Patler Levasseur is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Fidelity, he was employed at Robinhood Financial, LLC for one year. Outside of his advisory role, he operates an e-commerce business through Patler Levasseur LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to construct portfolios from mutual funds, ETFs, and ETPs.

John Cumming is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2009. He has 31 years of industry experience and holds a Series 63 license. Cumming serves as an independent contractor for Edgewater Family Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Lana Costello is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Charles Schwab since 2010. 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 with access to discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Stacy Dearman is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. 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 investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Blamick is a financial advisor at Edward Jones in Eustis, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is a part owner of a mini warehouse business in Eustis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Harry Overton III is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2018, following six years at Voya Financial Advisors, Inc. He is also associated with Overton Financial Group, established in 2008. 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, supported by a large network of investment adviser representatives.

Andrew Giles is a financial advisor at Charles Schwab in Orlando, FL, with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2015. Outside of his advisory role, he is the owner of Hold Your Frame Inc., a publishing entity created for self-publishing a book under a pseudonym. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by the Schwab Center for Financial Research.

Colton Bundy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at The Country Club of Orlando and multiple engagements with the University of South Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, algorithmic methods including AI, and its advisory role to various registered investment companies.

Liangjie Xu is a financial advisor with Charles Schwab holding Series 66 and Series 63 credentials and has one year of industry experience. Prior to joining Charles Schwab, Xu worked at Jiahua International English and Mandarin School 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and supervisory capabilities.

Bayohan Martinez is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and having three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Beth Stapp is a financial advisor with LPL Financial based in Winter Park, FL, holding Series 63, 65, and 66 licenses and nine years of industry experience. Her work history includes roles at LPL Financial, Seacoast Bank, and The Huntington National Bank. 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 provides a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Porter is a financial advisor with Raymond James & Associates in Winter Park, FL. He holds the CFP® designation and Series 66 license and has 18 years of industry experience. Prior to joining Raymond James in 2025, he worked at Charles Schwab and Charles Schwab Bank from 2015 to 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting mainly through non-discretionary relationships supported by a variety of portfolio management styles and affiliated research.

Elizabeth Olivera Gonzalez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank NA since 2016. 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 provides both brokerage and advisory solutions supported by research and analytics.

Nicholas Urquiola is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2016, following a three-year tenure at Securian Financial Services, Inc. located in Orlando, FL. 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 and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Byron Tobias is a financial advisor with Edward Jones in Apopka, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Bj Jacquet is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 credential and with 10 years of industry experience. He has been with Charles Schwab since 2015. Outside of his advisory role, he works part-time as an independent contractor for Uber and as a delivery partner for Amazon. 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 both non-discretionary and discretionary investment solutions with an integrated, multi-asset approach and centralized operational support.

Petya Yordanova is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Charles Schwab since 2017, previously working at BOOKS & ASSOCIATES CPAs/WEALTH MANAGEMENT GROUP, LLC from 2015 to 2017. 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’s integrated structure combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by centralized custody and operational capabilities.

Xiaping Lin is a CFP® professional with seven years of experience in the financial services industry. They have worked at Charles Schwab & Co., Inc. since 2026, following six years at Merrill Lynch, Pierce, Fenner & Smith, Inc., and four years at MassMutual. Lin also maintains a role as a life insurance agent through which they receive residual income from past cases. 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 multi-asset model portfolio investment approach supported by centralized supervisory and operational infrastructure.

Christopher Luciano is a financial advisor with Charles Schwab based in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Charles Schwab and Fidelity Investments. 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, supported by multi-asset model portfolios and a formal alternative-investment process.

Bryan Delpino is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Raymond James, he worked at Truist Investment Services, INC., Truist Advisory Services, and Suntrust, now part of Truist. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, drawing on a range of portfolio management styles and affiliated research.