Andrew Hoppen is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Charles Schwab in Clermont, FL. His work history includes roles across Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as prior experience at Fastenal and Bent Creek Golf Club. 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 advisory, brokerage, custody, and cash-sweep services. The firm’s integrated structure supports both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Rachel Stewart is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2009. Outside of her advisory role, she serves as secretary for the Grand Island Estates Homeowners Association and is involved with Tours By Nona, Inc., a tour operator based in Eustis, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm offers various advisory programs and investment solutions supported by a nationwide network of financial advisors and offices.

Kevin Adam is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients through Windermere Private Wealth Management in Orlando, Florida. He joined Merrill in 2017 as part of the AFADP class. He focuses on portfolio management, investment analysis, family wealth management strategies, and tax minimization. Kevin was born in Ft. Lauderdale and raised in São Paulo, Brazil, before moving to Orlando at age fifteen. He graduated Summa Cum Laude from the University of Central Florida in Orlando with a bachelor's degree in finance. During his college years, he completed internships through the Merrill Financial Advisor Internship Program and at the UCF Foundation, which manages the university's endowment fund. He is a Chartered Financial Analyst (CFA) charterholder and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Kevin enjoys golfing, soccer, and spending time with his family. He is fluent in English, Portuguese, and Spanish.

Eric Bachinsky is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2006. Outside of his advisory work, he is the owner of ekb stables llc, a business focused on buying racehorses. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Nicole Granakos Green is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, W&S Brokerage Services, and Western Southern Life. She also conducts smoking cessation workshops as part of a Tobacco Free Florida AHEC program. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm utilizes model-driven investment implementation and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Scott Morris is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors, offering goal-based planning on topics such as retirement, tax, estate, and special needs without managing client portfolios directly. The firm combines planning with managed-account programs while keeping the services separate and conducts periodic reviews of its recommendations.

Robert Morris is a financial advisor with Ameriprise in Windermere, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, Morris is a co-owner and board member of Liquid Planet Boat Works, a retail boat sales and service business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team in partnership with financial advisors.

Keith Heslin is a financial advisor with LPL Financial in Ocoee, Florida. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at MML Investors Services and MassMutual Life Insurance. Outside of his advisory work, he operates as an insurance broker specializing in life, disability, equity fixed life, long-term care, fixed annuities, and health insurance. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Singer is a CFP® and holds a Series 66 license, with 18 years of industry experience. He has been with OSAIC since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory work, he is a managing member of Freedom Financial Group, LLC, where he conducts securities investment advisory and insurance business, and he is a co-founder of Brax Capital, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services, using asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Keila Bevins is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for seven years. Bevins has been with Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach uses structured discovery processes and firm-approved tools to develop financial plans, while clients are responsible for implementing and updating those plans.

Camden Vinton is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab, Camden worked at Copper State Credit Union and has a background that includes several years in full-time education and positions outside the financial sector. Charles Schwab & Co., Inc. serves predominantly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account services supported by multi-asset model portfolios and centralized operational infrastructure.

Chance Bush is a financial advisor with Primerica Advisors in Apopka, FL, holding a Series 65 credential and three years of industry experience. His career includes roles at National Staffing Solutions and Primerica Financial Services. Outside of advisory work, he is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-based recommendations managed by unaffiliated asset managers.

Sandra Brooks is a financial advisor at Merrill with 29 years of industry experience and holds a Series 66 designation. She has worked at Merrill and Morgan Stanley, with notable tenures at Merrill from 1997 to 2006 and 2007 to 2018, and most recently from 2022 to the present. Outside of her advisory role, she is the sole owner of a rental property in Virginia Beach, VA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Eller Jr. is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and previously worked at Synovus Securities Inc. and Synovus Bank from 2013 to 2018. Eller has been with Edward Jones since 2018, based in Clermont, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Mario Mendez Jr. is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and J.P. Morgan Chase Bank, where he has been employed since 2019. Prior to that, he held roles at Bank of America and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan organization and offers a range of investment products including security-based swaps and futures commission merchant services.

Eric Geyer is a Financial Advisor at Merrill Lynch Wealth Management, specializing in working with successful business owners who anticipate selling their companies within the next 3 to 5 years. He focuses on guiding clients through the critical years leading up to a sale, assisting them in navigating financial, strategic, and personal aspects of the exit process. As a Certified Private Wealth Advisor® (CPWA®) and Chartered Retirement Planning Counselor™ (CRPC™), Eric provides expertise in increasing enterprise value, managing liquidity events, and aligning business, personal, and wealth strategies ahead of significant transitions. His approach includes consultative collaboration, tax-efficient strategies, estate planning coordination, and proactive communication to prepare clients for each stage of their planning. Eric holds a Bachelor's Degree from Northern Arizona University and maintains additional designations including Personal Investment Advisor (PIA). Outside of his professional work, he values family, fitness, and community involvement.

Brady Keller is a financial advisor with Cetera based in Orlando, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera and its affiliate Sunrise Wealth in 2025, he worked at Ameriprise from 2019 to 2025. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party models, discretionary and non-discretionary programs, and various custodial relationships.

Anderson Wren is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 11 years. 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 both brokerage and advisory solutions.

Rachel Linville is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Her prior firms include Edward Jones, MassMutual, and The Infinity Group. Linville is also involved with The Infinity Group, a support company based in Apopka, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools to help clients understand potential outcomes and supports a broad network of advisors and affiliated firms.

Gregory Lopez is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Combined Underwriters, Equitable Advisors, Shapiro Insurance Group, and Starkweather & Shepley Insurance Brokerage Inc. prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation strategies.