Gary Hernquist is a financial advisor with Charles Schwab who holds a Series 63 designation and has 30 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000. 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 client advisory with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Rodney Talbot is a financial advisor with Raymond James Financial in Winter Garden, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked with Raymond James Financial Services since 1991 and Raymond James Financial since 2009. Talbot serves as an advisory board member for the SIU Finance Department Alumni and advises the Tau Kappa Epsilon Fraternity board. He is also a partner in the Indianapolis Investment Group and operates a marketing company supporting his financial services practice. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, and supports its advisory network with specialized institutional and municipal consulting services.

Tyler Hunt is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Enservio for six years and operated Zanzibar Coffee House for two years. 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, utilizing multi-asset model portfolios and a centralized operational structure.

Edvin Rustrian is a financial advisor with Fidelity in Clermont, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones Investment, Valuteachers Agency/National Life Group, and the NYC Department of Education. Outside of finance, he is affiliated with the Iglesia de Dios Pentecostal M.I. Church in Tampa, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and oversee model portfolios incorporating mutual funds, ETFs, and ETPs.

Shaun Tracey is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2013. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Travis De Silva is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 credential and has previously worked at Goldman Sachs and Morgan Stanley, including Morgan Stanley Private Bank. Before entering finance, he spent a year working at Cafe Sevilla. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s model blends non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset portfolio strategies and centralized operational infrastructure.

Patrick Lynch is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, his work history includes roles outside the financial industry and periods focused on education and travel. 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 both non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and Schwab’s centralized operational infrastructure.

Micah Broome is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he worked at Alight Solutions and Publix Supermarkets. 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 advice and access to discretionary separately managed accounts. The firm is noted for its large client base, integrated service model, and a distinctive approach that includes multi-asset model portfolios and alternative investment programs.

Matthew Robertson is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked for Royal Automotive Inc for eleven years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is primarily model-driven, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Melanie Strickland is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Joshua Wintersdorf is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at the Central Florida Young Men's Christian Association and Umatilla Middle School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering tailored strategies across various custody and platform arrangements.

Tiffany Conklin is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses and is based in Orlando, FL. Prior to joining Charles Schwab, she worked briefly at Mount Plymouth IGA Fresh Market and spent several years in full-time education. Charles Schwab 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 investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform with centralized supervision and custody.

Giovanni Afanasiev is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing nine years of industry experience. He has worked at various divisions within Charles Schwab since 2015, including Schwab Private Client Investment Advisory and Charles Schwab Bank. Outside of his advisory role, he is developing a business focused on gym and workout strategy, meal prepping, and nutrition. 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 combines non-discretionary and discretionary advisory models and offers multi-asset model portfolios supported by centralized custody and order-routing systems.

Samantha Philip is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Glyn Griffis is a CFP® professional with 26 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. since 2009. He has also been involved with Griffis Wealth Strategies since 2006 and served at Griffis, Macclary and Halbert for 11 years. Outside of financial advising, he participates in poker tournaments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Emma Lafex is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. Her professional background includes roles at Better B Lifestyle, 3inOneHealth, Clermont Crossfit, and Orange County Public Schools. Outside of her advisory work, she has been involved in diverse local businesses and community organizations. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to implement tailored investment solutions.

Jason Stramara is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and TD Ameritrade Investment Management. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Eric Fraser is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Charles Schwab since 2008 and was previously with TD Ameritrade from 2022 to 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’s model combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jorge Mendez is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab since 2011, totaling 15 years at the firm. 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 offers a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Brooke Bierman is a financial advisor at Charles Schwab in Atlanta, GA, holding a Series 66 designation. Their work history includes roles at Charles Schwab Bank, Charles Schwab, Dexian, Nomads, and the University of Florida. 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’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment selection process.