Scott Abramson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in wealth management, helping individuals, families, and business owners align their financial lives with their priorities. Scott is a founding member of PAR Wealth Management, where he contributes to the mission of improving clients' lives by helping them avoid mistakes, simplify their financial lives, and achieve their goals. Scott's approach emphasizes a specialized, multi-generational perspective, offering strategies designed not only for present needs but also for future opportunities and challenges. Recognized by leading industry publications, he builds trust through collaboration, transparency, and client-first planning. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA), and earned his bachelor's degree from the University of Central Florida. Outside of his professional role, Scott is involved with Lake Highland, serving as an Ambassador for the school. He enjoys activities such as fitness, travel, cooking, lifelong learning, and Brazilian Jiu-Jitsu. His motivation is centered on his son, with whom he spends time exploring the world and creating shared experiences.

David Peters is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include positions at TD Ameritrade, 4 Rivers, and Charles Schwab Bank SSB. He also co-owned a carpet cleaning business for two years. Charles Schwab & Co., Inc. serves a large client base of 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence.

Brian Makoff is a financial advisor at Charles Schwab in Orlando, FL, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2004. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Steven Lehrer is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. Lehrer is based in Winter Springs, Florida. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Jordan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth strategies that focus on performance, clarity, and long-term success. He works with individuals, families, and business owners, including attorneys, healthcare professionals, corporate executives, and business owners, to develop tailored financial plans that address complex financial decisions. William's practice emphasizes building long-term relationships and delivering comprehensive guidance across investment management, financial planning, tax-efficient strategies, legacy planning, and retirement income. William holds a Bachelor's Degree from the University of Central Florida and is designated as a Personal Investment Advisor (PIA). His approach centers on understanding each client's unique goals, family dynamics, values, and financial opportunities and challenges to create customized roadmaps aligned with their long-term objectives. He assists clients in areas such as portfolio management, estate planning, business succession, risk management, cash flow, and wealth preservation. Outside of his professional role, William participates in the Maitland Rotary Club. He enjoys baseball, chess, golfing, and spending time with his family.

Donovan Mufdi is a CFP® professional with 18 years of experience in financial advising. He has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2022, following seven years at Edward Jones. In addition to his advisory roles, he is an independent contractor financial advisor with Winter Park Wealth Group. He is affiliated with Raymond James Financial Services Advisors, Inc., which provides tailored financial planning and investment consulting services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses risk profiling and analytical tools to support non-discretionary planning and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Samuel Gorovitz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023 and previously was employed at the Ivita Group and American University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.

Brad Fang is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Lyft, JEDirect, Wellfit Parts, and the University of Missouri - St. Louis. 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 offers multi-asset model portfolios supported by in-house research and alternative investment programs.

Analee Johnson is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she worked in various roles including at Club Pilates and Valencia College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Andy Rampersaud is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and Investacorp Advisory Services. Based in Orlando, FL, Rampersaud manages his advisory practice within LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm provides a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Bradley Geltzer is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2021 and previously held positions at firms including Cetera Investment Services and LPL Financial. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Timothy Koerper is a CFP® professional with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he has been involved with Stone Creek Home Owners since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Susan Baiocco is a financial advisor with Wells Fargo Clearing in Titusville, FL, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Tyson Smith Jr. is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His work history includes prior roles at Raymond James & Associates, Inc. and positions outside finance in hospitality and retail. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports municipal and public finance work uncommon among large institutional advisors.

Kenneth Mullins is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and PNC Investments. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products through affiliated entities.

Blake Darnell is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held roles at the University of Central Florida and Grafton Street Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kevin Ryan is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at Morgan Stanley, Goldman Sachs, United Capital Financial Advisers, and TD Ameritrade, among others. Based in Orlando, FL, he joined Charles Schwab in 2025. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by comprehensive investment research and a distinctive operational structure.

Amanda Metcalf is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets. The firm offers both brokerage and advisory solutions and employs research-based investment approaches grounded in diversification and modern portfolio theory.

Matthew Sloan is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in delivering risk-based wealth management plans to help clients achieve their investment goals. He works with a select group of families, retirees, corporate executives, business owners, and non-profit organizations, primarily in the Orlando area and nationwide. Matthew and his team provide holistic financial education, coordinating efforts with clients’ external advisors to simplify and manage complex financial affairs. Since beginning his career in 1999, Matthew has developed expertise in areas including divorce transition planning, employee benefits planning, institutional and corporate benefit services, investment consulting for defined contribution plans, personal retirement planning, and small business strategies. He holds multiple professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Matthew graduated with a Bachelor of Science in Business Administration from the University of Central Florida, where he remains active in the alumni community and the UCF Shareholder Society. Outside of his professional work, Matthew is engaged with the University of Central Florida's Alumni Association and is a supporter of their football, basketball, and golf programs. His personal interests include golfing, hiking, reading, table tennis, tennis, and traveling.

Vadim Klochko is a financial advisor with Edward Jones in Winter Springs, FL, holding the CFP® designation and Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 advisors and managing approximately $1.01 trillion in assets under management.