Ignacio Bartolomei is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked for firms including PNC Investments and Wells Fargo Advisors before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also has roles as a commodity pool operator and advisor to multiple registered investment companies.

Kentecia King is a financial advisor at Charles Schwab with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Finra, Pier One Imports, and U.S. Bancorp Investments. 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 guidance using multi-asset model portfolios and maintains a large, integrated structure with centralized supervisory and custody arrangements.

Jose Lopez is a financial advisor with Raymond James & Associates in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Ameriprise and earlier tenures at Raymond James. Outside of advisory work, he is involved in several business ventures, including ownership interests in LLCs related to business services and real estate holding companies, as well as a membership in the Vice Versa Winery. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients including individuals, institutions, and municipalities, offering customized financial planning and consulting services supported by diverse portfolio management styles and affiliated research resources.

Wendy Kanters Smith is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. In addition to her advisory work, she is a commissioned notary public in the state of Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services. The firm employs Wells Fargo research and planning tools to develop tailored recommendations, with planning services available to clients who meet specified net-worth thresholds.

Charles Logue III is a financial advisor with Mass Mutual Investors Services in Orlando, FL, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior positions include roles at UBS Financial Services Inc. and Morgan Stanley. Outside of finance, he is involved as a professional driving instructor and coach, providing high-speed track experiences and race car driver coaching, and is also an author on medicinal research related to snake venom. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, annual client relationships and goal-based investment strategies.

Christopher Boylan is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 registrations. Based in Clermont, FL, Boylan has developed his career within the firm over more than two decades. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

William Jones is a financial advisor with Wells Fargo Clearing in Orlando, FL. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. His prior roles include positions at Stadion Money Management, ALPS Distributors, Inc., and DWS Investments Distributors, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a combination of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party analytics.

Robert Whittington is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2026. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate arrangements.

Heather Bronson is a Financial Consultant currently working at Fidelity Investments since 2021. She has experience serving as a Private Client Advisor at JP Morgan in 2021 and as a Financial Consultant at TD Ameritrade from 2011 to 2020. Heather focuses on partnering with clients to understand their goals and develop customized financial plans tailored to their needs and those of their families. She emphasizes forming strong relationships with clients and maintaining trust, reliability, and competency.

Allen Brinckerhoff is a financial advisor with Raymond James & Associates in Orlando, FL. He holds a Series 63 designation and has 38 years of industry experience, including 18 years with Raymond James. Outside of his advisory role, he serves as Vice President and founder of a local nonprofit aviation chapter. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers tailored financial planning and consulting with a range of portfolio management styles, supported by extensive research and specialized advisory services.

William Schwemlein is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and SunTrust (now Truist). Outside of his advisory role, he was involved with WPS Nutrition LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

John Phaneuf is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He focuses on building lifetime relationships between clients and Fidelity by providing investment guidance and assisting with goal implementation to create a unique planning experience and identify opportunities for deeper client engagement. John has held various roles within Fidelity Investments since 2017, including Investment Consultant, Planning Consultant, Relationship Manager, Workplace Planning Consultant II and I, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Workplace Retirement Plan Associate at T. Rowe Price from 2015 to 2017.

Patrick Schornack is a Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2007, holding various roles including Retirement Investment Specialist, Investment Management Consultant, Financial Consultant, and Investment Solutions Consultant before his current position starting in 2026. With over 20 years of experience, Patrick collaborates with clients to understand their financial and personal goals and helps make complex financial concepts clear and actionable. He utilizes trusted resources and a personalized approach to create, implement, and adapt financial plans that meet clients' evolving needs. Patrick holds insurance licenses in Arkansas and California. His personal interests include spending time at the beach, attending concerts, football, running, and traveling.

Scott Goodkind is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 registrations and bringing 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2014 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in real estate investment as a sole proprietor. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

John Burmester is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has also worked at Wells Fargo Bank, N.A. since 2010. 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 services. The firm’s process is grounded in modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Hannah Amdahl is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at HomeStreet Bank and Buried Onions LLC. Outside of her advisory role, she is involved in artistic and musical pursuits, and also works as a notary and a dog sitter. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Elliott Lockett is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he partners with clients and their families to understand their financial goals and develop personalized plans. He emphasizes ongoing collaboration to adapt strategies as life and markets evolve, ensuring alignment with clients' priorities. Before his current position, Elliott served as an Investment Consultant at Fidelity Investments from 2023 to 2025. Prior to that, he was an Investment Consultant and Customer Relationship Specialist at Charles Schwab between 2022 and 2023. His earlier experience includes roles as a Registered Representative at New York Life Insurance Company from 2021 to 2022 and Lending Specialist at Members First Credit Union of Florida from 2020 to 2021. Outside of his professional work, Elliott enjoys camping, fitness, hiking, traveling, and exploring culinary experiences.

Johana Perez is a Series 66-credentialed financial advisor with Edward Jones, based in Orlando, FL, with one year of industry experience. Her prior work includes roles at Edward Jones since 2022 and managing a home goods business, JB Oak Barrel LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kevin Oser is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads the Corporate Benefit Plan segment of the PAR Wealth Management Team, specializing in retirement strategies for both businesses and individuals. His role involves advising public and private companies on the development and management of their Qualified and Non-Qualified retirement programs, including 401(k) plans. Kevin’s responsibilities encompass plan design, employee education, human resource office support, compliance, and plan testing. He has earned the designation of Retirement Benefits Consultant, joining a select group of Merrill Lynch Financial Advisors focusing on corporate and institutional retirement benefits. Additionally, he holds the Certified Plan Fiduciary Advisor (CPFA) and Personal Investment Advisor (PIA) professional designations. Kevin received a Bachelor’s Degree from the University of Southern California. He is affiliated with the Zeta Beta chapter of Alpha Tau Omega and is a member of the Trojan Club of Florida. Kevin lives in Winter Park with his wife, Danielle, and their two children, Caroline and Davison.

Matthew Ritzma is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. He has been with Thrivent since 2026 and has prior work experience at Door Dash and VUS Education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning and offers clients the option to combine planning with managed-account programs while keeping these services separate.