Svetlana Light is a CFP® and Series 66-licensed financial advisor with Edward Jones in Orlando, FL, where she has worked since 2019. She has seven years of industry experience and previously owned and operated Alpha Tours and Translations, LLC from 2008 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Kalli Le Jeune is a financial advisor at Edward Jones in Clermont, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, Le Jeune worked at FreshPoint, Inc. for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors. The firm offers discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alejandro Caceres is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Ocean Bank, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Drew Moomaw is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds the CFP® designation and securities licenses including Series 63, 65, and 66. Prior to joining Wells Fargo Advisors in 2019, he worked at Zeiders Enterprises Inc. and continues to operate Aberrant Global Advisors, LLC, a consulting business. He is also involved with Vissionary Care Corp, a nonprofit organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Michael Brozzo Jr. is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Charles Schwab. His career includes multiple roles at Charles Schwab entities since 2003 and prior positions at ThomasPartners, Inc. and Windhaven Investment Management. Outside of advising, he is involved with a small internet services activity and manages a rental property business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized custody services.

Kenneth Patton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Triad Advisors, Inc. for 14 years and has operated his own CPA firm since 2003. In addition to his advisory role, he is a partner and owner of Apex Wealth Management LLC and manages a CPA LLC providing tax and bookkeeping services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various advisory programs and transitions.

Josue Nunez is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at firms including Morgan Stanley and Northwestern Mutual. Outside of his advisory work, he was involved with Recycle A Bicycle from 2014 to 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, leveraging multi-asset model portfolios and due diligence on alternative investments.

Tameka Smart is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Charles Schwab since 2018, including prior roles at USAA Investment Management Company, USAA Financial Planning Services, USAA Financial Advisors, Inc., and Merrill. Outside of her advisory work, she owns Smart Inspiration, a business focused on publishing and selling her children’s book. 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 managed-account services, combining non-discretionary advisory relationships with access to affiliated discretionary portfolios and alternative investments.

Jeffrey Krug is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at firms such as Morgan Stanley, Raymond James Financial Services, Metlife Securities, and Mass Mutual Investors Services. He also receives residual income from insurance policies written at a prior employer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

David Doorneweerd is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. He has held prior positions at Arbor Point Advisors, SECURITIES AMERICA, Commonwealth Financial Network, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andre Gucailo is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, following prior work with Axa Advisors. Outside of his advisory role, he is a general member of the Central Florida Hotel and Lodging Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching client information and risk tolerance with investment models or discretionary managers, offering access to a broad range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tyler Witman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at several firms, including Ameritas Investment Corp, Capital Choice Investment Advisers, and Manatee River Financial Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a variety of portfolio management and advisory strategies tailored to client objectives.

Justin Kiuttu is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and four years of industry experience. He worked at Hilton Grand Vacations for five years before joining Charles Schwab, where he has been employed for five years. 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by in-house research and due diligence.

Lisa Stratton is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has worked at Charles Schwab since 2006, with a brief period of employment at Wayfair and Corning Community College in 2018-2019. Charles Schwab & Co., Inc. serves a large 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. Schwab offers both non-discretionary advisory services and access to affiliated discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.

Begum Ladha is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with Charles Schwab since 2003 and currently works with Charles Schwab Trust Bank, Charles Schwab Premiere Bank, and Charles Schwab Bank, SSB. 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 and a centralized operational structure.

Daniel Gorman is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Sherwin Williams and the Florida Institute of Technology Office of Development. Daniel is 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, supported by a multi-asset model portfolio approach and centralized operational structure.

Anoop Nath is a CFA® and holds the Series 66 designation. He joined Edward Jones in 2026 and previously worked at the Atlanta Hawks and Ned Davis Research. He has no industry experience prior to his current roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Sidney Prepetit is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves a large 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 blend of non-discretionary and discretionary investment management options, supported by multi-asset model portfolios and centralized operational infrastructure.

Justin Holmes is a Series 66-licensed financial advisor with 17 years of industry experience. He has worked at Charles Schwab since 2019 and previously spent 10 years at TD Ameritrade. He is based in Westlake, TX. Charles Schwab & Co., Inc. serves a large 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 mix of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a centralized operational structure.

Matthew Coto is a financial advisor at Charles Schwab with 12 years of industry experience. He has been with Charles Schwab since 2014 and previously worked for Universal Orlando from 2001 to 2017. Outside of his advisory role, he is a partner and production manager at Ambercast, LLC, a company involved in the development and production of entertainment media projects and related retail products. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated services. The firm offers a combination of non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized custody and operational support.