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.

Daniel Zagata is a CFP® professional with 23 years of industry experience, currently serving at Cetera. He has worked at Evershore Financial Group and Minnesota Life Insurance Company, accumulating extensive experience in financial services and insurance. Zagata is the founder and director of the Winter Park Lifelong Learning Foundation, which offers community education programs. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, employer-sponsored, corporate, charitable, and institutional clients using a multi-manager approach with access to both affiliated and third-party investment managers.

Edward Dover IV is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2018, following two years at Moors & Cabot Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Brendan Haviland is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and four years of industry experience. He has previously worked at Northwestern Mutual and has been affiliated with Charles Schwab since 2018 in various capacities. Outside of his advisory role, he also works as an Uber driver. 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 and discretionary investment management with integrated brokerage, custody, and financial planning services.

Fernando Fernandez is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2015. Prior to his current roles, he was involved with Harry Buffalo from 2012 to 2018. Merrill, along 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 strategies supported by internal and third-party investment teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abudoureheman Aizihaier is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Charles Schwab, he worked at TJX Europe and has a background in full-time education. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab's Center for Financial Research.

Andrea Godfrey is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and nine years of industry experience. She has been with Charles Schwab since 2015. 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 buy/sell recommendations and access to discretionary separately managed accounts, using multi-asset model portfolios supported by a formal alternative-investment due diligence process.

Lonnie Salimone is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Merrill Lynch, AXA/Equitable, and held multiple roles within government agencies. Salimone also served 25 years in the United States Coast Guard Reserve and spent eight years at New Orleans Theological Seminary. Edward Jones is a full-service wealth management firm serving individual and institutional clients with diverse investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm oversees approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Gino Campana is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently an advisor at Charles Schwab in Orlando, FL, where he has worked since 2017. His work history includes roles at Charles Schwab Bank and Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 an integrated and scalable operational platform.

Patrick Santiago is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Wells Fargo for nine years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through the 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 SMAs and offers a centralized, integrated platform for investment management and custody.

Bryan Stewart is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, he is managing partner of a tax preparation business and serves as president of the Maitland Library Foundation, as well as holding board positions with the Scottish American Society of Central Florida and the City of Maitland Police Officer & Firefighters Pension Board. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, offering tailored recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm uses algorithmic automation alongside research and advisory input to support its clients’ income planning.

John Markevitch is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and is based in Orlando, FL. Prior to joining Schwab, his background includes roles in retail and service industries such as Academy Sports & Outdoors, Bloomin Brands, Walmart, and Petsmart. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm’s investment approach includes primarily non-discretionary client relationships with access to discretionary separately managed accounts and multi-asset model portfolios.

Stewart Spears is an advisor at Charles Schwab with Series 63 and Series 65 credentials. He joined Charles Schwab in 2025 and has prior experience in hospitality and fitness industries. Charles Schwab & Co. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through integrated wrap fee programs and managed accounts. Schwab’s approach combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and alternative investment options.

Michael Padron is a financial advisor with Charles Schwab holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Schwab, he held positions at NewGate Capital Partners, Publix Super Markets, and Parks Lincoln of Longwood, with several years dedicated to full-time education. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a broad range of integrated brokerage, custody, and cash management services.

Sean Williams is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Evershore Financial Group and Securian Financial Services Inc. Williams serves as a director on the boards of the Leonard and Marjorie Williams Family Foundation, Inc. and Wayne M. Densch Charities, Inc. Additionally, he owns Wayne Densch Inc., a family-owned Anheuser Busch distributorship. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers a multi-manager platform with portfolio management, financial planning, retirement services, and access to both affiliated and third-party money managers across various program structures.

Fiona Alfred is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities and Wells Fargo Clearing. 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 supported by internal teams and third-party managers for a range of client types.

Brian Cox is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked with Merrill since 1984 and has also been associated with Bank of America, N.A. since 2011. 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 with model-based and discretionary investment strategies.

Di Ivory Edgecomb is a Series 66 licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Edgecomb worked in real estate and held a position with the City of Hollywood. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Fen Ting Strouse is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Digital Risk LLC from 2012 to 2023. 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 advisory services and access to discretionary separately managed accounts, combining scale with an integrated operational model.

James Houston Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Dw Inc., MSI Financial Services, Inc., and BB&T Investment Services, Inc. Outside of his advisory role, he is a property owner involved in real estate rental activities. 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, supporting advisors with tools such as machine learning for operational and research purposes.