Edward Dover IV is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2018, following two years at Moors & Cabot Inc. 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 multi-asset model portfolios with strategic asset allocation.

Cynthia Beymer is a financial advisor at Fidelity with 31 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on multi-manager and fund-of-funds structures.

Brendan Haviland is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and four years of industry experience. He has previously worked at Northwestern Mutual and has been affiliated with Charles Schwab since 2018 in various capacities. Outside of his advisory role, he also works as an Uber driver. 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 and discretionary investment management with integrated brokerage, custody, and financial planning services.

Fernando Fernandez is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2015. Prior to his current roles, he was involved with Harry Buffalo from 2012 to 2018. 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. The firm offers model-based and discretionary strategies supported by internal and third-party investment teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abudoureheman Aizihaier is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Charles Schwab, he worked at TJX Europe and has a background in full-time education. Charles Schwab & Co., Inc. serves a large client base, mainly 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 investment approach supported by Schwab's Center for Financial Research.

Andrea Godfrey is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab since 2015. 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 buy/sell recommendations and access to discretionary separately managed accounts, using multi-asset model portfolios supported by a formal alternative-investment due diligence process.

Alex Perez is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 license and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2018 and previously held roles at Bank of America, Merrill, and MBF Trading LLC. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Louis Bell Jr. is a financial advisor at LPL Enterprise with 24 years of industry experience and holds a Series 66 designation. His career includes roles at The Prudential Insurance Company, Pruco Securities, Ameriprise Financial Services, Cetera Advisors, UBS Financial Services, Merrill, and Citigroup Global Markets. Bell is involved in owner and financial planner roles for multiple entities affiliated with LPL. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

James Rooney is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment and financial services.

Lonnie Salimone is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Merrill Lynch, AXA/Equitable, and held multiple roles within government agencies. Salimone also served 25 years in the United States Coast Guard Reserve and spent eight years at New Orleans Theological Seminary. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm oversees approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Julian Arribas is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Freedom Financial Group, LLC, Copperleaf Capital, LLC, and JP Morgan Chase Bank. In addition to his advisory role, he is involved with Freedom Financial Group as a financial producer focusing on sales and marketing. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple platforms, including third-party managed accounts and alternative investment options.

Gino Campana is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently an advisor at Charles Schwab in Orlando, FL, where he has worked since 2017. His work history includes roles at Charles Schwab Bank and Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by an integrated and scalable operational platform.

Patrick Santiago is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Wells Fargo for nine years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through the 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 and offers a centralized, integrated platform for investment management and custody.

Alexander Triska is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. He previously worked at LifeWealth Investments LLC, Madison Avenue Securities, and The LifeWealth Group. Prior to his financial advisory career, he spent 15 years at Travel + Leisure Co. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of advisors.

Zachary Zimovan is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation. He has one year of industry experience and previously worked at Matthew Presser before joining Equitable Advisors. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver its services.

John Markevitch is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and is based in Orlando, FL. Prior to joining Schwab, his background includes roles in retail and service industries such as Academy Sports & Outdoors, Bloomin Brands, Walmart, and Petsmart. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm’s investment approach includes primarily non-discretionary client relationships with access to discretionary separately managed accounts and multi-asset model portfolios.

Stewart Spears is an advisor at Charles Schwab with Series 63 and Series 65 credentials. He joined Charles Schwab in 2025 and has prior experience in hospitality and fitness industries. Charles Schwab & Co. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through integrated wrap fee programs and managed accounts. Schwab’s approach combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and alternative investment options.

Michael Padron is a financial advisor with Charles Schwab holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Schwab, he held positions at NewGate Capital Partners, Publix Super Markets, and Parks Lincoln of Longwood, with several years dedicated to full-time education. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 affiliated discretionary separate managed accounts and offers a broad range of integrated brokerage, custody, and cash management services.

Paul Tierney is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and The Gabor Agency, Inc. In addition to his advisory role, Tierney serves as an independent agent involved in outside fixed insurance sales. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, institutions, and charitable organizations, utilizing a variety of third-party programs and discretionary management models.

Steven Fortino is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Equitable Advisors since 2011 and also serves as an adjunct professor at the University of Wyoming, teaching CFP courses online. Additionally, he volunteers with the Knights of Columbus in Orlando. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory programs to tailor investment solutions, including proprietary mutual funds, ETFs, and alternative investments.