Edwin Wasinger is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously operated Wasinger Insurance Agency, LLC for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment services, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Gregory Natiello is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services and Wells Fargo Advisors for over two decades. Natiello is based in 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house financial research.

Ashley Starr is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has worked at Bank of America and Merrill since 2026, following earlier positions at Bank of America starting in 2020 and roles outside the financial sector prior to that. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Dania Posada is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 credential and has been with Merrill since 2016. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Lester is a financial advisor at Charles Schwab & Co., Inc. based in Orlando, FL. He holds a Series 66 designation and joined Charles Schwab in 2026. His prior work experience includes roles outside the financial industry and periods of full-time education. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Edwin Ricardo is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at TD Private Client Wealth LLC, ACE Capital Management LLC, and BTS Asset Management. 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 multi-asset model portfolios supported by its Center for Financial Research.

Angela Hughes is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 63 designation and 27 years of industry experience. She has been with Raymond James & Associates since 2010 and concurrently works in an administrative role for Ladybug's Gifts & Sundries, where she handles merchandise buying, payroll processing, and bookkeeping. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and research resources.

Semih Batum is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at firms including The Vanguard Group, Bank of America, Merrill, and Amicorp Services Ltd. prior to joining Schwab. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational platform.

Ronald Rasband is a CFP®-designated financial advisor with 18 years of industry experience. He is currently affiliated with Cetera and has prior experience at Evershore Financial Group and Securian Financial Services. He serves as chapter president of the BYU Alumni Association in Orlando. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through a network of more than 10,000 advisors.

Kentecia King is a financial advisor at Charles Schwab with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Finra, Pier One Imports, and U.S. Bancorp Investments. 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 large, integrated structure with centralized supervisory and custody arrangements.

Wendy Kanters Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also a commissioned notary public in the state of Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools to deliver tailored recommendations across a broad range of financial areas.

Elizabeth Allen is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel since 2018. Her prior experience includes roles at B.C. Ziegler and Company and Ameriprise Financial Services Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Matthew Ritzma is a financial advisor with Thrivent Investment Management and holds the Series 66 designation. He has been with Thrivent since 2026 and has prior work experience at Door Dash and VUS Education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning and offers clients the option to combine planning with managed-account programs while keeping these services separate.

Danielle Bellefeuille is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She joined the firm in 2024 and has prior experience working in educational settings, including Crystal Lake Elementary School and The Springfield Renaissance School. Mass Mutual Investors Services operates as both a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that use firm-approved software to analyze client goals and deliver written recommendations.

Patricia Anderson is a financial advisor with Edward Jones in Lake Mary, FL, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at GM Financial from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branches nationwide.

Lauren Jacobs is a financial advisor with Cetera in Longwood, Florida, holding a Series 66 designation and 20 years of industry experience. She has worked with Cetera and its affiliates since 2020 and previously with First Allied Securities from 2003 to 2022. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Ruyue Xian is a financial advisor at Charles Schwab with five years of industry experience. She holds the CFP® and Series 63 designations. Her prior work includes roles at the University of Texas at Dallas, Industrial Bank Co. Ltd., Metro AG, and China Island Asian Grill. 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 multi‑asset, model-based investment approach.

Richard Coloni is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Advisors LLC, Investors Capital Corp., and Oppenheimer. Outside of his advisory work, he is involved with Synergy Wealth Alliance, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kathy Russo is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Merrill, Fidelity Investments, UBS Financial Services, and RBC Capital Markets. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and leveraging a range of portfolio management styles and affiliated research.

Jonathan Rogers is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016 and Bank of America, N.A. since 2018. Outside of his advisory role, he serves as Treasurer for the Gabriela Grace Foundation, a nonprofit supporting families affected by perinatal loss and premature birth. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.