Makenna Presley is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining the financial industry, she worked in roles including service technician at C.R. Water Treatment Services and employee at Publix SuperMarkets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

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.

Kelly Ellwood Polk is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2023, following a prior tenure at the firm from 2002 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Samuel Glickman is a CFP®-designated financial advisor at UBS Financial Services with two years of industry experience. He has worked at UBS Financial Services since 2021, including a prior one-year role at PNC Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Erika Link is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Ameriprise since 2013, including its predecessor entity Ameriprise Financial Services, Inc. She has a real estate ownership activity outside of her advisory role. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Julie Bolton serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in developing and implementing goals-based wealth management strategies for successful professionals, their families, and growing businesses. Her work is focused on delivering personalized financial strategies designed to help clients pursue their long-term goals. Julie joined Merrill Lynch as a financial advisor in 2013 after seven years with Banc of America Securities. She has over 20 years of experience in the investment banking, real estate, and construction sectors. Her professional background includes managing construction projects and financing major developments such as 7 World Trade Center and One Bryant Park, as well as working in the Mission Control Center at Johnson Space Center. She holds the Chartered Financial Consultant (ChFC) designation, earned through the Accredited Certificate Program from the American College of Financial Planning. Julie is involved in various professional organizations, including the National Association of Women Business Owners and the National Association of Women in Construction. She has served on the executive board of the Orlando Chapter of NAWBO and volunteers with the Cape Canaveral Lighthouse Foundation. Additionally, she has over 20 years of experience coaching at-risk and special needs youth cheerleaders. Her personal interests include camping, fishing, genealogy, gymnastics, music, photography, running, and spending time with family.

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.

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.

Ledger Hatch is a Series 66 credentialed advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Raymond James and attended Harvard College. 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 combination of advisory and brokerage capabilities.

Brandon Waters is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. In addition to his advisory role, he has outside employment with The Master’s Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research and model portfolios.

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, holding a Series 66 designation and one year of industry experience. He has previously worked at Fairwinds Credit Union, Publix Super Markets, Florida Financial Advisors, Chick-Fil-A, and Valencia/UCF. 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 with both discretionary and non-discretionary management, supported by research and model portfolios.

Andrew Levin is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Florida Financial Advisors and TD Bank. Outside of finance, he is a self-employed musician who writes and performs piano music. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, providing a large-scale, integrated wealth management platform.

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 at Charles Schwab in Orlando, FL, holding a Series 66 designation and with 18 years of industry experience. He has been with Charles Schwab since 2010. Outside of his advisory role, he owns a short-term rental property in New Smyrna Beach, FL. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a formal alternative-investment process.

Michael Mollica Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes roles at Ameriprise and LPL Financial, alongside operating Mollica Tax Advisors LLC since 1990, where he advises clients on tax strategies. He is also a partner in a mobile home sales business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, with over $256 billion in assets under management.

Amy Heapps is a financial advisor with OSAIC in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has worked at OSAIC since 2018 and previously held roles at Jhfn Sii, Golds Gym, Wave Health & Fitness, and Healthworks Fitness Centers for Women. Outside of her advisory role, Heapps leads advisor engagement and marketing efforts at GenXFinancial and its divisions, including Innovative Financial Group and Sell My Financial Practice. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services across multiple platforms. The firm employs a range of asset-allocation tools and third-party solutions to manage portfolios including stocks, bonds, mutual funds, ETFs, and alternatives.