Kathleen Delong is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. She has been with Merrill since 2004 and has also worked with Bank of America, N.A. since 2011. Merrill, along 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 strategies tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

George Farley is a Series 66-licensed advisor with Wells Fargo Clearing, based in Winter Park, FL, and has 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved in rental income activities. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Mark Clancy is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 63 designation and 37 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ernesto Ramirez is a financial advisor with LPL Enterprise in Orlando, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, J.P. Morgan Securities, and JPMorgan Chase Bank. He has also been self-employed during his career. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

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 with a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Home Realty & Management and Stars & Stripes Homes DTC, Inc. from 2012 to 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and its combination of advisory, brokerage, custody, and cash-sweep services.

Nolan Murphy is a financial advisor at Raymond James Financial in Orlando, FL, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Raymond James in 2025, he worked at New York Life Insurance Company and NYLIFE Securities LLC. He also has experience in educational roles at various colleges and schools. Outside of his advisory role, he is involved in administrative work with Palmer Planells Wealth Group. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports a wide network of advisors with municipal and public finance services, as well as specialized SIMPLE IRA employer advisory programs.

Trevor Mason is a Financial Advisor associated with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial priorities and develop personalized strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on various financial matters, including investing, retirement planning, and unexpected expenses, and facilitates access to Bank of America specialists for additional banking and financing solutions. With experience as a Merrill Financial Solutions Advisor, Trevor focuses on helping clients navigate multiple financial priorities, such as home purchases, education savings, elder care, and healthcare preparation. He collaborates one-on-one with clients to define their goals and align portfolio strategies accordingly, offering ongoing advice to adapt to changing circumstances. Trevor holds a Bachelor's Degree from Florida State University and has earned the Professional Investment Advisor (PIA) designation.

Mark Abramson is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 17 years. Outside of his advisory work, Abramson serves as an officer for an adult day care organization and is involved with the Enzian Film Society and Tau Epsilon Phi fraternity. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Brian Liden is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2012 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

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.

Elizabeth Galarza is a financial advisor with Wells Fargo Clearing who holds Series 66 and Series 63 credentials and has 14 years of industry experience. She previously worked at Merrill and J.P. Morgan Securities. Outside of her advisory role, she owns an online T-shirt sales business called Cozy Pop. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, and manages approximately $671 billion in assets with a team of over 14,000 financial advisors.

Stefanie Flohr is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at FAIRWINDS Credit Union, CUNA Mutual Group, and Suncoast Credit Union. She also serves as a subject matter consultant in an educational practice, Cannon Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Steve Miranda is a financial advisor at Fidelity with 22 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and offers specialized services such as model portfolios and advisory roles to registered investment companies.

Craig Kopp is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Bowyer is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and 15 years of industry experience. He has been associated with Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee and co-trustee for a trust in Dunnellon, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Eric Storts is a financial advisor with LPL Financial in Winter Park, FL, holding a Series 66 designation and possessing 10 years of industry experience. He previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. over an 11-year period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Peter Hopper is a financial advisor with Charles Schwab, holding the Series 63, 65, and 66 designations and 12 years of industry experience. His prior work includes roles at JP Morgan Securities, Bank of America, Equitable Advisors, and involvement with Tidal Realty Group and Google Fiber. 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 non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Samuel Weiner is a financial advisor at Raymond James Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2013, as well as Concurrent Advisors and Concurrent Retirement Solutions in prior roles. Outside of his advisory work, he is co-owner of Winter Park Wealth Group and serves as trustee of a family life insurance trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with municipal and public finance capabilities, along with specialized advisory programs.

Jared Yule is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies that consider clients' full financial pictures and evolving market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to help clients pursue their long-term financial goals. Jared's areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Roanoke College and has earned the Personal Investment Advisor (PIA) designation. Committed to community involvement, Jared participates in volunteer activities within the communities he serves. Outside of work, he enjoys biking, boating, camping, chess, fishing, golfing, music, skiing, spending time with his family, and traveling.