Justin Rogin is a financial advisor at Charles Schwab with 21 years of industry experience. He has worked at Charles Schwab since 2006 and holds the Series 66 designation. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, with a multi-asset investment approach supported by centralized custody and operational infrastructure.

Grant Harkness is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Cetera Investment Services LLC since 2016 and has been affiliated with Regions Bank since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 and provides access to both affiliated and third-party investment managers.

Jaime Llanos is a Series 66-credentialed financial advisor at Charles Schwab with two years of industry experience. His prior roles include positions at Merrill Lynch and Natixis, among others. He works out of Orlando, Florida. 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 provides investment guidance via multi-asset model portfolios and offers both non-discretionary and discretionary advisory options through affiliated entities.

Robert Young is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones in Clermont, FL, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he serves as a board member for the West Orange High School Scholarship Group, helping to determine college scholarship recipients, and is the managing member of a consulting business that handles administrative functions. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering various investment strategies and affiliated financial services.

Branden Murphy is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab since 2022, following a decade at TD Ameritrade. Based in Orlando, FL, he provides advisory services within Schwab’s wealth management platform. 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 both non-discretionary and discretionary investment options via multi-asset model portfolios and maintains a centralized operational structure supporting a large client base.

Hemant Sachdev is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at AXA Advisors, Park Avenue Securities, Guardian Life Insurance, Edward Jones, and Concourse Financial Group Securities. He is also the founder and president of NxtGen Advisory Group, LLC. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services while integrating proprietary and external investment solutions.

Ethan Vanz is a financial advisor with Raymond James Financial, holding a Series 66 credential and one year of industry experience. His work history includes roles at Fidelity and JPMorgan Chase, along with a variety of positions in education and other sectors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs and partnerships in municipal finance and retirement plan advisory services.

Tyler Van Donge is a CFP® certificant with 16 years of experience in the financial services industry. He is currently with Charles Schwab in Orlando, FL, where he has worked in various capacities since 2016. His prior experience includes roles at Merrill, Truist Investment Services, and Chase Investment Services Corp. 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 a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized operational infrastructure.

Alyssa Gargiulo is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, she held roles at companies including DICK’s Sporting Goods, Tractor Supply Co., and the Florida Fish and Wildlife Conservation Commission. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated brokerage, custody, and advisory services with both non-discretionary and discretionary investment options.

Beth Fleming Brown is a financial advisor at Osaic with 31 years of industry experience. She holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 26 years. In addition to her advisory role, she offers long-term care, traditional life insurance, fixed annuities, accident and disability insurance, and life settlements. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms, utilizing various asset-allocation tools and third-party programs to manage client portfolios.

James Betances is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019. Prior to his current role, his career includes positions at Amazon, Garden State Securities, West Park Capital, and several other firms. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Alexander Livingston is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Apex Systems, Amazon, and Hilton Worldwide. 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 blend of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

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.

Stanise Richardson is a financial advisor with Primerica Advisors in Gotha, FL, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Her career includes roles at The Diamond Agency, BestMark, Pfs Investments Inc., and Primerica Financial Services, as well as a previous 34-year tenure at Walt Disney Attractions. Outside of financial advising, she works as an independent contractor with VIPKID HK LTD. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a percentage-based wrap fee structure for its services.

Alejandro Gutierrez is a financial advisor at Primus Trust with eight years of industry experience and holds a Series 65 designation. He has been involved in managing and serving as CFO for child care centers, including My Kids Academy LLC and Aquarelle Kids LLC, since 2006. Outside of his advisory role, he manages administrative and financial duties for these education-related businesses. Primus Trust provides investment advisory and trust-related services primarily to pooled vehicles and institutional or corporate accounts. The firm leverages its team’s combined expertise in finance, accounting, and operations research to manage institutional assets and administer business-related accounts, with a strong emphasis on internal governance and compliance.

Peter Chamberlain is a financial advisor with BRC Management LLC, an independent firm based in Windermere, FL. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding BRC Management in 2011, he worked elsewhere in the financial sector. Outside of advisory work, Mr. Chamberlain serves as president of the BR Chamberlain Foundation for Public Enrichment, a public charitable organization. BRC Management LLC is a single-advisor independent firm.

Timothy Cross is a Series 65 credentialed financial advisor at Altior Capital with eight years of industry experience. He has held various roles within the Altior Capital entities since 2021. Altior Capital is an independent firm based in Windermere, FL.

Firouz Farrokh is the sole advisor at ARIA Corporation, an independent firm based in Clermont, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. In addition to his advisory role, Farrokh is a licensed life, health, and variable annuities agent and provides tax preparation and planning services to clients. He also serves as a soccer referee and instructor. ARIA Corporation provides financial planning and investment management services, with a focus on income and estate tax planning and coordinating with CPAs to support clients' tax and investment needs.

Jing Lin is a financial advisor at ARIA Corporation with a Series 65 designation and no prior industry experience. Before joining the financial sector, Lin worked at Orlando Health Hospital and managed operations at China Star Restaurant. ARIA Corporation is a supported firm with a single advisor serving clients from Clermont, Florida.