RJ Kelley is the Branch Leader at Fidelity Investments, a role held since 2025. In this position, he focuses on fostering a supportive, collaborative, and high-performance culture. He works to empower and encourage associates to maximize their career growth while assisting clients in planning for long-term financial well-being. Before becoming Branch Leader, RJ held several roles at Fidelity Investments, including Team Leader for Investment Solutions from 2023 to 2025, Team Leader for Client Services from 2021 to 2023, Onboarding Coach and High Net Worth Service Associate in 2021, and Customer Relationship Advocate from 2019 to 2021. This progression reflects his experience in leadership and client service within the investment industry. RJ's personal interests include fitness, food, football, music, parenthood, and traveling.

Brendan Burke is a Private Wealth Advisor at Merrill Lynch Private Wealth Management. He began his tenure at Merrill Lynch in May 2015 and works with high net worth families and business owners, focusing on family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Brendan holds the Chartered Retirement Planning Counselor™ (CRPC), Certified Investment Management Analyst® (CIMA), and Certified Private Wealth Advisor® (CPWA) designations. He earned a bachelor's degree in Economics from the University of North Carolina at Chapel Hill in 2015. Prior to UNC, he studied business administration and played basketball at Holy Cross College. Brendan has also completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. Outside of his professional work, Brendan is involved in community activities including volunteering at the Rescue Outreach Mission homeless shelter in Sanford, Florida, and serving on the board of The Sharing Center, a non-profit assisting the underprivileged in Seminole County, Florida. He resides in Longwood, Florida with his wife and daughters, is an active parishioner at Annunciation Catholic Church, and participates in the Young Catholic Professionals Orlando Chapter. Brendan enjoys golfing, spending time with family, and traveling with his wife and daughter.

Isiah Barbra is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab in 2019, he worked at several organizations including Destination Cleveland and Cleveland Neighborhood Progress. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational processes.

Kerry Lyttleton is the Vice President and Branch Leader at Fidelity Investments, a role held since 2020. In this capacity, Kerry leads a team of financial professionals focused on building meaningful relationships tailored to clients' wealth planning needs. Prior to this, Kerry served as Assistant Branch Manager from 2018 to 2020 and as Branch Service Manager from 2004 to 2018 at Fidelity Investments. Kerry began with the company as a Financial Representative in 2000. With over two decades of experience at Fidelity Investments, Kerry has developed expertise in branch leadership and client wealth planning. Throughout Kerry's career, there has been a consistent emphasis on fostering a positive culture and encouraging associates to utilize their unique abilities to support clients in achieving long-term financial and family goals.

Henry Lammert is a financial advisor at Merrill with 9 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2016. Prior to that, he was employed at Bank of America from 2009 to 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Jay Fischer is a financial advisor with Cetera who holds a Series 66 credential and has 29 years of industry experience. He has worked at multiple firms including Evershore Financial Group and Minnesota Life Insurance Company. Outside of his advisory work, he owns and operates several business ventures, including Legacy Financial Services and a real estate sales company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Horace Owens Jr. is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 1998 and at Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Nisha Partab is a financial advisor with Merrill in Apopka, FL, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Progressive and PRUCO Securities, LLC, as well as The Prudential Insurance Company of America. Outside of her advisory role, she operates a sole proprietorship as an independent stylist for nail accessories and manages two LLCs related to her online sales and rental activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Kelly is a financial advisor with Wells Fargo Clearing in Leesburg, FL, holding Series 63, 65, and 66 licenses and with 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he owns and operates an eBay resale business. 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 a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Aldrena Morris is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Charles Schwab since 2011. Outside of advising, she owns SerLana LLC, a business focused on creating hair accessories. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Stephen Palvisak is a financial advisor with Edward Jones in Maitland, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Yuqi Chen is a financial advisor at Charles Schwab with holdings of the Series 66 designation and one year of industry experience. Prior to joining Schwab in 2026, Chen worked at Velox Clearing for one year and spent eight years at China Construction Bank. 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 cash-sweep services. The firm employs a client relationship model that includes both non-discretionary guidance and access to discretionary separately managed accounts.

Tobias Meek is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2017 and also serves as a wealth advisor at Seacoast National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, including discretionary and non-discretionary management supported by model portfolios and research.

Michelle East is a financial advisor at Fidelity with nine years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Gwfs Equities, Inc. and Wandering Elephant Enterprises LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and Charitable Gift Funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Irina Parker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley in various roles from 2014 to 2023 before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shawn Walton is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Walton serves as an assistant secretary on the board of a nonprofit community development district. He also provides administrative support to an independent investment advisor firm separate from LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Asu Greer is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 14 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, delivering advisory work supported by proprietary research and model-based asset allocations.

Tiffany Wax is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and having 10 years of industry experience. She has been with various divisions of Charles Schwab since 2015. Outside of her advisory work, Wax serves as a volunteer arbitrator and is an attorney committee member of the Florida Bar Consumer Protection Committee. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals. The firm offers both non-discretionary advisory guidance and access to discretionary managed accounts, delivering investment advice through multi-asset model portfolios and a structured due diligence process on alternative investments.

Fredrick Venturoni is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliates since 2019, with prior experience at Summit Financial Group Inc and Summit Brokerage Services Inc dating back to 2007. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account management with access to model portfolios and third-party managers.

Gregory Thomas is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.