Thomas Mayer is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various roles since 2000. Outside of his advisory work, Mayer serves as a board member for the Iliff Commons Homeowners Association in Aurora, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, supported by extensive research and a broad platform of brokerage and advisory solutions.

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.

Antonio Moscoso is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. for 13 years. Outside of his advisory role, he is a co-owner of real estate rental property businesses alongside his wife. 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 offers a range of brokerage and advisory solutions supported by proprietary research and third-party analytics.

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.

Jennifer Baiocco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing for 10 years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dennis Nolte is a CERTIFIED FINANCIAL PLANNER™ professional with 37 years of industry experience. He is currently with LPL Financial and has held roles at Seacoast National Bank, INVEST Financial Corp., and Capital Guardian Wealth Management. Nolte serves as a FINRA arbitrator and contributes as a columnist for TheStreet.com. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Jason Del Valle is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Ameriprise for one year. Del Valle serves on the board of directors for the Hispanic Heritage Scholarship Fund in Orlando, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Patricia Adams is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a two-year tenure at Morgan Stanley. Outside of her advisory role, she is a notary public in Lake Mary, Florida. 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 integrates research and analytics with a range of brokerage and advisory solutions, supporting over 14,000 financial advisors and managing approximately $671 billion in assets.

Seth Jones is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, following roles at Chase Investment Services Corp. and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model portfolios, incorporating ESG criteria when appropriate.

Kurtiss Nelson is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Fidelity entities since 2012. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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.

Paul Fimognari is a CFP®-designated financial advisor with 42 years of industry experience. He is currently with LPL Financial and previously worked at Fimognari Financial and New York Life Insurance Company. He is also involved in insurance brokering through various outside carriers under his own business, Fimognari Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory services that include financial planning and access to model portfolios and third-party asset management.

Brian Burt is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has extensive experience in the financial industry, having held various roles including Investment Counselor at Fisher Investments from 2020 to 2023 and multiple positions at Fidelity Investments from 2018 onwards, such as Workplace Planning Consultant and Customer Relationship Advocate. His professional focus is on helping individuals and families navigate financial uncertainties by building trust and understanding client preferences. Brian holds insurance licenses in Arkansas and California, supporting his work in providing financial guidance. Outside of his professional life, Brian enjoys spending time with his family, playing golf, and traveling.

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.

Alexander Stark is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Raymond James & Associates. Prior to his financial services career, he was employed at the Four Season Resort and the University of Central Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary options, with a notable range of investment vehicles including insurance-related products and bank deposit sweep options.

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.

Maxwell Mrakuzic is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has also worked at Cetera and CETERA Advisor Networks LLC. His background includes roles outside finance, such as positions at Orlando Dinner Entertainment and Medieval Times Dinner & Tournament. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brendan Jones is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.