John Evers is a financial advisor at Primerica Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Michael Schmale is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Charles Schwab since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s investment approach includes multi-asset model portfolios with strategic asset allocation and access to discretionary separately managed accounts managed by an affiliate.

Felix Bartolomei is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at FAIRWINDS Credit Union and Cuso Financial Services. 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 proprietary and third-party research and technology solutions.

Jessica Palmer is a Planning Consultant at Fidelity Investments, where she works closely with clients and their dedicated advisors as part of the wealth planning team. In her role, she focuses on establishing and maintaining financial plans tailored to individual client needs. Jessica has been with Fidelity Investments since 2015, holding various positions including Financial Representative from 2015 to 2018, Relationship Manager from 2018 to 2022, and Planning Consultant since 2022.

John Yuzzolin is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Wells Fargo entities since 2013, including Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. 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 through a large team of financial advisors. The firm offers both brokerage and advisory solutions, with an emphasis on research-driven investment approaches and a range of financial products distributed through affiliated bank and insurance entities.

Anthony Gilotti is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Regions Bank. He serves as an officer and board member of The DeBary Foundation, a nonprofit supporting community projects in parks, arts, and environmental conservation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, charitable organizations, and institutional clients. The firm emphasizes non-discretionary advisory services and offers access to various investment programs and outside managers.

Kevin Champagne is a financial advisor with Edward Jones in Winter Springs, FL. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked at McKee Foods Corporation for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Frank Blackard is a financial advisor at Cetera with 54 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Cetera and its related entities since 2015. Blackard was also involved with Masters Prosports & Entertainment from 2016 to 2021 and operates Blackard Financial Services, LLC. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional accounts, offering both discretionary and non-discretionary portfolio management along with various program structures. The firm supports a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets through a network of more than 10,000 advisors.

Maryann Mulhearn is a financial advisor at Merrill with 32 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2006. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Anthony Vidal is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at NYLIFE Securities LLC, Facet Wealth, JP Morgan Securities LLC, and JPMorgan Chase Bank. Outside of finance, he has worked at Uber for several years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with 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 from Wells Fargo Investment Institute and third-party sources.

Jenny Savallo is a financial advisor at Morgan Stanley with 37 years of industry experience. She has previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC in 2020. She holds Series 63 and Series 66 credentials and is based in Orlando, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning and uses structured tools and model-based projections as part of its planning process.

Blake Smith is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he worked at Western Southern Life and Bintelli LLC. Outside of his advisory role, he is the owner of a separate business in Charleston, SC, unrelated to investment activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary managed accounts, supported by its large scale and integrated operational structure.

Charles Bosworth is a CFP® with 30 years of experience in financial advisory. He is affiliated with Raymond James Financial Services Advisors, Inc. and has operated his own advisory practice through Bosworth Financial, LLC since 2017. Outside of his advisory work, he owns and operates a tax preparation business specializing in individual 1040 tax planning and preparation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and investment recommendations.

Jeannette Whipple is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She previously worked at LPL Financial for 12 years before joining her current firm in 2025. Whipple holds Series 63 and Series 66 licenses. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both proprietary and third-party strategies with multiple implementation options.

Timothy Tracey is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2001. Outside of his advisory role, he is the owner of a personal investment business. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, and it maintains a notable presence in public finance and municipal advisory services.

Matthew Fosnow is a financial advisor with Raymond James Financial in Apopka, Florida, holding a Series 66 designation and 24 years of industry experience. He has worked with Raymond James and its affiliates since 2001 and currently owns and operates two support companies, Fosnow Wealth Management and The Infinity Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling.

John Greene is a CFP® with 10 years of experience at Raymond James Financial in Winter Park, FL. He has worked at Raymond James Financial Services Advisors and Raymond James Financial Services since 2016 and was previously involved with The Life & Annuity Shop, LLC. Outside of his advisory role, he has served as an officer and CEO of Greene Wealth Management, where he practices financial planning. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers customized, non-discretionary advisory services and maintains a notable affiliation with municipal and public finance activities.

Christopher Di Felice is a financial advisor with UBS Financial Services in Winter Park, FL. He holds a Series 66 designation and has one year of industry experience, including previous roles at Truist Financial Corporation and LanderGroup. He attended the University of Tennessee - Knoxville from 2019 to 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Jeisier Gonzalez is a financial advisor with UBS Financial Services in Winter Park, FL, holding Series 63 and Series 66 registrations and two years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, Charles Schwab, and experience in real estate and education. UBS Financial Services serves individual, corporate, and institutional clients, combining brokerage and advisory services with capital markets capabilities. The firm uses proprietary research and asset allocation models to tailor financial plans to clients’ goals and risk tolerances.

Bryce Sutherland is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses. He has worked at Charles Schwab since 2024 and has prior experience with Credit Suisse and Florida Financial Advisors. Outside of finance, he was involved with the Southwest Stars Swim Club from 2017 to 2020. 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 discretionary separately managed accounts and maintains a centralized operational structure covering advisory, brokerage, custody, and cash-sweep services.