J Peterson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in serving wealthy families. In his role, he collaborates closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. J holds a Bachelor's degree from the University of Central Florida and an Associate's degree from Valencia College. He also attended the University of Florida and graduated from W R Boone High School. He holds the Personal Investment Advisor (PIA) designation. He maintains a professional approach focused on individualized client service and supports community involvement through volunteer activities.

James Caldwell is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Fairwinds Credit Union and Raymond James & Associates. Caldwell is also involved with Creative Comp Solutions, an outside employment role unrelated to his primary advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing various investment approaches and advisor-support technologies, and oversees over $819 billion in discretionary assets with a network of more than 22,800 advisors.

Harrison Schultz is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and one year of industry experience. His work history includes positions at Charles Schwab and Universal Orlando, as well as periods of full-time education. Charles Schwab & Co., Inc. 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 a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized custody and supervisory arrangements.

Robert Legenhausen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Aurora Training Advantage, First Protective Insurance Agency, and Signator Investors, Inc. He is also an author, distributing his book to clients and centers of influence. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and organizational clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers various advisory programs with a notable municipal advisory affiliation.

David Walker is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with UBS since 1981. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Alvaro Grullon is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at various Charles Schwab entities since 2022 and previously at Truist Bank and Truist Investment Services from 2016 to 2022. Outside of his advisory role, he manages The OZone Podcast LLC, which involves content creation and general management of the podcast. 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 advisory models and discretionary separately managed accounts, supported by a large client base and centralized operational infrastructure.

Lynette Ancona is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2024. Prior to this, she had roles at Charles Schwab Bank and Charles Schwab & Co, Inc. from 2009 to 2024 and was the owner of Down Home Enterprises, LLC from 2012 to 2024. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Chad Richardson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Richardson serves on the board and finance committee of Five Acres and coaches youth sports at Saint Philip the Apostle School. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Janet Buley is a financial advisor at Fidelity with Series 63, 65, and 66 designations and 22 years of industry experience. Her prior roles include positions at FourthThought Private Wealth, Wells Fargo Advisors, Cetera, and Valic Financial Advisors. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across a broad range of asset classes.

Trevor Golat is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2014. 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 affiliated discretionary managed accounts. The firm’s large scale and integrated structure support a broad client base with centralized custody, advisory, and brokerage services.

Erncy Dumornay is a financial advisor with Charles Schwab in Winter Park, FL, holding Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2011. 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 non-discretionary and discretionary investment management services supported by a centralized operational structure.

Britt Jones is a financial advisor with Charles Schwab based in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Jones has been with Charles Schwab and its affiliated entities since 2006, including roles at Schwab Wealth Advisory, Inc. and Charles Schwab Bank, SSB. 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 advisory guidance and access to discretionary separately managed accounts, supported by a large, integrated operational structure.

Brett Canarelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has previously worked at JP Morgan Securities, FIFTH THIRD SECURITIES, Lanark Financial, OSAIC Institutions, and Valic Financial Advisors. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Fiorentino is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. He has held positions at several firms, including Thrivent Financial and Blueprint Investment Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios made up of mutual funds, ETFs, and ETPs.

Timothy Bol is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Prior to joining Raymond James in 2025, he worked at Cambridge Investment Research and Mass Mutual Investors Services. Outside of his advisor role, he is a fixed insurance agent and a 25% owner of Lake Park Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth families, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using risk profiling and analytical modeling, supporting clients through advisory programs and other providers.

Lawrence Hatch is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has previously worked at First Horizon, SunTrust Advisory Services, and SunTrust Bank. Outside of his advisory role, Hatch serves on the boards of several nonprofit organizations, including The Assistance Fund, Advent Health Children's Foundation, and the Orlando Science Center, as well as the Greater Orlando Sports Commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with a focus on financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Christian is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab in Winter Park, FL. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he owns a rental property in New Smyrna Beach, FL, which is leased seasonally to snowbirds. Charles Schwab serves a large client base primarily composed of 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 combines brokerage, advisory, custody, and cash management services within an integrated operational structure.

Cameron Obrien is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, he worked at Pruco Securities, The Prudential Insurance Company of America, and Valic Financial Advisors. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Todd Thornley is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 25 years of industry experience. His prior work includes three years at Morgan Stanley Dw Inc. from 2000 to 2003. 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 combines research and analytics with a range of brokerage and advisory solutions to serve a diverse client base.

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.