Brendan Burke is a Private Wealth Advisor with Merrill Lynch, where he has been serving clients since May 2015. He specializes in family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Brendan takes a goals-based wealth management approach and has experience working with generational wealth, understanding family dynamics and the complexities of estate planning and wealth transfer. Before joining Merrill Lynch, Brendan built and managed a top-performing sales team for Southwestern Advantage, a national educational consulting company. He holds a Bachelor of Arts degree in Economics from the University of North Carolina at Chapel Hill. Additionally, he completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. Brendan holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Brendan lives in Longwood, Florida, with his wife and three children. Outside of his professional work, he volunteers at the Rescue Outreach Mission homeless shelter in Sanford, Florida. He is an active parishioner at Annunciation Catholic Church and serves on the boards of The Sharing Center, a nonprofit assisting the underprivileged of Seminole County, and The Central Florida Zoo & Botanical Garden.

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 nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2016, including time at Bank of America since 2022. Merrill, along 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, pension plans, corporations, and charitable organizations.

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, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he owns a business selling items on eBay. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Aldrena Morris is a CFP® professional with 14 years of industry experience, currently advising clients at Charles Schwab & Co., Inc. since 2011. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she owns SerLana LLC, a business focused on creating hair accessories. 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 delivers investment guidance via multi-asset model portfolios and offers both non-discretionary and discretionary management options through its integrated advisory and brokerage platform.

Stephen Palvisak is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Yuqi Chen is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, Chen worked at Velox Clearing and China Construction Bank, with earlier experience at Drexel University. 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, offering a combination of non-discretionary and discretionary investment solutions supported by robust research and centralized operations.

Tobias Meek is a financial advisor with LPL Financial in Oviedo, FL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior roles include positions at INVEST Financial Corporation, Seacoast National Bank, Truist Investment Services, BB&T Investment Services, Edward Jones, and Wells Fargo Clearing. He also serves as a Wealth Advisor at Seacoast National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, integrating proprietary research and technology tools while supporting a large network of over 22,800 advisors.

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 with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Morgan Stanley, and Edward Jones. He serves as an assistant secretary board member for Olympus CDD, a nonprofit entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by both discretionary and non-discretionary account management strategies.

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 the Series 66 and Series 63 credentials and having 10 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2015, including roles at Charles Schwab Bank, Trust Bank, and Premiere Bank. Outside of her advisory role, she serves as a volunteer arbitrator for automotive and consumer protection dispute resolution boards and is a member of the Florida Bar Consumer Protection Committee. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm provides both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

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.

Megan Wolfe is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 20 years of industry experience, including roles at G.A. Repple & Company and operating Wolfe Financial, a firm offering financial planning, securities investments, tax preparation, and accounting services. Outside of advising, she serves as vice president on the board of a professional condo association. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Gregory Thomas is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a decade at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.