Joshua Ceballos is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab, he worked with Disney Vacation Club and Hilton Grand Vacations. 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and research from its Center for Financial Research.

George Emerson is a financial advisor with Edward Jones in Winter Garden, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Maria Gonzalez Sylva is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses. She has prior experience at Wells Fargo Bank and Charles Schwab & Co., Inc., with a total of 1 year in advisory roles. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Dominic Daluga is a financial advisor with Cetera holding Series 63 and Series 65 licenses and two years of industry experience. He is also co-owner of Good Tax Solutions, Inc., where he prepares tax returns and financial statements, and serves as board member and treasurer at Good Insurance, Inc. Both businesses are based in Winter Garden, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and a range of investment program options.

Ryan Arnold is a financial advisor with LPL Financial in Lake Mary, Florida, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial since 2017 and previously worked at FBC Mortgage LLC. Arnold also maintains a separate business entity, Ryan Arnold Wealth Management, affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, providing access to model portfolios, third-party asset managers, and institutional platforms.

Norman Wright Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior roles include positions at Ameriprise Financial Services and ON Investment Management. Outside of his advisory work, he serves as Treasurer for Windermere Little League in Gotha, Florida. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Jordan Jacobs is currently Vice President, Wealth Planner at Fidelity Investments. In this role, Jordan partners with clients and their families to develop comprehensive, wholistic, and customized financial plans tailored to meet their evolving needs and goals. Jordan's professional experience includes a progression of roles at Fidelity Investments, starting as a Financial Representative in 2015, advancing through positions such as Active Trader Representative, Investment Consultant, and Investment Management Consultant II before becoming Vice President, Wealth Planner in 2025. Prior to joining Fidelity, Jordan served as an Advisory Consultant and then Senior Advisory Consultant at Raymond James Financial from 2017 to 2022.

Charles Worrell is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Patricia Donald is a financial advisor at LPL Enterprise with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and IDEA Public Schools. Her background also includes roles at LSI, CORFoundation, and Sandy Hook Promise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with offerings that include financial planning, access to third-party asset managers, and participation in a wrap program.

Megan Rodriguez Velasquez is a financial advisor with Charles Schwab in Orlando, FL, holding Series 66 and Series 63 licenses and bringing five years of industry experience. Her background includes roles at Charles Schwab Bank and Charles Schwab, as well as healthcare organizations Nemours Children Hospital and Advent Health. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

Sara Meyer is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning, with options to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Kelly Pabst is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Ocala, Florida. She has been with Merrill Lynch since 2013, serving clients with personalized wealth management strategies tailored to their individual financial goals. Her areas of focus include divorce transition planning, education planning, family wealth management, legacy planning, liquidity management, retirement planning, socially responsible investing, tax minimization, and retirement income. Kelly works to help clients pursue their long-term financial objectives through customized financial strategies. A native of Ocala, Kelly graduated from the University of Florida with a Bachelor's degree. Before joining Merrill Lynch Wealth Management, she pursued a career in nonprofit fundraising. Following in her father's footsteps, she transitioned to financial advising to positively impact the lives of others through wealth management. She holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kelly is actively involved in her community, participating in charitable organizations including the Boys and Girls Club of Marion County, Interfaith Emergency Services, and the United Way of Marion County. She is committed to contributing to her family's legacy of community service in her hometown.

William Dale is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple Schwab entities since 2016, as well as prior experience at SunTrust Investment Services. Outside of his advisory role, he is co-owner of Cross Anchored Lifestyle LLC, a business involved in marketing, production, and design. 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 advisory services and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by research and centralized operational capabilities.

Robert Hopper is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marc Stasik is a financial advisor with Cetera, holding a Series 66 credential and bringing 14 years of industry experience. He has worked with firms including Sigma Planning Corporation and Cetera Advisors LLC. Outside of his advisory role, Stasik is a co-owner of Grasel Graphics Inc, a custom apparel business, and serves as an elected board member for St. Luke's Lutheran Church in Oviedo, FL. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with access to various program structures and third-party managers.

Mark Loop is a CFP® professional with 30 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at Arbor Point Advisors, Securities America, Commonwealth Financial Network, Raymond James Financial Services, and Hornor, Townsend & Kent. He is also involved with Fixed Insurance through Aileron Wealth Management in Longwood, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Leah Backus is a financial advisor with LPL Financial based in Lake Mary, FL. She holds Series 63 and Series 66 designations and has 30 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Centerstate Financial Services for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Evan Shear is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been associated with Raymond James since 2003 and leads CrossleyShear Wealth Management, a planning practice focused on serving clients in the Heathrow, FL area. Shear is also the owner of CSSports, a DBA designed to market services to athletes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools to align investment strategies with client goals.

Krystle Meservey is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2016. Based in Orlando, FL, she provides services through a leading national firm. 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. The firm offers a combination of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and alternative investment options within a large-scale, integrated operational structure.

George Tangeman is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has held roles at firms including Morgan Stanley, Citigroup Global Markets, and AndCo Consulting. Tangeman also worked as a branch manager at Winter Park Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports a broad advisor network with specialized municipal and public finance services.