Leigh Lyon is a Series 66 licensed financial advisor with Edward Jones in Sanford, FL, where he has worked since 2008, accumulating 18 years of industry experience. He participates in several community and educational volunteer activities, including teaching financial literacy classes through Junior Achievement and supporting local public schools in Seminole and Orange counties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions and a nationwide network of financial advisors.

Robert Ross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2014 and has been with First Federal (Scb&T) since 1999. Ross serves as a city council commissioner on the board for the City of Saluda, North Carolina. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ty Christian Bissen is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and four years of industry experience. He has previously worked at Fis, T. Rowe Price, King Soopers, and the University of Colorado. Outside of his advisory work, Bissen is involved in buying and selling trading cards, including sports and collectible cards, managing grading submissions and inventory records. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments. The firm’s scale and integrated structure provide centralized advisory, custody, and trading services across a large client base.

Suzette Davis is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities since 2014. Prior to that, she was employed at UBS Financial Services and briefly operated Laurette Joan Boutique. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates quantitative and qualitative research to build model asset allocations.

Daniel Hughes is a Financial Advisor specializing in wealth management strategies at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans aligned with their goals and changing market conditions. Daniel leverages the investment insights of Merrill and the banking services of Bank of America to support clients' financial objectives. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Daniel completed his high school education at Wildwood High. His approach emphasizes understanding what matters most to clients and their families to help create effective strategies aimed at pursuing their financial goals.

Sherrie Jones is a financial advisor at Morgan Stanley in Maitland, FL, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools to help clients model outcomes.

Kim Evans is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with multiple Schwab entities since 1994 and has managed roles across Charles Schwab Trust Bank, Schwab Premiere Bank, and Schwab Private Client Investment Advisory. Outside of finance, Evans is also a cosmetologist offering hair and makeup services for events such as weddings and anniversaries. 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 a comprehensive platform including brokerage, custody, and alternative investment due diligence.

Jesse Anderson is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and has a background that includes 13 years at Bank of America and Merrill. Anderson is also involved in managing support companies that facilitate his advisory practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Adam Mischel is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and eight years of industry experience. His background includes roles at Edward Jones and JPMorgan Chase Bank, N.A. He is based in Lake Mary, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team.

William Allen III is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Schwab Wealth Advisory and Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it offers model portfolios through intermediary platforms.

Lauren Romaguera is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2012, including a one-year role at Charles Schwab Bank. Based in Orlando, FL, she serves clients through Schwab’s wealth advisory programs. 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 and comprehensive due diligence on alternative investments.

Joshua Hylton is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His previous roles include positions at TD Ameritrade and Schwab Private Client Investment Advisory, Inc. among others within the Charles Schwab family of companies. 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 guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Diane Thomas is a ChFC® credentialed financial advisor with Edward Jones in Eustis, FL, with nine years of industry experience, all at Edward Jones since 2016. Outside of her advisory role, she co-owns a hobby craft business creating wooden and painted dinosaur art and manages the self-publication of a Bible-study book in collaboration with her father, a retired minister. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Ting Gray is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab, Ting worked for ten years at Jeunesse Global. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Alan Nagase is a Series 66-registered financial advisor with Charles Schwab in Orlando, FL. He has 16 years of industry experience, including 10 years with Charles Schwab. Charles Schwab & Co., Inc. serves a broad 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 and discretionary investment solutions supported by strategic asset allocation models and centralized operational infrastructure.

Antonio Palenzuela is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 63 designation and having 33 years of industry experience. He has worked at Charles Schwab since 1993 and was previously employed at Optionsxpress, Inc. from 2011 to 2017. 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 offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and order-routing.

Anthony Kowalczyk is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at Parks Lincoln of Longwood and CFE Federal Credit Union. Outside of finance, he is involved in a travel-related business coordinating travel bookings online. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investments.

Aman Aneja is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. He previously worked for A. G. Edwards & Sons, Inc. for 10 years before joining Wells Fargo in 2016. Outside of his advisory role, Aneja serves on multiple homeowners association boards in Lake Mary, Florida. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and analytics.

Daniel Marino is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work experience includes roles outside the financial industry, such as at Baptist Bible College and Granbury Baptist Church. 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 associated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, integrating multiple services under a centralized operational platform.

William Joyce is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Bank of America, and Merrill in earlier roles. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.