David Rivas is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Lake Mary, FL. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and supports approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Richard Way is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services from 2019 to 2022, and at Merrill and Bank of America from 2016 to 2019. Outside of his advisory role, he is a sole proprietor of Urban Unite, Inc., a retail and online store business, and serves as a professor at Florida Memorial University. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Henry Ilyasov is a CFP® professional with 20 years of industry experience, currently affiliated with Charles Schwab in Orlando, FL. His career includes roles at Charles Schwab Bank, TD Ameritrade, Investment Link, and Ameriprise 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 wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment approval process.

Gregory Baird serves as a Resident Director in the financial services sector. He specializes in wealth management, focusing on creating and implementing personalized financial plans tailored to clients' unique needs. Gregory's work involves managing investment portfolios and developing strategies that support clients' long-term financial goals. He began his career in financial advising in 1988 and has since earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), and Chartered Retirement Plans Specialist™ (CRPS). Gregory holds a Bachelor's degree from Georgetown College and has completed various professional development programs related to financial advising. Gregory is actively involved in community initiatives, including participation with the Ovarian Cancer Research Alliance, and has served as a member of the Advent Health Cancer Institute Board.

Robert Crews is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2025 and previously with Concourse Financial Group Securities Inc for eight years. Outside of his advisory role, he is involved in several business activities including tax accounting, mortgage brokerage, and managing financial and assurance services at Solutions Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that allows access to both affiliated and unaffiliated third-party managers.

Branden Murphy is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab since 2022, following a decade at TD Ameritrade. Based in Orlando, FL, he provides advisory services within Schwab’s wealth management platform. 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 both non-discretionary and discretionary investment options via multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Percy Canteenwalla is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Brunco is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes long tenures at Charles Schwab and Schwab Private Client Investment Advisors, with a brief period at Progressive. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment process.

Kristin O'Brien is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and 15 years of industry experience. She has worked with Wells Fargo Bank NA since 2006 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research and external analytics and provides a range of brokerage and advisory solutions at a large scale.

Arif Fareed is a CFP®, ChFC®, and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 advisors.

Thomas Eisenhuth is a financial advisor with Ameriprise in Altamonte Springs, FL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank. Eisenhuth serves on the Board of Directors for First Tee of Central Florida. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research-based modeling and tax-efficient strategies to generate written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ethan Vanz is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Strategic Advisers LLC, Fidelity Brokerage Services LLC, and J.P. Morgan Chase & Co. He has also worked in educational institutions and briefly in entrepreneurial activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning using advanced analytical tools and supports municipal and public finance work through unique affiliations, alongside specialized advisory programs.

Tyler Van Donge is a CFP® certificant with 16 years of experience in the financial services industry. He is currently with Charles Schwab in Orlando, FL, where he has worked in various capacities since 2016. His prior experience includes roles at Merrill, Truist Investment Services, and Chase Investment Services Corp. 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 a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized operational infrastructure.

Brian Musbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works as part of a financial team dedicated to assisting families, individuals, and business owners in developing long-term financial strategies. Brian focuses on helping clients organize personal and business finances through a detailed discovery process that prioritizes their financial goals, risk tolerance, time horizons, and liquidity needs. His approach aims to create personalized wealth management strategies tailored to each client's objectives. Brian’s areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from DeVry University in Orlando. Outside of his professional work, Brian is involved with the Knights of Columbus and supports the Boys and Girls Club. His personal interests include cooking, fishing, golfing, running, and tennis.

Michael Clark is a CFP® with 18 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. in Orlando, FL. He has been affiliated with Raymond James since 2008 and also leads Clark Retirement Consulting LLC. Clark is a board member of the AdventHealth Cancer Institute. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports various advisory programs and institutional portfolio management.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Cetera and its affiliates since 2021 and previously spent seven years with VOYA Financial Advisors. Outside of his advisory role, Davis is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing multiple program structures and third-party managers, with over $256 billion in assets under management.

Alyssa Gargiulo is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, she held roles at companies including DICK’s Sporting Goods, Tractor Supply Co., and the Florida Fish and Wildlife Conservation Commission. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated brokerage, custody, and advisory services with both non-discretionary and discretionary investment options.

Sydney Gomez is a financial advisor with Raymond James Financial Services Advisors, Inc. in Orlando, FL, holding a Series 63 designation and offering 28 years of industry experience. Prior to his current role, he worked with K Brain and The Milestone Financial Group. He serves as an active executor for his late mother’s estate and manages a separate support company, Orlando Wealth Management, where he holds multiple officer positions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning using detailed risk profiling and modeling tools and supports specialized municipal and public finance advisory services.

Gerry Powery is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Clearing for nine years and Merrill for twelve years. Ameriprise Financial Services is a diversified advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Matthew Pascale is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has a background that includes work at the Department of Homeland Security and various legal positions. In addition to advising, he operates a legal services business as an attorney. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, offering tailored advice through analytical tools and supporting both individual and institutional clients with a broad range of advisory programs.