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, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. and Wells Fargo Bank, N.A. His practice is based in Vero Beach, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kelly Dwyer is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on helping clients achieve their financial goals while preserving and growing current wealth. Kelly's areas of expertise include college education planning, LGBT wealth planning, personal retirement planning, socially responsible and values-based investing, as well as women and wealth. Kelly earned her 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 for the Women's Basketball team in the Southern Conference. She holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of her professional work, Kelly is involved in community activities including volunteering with LGBTQ+ Pride events, serving as a high school basketball official, and contributing to the Wofford College Terrier Club. She resides in Orlando, FL, where she participates in organizations such as Come Out With Pride Orlando, Embrace Families, and Heart of Florida United Way.

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 credentials and 18 years of industry experience. He has been with Merrill since 2012 and joined Bank of America, N.A. in 2025. Outside of his advisory work, he assists Reformation Orthodox Presbyterian Church with administrative duties related to tracking tithes, offerings, and budgeting. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

William Grafton IV is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Bank of America and Merrill for over 15 years before joining LPL Financial. Outside of his advisory role, he is involved with DWS Partners LLC, a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 LPL Research and third-party subadvisors.

Scott Morris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based planning on topics such as retirement, tax, estate, and special needs without managing client portfolios directly. The firm combines planning with managed-account programs while keeping the services separate and conducts periodic reviews of its recommendations.

Paul Prewitt is a financial advisor with Ameriprise in Longwood, FL, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Ellen Fuller is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill for over two decades, with a brief tenure at Rockefeller Financial LLC and a year spent as a homemaker. Outside of her advisory role, she is involved with a family-owned business related to exploratory drilling for gas and oil and receives royalties from its findings. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Keith Heslin is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, MassMutual Life Insurance, and as an independent insurance agent. Outside of his advisory role, Heslin also engages in insurance brokerage, specializing in life, disability, and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning, advisory programs, and retirement consulting supported by in-house and third-party research.

Sylvia Presley is a CFP®-designated financial advisor with 31 years of industry experience, currently with Cetera. She previously spent 30 years with Avantax-related firms and has operated S C Presley and Co., Inc., providing accounting and tax preparation services since 1987. Presley serves as a trustee for multiple trusts and has held volunteer leadership roles in the Financial Planning Association of Central Florida. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.

Michael Argenbright is a financial advisor with LPL Financial in Altamonte Springs, FL, holding a Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Fifth Third Securities for seven years. He is also a business owner of Jacobs Plantation, LLC in Atlanta, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.