Steven Zucal is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. In addition to his advisory work, he provides occasional narration and voice-over services through his side business, Success and More LLC. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios alongside an alternative investments program.

Robert Wolfe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been involved with Wolfe Financial Group since 1998 and previously worked at G. A. Repple & Company and Wolfe, Young, O'baker & Company. Wolfe also provides consulting services in accounting and taxes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, written recommendations tailored to client goals.

Robert Miller is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Wells Fargo Clearing and Ameriprise prior to joining Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Hamid Abdollahi is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Edward Jones, and Equitable Advisors. Abdollahi is based in Orlando, FL. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.

Harrison Graham is a CFP® professional with four years of industry experience. He is currently with LPL Financial and has previously held roles at Kestra Advisory Services, Commonwealth Financial Network, and Raymond James Financial Services, among others. His background also includes positions outside of financial services, such as working at the Office of the Governor for the State of Connecticut and teaching at multiple colleges. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology tools and a broad non-advisory financial services business.

William Spiegel Jr. is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1996. Outside of his advisory role, he serves on the board of the Wekiva Center Association in Apopka, Florida. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kevin Cassidy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at The Walt Disney Company and held roles at Target, ABCD Early Learning Center, and Party City. 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 range of multi-asset model portfolios and alternative investments.

Anna Sobczak is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and having nine years of industry experience. She is also the president of King Kracken, a fishing clothing company that sells online. Sobczak has been with Charles Schwab since 2015 and with King Kracken since 2017. 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 advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and order-routing arrangements.

Wenyi Gong is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, Wenyi worked at Maxmara and has concurrent roles affiliated with the University of Central Florida and Orlando Natural Medicine and Acupuncture Clinic. Charles Schwab serves a large client base primarily composed of 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 advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Michael Gonzalez is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and has worked with various Charles Schwab entities since 2008. 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, supported by multi-asset model portfolios and centralized operational infrastructure.

Joshua Hebert is a financial advisor at Edward Jones in Maitland, FL, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Sears Holdings Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices across the United States.

Bassem Bertizlian is a financial advisor with Ameriprise in Heathrow, FL, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he is involved in software development through Marvel Mobi Inc. and serves as Vice President on the Board of Directors of Izak Group Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies. The firm's offerings include a written Recommendation Report and ongoing advice, drawing on proprietary research and third-party data within a defined investment universe.

Calin Cagliuso is a financial advisor with Edward Jones in Sanford, FL, holding CFP® and Series 66 designations and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Shipt LLC and PaySmart USA, LLC. He is also involved with the University of Central Florida Alumni chapter as an officer, participating in meetings and donation activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Joshua Ceballos is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab, he worked with Disney Vacation Club and Hilton Grand Vacations. 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and research from its Center for Financial Research.

Ryan Arnold is a financial advisor with LPL Financial in Lake Mary, Florida, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial since 2017 and previously worked at FBC Mortgage LLC. Arnold also maintains a separate business entity, Ryan Arnold Wealth Management, affiliated with his LPL practice. 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 financial planning and investment management services through a large network of advisers, providing access to model portfolios, third-party asset managers, and institutional platforms.

Jordan Jacobs is currently Vice President, Wealth Planner at Fidelity Investments. In this role, Jordan partners with clients and their families to develop comprehensive, wholistic, and customized financial plans tailored to meet their evolving needs and goals. Jordan's professional experience includes a progression of roles at Fidelity Investments, starting as a Financial Representative in 2015, advancing through positions such as Active Trader Representative, Investment Consultant, and Investment Management Consultant II before becoming Vice President, Wealth Planner in 2025. Prior to joining Fidelity, Jordan served as an Advisory Consultant and then Senior Advisory Consultant at Raymond James Financial from 2017 to 2022.

Megan Rodriguez Velasquez is a financial advisor with Charles Schwab in Orlando, FL, holding Series 66 and Series 63 licenses and bringing five years of industry experience. Her background includes roles at Charles Schwab Bank and Charles Schwab, as well as healthcare organizations Nemours Children Hospital and Advent Health. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

William Dale is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple Schwab entities since 2016, as well as prior experience at SunTrust Investment Services. Outside of his advisory role, he is co-owner of Cross Anchored Lifestyle LLC, a business involved in marketing, production, and design. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by research and centralized operational capabilities.

Mark Loop is a CFP® professional with 30 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at Arbor Point Advisors, Securities America, Commonwealth Financial Network, Raymond James Financial Services, and Hornor, Townsend & Kent. He is also involved with Fixed Insurance through Aileron Wealth Management in Longwood, FL. 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 various financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Leah Backus is a financial advisor with LPL Financial based in Lake Mary, FL. She holds Series 63 and Series 66 designations and has 30 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Centerstate Financial Services for eight years. 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 solutions through a large network of advisors and utilizes various model portfolios and third-party subadvisors.