John Yuzzolin is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He has held roles at Wells Fargo Bank NA since 2013 and Wells Fargo Clearing since 2016. He holds Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Frank Blackard is a financial advisor at Cetera with 54 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Cetera and its related entities since 2015. Blackard was also involved with Masters Prosports & Entertainment from 2016 to 2021 and operates Blackard Financial Services, LLC. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional accounts, offering both discretionary and non-discretionary portfolio management along with various program structures. The firm supports a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets through a network of more than 10,000 advisors.

Anthony Vidal is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at NYLIFE Securities LLC, Facet Wealth, JP Morgan Securities LLC, and JPMorgan Chase Bank. Outside of finance, he has worked at Uber for several years. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jenny Savallo is a financial advisor at Morgan Stanley with 37 years of industry experience. She has previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC in 2020. She holds Series 63 and Series 66 credentials and is based in Orlando, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning and uses structured tools and model-based projections as part of its planning process.

Blake Smith is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Schwab, he worked at Western Southern Life and W&S Brokerage Services, following a decade at Bintelli LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 a centralized operational structure that supports a broad client base.

Charles Bosworth is a CFP® with over 31 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has held advisory roles at several firms, including Merrill and Banc of America Investment Services. Outside of his advisory work, he owns a tax preparation business focused on individual 1040 tax planning and preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored non-discretionary planning and advanced analytical tools to help clients achieve their goals and supports a broad network of advisors and affiliated firms.

Jeannette Whipple is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial, Nationwide Securities, and 1717 Capital Management Company. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm utilizes multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Timothy Tracey is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and drawing on multiple portfolio management styles and affiliated research.

Matthew Fosnow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and with 25 years of industry experience. He has been with Raymond James and its affiliates since 2001 and is also the owner and operator of Fosnow Wealth Management and The Infinity Group. Both businesses support his advisory practice and are located in Apopka, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers, with specialized services in municipal finance and SIMPLE IRA employer consulting.

Bryce Sutherland is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses. He has worked at Charles Schwab since 2024 and has prior experience with Credit Suisse and Florida Financial Advisors. Outside of finance, he was involved with the Southwest Stars Swim Club from 2017 to 2020. Charles Schwab serves a large client base primarily composed of 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 maintains a centralized operational structure covering advisory, brokerage, custody, and cash-sweep services.

George Farley is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, with previous experience at BB&T Investment Services and Edward Jones. 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.

David Peckham is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and previously served at Cetera Advisors LLC and MSI Financial Services, Inc. Outside of his advisory role, he is involved with a business entity for tax and investment purposes based in Orlando, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technological tools and a broad spectrum of non-advisory financial services.

Ernesto Ramirez is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 27 years of industry experience. His career includes roles at Prudential Insurance Company of America, J.P. Morgan Securities, and other financial firms. Ramirez is based in Orlando, FL. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Lauren Jones is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses with 15 years of industry experience. She has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and discretionary investment solutions, supported by a centralized operational structure and access to multi-asset model portfolios and alternative investments.

Michael Giallanza is a financial advisor at Charles Schwab in Orlando, FL, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Charles Schwab Bank SSB and roles in real estate management with Home Realty & Management and Stars & Stripes Homes DTC, Inc. Charles Schwab 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset portfolio guidance supported by in-house research and a formal alternative investment program.

Nolan Murphy is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Raymond James, he worked at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory role, he is also involved as an associate employee providing administrative support at Palmer Planells Wealth Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs a non-discretionary approach tailored to client goals using risk profiling and analytical modeling, and provides specialized municipal and SIMPLE IRA advisory programs.

Mark Abramson is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory role, Abramson serves as an officer for an adult day care organization and acts as treasurer for a fraternity, where he is involved in teaching young men. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics along with diversification principles to offer brokerage and advisory solutions at scale.

Michael Goldberg is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2025. He collaborates with clients and their families to develop holistic and customized financial plans that are tailored to their evolving needs and goals. Michael emphasizes partnering with clients to serve their interests effectively. Prior to his current role, Michael worked as a Planning Consultant at Fidelity Investments from 2023 to 2025. He also held positions at Charles Schwab, including Senior Associate Wealth Advisor with Schwab Wealth Advisory from 2021 to 2023, and Senior Advisor Services Representative from 2017 to 2021.

Nathan Dunnavant is a Series 66 licensed advisor with Merrill in Orlando, FL. He has been with Merrill and its affiliated firms since 2025. Prior to entering the industry, Dunnavant’s background includes experience at H.T. Hackney and involvement with Nona Adventure Park. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Elizabeth Galarza is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and 15 years of industry experience. Her prior roles include positions at Merrill and J.P. Morgan Securities. Outside of her advisory work, she operates an online T-shirt sales business called Cozy Pop. 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.