Stanley Porfirio is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized investment strategies aimed at pursuing their financial goals. He also provides access to Bank of America services for banking and lending needs. Stanley holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from FAAL Faculdade de Administração e Artes de Limeira. His approach focuses on understanding what matters most to clients and their families to help guide their financial planning.

Fredrick Venturoni is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliates since 2019, with prior experience at Summit Financial Group Inc and Summit Brokerage Services Inc dating back to 2007. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account management with access to model portfolios and third-party managers.

Jason Claycomb is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Raymond James and its related entities since 2000 and has owned Claycomb Wealth Management, Inc. since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses detailed risk profiling and modeling tools to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gregory Thomas is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

Joshua Langholz is a financial advisor at Thrivent Investment Management with 31 years of industry experience. He has been with Thrivent since 2002 and holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning on a range of financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Carla Bulnes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. Outside of her advisory work, she owns and operates a small business that bakes and sells cakes and cupcakes in Orlando, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its financial product offerings.

Juan Pino is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Verizon Connect. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Dusey is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1998 after graduating from the University of Central Florida with a Bachelor of Arts degree in Finance. Over the years, he has held several positions within the firm, including Senior Vice President and Senior Resident Director, and currently leads The Dusey Group. Greg focuses on helping both individuals and businesses pursue their long-term financial goals through tailored, logic-driven strategies. His expertise includes portfolio guidance and management, asset allocation, employer stock and option risk management, alternative investment strategies, liability management, lending solutions, and business lines of credit utilizing Bank of America's banking services. His client focus areas encompass legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. In addition to his professional responsibilities, Gregory is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). He is active in the community and serves on the board of the Give Hope Foundation. Gregory lives in Longwood, Florida, with his wife Krista and their three children.

Shelly Walton is a financial advisor at Morgan Stanley in Winter Park, FL, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. Outside of her advisory role, she has been involved with Golds Gym/Ponzio Fitness since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Brett is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing various analytical tools.

Santiago Escallon is a financial advisor at Morgan Stanley in Orlando, FL, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2023, he spent five years at Rollins College and five years at Colegio Nueva Granada. He is also authorized with SANIK LLC, an investment-related business focused on real estate. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and investment programs supported by firm-approved tools and rigorous analytical methods.

Paul Prewitt is a financial advisor with Ameriprise in Longwood, FL, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2018 and previously worked at The Walt Disney Company from 2011 to 2018. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with specific asset thresholds, combining research, modeling, and tax-efficiency analysis to produce annual, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Don Greenberg is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Charles Schwab since 2014. 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 discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Beau Przytulski is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2017. Prior to his current role, he spent time at Charles Schwab Bank, SSB, Target Corporation, and Ball State University. 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 discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

David Brinckerhoff is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he serves as Youth Services Chair for the Rotary Club of Lake Buena Vista, organizing community service projects involving youths. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

Kirsty Leeson Walker is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes prior roles at Merrill Lynch and Bank of America. Outside of her advisory work, she owns a vacation property garage rental business. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles, proprietary research, and municipal advisory services.

Christina D'elia is a financial advisor with Merrill in Winter Park, FL, holding a Series 66 designation and six years of industry experience. She has worked at Bank of America and Merrill Lynch since 2015. Christina serves on a grant advisory board for United Arts Of Central Florida, assisting with grant selections for local arts initiatives. 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, and institutional investors.

Melanie Shor is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley in various capacities. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, including scenario modeling techniques such as Monte Carlo simulations.

Eddy Montalvo is a CFP® and ChFC® credentialed financial advisor with nine years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at firms including Bank of America, Merrill, and USAA Financial Planning Services. Montalvo serves on the finance committee of the Sereno Homeowners Association. 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 options. The firm’s approach is IPS-driven, incorporating modern portfolio theory and a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Madeline Bickerstaff is a financial advisor with Raymond James Financial with four years of industry experience. She holds a Series 66 designation and has worked at Winter Park Wealth Group and Raymond James Financial Services since 2020. Outside of her advisory work, she occasionally gives private beach volleyball lessons and competes in tournaments. 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, pension plans, corporations, charities, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through its advisory programs and partnerships.