Kerry Luellen is a CFP®-designated financial advisor with Edward Jones in Apopka, FL, where he has worked since 1990, accumulating 36 years of industry experience. He also owns a commercial property management business in Apopka. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a variety of advisory programs and investment solutions under a fiduciary standard.

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 at Charles Schwab & Co., Inc. based in Orlando, FL, with 19 years of industry experience. He holds Series 65 and Series 66 designations and has been with Charles Schwab firms since 2008, including a year at Wells Fargo Clearing and Ameriprise earlier in his career. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and emphasizes a multi-asset model portfolio approach with centralized operational and custody services.

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.

Suzanne Reams is a financial advisor at Edward Jones in Winter Park, FL, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Megan Propst is a financial advisor with Raymond James & Associates in Oviedo, FL, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Robinhood Financial and Ameriprise Financial Services. 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 non-discretionary investment consulting supported by a variety of portfolio management strategies and affiliated research.

Amanda Ceballos is a financial advisor with Primerica Advisors in Lake Mary, FL, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she serves as Senior Tax Accountant at Dulniak Tax and Accounting Services LLC and is President of Sweet Pea Services USA Inc, both focused on tax preparation. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure for its services.

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 Maitland, FL, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, Bertizlian is involved in software development through Marvel Mobi Inc. and serves as Vice President on the Board of Directors for Izak Group Inc. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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 at Charles Schwab with five years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Schwab, she worked in healthcare settings including Nemours Children’s Hospital and Advent Health. 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 centralized operational structure.