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.

Mckinley Mitchell is a financial advisor with Primerica Advisors in Winter Park, FL, holding Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at PFS Investments Inc., Haverty's, Home Depot, and BM Wemple Pools. He is also involved with Faith Assembly of God Orlando since 2026. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Basil Ahmed is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Charles Schwab & Co., Inc. and has prior experience at Bank of New York Pershing, Bank of New York Mellon, Bank of America, Merrill Lynch, and Penske Automotive Group. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 multi-asset model portfolios supported by due diligence on alternative investments.

Sonia Preston is a CFP® professional with 28 years of industry experience, currently associated with Charles Schwab in Orlando, FL. Her career includes over a decade at Schwab Private Client Investment Advisory, Inc., as well as a tenure at Principal Financial via Allsource. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Ronghui Sun is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Charles Schwab, Sun worked at Tailored Management and has experience in education roles at Shuren International School and Terra Marin School. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related 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.

Patricia Ahrendt is a financial advisor at Raymond James Financial in Longwood, FL, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services, Inc. since 2002, including a three-year period at Unconstrained Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs non-discretionary planning and consulting tailored to client goals, using various analytical tools, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gregory Abdalla is a financial professional with 13 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at multiple firms, including Evershore Financial Group and Securian Financial Services. Abdalla serves on the advisory board of Junior Achievement of Central Florida. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Robert Breske is a financial advisor with Osaic Wealth, Inc. in Orlando, FL, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at Osaic Wealth since 2018, following prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory work, Breske serves on the board of Morning Star Catholic School, a special needs school in Orlando. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based asset allocation and portfolio optimization approach, with a broad range of managed account programs and third-party manager options.

Phillip Holder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has previously worked at J.P. Morgan Securities, Chase Investment Services Corp., Jesup & Lamont Securities Corp, and Merrill. Outside of his advisory role, he serves as a governing board member and treasurer for Emma Jewel Charter Academy in Cocoa, Florida. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, 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.