Carla Bulnes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. Outside of her advisory work, she owns and operates a small business that bakes and sells cakes and cupcakes in Orlando, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its financial product offerings.

Gregory Dusey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1998 after graduating from the University of Central Florida with a Bachelor of Arts degree in Finance. Over the years, he has held several positions within the firm, including Senior Vice President and Senior Resident Director, and currently leads The Dusey Group. Greg focuses on helping both individuals and businesses pursue their long-term financial goals through tailored, logic-driven strategies. His expertise includes portfolio guidance and management, asset allocation, employer stock and option risk management, alternative investment strategies, liability management, lending solutions, and business lines of credit utilizing Bank of America's banking services. His client focus areas encompass legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. In addition to his professional responsibilities, Gregory is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He is active in the community and serves on the board of the Give Hope Foundation. Gregory lives in Longwood, Florida, with his wife Krista and their three children.

Shelly Walton is a financial advisor at Morgan Stanley in Winter Park, FL, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. Outside of her advisory role, she has been involved with Golds Gym/Ponzio Fitness since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Don Greenberg is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2014. 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 alternative investment options supported by centralized custody and operational infrastructure.

Beau Przytulski is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2017. Prior to his current role, he spent time at Charles Schwab Bank, SSB, Target Corporation, and Ball State 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Christopher Sitler is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Sitler serves on the board of Florida Securities Dealers & Advisors, where he represents Merrill and advocates for Florida securities firms and investment advisors. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Christina D'elia is a financial advisor with Merrill in Winter Park, FL, holding a Series 66 designation and six years of industry experience. She has worked at Bank of America and Merrill Lynch since 2015. Christina serves on a grant advisory board for United Arts Of Central Florida, assisting with grant selections for local arts initiatives. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Victoria Miller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2020 and previously spent six years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Stafford is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Prudential Financial, Regions Investment Solutions, and Trustage at Addition Credit Union. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager selection, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Eddy Montalvo is a CFP® and ChFC® credentialed financial advisor with nine years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at firms including Bank of America, Merrill, and USAA Financial Planning Services. Montalvo serves on the finance committee of the Sereno Homeowners Association. 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 options. The firm’s approach is IPS-driven, incorporating modern portfolio theory and a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Gary Kravitz is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2001. 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.

John Penney is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2017, following a one-year tenure at Merrill. Based in Orlando, FL, he serves clients through Schwab’s wealth advisory platform. 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 offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized custody and order-routing arrangements.

David Link is a financial advisor at Charles Schwab with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prudential, Mass Mutual Investors Services, and Metropolitan Life Insurance Company prior to joining Schwab. Outside of his advisory role, he serves as a FINRA arbitrator and is involved in nonprofit organizations, acting as treasurer for a Boy Scouts troop and president of an American Heritage Girls chapter. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services supported by a multi-asset portfolio approach and centralized operational infrastructure.

Jodi Uhrick is a Series 66 licensed financial advisor with Morgan Stanley in Winter Park, FL, where she has worked since 2009. She has 24 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including personalized financial planning. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate structured planning tools and scenario modeling.

Elmer Haynes is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at TD Ameritrade and Thrivent Financial. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 and offers multi-asset model portfolios supported by in-house research.

Justine Sachetta is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of advising, she is owner and personal trainer at Good Life Fitness, where she provides in-home training services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets and offers a variety of investment advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Marcelo Egea is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies tailored to their short-, mid-, and long-term objectives. He provides guidance on various financial matters including general investing, retirement planning, and saving for unexpected expenses. Marcelo also connects clients with specialists in banking, credit, home financing, and small business solutions through Bank of America. Marcelo holds the Chartered Retirement Planning Counselor (CRPC) designation and earned a Bachelor's Degree from the State University of New York at Plattsburgh. He is proficient in English and German. Outside of his professional duties, Marcelo is involved with the Glenville Rotary Club.

Alejandro Carrasquel is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial, First Horizon Advisors, and BBVA Securities, among other firms. Outside of his advisory role, he is involved in managing a real estate business, Broadway TH LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance services through a distinctive municipal advisor affiliation.

John Ajwani is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He worked at Charles Schwab for 29 years before joining Wells Fargo Clearing in 2024 and subsequently Wells Fargo Advisors Financial Network in 2026. Outside of his advisory role, he has a travel business through AJWANI ENTERPRISES LLC and partially owns a travel agency called Dream Vacations, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services using proprietary research and planning tools, with client engagements generally structured as discrete planning projects.

Jonathan Lamanna is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Primerica Advisors since 2013 and has been involved with various educational and community organizations, including the Diocese of Orlando and Good Shepherd Catholic School. Lamanna also participates in non-investment related activities connected to Primerica Mortgage and client services referrals. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional or pension plan clients.