Benjamin Pasquine III is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at Wells Fargo and its affiliates from 2013 to 2022 before joining Charles Schwab and its related entities in 2022. Outside of advising, he has experience as a self-employed Uber driver. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 solutions, supported by a multi-asset model portfolios approach and a distinctive integrated operational structure.

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 an advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials. She has experience working at several financial institutions, including Wells Fargo Bank and Charles Schwab. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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.

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, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2017 and previously spent a year at FBC Mortgage LLC. Arnold also operates Ryan Arnold Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from internal and third-party sources.

Norman Wright Jr. is a CFP® professional with 20 years of experience currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Ameriprise Financial Services and Ohio National Financial Services. Outside of his advisory work, he serves as treasurer for the Windermere Little League. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various platform arrangements and proprietary as well as third-party model strategies.

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 with LPL Enterprise LLC in Orlando, FL, holding a Series 66 designation and three years of industry experience. She previously worked at Ameriprise and held roles with several nonprofit organizations, including Sandy Hook Promise and IDEA Public Schools. LPL Enterprise serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Megan Rodriguez Velasquez is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2019. Prior to that, she held positions in healthcare organizations including Nemours Children’s Hospital and Advent Health in Florida. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary managed accounts and employs multi-asset model portfolios supported by its research and alternative investment due diligence.

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.

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 at LPL Financial since 2024. He previously worked at Arbor Point Advisors, Securities America, Inc., and OSAIC. Outside of his advisory role, he is involved with Aileron Wealth Management, PLLC, and provides fixed insurance services in Longwood, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, various advisory programs, and consulting services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management strategies.

Leah Backus is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked with LPL Financial since 2020 and previously served at Centerstate Financial Services from 2012 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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.

Milady Irizarry is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Primerica Advisors since 2014 and TaxWorks since 2015. Outside of advisory work, she is involved with Intrepid Ventures, Inc., operating Liberty Tax Service, and works as a real estate agent with Keller Williams Capital Realty. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Krystle Meservey is a Series 66 credentialed financial advisor with nine years of industry experience. She has been with Charles Schwab & Co., Inc. for ten years, based in Orlando, FL. 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 relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.