Mason Wohltman is a financial advisor at Raymond James Financial in Orlando, FL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at New York Life Insurance Company and various financial and legal firms. He is also an associate at Edgewater Family Wealth, where he assists clients as a financial advisor and planner. 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 offers tailored, non-discretionary planning using analytical tools and supports clients through its advisory programs and affiliated firms.

John Papa is a CFP® professional with 26 years of industry experience, currently serving at Cetera. He has been involved with Papa & Kaczor P.A. since 1990, holding roles in tax preparation, business consulting, and financial planning. In addition to his advisory work, he owns and manages Archangel Properties, LLC, a commercial real estate rental business. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Sabastien Ridore is a financial advisor at Charles Schwab with a Series 66 designation and experience beginning in 2024. Prior to joining Schwab, he held positions in various industries, including insurance and education. 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 affiliated discretionary separately managed accounts and offers a formal alternative-investment onboarding process.

Rolando Quintana is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Empower Financial Services, Fidelity Investments, and Azcomp Technologies. Charles Schwab & Co., Inc. serves a broad client base primarily consisting 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Erick Avila Mejia is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at multiple financial services firms, including Cetera Wealth Services and Omni Financial Services. Outside of his advisory role, he is involved in business consulting through Omni Resource Group and participates in The Continuing Education Academy, which provides state-approved continuing education for licensed contractors. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across discretionary and non-discretionary program structures.

Nicole Roberts is a Senior Financial Advisor with the Roberts & Associates Group at Merrill Lynch Wealth Management in Heathrow, Florida. In this role, she provides integrated strategy, advice, and service to clients, their families, and their businesses. Nicole helps clients pursue meaningful objectives and lead more satisfying financial lives by developing personalized financial strategies tailored to their long-term goals. With over 25 years of experience in the financial services industry, Nicole's expertise includes customized investment management, trust and estate planning services, business and succession strategies, charitable giving, and access to tailored lending services through Bank of America. She works closely with clients' external tax and legal advisors to ensure clear communication and effective collaboration. Nicole holds the Certified Divorce Financial Analyst® certification and the Personal Investment Advisor (PIA) designation. Nicole earned her Bachelor's Degree in Business Administration with a focus on Finance and Accounting from Eastern Michigan University. Before joining Merrill Lynch Wealth Management in 2019, she held positions at Comerica Bank, The Private Bank and Trust Company, and J.P. Morgan. In her free time, Nicole enjoys boating, golfing, hiking, cooking, interior decorating, reading, and spending time with her family.

Travis Johnson is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he held several positions within Fidelity Investments, including Investment Consultant from 2024 to 2025, Planning Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. He began his career as a Financial Advisor at Merrill Lynch in 2019. Travis partners with clients to understand their overall financial situation and goals. He collaborates with clients to create and implement customized financial plans and investment strategies designed to guide them and their families through the years ahead. Outside of his professional work, Travis enjoys comedy, concerts, exploring food, football, golf, and outdoor adventures.

Matthew Scott is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including over 17 years at Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and investment modeling tools as part of its advisory approach.

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.

Matthew Buckland is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He is based in Orlando, FL, and holds the Series 66 designation. 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 under management and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.