Marco Lopez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE Securities LLC, Charles Schwab, and Bank of America. Lopez is currently based in Altamonte Springs, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by a centralized due diligence team and includes broader capabilities such as futures and security-based swap dealer services.

Catherine Carpenter is a Certified Financial Planner® professional with nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Dimitri Narcisse is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses. He has seven years of industry experience and has worked with Wells Fargo Clearing since 2018, as well as Wells Fargo Bank since 2014. Prior to his financial services career, he has been employed at Publix Super Market since 2011. Wells Fargo Advisors is a national securities firm providing 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, with a focus on diversification and modern portfolio theory.

Michael Glantz is a Wealth Management Advisor and serves as the head of wealth management and investments within PAR Wealth Management. He helps shape the financial planning and investment strategies that drive the practice, focusing on retirement income planning, tax-efficient wealth transfer, advanced estate planning, charitable planning, insurance analysis, and investment management. Additionally, as head of investments and chair of the investment committee, he oversees the development of portfolio management strategy and investment philosophy, including evaluating investment managers and conducting market research. Raised in Plantation, Florida, Michael graduated from the University of Central Florida with dual Bachelor of Business Administration degrees in Finance and Marketing. He holds the CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA®), and Certified Plan Fiduciary Advisor® (CPFA®) designations. He works closely with business owners, corporate executives, multi-generational families, and individuals navigating significant liquidity events to develop coordinated wealth management strategies. Outside of his professional work, Michael is an avid adventurer with a goal of whitewater rafting every major river in the United States. He enjoys reading history and non-fiction, fitness, photography, spending time outdoors, and traveling. He lives in the Orlando area with his wife, two sons, and their yellow Labrador Retriever, Remy.

Christopher Snively is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023 and A. G. Edwards & Sons, Inc. from 2004 to 2008. Snively is the owner of Latus Wealth Management LLC, a financial planning practice based in Longwood, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Michael Allen is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Charles Schwab since 2000 and previously worked at TD Ameritrade Inc. in 2024. 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 management, utilizing multi-asset model portfolios, strategic asset allocation, and alternative investment options through a centralized operational structure.

David Mcknight is a Series 66 registered financial advisor with 18 years of industry experience. He has been with Fidelity since 2022, previously working at Navy Federal Financial Group and related entities from 2007 to 2020. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

Debbie Van Gaale is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked with Synergy Wealth Alliance/LPL Financial LLC and Certified Financial Group. Outside of her advisory role, she serves as trustee for a family trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative analysis and qualitative research to support client recommendations.

Andrew Sullivan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, with a current position at Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and its Estate Planning Strategies Group.

Eve Stairs is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2004. With a career in the financial industry that began in 1996, Eve applies a consultative approach that starts by understanding her clients' goals through in-depth conversations. Her focus areas include managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. She prioritizes building trusted relationships and helping clients make informed, objective decisions about their financial futures. Eve holds a bachelor’s degree in Marketing from the University of North Carolina in Wilmington. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She was recognized in 2023 as a member of The Tilghman Fowler Lawhead Group on the Forbes "Best-in-State Wealth Management Teams" list. Residing in Fayetteville with her husband and two sons, Eve is an active member of her community, involved with the Center for Economic Empowerment & Development (CEED). Outside of work, she enjoys reading, traveling, and spending time with her family and friends.

Tony Keena is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes positions at Lincoln Financial Securities Corporation and Ameritas Investment Company, LLC, as well as operating his own firm, Keena Wealth, Inc., since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies across a variety of account platforms.

Phillip Varga is a Vice President and Financial Consultant at Fidelity Investments, where he has served since 2018. He began his career with Fidelity in 2012 and has held various roles including Financial Consultant, Investment Consultant, Central Relationship Manager, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, he completed a Financial Services Internship at Merrill Lynch from 2011 to 2012. Throughout his career, Phillip has focused on partnering with clients to understand their financial objectives and developing customized financial plans that evolve in response to changing life circumstances and market conditions. His experience spans multiple facets of financial consulting and investment solutions. Outside of his professional work, Phillip enjoys comedy, golf, outdoor adventures, parenthood, and spending time with his pets.

Yevgeny Veksler is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Fidelity Investments, Fisher Investments, Wells Fargo, Bank of America, and Merrill. 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 employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Larson Inauen is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS, Larson held various positions primarily in education and service industries. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining model-based asset allocation and research to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management, operating as both an investment adviser and futures commission merchant.

Octavio Ramirez is a financial advisor with Wells Fargo Advisors in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Morgan Stanley for eight years and Bank of America Merrill Lynch for one year before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including cash-flow, retirement, education, risk management, and specialized planning such as business-owner transitions and special-needs analysis.

Andrew Feinberg is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, combining detailed financial planning with access to extensive investment resources and innovative modeling tools.

Karen Johns is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 31 years of industry experience, including 10 years with Wells Fargo Clearing. 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 through over 14,000 advisors and offers a range of brokerage and advisory solutions.

Todd Stevens is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 31 years of industry experience. His career includes roles at Citigroup Global Markets from 1995 to 2009 and Morgan Stanley since 2009, including the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, supported by structured discovery processes and firm-approved planning tools.

Justin Rogin is a financial advisor at Charles Schwab with 21 years of industry experience. He has worked at Charles Schwab since 2006 and holds the Series 66 designation. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, with a multi-asset investment approach supported by centralized custody and operational infrastructure.

Dana Richmond is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has worked at firms including Evershore Financial and Minnesota Life Insurance Company. Richmond is a founder and director of the Winter Park Lifelong Learning Foundation, where she supports and provides community education programs, and she holds a partnership interest in a restaurant group in Tallahassee, FL. Cetera Investment Advisers LLC is an SEC-registered advisor that offers a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and access to various program structures, managing over $256 billion in assets with more than 10,000 advisors nationwide.