Sabastien Ridore is a financial advisor at Charles Schwab with a Series 66 designation and experience beginning in 2024. Prior to joining Schwab, he held positions in various industries, including insurance and education. 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 formal alternative-investment onboarding process.

Rolando Quintana is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Empower Financial Services, Fidelity Investments, and Azcomp Technologies. Charles Schwab & Co., Inc. serves a broad 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Marco Lopez is a financial advisor with J.P. Morgan Securities in Altamonte Springs, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Morgan Stanley, E*TRADE Securities, Charles Schwab, and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Catherine Carpenter is a Certified Financial Planner® professional with nine years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Christopher Snively is a CFP® with 22 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2009 in various Wells Fargo entities. Snively also owns Latus Wealth Management LLC, a financial planning practice based in Longwood, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, using proprietary research and planning tools.

Michael Allen is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Charles Schwab since 2000 and previously worked at TD Ameritrade Inc. in 2024. 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, utilizing multi-asset model portfolios, strategic asset allocation, and alternative investment options through a centralized operational structure.

Yevgeny Veksler is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Fidelity Investments, Fisher Investments, Wells Fargo, Bank of America, and Merrill. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, written advice policies, and due diligence on alternative investments.

Justin Rogin is a financial advisor at Charles Schwab with 21 years of industry experience. He has worked at Charles Schwab since 2006 and holds the Series 66 designation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, with a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jaime Llanos is a Series 66-credentialed financial advisor at Charles Schwab with two years of industry experience. His prior roles include positions at Merrill Lynch and Natixis, among others. He works out of 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 provides investment guidance via multi-asset model portfolios and offers both non-discretionary and discretionary advisory options through affiliated entities.

Robert Crews is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2025 and previously with Concourse Financial Group Securities Inc for eight years. Outside of his advisory role, he is involved in several business activities including tax accounting, mortgage brokerage, and managing financial and assurance services at Solutions Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that allows access to both affiliated and unaffiliated third-party managers.

Branden Murphy is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab since 2022, following a decade at TD Ameritrade. Based in Orlando, FL, he provides advisory services within Schwab’s wealth management platform. 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 both non-discretionary and discretionary investment options via multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Tyler Van Donge is a CFP® certificant with 16 years of experience in the financial services industry. He is currently with Charles Schwab in Orlando, FL, where he has worked in various capacities since 2016. His prior experience includes roles at Merrill, Truist Investment Services, and Chase Investment Services Corp. 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 management with a multi-asset model portfolio approach and centralized operational infrastructure.

Alyssa Gargiulo is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, she held roles at companies including DICK’s Sporting Goods, Tractor Supply Co., and the Florida Fish and Wildlife Conservation Commission. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated brokerage, custody, and advisory services with both non-discretionary and discretionary investment options.

Joshua Ainsley is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A., Bloomin' Brands, Inc. (Bonefish Grill), and Publix Super Markets. 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, pension plans, corporations, and charitable organizations.

Alexander Livingston is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Apex Systems, Amazon, and Hilton Worldwide. 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 blend of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Matthew Weston is a financial advisor with Edward Jones in Longwood, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory work, he is a limited partner in family farming partnerships that oversee agricultural production. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Benjamin Champion is a financial advisor with Legacy Trust Advisors LLC and has 21 years of industry experience. He has been involved in multiple business ventures, including real estate sales through Tree Frog Realty LLC and management roles in several LLCs such as Versorium LLC, Peach Pie LLC, and Dragonfly Tax Services LLC. Legacy Trust Advisors LLC currently has no active advisors listed.

Christopher Grimont Sr. is a financial advisor with CGI Investment Advisers LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with CGI Investment Advisers since 2008. In addition to his advisory role, Mr. Grimont is the principal of CGI Insurance Group LLC, a Florida-licensed insurance agency offering personal and commercial insurance products. CGI Investment Advisers LLC is an independent firm based in Altamonte Springs, FL, with a sole advisor providing personalized investment services.