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 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 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.

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 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.

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.