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.

Marc Stasik is a financial advisor with Cetera, holding a Series 66 credential and bringing 14 years of industry experience. He has worked with firms including Sigma Planning Corporation and Cetera Advisors LLC. Outside of his advisory role, Stasik is a co-owner of Grasel Graphics Inc, a custom apparel business, and serves as an elected board member for St. Luke's Lutheran Church in Oviedo, FL. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with access to various program structures and third-party managers.

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.

Evan Shear is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been associated with Raymond James since 2003 and leads CrossleyShear Wealth Management, a planning practice focused on serving clients in the Heathrow, FL area. Shear is also the owner of CSSports, a DBA designed to market services to athletes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools to align investment strategies with client goals.

Krystle Meservey is a Series 66 credentialed financial advisor with nine years of industry experience. She has been with Charles Schwab & Co., Inc. for ten years, based in Orlando, FL. 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Linda Taylor is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 18 years of industry experience. She previously worked at Allstate Financial Advisors, Equitable Advisors, and Atlantis Wealth Management before joining Cetera in 2013. Outside of her advisory role, she is involved in a handyman services business that supports her spouse’s full-time work and holds licenses to sell various insurance products, including health and vision care plans. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary services, combining model portfolios, third-party managers, and custom strategies across multiple program structures and custodians.

Larissa Morgan is a financial advisor with Charles Schwab in Orlando, Florida, holding a Series 66 designation and eight years of industry experience. She has been with Charles Schwab since 2015, with a one-year tenure at ReliaQuest in between. She serves as a trustee for family trusts at Stifel, Nicolaus & Co., managing accounts on a fully discretionary basis. Charles Schwab primarily serves 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 multi-asset model portfolios supported by Schwab’s Center for Financial Research.

Parandi Patel is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Charles Schwab since 2008. 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 model combines primarily non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset strategic allocation portfolios supported by research from the Schwab Center for Financial Research.

George Corrado is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2015, with prior experience at Guardian Life and Valic Financial Advisors. Outside of advisory work, he is a member of FREE THE CORK, LLC, an internet services business. Charles Schwab & Co., Inc. serves a large client base of 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 models with access to affiliated discretionary separately managed accounts and offers a comprehensive range of brokerage, custody, and investment advisory services.

Gary Hernquist is a financial advisor with Charles Schwab who holds a Series 63 designation and has 30 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000. 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 client advisory with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Tyler Hunt is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Enservio for six years and operated Zanzibar Coffee House for two years. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Shaun Tracey is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2013. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Travis De Silva is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 credential and has previously worked at Goldman Sachs and Morgan Stanley, including Morgan Stanley Private Bank. Before entering finance, he spent a year working at Cafe Sevilla. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s model blends non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset portfolio strategies and centralized operational infrastructure.

Patrick Lynch is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, his work history includes roles outside the financial industry and periods focused on education and travel. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and Schwab’s centralized operational infrastructure.

Micah Broome is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he worked at Alight Solutions and Publix Supermarkets. 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 advice and access to discretionary separately managed accounts. The firm is noted for its large client base, integrated service model, and a distinctive approach that includes multi-asset model portfolios and alternative investment programs.

Judy Chastain is a financial advisor with Osaic Wealth Inc. in Longwood, Florida, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with Osaic Wealth since 2014. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Melanie Strickland is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Lori Michaelson is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley for 13 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

Tiffany Conklin is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses and is based in Orlando, FL. Prior to joining Charles Schwab, she worked briefly at Mount Plymouth IGA Fresh Market and spent several years in full-time education. 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 large integrated platform with centralized supervision and custody.