Britt Jones is a financial advisor with Charles Schwab based in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Jones has been with Charles Schwab and its affiliated entities since 2006, including roles at Schwab Wealth Advisory, Inc. and Charles Schwab Bank, SSB. 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 guidance and access to discretionary separately managed accounts, supported by a large, integrated operational structure.

Brett Canarelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has previously worked at JP Morgan Securities, FIFTH THIRD SECURITIES, Lanark Financial, OSAIC Institutions, and Valic Financial Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Fiorentino is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. He has held positions at several firms, including Thrivent Financial and Blueprint Investment Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios made up of mutual funds, ETFs, and ETPs.

Kyle Christian is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at Charles Schwab in Winter Park, FL. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he owns a rental property in New Smyrna Beach, FL, which is leased seasonally to snowbirds. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm combines brokerage, advisory, custody, and cash management services within an integrated operational structure.

Cameron Obrien is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo, he worked at Pruco Securities, The Prudential Insurance Company of America, and Valic Financial Advisors. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Maria Pacheco Key is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory work, she is the managing member of MPK Estates LLC, a business involved in real estate management. Charles Schwab serves a large client base, 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 affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Rachel Lynch is a financial advisor at Charles Schwab with 13 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2010. The firm 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. Charles Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by its research and alternative investment programs.

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.

Yasmani Santana is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Charles Schwab since 2010 and worked at TD Ameritrade from 2022 to 2024. Charles Schwab & Co., Inc. serves a large client base 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized supervisory and custody services.

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.

Nancy Young is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Bank, N.A. since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Timothy Clark is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 26 years before joining Wells Fargo in 2019. He is based in Winter Park, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings than typical institutional advisors.

Basil Ahmed is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Charles Schwab & Co., Inc. and has prior experience at Bank of New York Pershing, Bank of New York Mellon, Bank of America, Merrill Lynch, and Penske Automotive Group. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence on alternative investments.

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.

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.

Margaret Harcar is a Series 65-licensed financial advisor with 27 years of industry experience. She has worked primarily with Securities America from 1997 to 2024 before joining OSAIC in 2024. Outside of her advisory role, she sells vintage and used items on eBay through an online store. OSAIC is a multi-advisor platform serving a wide range of retail and institutional clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a diverse set of investment programs delivered through affiliated broker-dealer and RIA relationships.

Robert Breske is a financial advisor with Osaic Wealth, Inc. in Orlando, FL, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at Osaic Wealth since 2018, following prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory work, Breske serves on the board of Morning Star Catholic School, a special needs school in Orlando. 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 employs a model-based asset allocation and portfolio optimization approach, with a broad range of managed account programs and third-party manager options.

Joshua Chase is a Series 65 licensed advisor with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and Kingsview Asset Management. Outside of his advisory work, he participates in a consumer survey panel unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.