Gerry Powery is a financial advisor with Ameriprise in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

Matthew Pascale is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has a background that includes work at the Department of Homeland Security and various legal positions. In addition to advising, he operates a legal services business as an attorney. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, offering tailored advice through analytical tools and supporting both individual and institutional clients with a broad range of advisory programs.

Luis Mir is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and CUSO Financial Services. He is based in Oviedo, Florida. Luis is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers multi-manager and fund-of-funds advisory services.

Gladys Green is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. In addition to her advisory role, she is an associate at Anderson McKelvey Group, where she supports client service and account operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored planning and consulting using analytical tools to support client goals and offers a range of advisory programs and institutional consulting services.

Jorge Pereira is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Triad Advisors, Resources Investment Advisors, OneDigital, Chepenik Financial, and LPL Financial. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, combining non-discretionary advice with access to discretionary separately managed accounts. The firm is notable for its scale, integrated operational structure, and specialized alternative investment offerings.

Alexander Livingston is a financial advisor with Charles Schwab holding a Series 66 designation and three years of industry experience. Prior to joining Schwab, he worked in various roles at Hilton Worldwide, Amazon via Apex Systems, and briefly was unemployed. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm combines a large client base with a centralized operational structure that includes custody, brokerage, and financial planning services.

Amit Patel is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held positions at Celine, BNY Mellon, and National Due Diligence Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and global resources to tailor strategies to clients' goals and risk tolerances.

Frank Liccardo is a CFP®-credentialed financial advisor with 12 years of industry experience, currently with Charles Schwab. His prior experience includes roles at TD Ameritrade and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves a broad 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Conrado Santiago is a CFP®-certified financial advisor with Ameriprise in Orlando, FL, bringing 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Santiago serves on the Board of Directors for Prospera, where he is a member of the Finance & Audit Committee. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Derric Hoover is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he partners with clients to develop customized financial plans tailored to meet their families' unique needs, focusing on strategies to grow, protect, and distribute wealth across generations. Prior to his current position, Derric held the role of Senior Wealth Advisor at TD Ameritrade from 2017 to 2021 and at USAA from 2012 to 2017. His professional experience includes wealth advising and financial consulting, with an emphasis on creating and improving financial plans. Additional details regarding his education, credentials, personal interests, or community involvement have not been provided.

Kristen Bellamy is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at UBS Financial Services Inc for 12 years before joining Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as Secretary and a board member for the Alaqua Lakes Community Association in Longwood, FL. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and the Global Investment Committee’s return estimates.

Daryl Emerson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients pursue their long-term goals by gaining a comprehensive understanding of their financial situations. Daryl leverages insights from Merrill and the resources of Bank of America to provide customized wealth management and lending solutions. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from the University of Central Florida. Daryl is engaged in community activities and volunteers with organizations in the areas he serves, reflecting his commitment to the Merrill tradition of community participation.

Melissa Devolve is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management planning. Her focus includes retirement and education planning, as well as collaborating with clients' tax and legal professionals to address estate planning needs. She is part of a team of four professionals dedicated to providing clients with a comprehensive financial planning experience. Melissa began her career at Merrill Lynch Wealth Management immediately after earning her bachelor's degree from Eastern Connecticut State University. After a hiatus to care for her family, she rejoined the firm in 2015. Her expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional role, Melissa is involved with several community organizations such as Children's Hospital Colorado, the Gary Sinise Foundation Snowball Express, and the Make-A-Wish Foundation. She enjoys spending time with her family, engaging in outdoor activities like hiking, biking, and skiing.

Matthew Weston is a financial advisor with Edward Jones in Longwood, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory work, he is a limited partner in family farming partnerships that oversee agricultural production. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

George Rariden III is a ChFC® credentialed financial advisor with 33 years of industry experience. He is the principal of Rariden Investment Advisors, LLC, an independent firm he has operated since 2010. He also engages in tax preparation and accounting through Rariden & Associates, LLC. Rariden Investment Advisors serves individual clients, focusing on personalized investment management and financial planning.

Jeffrey Moss is the sole advisor at Moss & Company, P.A., an independent firm based in Maitland, FL. He holds a Series 65 designation and has 28 years of industry experience, having been with Moss & Company since 1991. In addition to his advisory work, he provides tax and accounting services to a limited number of clients.

Christopher Grimont Sr. is the principal advisor at CGI Investment Advisers LLC in Altamonte Springs, FL, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has led CGI Investment Advisers since 2008. Outside of financial advising, Mr. Grimont is the principal and owner of CGI Insurance Group LLC, a Florida-licensed insurance agency offering a range of personal and commercial insurance products. CGI Investment Advisers LLC is an independent firm focused on providing investment advisory services.

Bernard Le Fils is a financial advisor at Lefils Wealth Management LLC in Orange City, FL, with seven years of industry experience. He holds a Series 65 designation and has worked since 2007 at LeFils & Company, LLC, a CPA firm where he is a managing member and performs managerial and CPA duties. Outside of financial advising, he is a managing member and partner in a commercial cattle operation, Diamond L Cattle Company, LLC. Lefils Wealth Management LLC is an independent firm serving clients with personalized financial advisory services.

Richard Reyes is a CFP® professional with 27 years of industry experience. He has been with Wealth & Business Planning Group, LLC since 2008, where he is the sole advisor. Outside of his advisory role, he provides tax preparation, tax planning, and limited insurance sales focused on life, annuity, and long-term care products. Wealth & Business Planning Group, LLC is an independent firm serving clients with comprehensive wealth and business planning services.

Stephen Lee is a financial advisor at Equistar Wealth Management Inc. with 22 years of industry experience. He holds the CFP® and Series 65 designations and has been with Equistar since 2009. Outside of advisory services, he is also an independent insurance agent involved in term life policy sales on a limited basis. Equistar Wealth Management is an independent firm serving individual clients.