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.

Samantha Kervitsky is a financial advisor at Morgan Stanley with nine years of industry experience. She has been with Morgan Stanley since 2014 and holds a Series 66 designation. Based in Orlando, FL, her career has been focused entirely at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and methodologies.

Melissa Devolve is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on wealth planning. She leverages the resources of Merrill Lynch and her extensive experience to develop customized financial roadmaps for families, emphasizing retirement and education planning, estate planning, and collaboration with clients' tax and legal professionals. Melissa began her career at Merrill Lynch Wealth Management immediately after earning her Bachelor's Degree from Eastern Connecticut State University. After initial years building her practice, she temporarily paused her career to focus on family. She rejoined Merrill Lynch in 2015 with renewed commitment, serving clients across generations including legacy clients and their descendants. Her expertise encompasses education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, women and wealth, and retirement income. Certified as a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), Melissa brings a comprehensive skill set to her advisory role. Outside of work, she is married with two adult sons and is involved with organizations such as Children's Hospital Colorado, Gary Sinise Foundation Snowball Express, and Make-A-Wish Foundation. Her personal interests include biking, gymnastics, music, scrapbooking, skiing, spending time with family, traveling, and watching movies.

Stanise Richardson is a financial advisor with Primerica Advisors in Gotha, FL, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Her career includes roles at The Diamond Agency, BestMark, Pfs Investments Inc., and Primerica Financial Services, as well as a previous 34-year tenure at Walt Disney Attractions. Outside of financial advising, she works as an independent contractor with VIPKID HK LTD. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a percentage-based wrap fee structure for its services.

Alejandro Gutierrez is a financial advisor at Primus Trust with eight years of industry experience and holds a Series 65 designation. He has been involved in managing and serving as CFO for child care centers, including My Kids Academy LLC and Aquarelle Kids LLC, since 2006. Outside of his advisory role, he manages administrative and financial duties for these education-related businesses. Primus Trust provides investment advisory and trust-related services primarily to pooled vehicles and institutional or corporate accounts. The firm leverages its team’s combined expertise in finance, accounting, and operations research to manage institutional assets and administer business-related accounts, with a strong emphasis on internal governance and compliance.

Henry Gibson Garcia is a CFP® with four years of industry experience, currently serving as the sole advisor at G4 Financial Planning, LLC. Prior to founding his firm, he worked at Plan & Act Pension Advisors and Plan & Act. He also works as a standardized patient educator at the University of Central Florida College of Medicine. G4 Financial Planning, LLC operates as an independent firm focused on providing financial planning services.

Peter Chamberlain is a financial advisor with BRC Management LLC, an independent firm based in Windermere, FL. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding BRC Management in 2011, he worked elsewhere in the financial sector. Outside of advisory work, Mr. Chamberlain serves as president of the BR Chamberlain Foundation for Public Enrichment, a public charitable organization. BRC Management LLC is a single-advisor independent firm.

Marlyn Felsing is a financial advisor at Felsing Financial with 26 years of industry experience. He holds a Series 65 credential and has previously worked at Carr Riggs & Ingram, LLC for eight years. Marlyn has also been associated with Felsing Rankin, LLC since 1987. Felsing Financial is an independent firm serving clients with personalized financial planning and 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.

Michael Bush is a financial advisor with Michael Bush Financial Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior career includes roles at Brooklight Place Securities, Acrylic Financial, AllState Financial Services, and he is currently employed at Northrop Grumman in a non-investment capacity. He also serves as president of First Choice Management Services, which provides administrative support and business strategy advice. Michael Bush Financial Services is an independent firm serving clients in the Orlando area.

Timothy Cross is a Series 65 credentialed financial advisor at Altior Capital with eight years of industry experience. He has held various roles within the Altior Capital entities since 2021. Altior Capital is an independent firm based in Windermere, FL.

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.

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.

Dylan Quintilone is a financial advisor at Copper Canyon LLC with nine years of industry experience. He holds a Series 65 designation and earned the Enrolled Agent (EA) credential in 2022, allowing him to represent clients before the IRS. Prior to his current role, he held positions at Andes Research Group LLC, Seeking Alpha, and Lockheed Martin Corporation. In addition to his advisory work, Quintilone operates a tax preparation business serving individuals and businesses. Copper Canyon LLC is a small firm with two advisors that provides financial advisory services.

Paul Clay is a financial advisor at Copper Canyon LLC in Orlando, FL, holding a Series 65 designation with seven years of industry experience. Besides his advisory role, he is a general manager and 20% owner of Priority Express Parcel, a privately held company. He also offers tax preparation services as an independent contractor through Quintilone Tax LLC. Copper Canyon LLC serves clients with a supported advisory model, focusing on personalized investment strategies through a small team of two advisors.

Ryan Moak is a financial advisor with XYPN Sapphire, holding Series 65 and Series 63 licenses. He began his advisory career in 2026 and previously worked at Lloyds Banking Group for 13 years. Prior to his current roles, he was involved with several ventures including iQ Home Care and Quincove Ventures. 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 using diversified portfolios and offers both discretionary and non-discretionary management, supported by a corporate RIA structure and innovative digital-asset programs.