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.

Deborah Turner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Cetera since 2004 and also owns an accounting and tax consulting firm, Datch Corporation dba Alternative Small Business Solutions, where she has worked since 1994. Turner serves on the board of The Baytree Center Association and acts as president of the Orlando Sunshine Condominium Association; she was previously treasurer of a women's sports team organization. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, retirement services, and access to third-party money managers. The firm serves a diverse client base, including individuals, retirement plans, corporations, and institutions, and utilizes a multi-manager platform with various discretionary and non-discretionary program options.

Stephanie Carter is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Merrill Lynch, Pierce, Fenner and Smith, Inc. since 2009 and Bank of America, N.A. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm integrates investment management with Bank of America’s broader platform, enabling access to a wide range of financial products and services.

Clint Shea is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2020. Prior to this, he worked in various roles including positions at Florida State University and Lake Sumter College. He serves as a trustee of a trust for his parents. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to deliver tailored advisory services.

Brittani Tilley is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and the Series 66 license. Her prior experience includes a year at AXA Advisors, LLC before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

John Stewart IV is a ChFC® and Series 66 designated financial advisor with 27 years of industry experience, currently with Edward Jones since 2012. He serves on the boards of the Lake County Sheriffs Charities Organization and the Mount Dora Kiwanis Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Rushi Patel is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Brown and Brown Insurance and Charles Schwab Bank. 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, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Chadesh Persaud is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His work history includes positions at Charles Schwab & Co., Inc., Fidelity, and JPMorgan Chase Bank, N.A. He also worked with the Orlando Magic from 2022 to 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Evan Geffroy is affiliated with Charles Schwab & Co., Inc. and holds a Series 66 designation. He has recently entered the financial industry, having begun his advisory career in 2025 following three years of full-time education. 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 combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investments program.

Sarah Perry is a financial advisor with Merrill in Lake Mary, Florida, holding a Series 66 designation and 28 years of industry experience. She has been with Merrill since 1990. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Richard Levand is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His work history includes positions at LPL Financial since 2019, United Southern Bank since 2017, and Blackwater Inn / Williams Landing from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Natasha Bohn is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Lake Mary, FL. She joined the firm in 2025 and has prior work experience across various sectors including retail, education, and nonprofit organizations. Cambridge Investment Research Advisors is a large, SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored investment strategies across multiple platforms and custody arrangements.

Tyler Levy is a financial advisor at Cetera with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., as well as experience in various other industries before entering financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and a large network of independent advisors.

Nelson Fernandez is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Aloft Miami Doral, FIU, America Reliable Mortgage, Uber, and Florida State. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

Lemar Williams is a financial advisor with LPL Financial in Lake Mary, FL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Philip Suslov is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory work, he owns RODS4REEL LLC, a company that builds custom fishing rods. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio investment approach.

Joseph Judge is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and has a background in education. Outside of his advisory role, he volunteers with a Montessori school in Mount Dora, where he leads financial literacy programs for adolescent students. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Deo Rampersaud is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Wells Fargo and SeaWorld. He is based in Orlando, Florida. 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 multi-asset model portfolios supported by research and due diligence on alternative investments.

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.