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 with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Raymond James, he worked at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory role, he is an associate employee at Palmer Planells Wealth Group, where he performs administrative tasks. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities, offering customized solutions including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

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.

Curt Busby is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 19 years and Raymond James for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

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.

Hieu Nguyen is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 66 credentials and beginning his industry career in 2026. Prior to joining Raymond James, he worked at Bank of New York Mellon and Charles Schwab. Nguyen serves as a Human Resources Specialist in the U.S. Army Reserves. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities. The firm offers customized advisory solutions and a dedicated SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

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 based in Orlando, FL, holding Series 63 and Series 65 licenses and totaling 24 years of industry experience. He has worked at Bank of America and Merrill since 2011. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

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.

Jared Reimel is a financial advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2018 following his graduation from Baldwin Wallace University in Cleveland, Ohio, where he was a student athlete in football and track & field. Jared's professional mission is to empower clients with financial clarity and confidence to achieve their unique goals through personalized service, integrity, and informed guidance. With five years of experience, Jared focuses on working with business owners, skilled trade professionals, and individuals preparing for or living in retirement. His areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, individual and corporate investment strategy, and retirement income. Jared holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Jared is involved in community organizations including Elevation Scholars and Home of the Holy Angels. His personal interests include cooking, football, golfing, hiking, skiing, and spending time with his family.

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, with prior roles at Concurrent Retirement Solutions and Concurrent Advisors. Outside of his advisory work, he is a co-owner of Winter Park Wealth Group and serves as trustee of a family life insurance trust. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews and risk profiling.

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.

Daniel Cronin is a financial advisor with Raymond James & Associates in Orlando, FL. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Robinhood Markets, Inc. and Robinhood Financial. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including high-net-worth individuals, pension plans, corporations, and government entities, delivering non-discretionary planning and portfolio recommendations supported by comprehensive research and a large affiliate network.

Raul Gonzalez is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Morgan Stanley and a year with RR Tire LLC. Charles Schwab & Co., Inc. primarily serves 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 offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.