Kaylyn Van Meter is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity since 2019, serving in various roles including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Kaylyn worked as a Business Development Consultant at Raymond James from 2017 to 2019 and as a Relationship Specialist at Charles Schwab from 2016 to 2017. Her approach to financial guidance emphasizes building trust and understanding through an ongoing partnership with clients. Kaylyn focuses on listening to her clients to gain a deep understanding of their financial and personal priorities, partnering with them to create comprehensive financial plans that provide clarity and confidence throughout different stages of life. She maintains close connections with clients to support them as their goals evolve. Outside of her professional work, Kaylyn enjoys cooking and baking, participating in family activities, following football, gardening, and traveling.

Edwin Wasinger is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously operated Wasinger Insurance Agency, LLC for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment services, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Andrew Petty is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Petty is an investor in a startup video game company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Nickolas Bonk is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab since 2011. Outside of his advisory role, he operates as an eBay seller on a part-time basis. 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 and discretionary investment options, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Gregory Natiello is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Charles Schwab 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 with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by due diligence from its financial research team.

Andrew Broughman is a financial advisor at LPL Financial in Orlando, FL, holding a Series 66 designation with 12 years of industry experience. His prior experience includes 12 years at CUSO Financial Services and ongoing roles with FAIRWINDS Credit Union and Firkin and Kelgler LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Ashley Starr is a financial advisor with Merrill in Apopka, FL, holding a Series 66 designation. She has one year of industry experience, having worked at Merrill and Bank of America since 2026, with prior experience at Bank of America dating back to 2020. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Adam Goldstein is a financial advisor at Ameriprise with 29 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2020, following prior roles at Raymond James Financial Services Advisors Inc. and Private Wealth Management at Heathrow. Goldstein serves on the Board of Directors and is Chairperson of the Orlando Health Childrens Foundation. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its planning approach and supports a broad range of advisory, brokerage, and insurance solutions.

Austin Goody is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA. 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 systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Samuel Mattei is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth strategies for high-net-worth families and business owners. His focus areas include Family Wealth Management Strategies, International Wealth Management, and Sports & Entertainment. Fluent in English, Portuguese, and Spanish, he works with clients who often have global interests or roots abroad. Samuel's expertise covers complex wealth planning that goes beyond traditional investing. He assists business owners with transitions and individuals with unique talents, aiming to align financial resources with clients' life ambitions. He holds the Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designations. He earned a Master's of Business Administration (MBA) from Universidade Pitagoras Unopar, a Bachelor's Degree from the same institution, an Associate's Degree from Universidade Do Sul De Santa Catarina, and completed high school at Escola de Ensino Medio Sarandi. Outside of work, Samuel has interests in fishing, golfing, music, soccer, and tennis.

Sau Lee is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Lee has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as treasurer for the Chinese American Scholars & Professional Association and the Space Coast Chinese American Association, managing financial oversight and bookkeeping. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

John Troyano is a financial advisor with Merrill in Winter Park, FL, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013. Outside of his advisory role, he is president and part owner of a resort suite business called THREE J'S CUBED INC. 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 broad client base, including individuals, high-net-worth clients, and institutional investors.

Gregory Gonzalez Gamboa is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various roles since 2013. Outside of his advisory work, he serves on the board of directors for Falcon Pointe HOA in Gotha, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Harris is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Joshua Bousfield is a CFP® with 14 years of industry experience, currently serving at Wells Fargo Clearing. His career includes multiple tenures at Wells Fargo Clearing and related entities, as well as a year at Copperleaf Capital, LLC. He holds Series 63 and Series 66 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Eric Katauskas is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Osaic since 2024. He previously spent 22 years at Woodbury Financial Services. Outside of his advisory role, he is a vice president of Alexander Financial Services, where he is involved in the sale of non-registered insurance products and employee benefit plans, and he serves as a board member of Canopy Risk Retention Group, Inc. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools, risk assessments, and automated rebalancing for portfolio construction.

Michael Flynn Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory duties, he owns FreeState Tax Associates Ltd, an accounting and tax preparation business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Daniel Kirk is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 66 and Series 63 licenses and 24 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Wells Fargo. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework in its recommendations.

Tom Varghese is a financial advisor at Fidelity Investments with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Carson Wealth, BNY Mellon, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of AI and systematic methodologies in portfolio management.

Sean Marlowe is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in consulting and is a part owner of Apex Strategic Alliance LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized retirement-income recommendations.