Matthew Sloan is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2009. Outside of his advisory role, he is a sole owner of a rental property. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient strategies, leveraging its integration with Bank of America affiliates and a comprehensive platform supporting trading and lending activities.

Makenna Presley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at FMR LLC and HBK Source Financial LLC. Outside of her advisory role, she has worked as a service technician for C.R. Water Treatment Services and as an employee at Publix Supermarkets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is known for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI-driven research methods.

Austin Holloway is the Resident Director and Wealth Management Advisor at Merrill. In his role, he focuses on providing a comprehensive approach to managing wealth by listening closely to clients' needs and ensuring strategies align with their financial goals. He integrates the investment insights of Merrill with the banking services of Bank of America to address various aspects of his clients' financial lives. Austin's areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, socially responsible and ESG investing, among others. He holds professional designations including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Austin earned his Bachelor's degree from the University of Central Florida. Outside of his professional endeavors, Austin is an active volunteer at the Down Syndrome Association of Central Florida. His personal interests include boating, gardening, music, and traveling. Originally from Apopka, he enjoys spending his weekends on the Windermere chain of lakes, often playing guitar.

Tara Bachinsky is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Raymond James since 2010. 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, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Erika Link is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice using a combination of proprietary research, third-party data, and algorithmic tools.

Patrick Mccarty is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he sells health insurance through United Healthcare and other carriers. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and does not sponsor its own wrap fee program.

Robert Rycyk is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at Primerica Financial Services, Enterprise Fleet Management, and Securian Financial Services. Outside of his advisory work, he is involved with Cambridge Planning Group, offering financial planning services across several specialized divisions, including health and long-term care planning. Cetera Investment Advisers LLC serves a broad client base that includes individual investors, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform, enabling advisors to implement model portfolios or bespoke strategies supported by a network of over 10,000 advisors.

Tracie Bailey is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 13 years at Wells Fargo Clearing and recent roles at Purshe Kaplan Sterling Investments and Concurrent Investment Advisors. Outside of advising, she is an associate at Sloane Financial Planning and Winter Park Wealth Group, providing client support and administrative functions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to pension plans and corporations. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients assess potential outcomes, supporting implementation through various advisory programs and partnerships.

Alex Nelsas is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab, he worked at Northwestern Mutual and held various roles outside the financial industry, including positions at Whole Foods Market and Wing Stop. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and emphasizes a multi-asset model portfolio approach supported by centralized custodial and operational infrastructure.

Bridgette Silverman is a financial advisor at Ameriprise with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at AGIA, VALIC Financial Advisors, Inc., and Charles Schwab & Co., Inc. Outside of advisory roles, she is appointed as an agent to sell non-securities insurance products. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joel Estrado is a Planning Consultant at Fidelity Investments, where he has been providing consulting services since 2020. He progressed through roles as a Work Place Planning Consultant I and II before assuming his current position in 2022. In his role, he focuses on assisting clients with their planning needs to help them work towards their family's unique goals. Joel has accumulated experience within Fidelity Investments over several years, contributing to his expertise in the field of financial planning consultancy. Outside of his professional responsibilities, Joel has personal interests in art and culinary experiences.

Fritjof Stei is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. His work history includes roles at Fidelity Investments, Thrivent Financial, and as a self-employed business consultant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Brian Fajardo is a Series 66-licensed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2025. His prior experience includes roles at New York Beer Project and Global Financial Impact. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Ledger Hatch is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Raymond James for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a framework supported by centralized due diligence.

Kristen Prewitt is a financial advisor with Ameriprise in Longwood, Florida, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has business ownership interests in Abbott Group LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services and offers a broad range of advisory, brokerage, and insurance solutions.

Austin Kinney is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fairwinds Credit Union, Publix Super Markets, and Florida Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

James Millar is a Private Wealth Advisor at Merrill Private Wealth Management, where he also serves as a Senior Resident Director of the firm's Windermere, Florida office. He assists clients in evaluating and implementing portfolio strategies that may involve hedge funds, private equity, managed futures, and middle-market investment banking services through Bank of America. James has experience working with small business owners and corporate executives, focusing on strategies for managing stock options as well as hedging concentrated stock positions and illiquid assets. He is a qualified Portfolio Manager who builds and manages personalized or defined investment strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment solutions. He operates within the firm's Investment Advisory Program, managing some strategies on a discretionary basis. He holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute® and is a member of the same organization. James earned bachelor's degrees in finance and economics from the University of Florida. In addition to his professional work, he participates in community organizations including Windermere Little League, Shepherds Hope, Special Olympics, and Alpha Tau Omega.

Andrew Levin is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Florida Financial Advisors and TD Bank. Outside of finance, he is a self-employed musician, writing and performing music as a songwriter and keyboardist. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services.

Robert Maiocco is a financial advisor with Ameriprise in Winter Park, FL, holding Series 65 and Series 66 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and serves a broad client base through a range of advisory, brokerage, and insurance solutions.

Matthew Wheeles is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. He has worked at Charles Schwab since 2008, including a previous period at Ameriprise from 2006 to 2008. Outside of advising, he owns a short-term rental property in New Smyrna Beach, Florida. 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 accounts and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs.