Joseph Bellini III is a financial advisor at Edward Jones with 36 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jorge Mendez is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab since 2011, totaling 15 years at the firm. 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 a combination of non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized operational structure.

Brooke Bierman is a financial advisor at Charles Schwab in Atlanta, GA, holding a Series 66 designation. Their work history includes roles at Charles Schwab Bank, Charles Schwab, Dexian, Nomads, and the University of Florida. 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’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment selection process.

Alexus Few is a financial advisor with OSAIC in Eustis, Florida, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC, Alexus worked at Securities America Advisors and Securities America, Inc. Outside of advising, Alexus owns and manages a financial services business focused on administrative work, proposals, and client account servicing. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party money manager programs.

Satyanand Lutchmidat is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has been with Charles Schwab since 2007 and previously worked at UBS Financial Services from 1998 to 2006. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Ralph Winn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior work includes over a decade with Cetera and its affiliated entities. Outside of financial advising, he owns a winery in France and operates an eBay-based business selling various products. 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 and institutional platforms, with advice delivered primarily through investment adviser representatives using various portfolio strategies.

Melody Price is a financial advisor with Raymond James & Associates in Winter Springs, FL, holding a Series 66 designation and 20 years of industry experience. She previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James in 2024. Raymond James & Associates is a large 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 charitable organizations, offering financial planning and consulting through various advisory programs and institutional fiduciary solutions.

Kok Leng Tiew is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Casselberry, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment products.

Lisa Laboo is a financial advisor at OSAIC with 33 years of industry experience. She holds the ChFC® designation and Series 63 license. Before joining OSAIC, she worked at Securities America Advisors, Inc. and Sunset Financial Services, Inc. Laboo serves as a volunteer board member for the YMCA, the United Way, and the Florida A&M University Foundation, where she is involved in nonprofit governance. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, offering various managed portfolio options and third-party investment programs.

Lucas Fray is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Charles Schwab since 2017, with a brief employment gap in 2021. Prior to his advisory career, he worked at the University of Central Florida for five years. 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 a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts using multi-asset model portfolios and due diligence on alternative investments.

Mark Schirmer is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2017, including time at Charles Schwab Bank, SSB, as well as prior roles at Bank of America and Merrill. He is based in Orlando, Florida. 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 relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

John Evers is a financial advisor at Primerica Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap fee structure rather than fixed fees.

Michael Schmale is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Charles Schwab since 2007. 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 advisory, brokerage, custody, and cash-sweep services. The firm’s investment approach includes multi-asset model portfolios with strategic asset allocation and access to discretionary separately managed accounts managed by an affiliate.

Jessica Palmer is a Planning Consultant at Fidelity Investments, where she works closely with clients and their dedicated advisors as part of the wealth planning team. In her role, she focuses on establishing and maintaining financial plans tailored to individual client needs. Jessica has been with Fidelity Investments since 2015, holding various positions including Financial Representative from 2015 to 2018, Relationship Manager from 2018 to 2022, and Planning Consultant since 2022.

Anthony Gilotti is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Regions Bank. Gilotti serves as an officer and board member of the DeBary Foundation, a nonprofit supporting community initiatives in parks, arts, and environmental conservation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance.

Frank Blackard is a financial advisor at Cetera with 54 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Cetera and its related entities since 2015. Blackard was also involved with Masters Prosports & Entertainment from 2016 to 2021 and operates Blackard Financial Services, LLC. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional accounts, offering both discretionary and non-discretionary portfolio management along with various program structures. The firm supports a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets through a network of more than 10,000 advisors.

Blake Smith is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Schwab, he worked at Western Southern Life and W&S Brokerage Services, following a decade at Bintelli LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 centralized operational structure that supports a broad client base.

Jeannette Whipple is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial, Nationwide Securities, and 1717 Capital Management Company. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm utilizes multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Matthew Fosnow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and with 25 years of industry experience. He has been with Raymond James and its affiliates since 2001 and is also the owner and operator of Fosnow Wealth Management and The Infinity Group. Both businesses support his advisory practice and are located in Apopka, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers, with specialized services in municipal finance and SIMPLE IRA employer consulting.

Nicole Wortsman is a CFP® professional with 14 years of industry experience, currently serving clients at Edward Jones since 2019. She has prior experience with Wells Fargo Clearing and Wells Fargo Bank NA, spanning over a decade, and was involved with Compass One and Compass Two Enterprises. Outside of her advisory role, she manages businesses related to commercial and residential rental properties as well as shed sales in Florida. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm offers a range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.