Paul Dinkler is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has been with Charles Schwab since 1993 and previously worked at OptionsXpress, Inc. from 2011 to 2017. 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Terald Shaw is a Series 66 licensed advisor with six years of industry experience, currently with Thrivent Investment Management. His work history includes positions at Eaton and its Crouse-Hinds Business unit prior to joining Thrivent. He serves as President of the Purdue Alumni of Central Florida and is a board secretary for the Windermere Little League. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Louis Siracusano is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He holds a Series 66 credential and is licensed to practice law in the state of New York. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Eva Drew is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 11 years of industry experience, having previously worked at Wells Fargo Advisors and Key Wealth Advisor. Outside of her advisory role, she owns a plumbing business and serves in leadership positions as secretary of a homeowners association board and president of an elementary school PTO. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing various platform arrangements and proprietary as well as third-party model strategies.

Nickolas Bellanza is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at E*TRADE Capital Management, Uber, and Voya Investment Management. Outside of advisory work, he is involved in content creation on YouTube. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and approved planning tools, offering a broad range of investment and advisory services.

Kevin Brown is a Series 66 licensed financial advisor at Charles Schwab with 10 years of industry experience. He has been with Charles Schwab since 2014, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by dedicated research and due diligence on alternative investments.

Brian Stoll is an advisor at Charles Schwab with Series 63 and Series 65 credentials. He has been with Charles Schwab since 2025 and has prior experience including work with Uber and DoorDash. Outside of his advisory role, he also works part-time delivering food for DoorDash. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform.

Ryan Eckert is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and 66 credentials and bringing 31 years of industry experience. His career includes positions at Charles Schwab and Waddell & Reed, and he operates two investment-related entities, Eckert Eagle LLC and EP Wealth Strategies. 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 variety of financial planning and investment management options, including model portfolios, third-party asset management, and institutional platforms.

Bryan Beloff is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation, bringing 14 years of industry experience. He is based in Windermere, FL, and has worked with J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and partner of 7629 Aloma, LLC, a non-investment-related real estate business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes a non-discretionary approach, integrating an ESG eligibility framework in its investment recommendations.

Brandon Terheun is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Dillard's, Disney World, and SeaWorld Parks and Entertainment. 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 financial planning services. The firm features a non-discretionary client relationship model alongside access to affiliated discretionary separately managed accounts and employs a multi-asset investment approach supported by research from Schwab Center for Financial Research.

Heather Churchill is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee.

Ethan Wu is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab Bank, SSB. He also has experience working in education and healthcare sectors, including at the University of Georgia Center for Continuing Education and St Mary's Health Care System. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily 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, integrating brokerage, custody, and financial advice within a centralized operational structure.

Giovanna Testoni is a financial advisor with UBS Financial Services in Windermere, FL, holding a Series 63 designation and over 30 years of industry experience. She has been with UBS since 1990 and previously worked at Painewebber Incorporated starting in 1984. Testoni also participates as a guest speaker outside of her advisory role. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Sai Balroop is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at the City of Orlando and German Excellence Auto Repair. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models and provides ERISA fiduciary services through credentialed Investment Adviser Representatives.

Sandra Burgess is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining LPL Financial in 2024, she worked at Thrivent Financial and served as an instructional teacher for the Lake County School Board. Outside of advising, she maintains a role as an instructional teacher and operates a tax preparation and accounting service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies implemented by its network of investment adviser representatives.

Carl Mc Cabe is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Charles Schwab since 2016 and previously worked at Carvana for one year. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Dana Paul is a Series 66-licensed financial advisor with Charles Schwab, based in Orlando, FL, with 12 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2013. Outside of her advisory role, she is a member of Frankford LLC, a family entity held for contingency and estate planning purposes. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory 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 integrated brokerage, custody, and advisory services.

Joel Grant is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Wells Fargo Bank, Wells Fargo Clearing, and Charles Schwab, as well as roles outside finance including Uber and Enterprise Holdings. 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 using multi-asset model portfolios and centralized operational support.

Brandon Valdes is a financial advisor with LPL Enterprise, holding a Series 65 designation and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, Valdes is involved as an insurance agent with Health Markets. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Michael Gallagher is a financial advisor with Raymond James & Associates in Clermont, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2013. Gallagher serves as an officer and secretary for the Garden City HOA and is a finance committee member for both the Faith Neighborhood Center and Wesley Christian Academy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individual, institutional, and municipal clients. The firm provides a range of services, including financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management approaches and affiliated research.