Michael Jones is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in publishing at Harper Collins and Houghton Mifflin Harcourt. 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 both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by extensive research and a multi-asset investment approach.

Natasha Bohn is a Series 65-licensed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining Cambridge, she held positions at Whole Foods Market, Barre3, and Florida Food Products, among others. She has also been involved in education, working at the University of Central Florida and local schools. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through a network of financial professionals and provides access to various platforms, third-party advisers, and proprietary model strategies.

Tyler Levy is a financial advisor at Cetera with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Cetera, he held roles at Charles Schwab & Co., Inc., Costco, and Florida International University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment programs and third-party managers.

Nelson Fernandez is a Series 66-credentialed financial advisor at Equitable Advisors with six years of industry experience. His background includes roles at Aloft Miami Doral, FIU, America Reliable Mortgage, Uber, and Florida State. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory programs and investment products.

Lemar Williams is a financial advisor with LPL Financial in Lake Mary, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Bank of America and Merrill. 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 portfolio programs, and institutional platforms, with a focus on leveraging both proprietary research and third-party strategies.

George Thiergartner is a financial advisor at Stifel with 42 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Moors & Cabot. He holds Series 63 and Series 66 licenses. Stifel serves a broad spectrum of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Buchholz is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked with multiple firms including PFS Investments Inc. and Wiley Education Services, and owns Lucky Buick Projects, a woodworking business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third-party asset managers and supported by custodial services through Pershing.

Philip Suslov is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he owns a business that builds custom fishing rods. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by centralized operations and a multi-asset investment approach.

Rebecca Ning is a financial advisor with Cetera who holds the Series 66 designation and has 12 years of industry experience. Her prior work includes roles at First Allied Securities, Summit Brokerage Services, and Girard Securities. Outside of her advisory work, she is involved as a partner in Blue Line Hockey Tournaments, LLC, hosting youth hockey tournaments, and operates a lifestyle and fitness business focused on life coaching and eBook production. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various program options ranging from automated allocations to unified managed accounts, supporting both discretionary and non-discretionary portfolio management.

Jack Grace is a financial advisor with Edward Jones in Oviedo, Florida, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He is the owner of Essential Advocates, a company providing transitional housing in Okeechobee, 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 advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Charles Allen is a financial advisor at Thrivent Investment Management in Oviedo, FL, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Thrivent, his background includes roles at Orlando Health, AdventHealth, and the University of Central Florida. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a range of financial planning topics without portfolio management or discretionary trading authority.

Yijia Xu is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Schwab, Xu worked in destination management and education sectors. 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 employs multi-asset model portfolios alongside alternative investment due diligence.

Deo Rampersaud is a financial advisor with Charles Schwab in Orlando, FL, holding Series 65 and Series 63 licenses and possessing two years of industry experience. Prior to joining Charles Schwab, he worked at Wells Fargo for nine years and had a brief tenure at SeaWorld. 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 with access to multi-asset model portfolios and alternative investments, supported by a large-scale, integrated operational structure.

Cameron Swain is a financial advisor at Charles Schwab with Series 66 credentials and two years of industry experience. Before joining Schwab, he served as a Chief Investment Officer at AK Global Investment Management for one year. Charles Schwab & Co., Inc. serves a large client base predominantly 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Sammy Wells is a financial advisor at Edward Jones with 28 years of industry experience. He has previously worked at South State Bank, LPL Financial, CenterState Bank, and NBC Securities. Wells holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary services and operates under a fiduciary standard.

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.

Brian Wise is a financial advisor with LPL Financial in Altamonte Springs, FL, holding CFP® certification and Series 63 and 65 licenses. He has 17 years of industry experience, with prior roles at Ameriprise Financial Services, Wells Fargo Clearing, J.P. Morgan Securities, Edward Jones, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both proprietary research and third-party strategies to support client investment decisions.

Michele Rivera is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch Pierce Fenner & Smith since 2020. Prior to this, she was employed at Bank of America for one year and spent ten years with the Polk County School Board. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kenneth Vargas is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has extensive experience in the financial services industry, having worked in various roles at Fidelity Investments since 2015, including Portfolio Specialist, Director Retirement Planner, Retirement Planner, and Investment Solutions Representative. Prior to joining Fidelity Investments, he worked as a Financial Representative at The Leaders Group from 2013 to 2015. Throughout his career, Kenneth has developed advanced knowledge of financial markets and focuses on understanding the unique vision of each client. He emphasizes building strong relationships through trust and outstanding customer service. Outside of his professional work, Kenneth has personal interests in baseball, fitness, motorcycles, parenthood, and writing.

Alexandre Maltez is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Newbridge Securities Corporation, and Corecap Investments. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.