Alexander Livingston is a financial advisor with Charles Schwab holding a Series 66 designation and three years of industry experience. Prior to joining Schwab, he worked in various roles at Hilton Worldwide, Amazon via Apex Systems, and briefly was unemployed. 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 investment guidance and access to affiliated discretionary separately managed accounts. The firm combines a large client base with a centralized operational structure that includes custody, brokerage, and financial planning services.

Matthew Weston is a financial advisor with Edward Jones in Longwood, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory work, he is a limited partner in family farming partnerships that oversee agricultural production. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jeffrey Moss is the sole advisor at Moss & Company, P.A., an independent firm based in Maitland, FL. He holds a Series 65 designation and has 28 years of industry experience, having been with Moss & Company since 1991. In addition to his advisory work, he provides tax and accounting services to a limited number of clients.

Christopher Grimont Sr. is the principal advisor at CGI Investment Advisers LLC in Altamonte Springs, FL, holding Series 63 and Series 66 licenses with 17 years of industry experience. He has led CGI Investment Advisers since 2008. Outside of financial advising, Mr. Grimont is the principal and owner of CGI Insurance Group LLC, a Florida-licensed insurance agency offering a range of personal and commercial insurance products. CGI Investment Advisers LLC is an independent firm focused on providing investment advisory services.

Bernard Le Fils is a financial advisor at Lefils Wealth Management LLC in Orange City, FL, with seven years of industry experience. He holds a Series 65 designation and has worked since 2007 at LeFils & Company, LLC, a CPA firm where he is a managing member and performs managerial and CPA duties. Outside of financial advising, he is a managing member and partner in a commercial cattle operation, Diamond L Cattle Company, LLC. Lefils Wealth Management LLC is an independent firm serving clients with personalized financial advisory services.

Deivanayak Balakrishnan is a CFP® and Series 66 registered advisor with four years of industry experience. He currently works at XYPN Sapphire and WBI Advisory LLC and has prior experience at Certified Insurance Corp, Certified Advisory Corp, Fortune Financial Services, and Siemens Energy Inc. Outside of his advisory roles, he is involved in insurance sales with Certified Insurance Corp. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach utilizing diversified portfolios and offers both discretionary and non-discretionary management, with an emphasis on human oversight and digital asset management initiatives.