Oliver Walker Jr. is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Kelly Education, Cellular Sales, and IM Academy. 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 SMAs managed by an affiliate, supported by a large integrated structure serving a broad client base.

Alireza Shahnavaz is a financial advisor with Ameriprise in Heathrow, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a rental property business under ARSweethomes LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and tax-aware withdrawal strategies through a centralized team supporting its financial advisors.

Travis Kidd is a financial advisor with Charles Schwab & Co., Inc. based in Orlando, FL. He holds the Series 66 designation and began his career with Charles Schwab in 2025. Prior to entering the financial industry, he worked for 25 years at Orange County Fire Rescue. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Sonia Preston is a CFP® professional with 28 years of industry experience, currently associated with Charles Schwab in Orlando, FL. Her career includes over a decade at Schwab Private Client Investment Advisory, Inc., as well as a tenure at Principal Financial via Allsource. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Ronghui Sun is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Charles Schwab, Sun worked at Tailored Management and has experience in education roles at Shuren International School and Terra Marin School. 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.

Patricia Ahrendt is a financial advisor at Raymond James Financial in Longwood, FL, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services, Inc. since 2002, including a three-year period at Unconstrained Advisors. 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 institutional investors. The firm employs non-discretionary planning and consulting tailored to client goals, using various analytical tools, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gregory Abdalla is a financial professional with 13 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at multiple firms, including Evershore Financial Group and Securian Financial Services. Abdalla serves on the advisory board of Junior Achievement of Central Florida. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Jack Edwards is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Co. since 2022 and previously spent seven years at The Strategic Financial Alliance, Inc. Additionally, Edwards is the owner and principal of Duryea & Edwards CPAs, a CPA firm providing tax return preparation, bookkeeping, payroll, and tax planning services. He is also involved in small business ventures including a personal vehicle rental and 3D printing operation and administrative services through separate LLCs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement services.

Joel Ingram is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2025. Outside of his advisory role, he provides music instruction as a contractor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicolas Guerrero Campos is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Magnit and Amaru Superfoods SAC. 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, combining non-discretionary client relationships with access to discretionary separately managed accounts and a structured alternative-investment platform.

Kyle Doyle is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Aqua Marketing Group, Publix Super Markets, and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor for multiple registered investment companies and model portfolios.

Veronica Woodard is a financial advisor with Edward Jones in Oviedo, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she held roles at Lyft, Uber, Comcast, and Optivia. Woodard also teaches online courses at Goodwin College and serves as treasurer and board member of The Center of Orlando, where she is involved in fundraising and community relations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Madison Hill is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, Madison has been involved with Flight Deck Bar and Grill since 2014. She is also a board member of PARC's (People, Activities, Recreation, Conservation) in Sanford, FL, where she contributes to fundraising and program development to support local children’s summer activities and park maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

James Wright is a financial advisor at Merrill with over 50 years of industry experience. He has worked at Merrill since 2005 and Bank of America, N.A. since 2011. He holds Series 63 and Series 65 licenses. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates its services with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a variety of program strategies and tax-efficient investment solutions.

Andrew Brink is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Thrivent Investment Management. Brink is based in Orlando, FL. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by a centralized operational framework.

Michael Evans is a CFP®-credentialed financial advisor with 41 years of industry experience. He is currently with OSAIC, joining in 2023 after 39 years at FSC Securities Corporation. He serves as president of Evans Advisory Group, a private business entity not open to the public. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by various analytical tools, delivering strategies through brokerage, RIA, and third-party platforms.

Kyle Jensen is a financial advisor at Osaic with five years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Corrado Industrial. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and rebalancing software, and supports a range of programs including Unified Managed Accounts and third-party money manager options.

Juan Ruiz Saavedra is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes roles at TD Ameritrade and Charles Schwab, as well as a four-year period at Baylor University. 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 and discretionary investment management alongside integrated brokerage, custody, and cash-sweep services.

Jacob Johnson is a Series 66 licensed financial advisor with Charles Schwab in Orlando, FL, where he has worked since 2014, accumulating 11 years of industry experience. He provides client services through one of the largest firms in the industry. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a formal alternative investment onboarding process.

Daniel Rudin is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab since 2011. Outside of his advisory role, he is a 15% owner and silent partner in an online clothing retail business, Sugar This SugarThat 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 models with access to discretionary separately managed accounts, offering clients diversified, multi-asset investment guidance supported by centralized custody and order-routing services.