Sydney Eckstein is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation with approximately one year of industry experience. Their prior experience includes roles at JPMorgan Chase Bank, N.A., and academic involvement at Rollins College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence combining quantitative and qualitative research, and may include ESG considerations within its investment recommendations.

Rene Crespo is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cetera, Regions Bank, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Elizabeth Hove is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to this, she was with Ameriprise Financial Services Inc and Overton Financial Group LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Glenn Wheelock is a financial advisor at LPL Financial with 33 years of industry experience. His prior roles include positions at Raymond James and Associates, Wells Fargo Clearing, and FINRA. He also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, utilizing a large network of investment adviser representatives and various model portfolio programs.

Shane Cole is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for TIAA and TIAA-CREF from 2011 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of systematic methodologies and AI tools in portfolio management.

Amit Raninga is a financial advisor with Fidelity Investments based in Orlando, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior experience includes roles at Charles Schwab, Fifth Third Bank, and running his own consulting firm, RANINGA Consulting, Inc. He also manages a business consultancy focused on farm operations and inventory management. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Michelle Chance is a financial advisor at Merrill in Orlando, FL, with 16 years at the firm and 10 years of industry experience. She holds the Series 66 designation. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Giffing is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and 27 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for nine years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

David Bilka is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Orlando, FL, and has 16 years of industry experience. He has worked with Royal Alliance Associates and currently holds teaching roles at the University of Central Florida and Lake Sumter State College. Outside of advisory work, he serves as a trustee managing personal financial responsibilities and holds a power of attorney role related to elder care for a family member. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Megan Judge is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James and municipal legal departments in Long Beach and New York City. She acts as a power of attorney for her mother in an investment-related capacity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets across more than 14,000 advisors and offers a range of brokerage and advisory solutions.

Joseph Bell is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America Merrill Lynch and spent eight years affiliated with the University of North Florida. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Yanping Wu is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016. Outside of her advisory work, she co-owns a second home that is a rental residential property. 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 provides a combined advisory, brokerage, custody, and cash-sweep platform, offering primarily non-discretionary investment guidance alongside access to discretionary separately managed accounts.

Kristi Glover is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She has worked at J.P. Morgan Securities since 2023 and concurrently at JPMorgan Chase Bank since 2021. Her background includes positions at Amazon.com, Trustco Bank, Michael Kors, TJX Company, Chipotle, and TUI UK. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Daniel Shapiro is a CFP®-credentialed financial advisor with Charles Schwab in Orlando, FL, where he has worked since 1994, accumulating 31 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as managing member of Starfish Green, LLC, a venture involved in second home rental property management. 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Jeneve Dluzneski is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies tailored to their unique ambitions and priorities. Jeneve works with clients on a range of financial planning needs, including family wealth management, legacy planning, LGBT wealth planning, liquidity management, retirement planning, portfolio management, small business strategies, women and wealth, and tax minimization. Jeneve holds a Personal Investment Advisor (PIA) designation and has completed her education with an Associate's Degree from Pasco Hernando State College and a Bachelor's Degree from the Pennsylvania State University System. She also attended the University of Utah and graduated from Viewmont High School. In her role, Jeneve serves as a resource for general investing, retirement planning, and addressing unexpected financial needs, often collaborating with specialists in banking, credit, home financing, and small business solutions. Additionally, she is a member of the American Kennel Club. Outside of her professional work, Jeneve has personal interests in antiquing, horseback riding, reading, and spending time with her family.

Mehdy Forootan Flores is a financial advisor with Charles Schwab in Orlando, FL. He holds a Series 66 designation and has worked in the financial industry since 2023, with prior experience at Banrio Casa de Valores and 3F ARQ + CONST. He is also a passive member of S&M Synergy Group LLC, a non-agent real estate business. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and due diligence on alternative investments.

Todd Merrill is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. His work background includes roles at Marriott Vacation Club, Trustco Bank, Lowe's, R3 SSG Inc., and two decades of service in the US Navy. Charles Schwab 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 separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Diego Cardoso-Pereira is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. His role focuses on providing personalized financial planning that aligns with each client's unique goals, offering tailored guidance to develop disciplined investment strategies aimed at growing, protecting, and enjoying their wealth with confidence. Prior to his current position, Diego held various roles at Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative from 2021 to 2023. Before joining Fidelity Investments, Diego gained experience in the financial sector through positions such as Assistant Vice President of Operations at StoneX Group, Derivatives Middle Office Specialist at Voya Investment Management, Associate Equity Operations at Cowen Inc., and Intermediate Analyst at Bank of New York Mellon. Diego has personal interests in comedy, football, golf, movies, pets, and traveling.

Hugo Neyra is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and affiliated entities since 2013, including roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account options. The firm provides a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and alternative investment programs.

Jhonatan Quintero is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Family First Life and American Income Life. He receives insurance residuals as a secondary activity. 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 offers both non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative investment platform.