Clearing in Winter Park, FL. He holds Series 63 and Series 66 designations and has 12 years of industry experience, including over 10 years with Wells Fargo firms. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.