Alison Barnes is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. She has also founded Alison Brooke Designs, a jewelry and jewelry dish business that she operates alongside her advisory role. Prior to her current position, she worked at St. John's Preparatory School for seven years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Beatriz Truax is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Ameriprise and its affiliated entity since 2012. Outside of her advisory role, she owns and manages an investment real estate business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research-driven, tax-efficient strategies and algorithmic tools to provide tailored, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Anthony Johnson is a financial advisor with Edward Jones in Orlando, FL, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a manager of The Panda Family Group, LLC. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elaine Seaquist is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Adam is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients through Windermere Private Wealth Management in Orlando, Florida. He joined Merrill in 2017 as part of the AFADP class. He focuses on portfolio management, investment analysis, family wealth management strategies, and tax minimization. Kevin was born in Ft. Lauderdale and raised in São Paulo, Brazil, before moving to Orlando at age fifteen. He graduated Summa Cum Laude from the University of Central Florida in Orlando with a bachelor's degree in finance. During his college years, he completed internships through the Merrill Financial Advisor Internship Program and at the UCF Foundation, which manages the university's endowment fund. He is a Chartered Financial Analyst (CFA) charterholder and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Kevin enjoys golfing, soccer, and spending time with his family. He is fluent in English, Portuguese, and Spanish.

Gregory Stone is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and 66 licenses and 14 years of industry experience. He has been with Charles Schwab since 2011. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Raul Arambula is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and with five years of industry experience. He has been with Charles Schwab & Co., Inc. since 2015, with a brief period working at Pro Unlimited in 2018. 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 discretionary separately managed accounts and utilizes multi-asset model portfolios supported by the Schwab Center for Financial Research.

Daniela Christenson is a financial advisor with Wells Fargo Clearing in Winter Park, FL. She holds Series 66 and Series 63 licenses and has eight years of industry experience. Prior to her current role, she has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

James Bevan is a financial advisor with Wells Fargo Clearing in Winter Park, Florida, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Prior to his current role, he spent several years in other positions within the Wells Fargo organization. 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 both brokerage and advisory solutions.

Kelly Dwyer is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. She focuses on helping clients achieve their financial goals by understanding their full financial picture and creating flexible strategies adapted to changing market conditions. Kelly offers expertise in areas including college education planning, LGBT wealth planning, personal retirement planning, socially responsible and values-based investing, and women and wealth. Kelly holds a bachelor's degree in Finance with a minor in Economics from Wofford College in Spartanburg, SC. During her time at Wofford, she competed at the Division 1 level in the Southern Conference for the Women's Basketball team. She holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Beyond her professional work, Kelly is active in her community as an LGBTQ+ Pride volunteer, a high school basketball official, and a contributor to the Wofford College Terrier Club. She resides in Orlando, FL, and participates in local organizations such as Come Out With Pride Orlando, Embrace Families, and Heart of Florida United Way. Her personal interests include basketball, gardening, golfing, hiking, reading, refereeing, spending time with family, and yoga.

Michael Udvari is a financial advisor with Cetera and holds a Series 66 designation. He has 22 years of industry experience, including 21 years at Concourse Financial Group Securities Inc. and has operated a CPA firm providing accounting and tax services since 2003. He serves as the treasurer for a local condominium association and acts as a registered agent for several businesses, including a restaurant group and an insurance firm. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and investment options.

Joseph Turner is a financial advisor with Merrill in Lake Mary, FL, holding Series 63 and Series 66 registrations and 18 years of industry experience. He has been with Merrill since 2012 and also worked at Bank of America, N.A. starting in 2025. Outside of his advisory role, he assists Reformation Orthodox Presbyterian Church with administrative tasks related to tracking tithes, offerings, and budgeting. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Hollenbach is a financial advisor with Wells Fargo Clearing in Winter Park, FL. He holds Series 63 and Series 66 designations and has 12 years of industry experience, including over 10 years with Wells Fargo firms. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

William Grafton IV is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for over 15 years each. Outside of his advisory role, he is involved with DWS Partners LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Scott Morris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based planning on topics such as retirement, tax, estate, and special needs without managing client portfolios directly. The firm combines planning with managed-account programs while keeping the services separate and conducts periodic reviews of its recommendations.

Robert Morris is a financial advisor with Ameriprise in Windermere, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, Morris is a co-owner and board member of Liquid Planet Boat Works, a retail boat sales and service business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team in partnership with financial advisors.

Paul Prewitt is a financial advisor with Ameriprise in Longwood, FL, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Ellen Fuller is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill in multiple periods since 2000, including her current tenure starting in 2024. Outside of her advisory role, she is involved with Continental Resources, a family-held business engaged in exploratory drilling for gas and oil that generates royalties from its findings. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Keith Heslin is a financial advisor with LPL Financial in Ocoee, Florida. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at MML Investors Services and MassMutual Life Insurance. Outside of his advisory work, he operates as an insurance broker specializing in life, disability, equity fixed life, long-term care, fixed annuities, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sylvia Presley is a CFP®-designated financial advisor with 31 years of industry experience, currently with Cetera. She previously spent 30 years with Avantax-related firms and has operated S C Presley and Co., Inc., providing accounting and tax preparation services since 1987. Presley serves as a trustee for multiple trusts and has held volunteer leadership roles in the Financial Planning Association of Central Florida. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.