Gladys Green is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. In addition to her advisory role, she is an associate at Anderson McKelvey Group, where she supports client service and account operations. 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 emphasizes tailored planning and consulting using analytical tools to support client goals and offers a range of advisory programs and institutional consulting services.

Joshua Ainsley is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A., Bloomin' Brands, Inc. (Bonefish Grill), and Publix Super Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Livingston is a financial advisor with Charles Schwab holding a Series 66 designation and three years of industry experience. Prior to joining Schwab, he worked in various roles at Hilton Worldwide, Amazon via Apex Systems, and briefly was unemployed. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm combines a large client base with a centralized operational structure that includes custody, brokerage, and financial planning services.

Amit Patel is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held positions at Celine, BNY Mellon, and National Due Diligence Services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office and global resources to tailor strategies to clients' goals and risk tolerances.

Frank Liccardo is a CFP®-credentialed financial advisor with 12 years of industry experience, currently with Charles Schwab. His prior experience includes roles at TD Ameritrade and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves a broad 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Conrado Santiago is a CFP®-certified financial advisor with Ameriprise in Orlando, FL, bringing 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Santiago serves on the Board of Directors for Prospera, where he is a member of the Finance & Audit Committee. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Derric Hoover is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he partners with clients to develop customized financial plans tailored to meet their families' unique needs, focusing on strategies to grow, protect, and distribute wealth across generations. Prior to his current position, Derric held the role of Senior Wealth Advisor at TD Ameritrade from 2017 to 2021 and at USAA from 2012 to 2017. His professional experience includes wealth advising and financial consulting, with an emphasis on creating and improving financial plans. Additional details regarding his education, credentials, personal interests, or community involvement have not been provided.

Kristen Bellamy is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She previously worked at UBS Financial Services Inc for 12 years before joining Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as Secretary and a board member for the Alaqua Lakes Community Association in Longwood, FL. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and the Global Investment Committee’s return estimates.

Daryl Emerson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients pursue their long-term goals by gaining a comprehensive understanding of their financial situations. Daryl leverages insights from Merrill and the resources of Bank of America to provide customized wealth management and lending solutions. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from the University of Central Florida. Daryl is engaged in community activities and volunteers with organizations in the areas he serves, reflecting his commitment to the Merrill tradition of community participation.

Melissa Devolve is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth management planning. Her focus includes retirement and education planning, as well as collaborating with clients' tax and legal professionals to address estate planning needs. She is part of a team of four professionals dedicated to providing clients with a comprehensive financial planning experience. Melissa began her career at Merrill Lynch Wealth Management immediately after earning her bachelor's degree from Eastern Connecticut State University. After a hiatus to care for her family, she rejoined the firm in 2015. Her expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. She holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of her professional role, Melissa is involved with several community organizations such as Children's Hospital Colorado, the Gary Sinise Foundation Snowball Express, and the Make-A-Wish Foundation. She enjoys spending time with her family, engaging in outdoor activities like hiking, biking, and skiing.

Matthew Weston is a financial advisor with Edward Jones in Longwood, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory work, he is a limited partner in family farming partnerships that oversee agricultural production. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Benjamin Champion is a financial advisor with Legacy Trust Advisors LLC and has 21 years of industry experience. He has been involved in multiple business ventures, including real estate sales through Tree Frog Realty LLC and management roles in several LLCs such as Versorium LLC, Peach Pie LLC, and Dragonfly Tax Services LLC. Legacy Trust Advisors LLC currently has no active advisors listed.

Jeffrey Moss is the sole advisor at Moss & Company, P.A., an independent firm based in Maitland, FL. He holds a Series 65 designation and has 28 years of industry experience, having been with Moss & Company since 1991. In addition to his advisory work, he provides tax and accounting services to a limited number of clients.

Christopher Grimont Sr. is the principal advisor at CGI Investment Advisers LLC in Altamonte Springs, FL, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has led CGI Investment Advisers since 2008. Outside of financial advising, Mr. Grimont is the principal and owner of CGI Insurance Group LLC, a Florida-licensed insurance agency offering a range of personal and commercial insurance products. CGI Investment Advisers LLC is an independent firm focused on providing investment advisory services.

Dennis Gagnon is a CFP® professional with 25 years of experience in the financial services industry. He is the principal and sole advisor at Non-Traditional Wealth Management, LLC, where he has worked since 2005. His prior experience includes roles at Center Street Securities Inc and Arete Wealth Management, LLC. Outside of his advisory work, Gagnon serves as treasurer for the Central Florida Rifle & Pistol Club. Non-Traditional Wealth Management is an independent, single-advisor registered investment adviser providing financial planning, consulting, and portfolio monitoring services. The firm focuses on multi-phase financial planning aligned with recognized standards, implementing recommendations through outside professionals rather than managing portfolios directly.

Richard Reyes is a CFP® professional with 27 years of industry experience. He has been with Wealth & Business Planning Group, LLC since 2008, where he is the sole advisor. Outside of his advisory role, he provides tax preparation, tax planning, and limited insurance sales focused on life, annuity, and long-term care products. Wealth & Business Planning Group, LLC is an independent firm serving clients with comprehensive wealth and business planning services.

John Maffei is a financial advisor at MFM Capital Management, Inc. with 37 years of industry experience. He has worked at MFM Capital Management since 1986. Outside of advising, he serves as Chief Operating Officer of MFM Financial, a tax preparation and advisory service.

Stephen Lee is a financial advisor at Equistar Wealth Management Inc. with 22 years of industry experience. He holds the CFP® and Series 65 designations and has been with Equistar since 2009. Outside of advisory services, he is also an independent insurance agent involved in term life policy sales on a limited basis. Equistar Wealth Management is an independent firm serving individual clients.

Paul Shelton Jr. is a financial advisor at Warwick Shore Advisors, LLC in Orlando, FL, holding a Series 65 designation with eight years of industry experience. He previously worked at Water Oak Advisors from 2015 to 2018 before joining Warwick Shore Advisors, where he has been since 2018. Warwick Shore Advisors is an independent firm with a sole advisor, focusing on providing personalized financial advisory services.

Deivanayak Balakrishnan is a CFP® and Series 66 registered advisor with four years of industry experience. He currently works at XYPN Sapphire and WBI Advisory LLC and has prior experience at Certified Insurance Corp, Certified Advisory Corp, Fortune Financial Services, and Siemens Energy Inc. Outside of his advisory roles, he is involved in insurance sales with Certified Insurance Corp. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach utilizing diversified portfolios and offers both discretionary and non-discretionary management, with an emphasis on human oversight and digital asset management initiatives.