Jason Weese is a Private Wealth Advisor and co-founder of the Weese Harris Group. He was one of the founding members of Merrill Private Wealth Management's office in the Pacific Northwest. Merrill Private Wealth is a network of approximately 350 specialized teams nationwide serving ultra-high-net-worth individuals and families. Jason contributed significantly to the growth of the Bellevue, Washington, Private Wealth office into one of the largest in the country. With over 30 years of experience, Jason advises high-net-worth individuals, families, and businesses on a wide array of complex financial matters. His expertise includes estate planning, philanthropy, alternative investments, control and restricted securities, lending strategies, hedging and monetization, investment banking, and comprehensive wealth planning. He holds the Accredited Private Wealth Advisor designation from Merrill Private Wealth and has been recognized multiple times on Barron's Top 1200 Financial Advisor list, as well as on Forbes Best-In-State Wealth Advisors and Wealth Management Teams lists. Jason earned a Bachelor of Arts degree in Finance from Western Washington University. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation awarded through the Investments & Wealth Institute® in conjunction with the Wharton School of the University of Pennsylvania. He is a native of Lake Quinault, Washington, and resides in Bellevue, Washington. Jason is an active member of Bellevue Downtown Rotary and participates in community involvement with HopeKids AZ. Outside of work, he enjoys basketball, golfing, and watching movies.

Elizabeth Hall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. She previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Hall is involved with the Orlando Rowing Club Inc., where she coaches crew and rowing. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and utilizes a range of analytical tools, supporting clients through advisory programs and partnerships unique among large institutional advisors.

Tammie Wong is a Financial Consultant currently employed at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Investment Solutions Representative I, II, and III, as well as Investment Consultant. Prior to joining Fidelity, Tammie worked as a Registered Representative at Equitable Advisors from 2019 to 2020. Her professional experience encompasses various aspects of financial consultation and investment solutions. Tammie collaborates with clients to develop personalized financial strategies aimed at retirement planning, investment growth, and managing significant life transitions. She focuses on providing clear guidance and thoughtful approaches tailored to each client's goals and values. Outside of her professional work, Tammie has personal interests in board games, gardening, pets, photography, reading, and traveling.

Tamara Rodriguez is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Abigail Blanton is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing, she worked at Gill Logistics and Mudpie, and has experience in educational roles at the College of Central Florida and Forest High School. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Miguelangel Gomez is a financial advisor with Fidelity in Winter Park, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in various roles including valet service with Orlando Parking Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Patrick Buchanan is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at Raymond James Financial Services and operating Accurate Concrete and Curbing, LLC. He is also involved in independent insurance brokering specializing in term life insurance. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized Recommendation Reports through a centralized consulting team.

Derek Roy is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at Sagepoint Financial, The Leaders Group, Wealthvest Marketing, LPL Financial, and Transamerica Financial Advisors. Roy also works as an insurance agent providing fixed insurance products. OSAIC Wealth serves a diverse client base including retail, institutional, high-net-worth individuals, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment programs and maintains a complex affiliate network with private-equity ownership.

Caroline Prybyl is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021. Prior to this, she held roles at the Central Florida Zoo & Botanical Gardens and several other organizations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models.

Jared Incinelli is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of his advisory role, Jared serves as the head varsity softball coach at The Geneva School of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies that include discretionary and non-discretionary management with diversified investment options.

Michael Bensey is a financial advisor at LPL Financial in Orlando, FL, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2019, following prior roles at Ameriprise Financial Services and Kestra Investment Services. Outside of his advisory role, he is involved with Good Life Insurance Agency and Bensey Wealth Management. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Stephen Wytiaz is a CFP® and Series 66 designated financial advisor with Charles Schwab in Orlando, FL, bringing 10 years of industry experience. He has been with Charles Schwab since 2015, including a tenure at Charles Schwab Bank from 2016 to 2017. Charles Schwab & Co., Inc. serves a large 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 features a primarily non-discretionary client relationship model supplemented by access to discretionary separately managed accounts and utilizes multi-asset model portfolios, strategic asset allocation, and alternative investment due diligence.

Suzanne Magee Fleming is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since the summer of 1977. Prior to joining Merrill Lynch, she was employed at another financial services firm in New York City. Suzanne works with affluent families, individuals, and women in transition, focusing on areas such as college education planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. She helps clients prioritize their needs and establish quantifiable goals through personal consultation, subsequently developing and implementing customized strategies using a wide variety of financial instruments. Suzanne leads a team of seven, including her son James, who joined in 2011. Suzanne holds a Bachelor of Science Degree in Business Management from Bucknell University and is a Personal Investment Advisor (PIA). She is active in her community as a board member of the Pet Alliance of Greater Orlando and is also a member of the Collaborative Family Law Group of Central Florida. Suzanne and her husband, Mike, reside in Bay Hill. Her personal interests include boating, gardening, and traveling.

Nicholas Harker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrently worked at Wells Fargo Bank NA since 2011. Outside of finance, he has worked at Lowe's Home Improvement since 2005. 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 a combination of brokerage and advisory solutions supported by research and analytics.

Joseph Labs is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at MML Investors Services, Weiser Financial, MassMutual Life Insurance Co., Equitable Advisors, and multiple other firms. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager fund structures and model portfolios.

Sydney Eckstein is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation with approximately one year of industry experience. Their prior experience includes roles at JPMorgan Chase Bank, N.A., and academic involvement at Rollins College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence combining quantitative and qualitative research, and may include ESG considerations within its investment recommendations.

Rene Crespo is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cetera, Regions Bank, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Elizabeth Hove is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to this, she was with Ameriprise Financial Services Inc and Overton Financial Group LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Glenn Wheelock is a financial advisor at LPL Financial with 33 years of industry experience. His prior roles include positions at Raymond James and Associates, Wells Fargo Clearing, and FINRA. He also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, utilizing a large network of investment adviser representatives and various model portfolio programs.

Amit Raninga is a financial advisor with Fidelity Investments based in Orlando, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Charles Schwab, Fifth Third Bank, and running his own consulting firm, RANINGA Consulting, Inc. He also manages a business consultancy focused on farm operations and inventory management. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.