John Allen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Orlando, FL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. His prior work experience includes roles at L3harris Technologies, Pointe Coupee Physical Therapy Inc, and Berman Hopkins Wright & Laham, CPAs and Associates. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with a centralized due diligence process and an ESG eligibility framework for its investment recommendations.

Patricia Conrad is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2022. She previously worked at Raymond James & Associates for nine years. Conrad is a member of the Investment Committee for the Central Florida College Foundation and participates in the Ocala Business Leaders membership committee. 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 solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Michael Guerriero is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Cintas, Sysco, Whole Foods, and 4 Rivers before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial plans.

Daniel Marino is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Westward Alliance and Westward Real Estate, as well as community involvement with Granbury Baptist Church. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management solutions supported by centralized custody and operational infrastructure.

Anthony Giamanco is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to understand their financial situations, risk tolerances, time horizons, and liquidity needs. His approach emphasizes connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Anthony and his team aim to provide tailored recommendations by leveraging the resources of Merrill and Bank of America, maintaining a disciplined and holistic approach to wealth management throughout the financial journey. Anthony holds a Bachelor's Degree from the University of Central Florida and is a Personal Investment Advisor (PIA). Outside of his professional role, he enjoys boating, football, golfing, pickleball, spending time with his family, and traveling.

Olivia Peretti is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Fisher Investments and Ameriprise Financial Service, LLC. Outside of finance, she has experience working with Clean Juice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Sajeda Kermali is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career at Charles Schwab spans from 2006 to the present, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. 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 services with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized client service structure.

Douglas Palmer is a Series 66 licensed financial advisor with Edward Jones in Winter Garden, FL, where he has worked since 2019. He has six years of industry experience, including prior roles outside financial services at RefrigiWear and Doyle Baseball. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Ryan Stovash is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. Prior to joining Cetera, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also the owner and president of Park Wealth, LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

Stefan Holczer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works collaboratively with clients, their Financial Consultants, and the wealth management team to develop and tailor financial plans that align with the specific needs and goals of each family. His work focuses on building strategies that can evolve with clients' changing priorities. Before becoming a Planning Consultant, Stefan held several positions within Fidelity Investments, including Investment Solutions Representative II (2023-2024), Investment Solutions Representative (2022-2023), and Customer Relationship Advocate (2021-2022). This progression reflects his experience in client relationship management and investment solutions. Outside of his professional role, Stefan enjoys cooking and baking, exploring food as a foodie, participating in social events with friends, golfing, running, and traveling.

Kaley Mora is a Series 66–licensed financial advisor at Edward Jones in Orlando, FL, with 10 years of industry experience beginning in 2016 at Edward Jones. 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 under management through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Alia Rea is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Her prior work includes roles at Senor Tequila and involvement with the University of Florida EDGE program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment options. The firm maintains a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

Isabel Dueri is a CFP® professional with 15 years of industry experience, currently affiliated with J.P. Morgan Securities in Orlando, FL. Her career includes multiple roles within JPMorgan Chase entities since 2010. Outside of her advisory work, she owns and operates an e-commerce business focused on women's professional apparel. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

David Severson is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and has prior experience at Nestle Waters and Cintas Fire. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated Primerica entities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Alexander Maisuradze is a financial advisor at Morgan Stanley in Winter Park, FL, holding a Series 66 designation with 18 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes structured discovery processes and firm-approved tools in its planning services.

Katherine Ruark is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2000. The firm, 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, pension plans, corporations, and charitable organizations.

John Riggle is a financial advisor with UBS Financial Services in Winter Park, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management by offering proprietary research, capital markets services, and affiliated lending programs.

Brandon Denson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Invest Advisory, as well as work experience outside finance in the restaurant industry. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Clint Parker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. His prior work history includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he owns and operates a drop shipping business through Shopify. 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 follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Plank is a financial advisor with RBC Capital Markets in Winter Park, FL, holding the CFP® and Series 66 designations and bringing 14 years of industry experience. His prior positions include roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside services such as financial planning, custody, and brokerage.