Michael Nagy is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes a decade at Truist Advisory Services and roles at the University of Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs in municipal advisory services and SIMPLE IRA employer consulting.

Robert Taylor is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. His prior positions include roles at Morgan Stanley Smith Barney LLC and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

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.

Christopher McKelvey is a CFP® professional with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Merrill and Bank of America. McKelvey is the owner and president of several support companies related to his practice, including AMGWM, LLC, Anderson McKelvey Group, and McKelvey AMG, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

William Lagrange is a financial advisor with Thrivent Investment Management in Oviedo, FL, holding a Series 66 designation and over 24 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Lagrange serves on the board and investment committee of the St. Lukes Lutheran Church and School Foundation, where he reviews investment recommendations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing arrangement called WealthPlan.

Preston Bellaire is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance Company. Outside of his advisory role, he is involved as a notary and participates in insurance brokerage activities. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a network of investment adviser representatives who implement various investment strategies.

Stephanie Kostakis is a financial advisor at Merrill with 14 years of industry experience. She has held her current role since 2016 and holds Series 63 and Series 66 designations. Merrill, together 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 various institutional investors.

Ethan Wu is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab Bank, SSB. Outside of finance, he has worked in diverse fields such as education and healthcare. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management supported by a multi-asset model portfolio approach and centralized client services.

Carl Mc Cabe is a financial advisor at Charles Schwab with nine years of industry experience. He has been with Charles Schwab since 2016 and previously worked at Carvana for one year. He holds Series 66 and Series 63 licenses and 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

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.

Carlton Buckley Jr. is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. His career includes roles at Kovac Securities Inc, Capital Guardian Wealth Management LLC, and Concourse Financial Group Securities Inc. Outside of his advisory work, he is involved in mortgage brokerage and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options and access to multiple managers, with over 10,000 advisors and $256 billion in assets under management.

Jesse Plunkett is a financial advisor with LPL Financial in Sanford, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Fountain of Youth Medical Spa LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Alejandro Caceres is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Ocean Bank, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through related affiliates.

Andrew Vargo Jr. is a CFP® with 33 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James Financial Services Advisors, Inc. since 2010 and owns Unconstrained Strategies Investors LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance services, along with specialized advisory programs.

Michael Brozzo Jr. is a CFP® professional with 26 years of industry experience, currently serving at Charles Schwab. His prior work includes roles at ThomasPartners, Inc. and Windhaven Investment Management, along with earlier periods at Charles Schwab firms. He also participates in internet services through GfK Custom Research North America. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

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 66, Series 63, and Series 65 licenses and has previously worked at USAA and Merrill. Outside of her advisory work, she is the owner of Smart Inspiration, a venture through which she publishes and sells a children’s book. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated structure provides bundled advisory, brokerage, custody, and cash-sweep services.