Austin Zoellner is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2011, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His professional experience encompasses working closely with families, business owners, and individuals to pursue financial success. Austin focuses on partnering with clients to understand their unique financial situations, developing customized strategies aimed at achieving long-term financial stability. He emphasizes ongoing discussions with clients to ensure their financial plans remain aligned with their goals throughout different stages of life. Outside of his professional work, Austin's interests include family activities, fitness, football, parenthood, traveling, and volunteering.

Vicky Delhaye is a financial advisor at Charles Schwab with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 1998, including Charles Schwab Bank and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. 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 financial planning services. Schwab offers both non-discretionary and discretionary investment management options, employing multi-asset model portfolios and a centralized, integrated operational structure.

George Miller is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 63 designation and 43 years of industry experience. He has worked at Charles Schwab since 1991 and spent six years at optionsXpress, Inc. prior to that. Charles Schwab & Co., Inc. serves a broad client base, 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 employs a multi-asset model portfolio approach supported by centralized operational and supervisory infrastructure.

Rachel Thompson is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She has previously worked at TD Ameritrade and Financial Engines Advisors L.L.C. 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 a range of multi-asset model portfolios and alternative investment options.

Maria Ramirez is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has worked at Merrill for a total of 15 years, with a two-year gap in between. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jose Delgado is a financial advisor with Ameriprise in Winter Park, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he is co-owner of Practice Solutions Consolidated Group, LLC, which manages his Ameriprise business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Mitchell Houser is a financial advisor with Ameriprise who holds a Series 66 designation and has 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice.

Yves Moon is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and nine years of industry experience. His career includes positions at Sanford C Bernstein & Co LLC and Axa Advisors, LLC before joining J.P. Morgan in 2023. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jason Eddy is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining Charles Schwab in 2024, he worked at Wells Fargo Clearing for seven years. Charles Schwab & Co., Inc. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Steven Kazukietas is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Schwab Private Client Investment Advisors and Charles Schwab Bank during his career. Outside of finance, he assists with coordinating league schedules and registrations at RDV Sportsplex Ice Den in Orlando. 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’s approach 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.

Eric James is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at AXA Advisors, LLC and PNC Investments. Based in Orlando, FL, he has been with Wells Fargo Clearing since 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.

Carlos Alvarez is a Series 66–licensed financial advisor with Charles Schwab in Orlando, FL, and has 12 years of industry experience. He has been with Charles Schwab since 2013 and has served at Charles Schwab Bank since 2017. He is currently the Treasurer and Secretary of the Ashbury Park Home Owner's Association. 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 management using multi-asset model portfolios and conducts due diligence on alternative investments through its Schwab Center for Financial Research.

Martha Prestin is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 17 years. In addition to her advisory role, she is a commissioned notary in Orlando, Florida. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Kevin Gerry is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes roles at TD Ameritrade and A. G. Edwards & Sons, Inc. He also serves as a trustee and holds power of attorney responsibilities for various family trusts and individuals. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Jeffrey Murray is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lombard Advisers, Lombard Securities, Benjamin F. Edwards & Company, Wells Fargo Clearing, and A. G. Edwards & Sons. Outside of his advisory work, he operates an insurance agency, Jeffrey D. Murray & Co., LLC, specializing in life, annuities, accident and sickness, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and portfolio management options and supports its advisors with research, technology tools, and various affiliated financial services.

Derek Grimm is a CFP® with 25 years of industry experience. He is currently with RBC Capital Markets and City National Bank, having previously worked at Bank of America and Merrill Lynch. Grimm serves on the Board of Directors for the Camaraderie Foundation, a veteran organization that supports individuals with PTSD. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations, offering customized advisory programs and portfolio management services tailored to client risk profiles.

Ethan Cole is a financial advisor with LPL Financial in Orlando, FL, holding a Series 65 credential and starting his advisory career in 2026. His prior experience includes roles in financial services and community-related positions, including two years at Discovery Church and four years at the University of Central Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing various investment strategies and operational tools.

Sheridan Major is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Charles Schwab, Major worked at Edward Jones and Raymond James Financial Services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts with an integrated operational and custody platform.

Joseph Uttlinger is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2004. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research from Wells Fargo Investment Institute along with modern portfolio theory principles in its investment approach.

Deric Milligan is a CFP® professional with three years of industry experience, currently affiliated with Raymond James & Associates in Winter Park, FL. Prior to joining Raymond James, he was the founder and Chair of the Board of Inheritance of Hope, a nonprofit serving young families with a terminally ill parent. He also serves as Treasurer and a board member for the Orlando Philharmonic Orchestra. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering financial planning, investment consulting, and municipal advisory services.