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® professional with 30 years of industry experience, currently affiliated with Raymond James Financial in Winter Park, FL. He has operated his own firms, including Bosworth Financial, LLC, since 2017, and previously worked at BCW Financial Consultants, LLC. Outside of financial advising, he owns a tax preparation business specializing in individual 1040 tax planning and preparation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports municipal and public finance work, and recently introduced employer advisory programs for SIMPLE IRA plans.

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 with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. 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, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and drawing on multiple portfolio management styles and affiliated research.

Matthew Fosnow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and with 25 years of industry experience. He has been with Raymond James and its affiliates since 2001 and is also the owner and operator of Fosnow Wealth Management and The Infinity Group. Both businesses support his advisory practice and are located in Apopka, Florida. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers, with specialized services in municipal finance and SIMPLE IRA employer consulting.

John Greene is a CFP®-certified financial advisor with 10 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously held a role at The Life & Annuity Shop, LLC and has been involved in a non-investment financial planning practice through Greene Wealth Management. Outside of finance, he was associated with The Osprey Tavern for four years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and corporations. The firm offers tailored, non-discretionary planning and emphasizes analytical tools and risk profiling in its advisory approach.

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.

Kathleen Delong is a financial advisor with Merrill, holding a Series 66 designation and 22 years of industry experience. She has been with Merrill since 2004 and has also worked with Bank of America, N.A. since 2011. 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, offering model-based and discretionary strategies tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

George Farley is a Series 66-licensed advisor with Wells Fargo Clearing, based in Winter Park, FL, and has 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved in rental income activities. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Nicole Wortsman is a financial advisor with Edward Jones in Mount Dora, FL, holding the CFP® designation and Series 63 license, and has 14 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she manages a commercial rental building and a shed sales business in Tavares, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

David Peckham is a CFP® professional with 26 years of industry experience, currently with LPL Financial since 2019. He previously worked at Cetera Advisors LLC from 2014 to 2019. In addition to his advisory role, he is involved with a business entity for tax and investment purposes and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technologies including machine learning.

Mark Clancy is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 63 designation and 37 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lauren Jones is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses with 15 years of industry experience. She has been with Charles Schwab since 2010. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by a centralized operational structure and access to multi-asset model portfolios and alternative investments.

Michael Giallanza is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Home Realty & Management and Stars & Stripes Homes DTC, Inc. from 2012 to 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and its combination of advisory, brokerage, custody, and cash-sweep services.

Nolan Murphy is a financial advisor at Raymond James Financial in Orlando, FL, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Raymond James in 2025, he worked at New York Life Insurance Company and NYLIFE Securities LLC. He also has experience in educational roles at various colleges and schools. Outside of his advisory role, he is involved in administrative work with Palmer Planells Wealth Group. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports a wide network of advisors with municipal and public finance services, as well as specialized SIMPLE IRA employer advisory programs.

Trevor Mason is a Financial Advisor associated with Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial priorities and develop personalized strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on various financial matters, including investing, retirement planning, and unexpected expenses, and facilitates access to Bank of America specialists for additional banking and financing solutions. With experience as a Merrill Financial Solutions Advisor, Trevor focuses on helping clients navigate multiple financial priorities, such as home purchases, education savings, elder care, and healthcare preparation. He collaborates one-on-one with clients to define their goals and align portfolio strategies accordingly, offering ongoing advice to adapt to changing circumstances. Trevor holds a Bachelor's Degree from Florida State University and has earned the Professional Investment Advisor (PIA) designation.

Curt Busby is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 19 years and Raymond James for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.