Nathan Green is a financial advisor at Charles Schwab with seven years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes roles at First Horizon and Suntrust Advisory Services. Charles Schwab 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 solutions supported by centralized custody and operational infrastructure.

Ty Christian Bissen is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fis, T. Rowe Price, King Soopers, and the University of Colorado. Outside of finance, he is involved in buying, selling, and grading trading cards across multiple sports and categories. 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, offering both non-discretionary and discretionary investment management services supported by multi-asset model portfolios and alternative investment options.

Darrin Jones is a financial advisor at Charles Schwab with a Series 65 credential. He joined Schwab in 2025 and has prior experience working at Lockheed Martin and Florida Financial Advisors. 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, supported by multi-asset model portfolios and alternative investment options.

Kim Evans is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with multiple Schwab entities since 1994 and has managed roles across Charles Schwab Trust Bank, Schwab Premiere Bank, and Schwab Private Client Investment Advisory. Outside of finance, Evans is also a cosmetologist offering hair and makeup services for events such as weddings and anniversaries. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a comprehensive platform including brokerage, custody, and alternative investment due diligence.

Lauren Romaguera is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2012, including a one-year role at Charles Schwab Bank. Based in Orlando, FL, she serves clients through Schwab’s wealth advisory programs. 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 and discretionary investment management, utilizing multi-asset model portfolios and comprehensive due diligence on alternative investments.

Joshua Hylton is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His previous roles include positions at TD Ameritrade and Schwab Private Client Investment Advisory, Inc. among others within the Charles Schwab family of companies. 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 and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Diane Thomas is a ChFC® credentialed financial advisor with Edward Jones in Eustis, FL, with nine years of industry experience, all at Edward Jones since 2016. Outside of her advisory role, she co-owns a hobby craft business creating wooden and painted dinosaur art and manages the self-publication of a Bible-study book in collaboration with her father, a retired minister. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Ting Gray is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab, Ting worked for ten years at Jeunesse Global. 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 program.

Alan Nagase is a Series 66-registered financial advisor with Charles Schwab in Orlando, FL. He has 16 years of industry experience, including 10 years with Charles Schwab. Charles Schwab & Co., Inc. serves a broad client base, 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 and discretionary investment solutions supported by strategic asset allocation models and centralized operational infrastructure.

Antonio Palenzuela is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 63 designation and having 33 years of industry experience. He has worked at Charles Schwab since 1993 and was previously employed at Optionsxpress, Inc. from 2011 to 2017. Charles Schwab & Co., Inc. serves a large client base, mainly 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 solutions, combining multi-asset model portfolios with centralized custody and order-routing.

Anthony Kowalczyk is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at Parks Lincoln of Longwood and CFE Federal Credit Union. Outside of finance, he is involved in a travel-related business coordinating travel bookings online. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investments.

Daniel Marino is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Westward Alliance and Westward Real Estate, as well as community involvement with Granbury Baptist Church. Charles Schwab 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 solutions supported by centralized custody and operational infrastructure.

Robert Vereen is a financial advisor with Fidelity Investments in Apopka, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at The Vanguard Group and Pinnacle Financial Partners. Outside of advising, he provides notary services in South Carolina and offers informal business advice through KLV Creative, LLC. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Sajeda Kermali is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career at Charles Schwab spans from 2006 to the present, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. 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 combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized client service structure.

Stefan Holczer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works collaboratively with clients, their Financial Consultants, and the wealth management team to develop and tailor financial plans that align with the specific needs and goals of each family. His work focuses on building strategies that can evolve with clients' changing priorities. Before becoming a Planning Consultant, Stefan held several positions within Fidelity Investments, including Investment Solutions Representative II (2023-2024), Investment Solutions Representative (2022-2023), and Customer Relationship Advocate (2021-2022). This progression reflects his experience in client relationship management and investment solutions. Outside of his professional role, Stefan enjoys cooking and baking, exploring food as a foodie, participating in social events with friends, golfing, running, and traveling.

Jaime Planells is a financial advisor with Raymond James Financial, holding CFP® and Series 63 and 65 designations, and has 17 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, Planells serves as President and CEO of Palmer Planells Wealth Group and is a board member on the finance committee of the Winter Park Library. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Pfister is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Cetera and has worked at related firms including Solutions Group Wealth Management and Concourse Financial Group Securities Inc. He also manages Pfister Financial LLC, an entity established for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services with multiple program structures and access to third-party managers.

Mark Hamilton is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at Edward Jones, Morgan Stanley/E*Trade, Franklin Templeton Distributors, Inc., and New York Life. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Gregory Stone is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and 66 licenses and 14 years of industry experience. He has been with Charles Schwab since 2011. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Raul Arambula is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and with five years of industry experience. He has been with Charles Schwab & Co., Inc. since 2015, with a brief period working at Pro Unlimited in 2018. 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 combines non-discretionary advisory relationships with discretionary separately managed accounts and utilizes multi-asset model portfolios supported by the Schwab Center for Financial Research.