Brett Canarelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has previously worked at JP Morgan Securities, FIFTH THIRD SECURITIES, Lanark Financial, OSAIC Institutions, and Valic Financial Advisors. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Fiorentino is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. He has held positions at several firms, including Thrivent Financial and Blueprint Investment Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios made up of mutual funds, ETFs, and ETPs.

Kyle Christian is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab in Winter Park, FL. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he owns a rental property in New Smyrna Beach, FL, which is leased seasonally to snowbirds. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm combines brokerage, advisory, custody, and cash management services within an integrated operational structure.

Cameron Obrien is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, he worked at Pruco Securities, The Prudential Insurance Company of America, and Valic Financial Advisors. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

George Edwards is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Pershing Advisor Solutions LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Maria Pacheco Key is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory work, she is the managing member of MPK Estates LLC, a business involved in real estate management. Charles Schwab serves a large client base, 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 affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Rachel Lynch is a financial advisor at Charles Schwab with 13 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2010. The firm 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. Charles Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by its research and alternative investment programs.

Oliver Walker Jr. is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Kelly Education, Cellular Sales, and IM Academy. 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 advisory relationships and access to discretionary SMAs managed by an affiliate, supported by a large integrated structure serving a broad client base.

Megan Schupp is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held roles at Foliage Design Systems and Rev. Outside of her advisory work, she is an independent contractor for Oui Vend, a merchandise vendor at concerts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Alireza Shahnavaz is a financial advisor with Ameriprise in Heathrow, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a rental property business under ARSweethomes LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies through a centralized team supporting its financial advisors.

Yasmani Santana is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab since 2010 and worked at TD Ameritrade from 2022 to 2024. Charles Schwab & Co., Inc. serves a large client base 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody services.

Kevin Devolve is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 1997. He has developed his expertise in areas such as retirement and multigenerational legacy planning, education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Kevin holds a Bachelor's Degree from Eastern Connecticut State University and a Master's Degree from the University of South Carolina. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Throughout his career, he has emphasized the importance of trust and responsibility in his role, building a team that shares this commitment. Kevin has been married since 1994 and has two sons, Noah and Ben, who are both attending college. He is a member of the El Paso Club in Colorado Springs. His personal interests include billiards, hiking, reading, spending time with his family, and traveling.

Elizabeth Stewart is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo Advisors and Morgan Stanley. Outside of advisory work, she participates in food delivery services on a limited basis. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s approach includes proprietary capital market assumptions and model-based asset allocations tailored to clients’ goals and risk tolerances.

Albaneliz Ortiz is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at National Debt Relief, Paylocity, and Huh Oh Studios, where she was employed for five years. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Travis Kidd is a financial advisor with Charles Schwab & Co., Inc. based in Orlando, FL. He holds the Series 66 designation and began his career with Charles Schwab in 2025. Prior to entering the financial industry, he worked for 25 years at Orange County Fire Rescue. 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 a multi-asset investment approach supported by in-house research and alternative investment options.

Nancy Young is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Bank, N.A. since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Edward Chairvolotti is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with LPL Financial since 2008 and operates Chairvolotti Financial, Inc., an independent registered investment advisory firm, since 2019. Chairvolotti serves as a for-profit board member of the Imagine America Foundation Publishing Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment strategies and leverages technology for operational and research support while overseeing more than $819 billion in discretionary assets through a large network of advisors.

Jeffrey Hart is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients navigate complex financial situations such as managing concentrated stock positions, planning for retirement, handling inheritances, and managing the sale of a business. Jeffrey also provides access to Bank of America Private Bank services, including trust and estate planning, credit, lending, and banking convenience. He collaborates with clients’ external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Jeffrey's client focus areas include college education planning, divorce transition planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a bachelor's degree in Mathematics from Florida Southern College, where he contributed to winning two national baseball titles. Jeffrey has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). In his personal life, Jeffrey enjoys golfing, racquetball, tennis, and reading. He has coached little league and softball and participates in a racquetball league at the YMCA, as well as playing pickleball and tennis.

Brooke Barry is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on building strong client relationships and guiding individuals through various financial goals, including supporting family, growing businesses, preparing for retirement, and creating lasting legacies. Her expertise lies in working with women and multi-generational families, providing financial education, thoughtful planning, and meaningful conversations. Brooke aims to be a trusted resource and long-term partner for her clients throughout every stage of their lives. Brooke holds a Bachelor's Degree from the University of Florida and is a Personal Investment Advisor (PIA). She is involved in the St. Margaret Mary Haiti Mission as part of her community activities.

Timothy Clark is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 26 years before joining Wells Fargo in 2019. He is based in Winter Park, FL. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings than typical institutional advisors.