Patricia Freehling is a Series 66 licensed financial advisor with 20 years of industry experience. She has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009, and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She also serves as an administrative representative of a registered investment adviser. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, manages a multi-billion dollar asset base, and offers a range of account implementation platforms and proprietary model strategies.

Michael Schmale is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s investment approach includes multi-asset model portfolios with strategic asset allocation and access to discretionary separately managed accounts managed by an affiliate.

Felix Bartolomei is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FAIRWINDS Credit Union, Cuso Financial Services, and Santander Securities LLC. He is also involved with Fairwinds Wealth Management and Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

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.

Maryann Mulhearn is a financial advisor at Merrill with 33 years of industry experience. She has been with Merrill since 2006 and holds the Series 63 designation. 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.

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.

Rodrigo Torres Pinto is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2016 and Bank of America, N.A. since 2022. Outside of his advisory role, he is the sole owner of rental properties in Orlando, Florida. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

John Greene is a CFP® with 11 years of experience in the financial industry and is currently with Raymond James Financial Services Advisors, Inc., where he has worked for 10 years. His prior experience includes a year at Concourse Financial Group Securities, Inc. Outside of his advisory work, Greene was involved in the restaurant business with The Osprey Tavern from 2016 to 2020. He is also the CEO of Greene Wealth Management, a financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services for a diverse client base ranging from individuals to institutional clients, employing tailored non-discretionary planning and analytical tools to support client goals.

Christopher Di Felice is a financial advisor with UBS Financial Services in Winter Park, FL. He holds a Series 66 designation and has one year of industry experience, including previous roles at Truist Financial Corporation and LanderGroup. He attended the University of Tennessee - Knoxville from 2019 to 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Jeisier Gonzalez is a financial advisor with UBS Financial Services in Winter Park, FL, holding Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, Charles Schwab, and experience in real estate and education. UBS Financial Services serves individual, corporate, and institutional clients, combining brokerage and advisory services with capital markets capabilities. The firm uses proprietary research and asset allocation models to tailor financial plans to clients’ goals and risk tolerances.

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.

Mark Clancy is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Citigroup Global Markets from 1991 to 2009 and Morgan Stanley since 2009, including the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning and employs a structured planning process supported by firm-approved tools and investment committee resources.