Landon Taucher is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and five years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Ameriprise Financial, and teaching positions at the University of North Florida. He also worked briefly at Cafe Andiamo. 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. Schwab offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Dawn Mcenany is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to that, she was employed at Whispering Winds from 2016 to 2019. 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 both brokerage and advisory solutions.

Jeffrey Lader is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 license and previously worked at Edward Jones for seven years. His background also includes roles in software and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Rosenberger III is a financial advisor at LPL Enterprise with four years of industry experience. He holds a Series 66 designation and previously worked at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Additionally, he has been involved in business ownership activities, including as a Certified Exit Planning Advisor. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and wrap programs, while also facilitating insurance product sales through affiliated entities.

Tiffany Malenfant is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has previously worked at Merrill Lynch, Bank of America NA, and Edward Jones. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing guidance through a centralized service team.

Eric Moyle is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise Managed Accounts.

Michele Dura is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. Her prior work includes nearly three decades at Charles Schwab followed by roles at Pershing LLC and Good Life Financial Advisors. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.

Michael Schafer is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work experience includes positions at Bank of America and Rocket Auto. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Scott Polk is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily to clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Daniel Iachello is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2017, previously working for JW Marriott/Ritz-Carlton Grande Lakes. Outside of his advisory role, he works seasonally as a Ride Attractions Host at Walt Disney World Resort. Ameriprise Financial Services is a large institution serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing tax-aware income strategies.

Bruce Gentilella is a Series 66 licensed financial advisor with 41 years of industry experience. He is currently with LPL Financial and has held prior roles at Calton & Associates, Ameritas Life Insurance Corp, and The Advisors Group, among others. Outside of his advisory work, he serves as Vice President of the Windermere Chase Homeowners Association, where he is involved in community safety and maintenance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services and supports advisors with model portfolios, third-party subadvisors, and technology tools across discretionary and non-discretionary strategies.

Lester Ernest is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Truist Advisory Services and Truist Investment Services, Inc. In addition to his advisory work, he owns a boat rental business in Orlando, FL, offering charter trips with safety equipment. 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, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources.

Yvonne Mcguire is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, as well as at Wells Fargo Clearing from 2016 to 2019. Mcguire serves as a board member for the Brevard Schools Foundation and owns Strike Price LLC, a recreation-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include both retail and institutional client programs.

Daniel Grisham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for over two decades. 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 within a non-discretionary program.

Kimberly Shirk is a financial advisor with Osaic Wealth, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. She has worked at Royal Alliance Associates, Signator Investors, Freedom Financial Group, Transamerica Financial Advisors, and CUNA Brokerage Services. Outside of financial advising, she performs as a singer and karaoke disc jockey at private and public events. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap portfolios, Unified Managed Accounts, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and offers discretionary and advisor-managed strategies alongside third-party and proprietary models.

Maileleiliilii Aiwohi is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of her advisory role, she serves as a board member for the West Orange County Lacrosse Club, helping to coordinate activities and communications among parents and the board. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and maintains a broad range of retail and institutional offerings.

Justin Bickerstaff is a CFP® professional with 10 years of industry experience, currently serving at Raymond James & Associates, Inc. since 2015. He is also the owner of Tyler Mill LLC, a business separate from his advisory work. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Norman Wright Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior roles include positions at Ameriprise Financial Services and ON Investment Management. Outside of his advisory work, he serves as Treasurer for Windermere Little League in Gotha, Florida. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Charles Worrell is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Patricia Donald is a financial advisor at LPL Enterprise with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and IDEA Public Schools. Her background also includes roles at LSI, CORFoundation, and Sandy Hook Promise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with offerings that include financial planning, access to third-party asset managers, and participation in a wrap program.