Kevin Champagne is a financial advisor with Edward Jones in Winter Springs, FL. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked at McKee Foods Corporation for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Western Southern Life and Bintelli LLC. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, combining non-discretionary advisory services with discretionary separately managed accounts and offering access to a variety of multi-asset model portfolios and alternative investments.

Jeannette Whipple is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She previously worked at LPL Financial for 12 years before joining her current firm in 2025. Whipple holds Series 63 and Series 66 licenses. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both proprietary and third-party strategies with multiple implementation options.

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.

David Peckham is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and previously served at Cetera Advisors LLC and MSI Financial Services, Inc. Outside of his advisory role, he is involved with a business entity for tax and investment purposes based in Orlando, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technological tools and a broad spectrum of non-advisory financial services.

Lauren Jones is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses with 15 years of industry experience. She has been with Charles Schwab since 2010. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, supported by a centralized operational structure and access to multi-asset model portfolios and alternative investments.

Michael Giallanza is a financial advisor at Charles Schwab in Orlando, FL, holding a Series 66 designation with three years of industry experience. His prior work includes positions at Charles Schwab Bank SSB and roles in real estate management with Home Realty & Management and Stars & Stripes Homes DTC, Inc. Charles Schwab 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset portfolio guidance supported by in-house research and a formal alternative investment program.

Curt Busby is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 19 years and Raymond James for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Hieu Nguyen is a financial advisor at Raymond James Financial with one year of industry experience. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, Nguyen serves as a Human Resources Specialist with the U.S. Army Reserves. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, using risk profiling and modeling tools to support client goals.

Jared Reimel is a financial advisor at Merrill Lynch Wealth Management. He began his career with Merrill in 2018 following his graduation from Baldwin Wallace University in Cleveland, Ohio, where he was a student athlete in football and track & field. Jared's professional mission is to empower clients with financial clarity and confidence to achieve their unique goals through personalized service, integrity, and informed guidance. With five years of experience, Jared focuses on working with business owners, skilled trade professionals, and individuals preparing for or living in retirement. His areas of expertise include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, individual and corporate investment strategy, and retirement income. Jared holds professional designations such as Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Jared is involved in community organizations including Elevation Scholars and Home of the Holy Angels. His personal interests include cooking, football, golfing, hiking, skiing, and spending time with his family.

Peter Hopper is a financial advisor with Charles Schwab, holding the Series 63, 65, and 66 designations and 12 years of industry experience. His prior work includes roles at JP Morgan Securities, Bank of America, Equitable Advisors, and involvement with Tidal Realty Group and Google Fiber. Charles Schwab 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, utilizing multi-asset model portfolios and a centralized operational structure.

Raul Gonzalez is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Morgan Stanley and a year with RR Tire LLC. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Kyle Williams is a financial advisor with LPL Financial in Altamonte Springs, FL, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Fifth Third Securities, BB&T Investment Services, and Edward Jones. Outside of his advisory work, he plays guitar in a church band at Holy Cross Lake Mary. 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 portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Aaron Paul is a financial advisor with LPL Financial, holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Solutions Group Accounting Firm, Concourse Financial Group Securities Inc., and Waddell & Reed. He is also the owner of MTA Coaching, a life coaching business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisory services through a broad network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Garrett Graham is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Preston Davis Garcia is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked at JPMorganChase for two years. 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, offering a blend of non-discretionary and discretionary investment management supported by centralized custody and operational resources.

Christopher Reed is a financial advisor with LPL Financial in Altamonte Springs, FL, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Cetera Advisors, Stifel, UBS Financial Services, and A.G. Edwards & Sons. Reed is also the owner of Matchpoint Financial, LLC, a business entity associated with his LPL commissions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives utilizing both proprietary and third-party investment strategies.

Leyton Evans is a financial advisor at Osaic Wealth, Inc. with nine years of industry experience. He holds a Series 66 designation and previously worked at FSC Securities Corp for seven years. Evans also has experience as an advisor assistant with Evans Advisory Group. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory platforms and tools to construct portfolios across various asset classes and offers both discretionary and non-discretionary management services.

Carol Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Heathrow, Florida office. She began her career in the financial services industry shortly after graduating from St. Michael's College in Winooski, Vermont, in 1983. Transitioning from administrative roles, she became a financial advisor in South Florida in 1997 and has since provided personalized wealth management strategies to her clients. Carol’s areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from a small town in Upstate New York near the Vermont-Massachusetts border, Carol has lived in Florida since 1984. She currently resides in Lake Mary, Florida, to be near her two married daughters and two grandsons. Her personal interests include golfing, reading, scuba diving, skiing, swimming, yoga, and spending time with her family.