Kyung Il Lee is a financial advisor with Charles Schwab & Co., Inc. based in Orlando, FL. He holds the Series 66 designation and has one year of industry experience. Prior to Schwab, he worked in various roles including at Enterprise Mobility and Robert Half Accounttemps. Charles Schwab 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 offers a multi-asset investment approach with strategic asset allocation and alternative investment options.

Eric Lasso is a CFP®-certified financial advisor with 24 years of industry experience, currently with Edelman Financial Engines in Orlando, FL. His career includes roles at Fidelity, Merrill, and several related firms prior to joining Edelman Financial Engines in 2026. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions, planner-led wealth management, and online advice, utilizing diversified model portfolios and a committee-driven investment process.

Chang Osurman is a CFP® with five years of industry experience, currently serving at Charles Schwab & Co., Inc. in Orlando, FL. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade for three years and has held roles ranging from a sole proprietorship to positions outside the financial industry, including work at Snohomish County District Court and the University of Hawaii at Manoa. Charles Schwab & Co., Inc. serves a large client base of primarily 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 its integrated brokerage, custody, and advisory platform.

Jordan Schaefer is a financial advisor at Fidelity with seven years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Equitable Advisors and AxA Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified Charitable Gift Funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Christopher Steel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo in 2020. Outside of his advisory role, he serves as a board member for The Kingston HOA in Daytona Beach Shores, Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Swift is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Charles Schwab since 2023 and previously spent 10 years at Equitable Advisors and 7 years at Axa Advisors, LLC. He serves as a board member for JC Rawls - FFAC Foundation Inc., where he participates in strategic planning. 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 centralized custody and operational infrastructure.

Sebastian Galarce is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms including Regions Bank, Cetera Investment Services, and Wells Fargo prior to his current role. Outside of financial services, he has been involved with entrepreneurial ventures such as Fun 4 U Rentals LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process utilizes a combination of quantitative and qualitative research supported by a manager solutions team.

Anthony Donini is a financial advisor with Cetera, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and operated Anthony Donini CPA PA from 1992 to 2024. He serves as the treasurer of the Davenport Glen HOA board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual clients, employer-sponsored 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 with both discretionary and non-discretionary program options.

Lisa Batcho is a Senior Financial Advisor based in the Seminole County office in Heathrow, Florida. She is affiliated with Merrill Lynch Wealth Management and has over 30 years of experience in the financial services industry, having worked at both Bank of America and Merrill. Lisa specializes in delivering advice on retirement, education, insurance, and estate planning services. She assists affluent clients with wealth accumulation, growth, preservation, and legacy transfer. Her expertise includes personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Lisa earned a Bachelor of Science degree in Business/Management from the State University of New York at Buffalo and furthered her education through the Wharton School of Executive Education. She holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. and the Personal Investment Advisor (PIA) designation. Lisa develops customized strategies that incorporate investment and insurance products as well as banking and lending services from Bank of America to meet her clients' retirement and estate planning needs. In addition to her professional work, Lisa lives in Seminole County and enjoys sports and fitness. She is involved in community activities, including participating with Heathrow Womens Club Charities.

Jeannette Funi is a financial advisor at Edward Jones with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Truist Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Brandon Shepard is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and two years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank, SSB, as well as prior experience at BNY and R2 Unified Technologies. 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 multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Mark Guy is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Enterprise Car Rental and TIAA-CREF. 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 multi-asset model portfolios supported by in-house research.

Frederick Craig II is a financial advisor with Edward Jones in Sanford, FL, holding a Series 66 designation. He has one year of experience in the financial industry, following eleven years with Automotive Financial of America, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rachel Linville is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Her prior firms include Edward Jones, MassMutual, and The Infinity Group. Linville is also involved with The Infinity Group, a support company based in Apopka, FL. 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 institutions. The firm provides tailored, non-discretionary planning using analytical tools to help clients understand potential outcomes and supports a broad network of advisors and affiliated firms.

Vladimy Pierre Louis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked with Avantax Advisory Services and related firms for over a decade and operates his own CPA practice, Vladimy Pierre-Louis CPA PLLC. He is also a director and officer of the PLOUIS Foundation, a nonprofit organization he founded. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anthony Vitagliano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at UBS Financial Services for 22 years and Morgan Stanley DW Inc. for 6 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Joseph Volpe is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2015. Based in Orlando, FL, his practice is part of a large institutional firm serving a broad client base. Charles Schwab & Co., Inc. primarily serves 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 with access to discretionary separately managed accounts, supported by centralized operations and multi-asset model portfolios.

Luke Dinges is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials. He has less than one year of industry experience and has held prior roles at Insight Asset Management and MCA, as well as various positions outside the financial sector. 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 related managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure that supports a broad range of investment options.

Leonard Perillo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Wells Fargo Clearing for 10 years and previously worked at Prudential Equity Group, LLC. 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 research from Wells Fargo Investment Institute and third-party sources.

Joshua Frieze is a financial advisor with Fidelity who holds Series 66 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Pershing LLC and Charles Schwab. Outside of his advisory work, he is also a musician performing live music and operates an Etsy shop where he sells original paintings. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a model-driven investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.