Elayna Barrison is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at City National Rochdale since 2019 and previously at Koss Olinger & Co., LLC for five years. Outside of her advisory role, she is an independent fantasy author. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis, offering portfolio and sub-advisory management across a range of asset classes.

Sunita George is a financial advisor with RBC Rochdale, LLC, holding the ChFC® designation and a Series 65 license, with 14 years of industry experience. She previously worked at G A Repple & Company from 2013 to 2017 and has been with CNR Securities, LLC since 2017. Outside of finance, she works as a greeter and front desk staff at a fitness center. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a multi-strategy investment process that combines quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Creig Jardine is a financial advisor with PNC Wealth Management in Deland, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at PNC since 2010 and previously spent 10 years at Wells Fargo Clearing. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Lawrence Rutledge is a CFP® with 29 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has held various roles at Guardian Life since 2008 and Park Avenue Securities since 2019. Rutledge also operates Rutledge Advisory Group, Inc. for marketing purposes. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, integrating advisor-led discretionary management with model-based strategies and providing access to insurance products and alternative investments.

Matthew Keister is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Park Avenue Securities and Westshore Financial Group. Outside of his advisory work, he is involved in selling insurance products not offered through Guardian. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporations, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions.

Carol Bowe is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Capital Management, Janney Montgomery Scott, and Transamerica. She is based in Winter Springs, Florida. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that combines passive and active managers, quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Scott Martin is a CFP® professional with 42 years of industry experience. He has been with Independent Financial Partners since 2012 and previously worked at LPL Financial. Outside of advising, he is a certified exit planner and serves on the board of a professional condominium association in Lake Mary, FL. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Myles Thurston III is a financial advisor at Guardian Life with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes multiple tenures at Guardian Life and Park Avenue Securities spanning over three decades. Thurston is also involved with Insurance-Innovative Underwriters in an insurance-related capacity. Guardian Life’s Park Avenue® Wealth Management, where Thurston practices, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored financial planning and consulting solutions.

David Garland is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019 and previously held roles at Edward Jones, DHR Mechanical Services, and Kentuckiana Comfort Center. Fifth Third Securities, Inc. serves a diverse client base including high-net-worth individuals, institutions, corporations, and trusts through both advisory and brokerage services. The firm offers investment programs via the Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies across multiple asset types.

David Melnyk is a CFP® with 11 years of experience in the financial services industry. He currently works at OSAIC Institutions, Inc. and previously held roles at Ameriprise Financial Services, LLC, Grotto Ventures, LLC, and several other firms. Outside of his advisory practice, he is the president and sole member of Grotto Consulting, LLC, a consulting business. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments. The firm combines investment adviser and broker-dealer registrations and uses a model that delegates investment analysis and management to its representatives while maintaining firm supervision.

Alfred Baker is a CFP® with 44 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Concourse Financial Group Securities Inc and Security Financial Management. He also operates (dba) Solutions Group Wealth, providing advisory services alongside his work at Cetera. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services, offering access to multiple investment managers and program options.

Neetu Behl is a financial advisor with Merrill in Deland, FL, holding a Series 66 designation and seven years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2015. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jon Veneziano is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in Central Florida since 2003. He holds the designation of Personal Investment Advisor (PIA) and has over 25 years of experience in the financial services industry. In his role, Jon combines traditional financial advice with custom investment strategy development, managing portfolios through a broad selection of Merrill model portfolios and third-party strategies. As a specially qualified Senior Portfolio Advisor, he is able to provide discretionary management of client investment strategies within the Firm’s Investment Advisory Program. His expertise encompasses family wealth management, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, special needs planning, and sports and entertainment finance. Jon’s approach to wealth management is consultative and objective, focusing on personalized strategies aligned with clients’ long-term goals. Jon holds a Bachelor’s Degree from the University of Hartford. Outside of his professional responsibilities, he participates in community volunteering and dedicates time to personal interests including fishing, golfing, and spending time with his family.

Julian Cook is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Brinker International for ten years. He holds a Series 66 designation. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Rothman is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Fidelity, he served in the United States Army Reserve for nine years and worked in healthcare and the restaurant industry. Outside of his advisory role, he works as a delivery driver and online seller on platforms such as DoorDash, Uber, and eBay. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory roles to registered investment companies and fund-of-funds.

Marcus Gilford is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Morgan & Morgan for nine years. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop and manage model portfolios across mutual funds, ETFs, and ETPs.

Deborah Turner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Cetera and its affiliate Cetera Financial Specialists LLC since 1999. Outside of her advisory role, she owns an accounting and consulting firm, Datch Corporation DBA Alternative Small Business Solutions, and serves on several community boards including The Baytree Center Association and Orlando Sunshine Condominium Association. Cetera Investment Advisers LLC is a multi-manager platform offering portfolio management, financial planning, and retirement services to a wide range of clients, including individuals, employer-sponsored plans, and institutional accounts. The firm supports advisors with access to affiliated and third-party investment managers and manages over $256 billion in assets across more than 10,000 advisors.

Stephanie Carter is a financial advisor with Merrill in Lake Mary, Florida, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner and Smith, Inc. since 2009 and with Bank of America, N.A. since 2013. 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 strategies for a range of individual and institutional investors. The firm supports trading, account administration, and custody while employing strategic and tactical asset allocation, including tax-aware strategies for investors with higher tax sensitivity.

Chadesh Persaud is a CFP®-designated financial advisor with nine years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., both since 2025. His prior experience includes roles at Charles Schwab & Co., Inc. and Fidelity in various advisory capacities. He also has work experience with Southern New Hampshire University and the Orlando Magic. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sarah Perry is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1990. 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, pension plans, corporations, and charitable organizations.