George Edwards is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Pershing Advisor Solutions LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.

Maria Pacheco Key is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory work, she is the managing member of MPK Estates LLC, a business involved in real estate management. Charles Schwab serves a large 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, utilizing multi-asset model portfolios and a centralized operational structure.

Rachel Lynch is a financial advisor at Charles Schwab with 13 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2010. The firm 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. Charles Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by its research and alternative investment programs.

Oliver Walker Jr. is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Kelly Education, Cellular Sales, IM Academy, UCF Global, Capital Seafood, and Dairy Queen. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Megan Schupp is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held roles at Foliage Design Systems and Rev. Outside of her advisory work, she is an independent contractor for Oui Vend, a merchandise vendor at concerts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Samuel Pereira is a financial advisor at Charles Schwab in Orlando, FL, holding Series 66 and Series 63 designations with three years of industry experience. Prior to his advisory role, he operated an Etsy shop and worked in the automotive and sports merchandise sectors. Charles Schwab & Co., Inc. serves a large 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 offers both non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Natalia Rios is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, based in Orlando, FL. 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.

Yasmani Santana is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab since 2010 and worked at TD Ameritrade from 2022 to 2024. Charles Schwab & Co., Inc. serves a large client base 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 a multi-asset investment approach supported by centralized supervisory and custody services.

Gregory Vandergrift is a financial advisor with Raymond James & Associates in Orlando, FL. He holds the CFP® and ChFC® designations and has 37 years of industry experience. Prior to joining Raymond James in 2019, he spent nine years at Ameriprise Financial Services. Outside of his advisory role, he co-owns College Park Investments, LLC, a business managing single-family rental properties in Orlando with his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and municipalities. The firm offers non-discretionary financial planning and consulting services supported by a wide range of portfolio management styles, affiliated research, and municipal advisory services.

Kevin Devolve is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 1997. He has developed his expertise in areas such as retirement and multigenerational legacy planning, education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Kevin holds a Bachelor's Degree from Eastern Connecticut State University and a Master's Degree from the University of South Carolina. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Throughout his career, he has emphasized the importance of trust and responsibility in his role, building a team that shares this commitment. Kevin has been married since 1994 and has two sons, Noah and Ben, who are both attending college. He is a member of the El Paso Club in Colorado Springs. His personal interests include billiards, hiking, reading, spending time with his family, and traveling.

Elizabeth Stewart is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Wells Fargo Advisors, Morgan Stanley, and several positions outside the financial sector, including hospitality and food service. She also participates minimally in food delivery services through DoorDash and UberEats. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings with a range of financial planning and portfolio management services. The firm integrates proprietary research and model-based asset allocations to tailor investment strategies and operates with both institutional trading capabilities and wealth management services.

Albaneliz Ortiz is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at National Debt Relief, Paylocity, and Huh Oh Studios, where she was employed for five years. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Travis Kidd is a financial advisor with Charles Schwab & Co., Inc. based in Orlando, FL. He holds the Series 66 designation and began his career with Charles Schwab in 2025. Prior to entering the financial industry, he worked for 25 years at Orange County Fire Rescue. 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 multi-asset investment approach supported by in-house research and alternative investment options.

Nancy Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Sebastian, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edward Chairvolotti is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2008 and also operates Chairvolotti Financial, Inc., an independent advisory firm providing financial planning and consulting services. Chairvolotti serves as a for-profit board member of Imagine America Foundation Publishing Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Kristina Dhountal is a financial advisor with Edward Jones in Orlando, FL, holding CFP® and ChFC® designations and over 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is the CEO of Chicks, a for-profit education business where she serves as a teacher and coach. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Brooke Barry is a Financial Advisor Trainee at Merrill Lynch Wealth Management. In this role, Brooke is developing skills and expertise in financial advising within the wealth management sector. Brooke is currently gaining experience in this area under the guidance of the Merrill Lynch team.

Chris Barfield is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2006 to 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide adviser network.

Timothy Clark is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 26 years before joining Wells Fargo in 2019. He is based in Winter Park, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings than typical institutional advisors.

Richard Domroski is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.