Michael Laporte is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, with prior roles at Cetera Advisor Networks, Vicus Capital, Walnut Street Securities, and his own firms, LaPorte Financial, LLC and LaPorte Financial Group, Inc. He also operates an insurance agency under LaPorte Financial, LLC. 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 offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies supported by advisor-facing technology.

Jake Romeo is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Schwab, he worked at Fidelity Information Services and held roles in retail and education sectors. He also managed a small apparel business during his early career. 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 offers both non-discretionary and discretionary investment options, combining centralized custody and operational capabilities with access to alternative investments and multi-asset model portfolios.

Lemar Williams is a financial advisor with LPL Financial in Lake Mary, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Bank of America and Merrill. 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 portfolio programs, and institutional platforms, with a focus on leveraging both proprietary research and third-party strategies.

Maksim Kovachev is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Cook is a financial advisor with Merrill in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Bank of America and Merrill since 2010. Outside of his advisory role, he serves on the budget review committee for St. James Cathedral Catholic School in Orlando, focusing on budget allocation and tuition management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Thiergartner is a financial advisor at Stifel with 42 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Moors & Cabot. He holds Series 63 and Series 66 licenses. Stifel serves a broad spectrum of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Buchholz is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked with multiple firms including PFS Investments Inc. and Wiley Education Services, and owns Lucky Buick Projects, a woodworking business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third-party asset managers and supported by custodial services through Pershing.

Philip Suslov is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he owns a business that builds custom fishing rods. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by centralized operations and a multi-asset investment approach.

Rebecca Ning is a financial advisor with Cetera who holds the Series 66 designation and has 12 years of industry experience. Her prior work includes roles at First Allied Securities, Summit Brokerage Services, and Girard Securities. Outside of her advisory work, she is involved as a partner in Blue Line Hockey Tournaments, LLC, hosting youth hockey tournaments, and operates a lifestyle and fitness business focused on life coaching and eBook production. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with various program options ranging from automated allocations to unified managed accounts, supporting both discretionary and non-discretionary portfolio management.

Joseph Judge is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Charles Schwab and has a background in education with roles at several schools. He volunteers as a parent instructor at Montessori at Roseborough in Mount Dora, teaching financial literacy to adolescent students. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Gordon Johnson is a financial advisor with Ameriprise in Lake Mary, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Johnson serves on the Board of Directors for the Basecamp Children’s Cancer Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to deliver customized, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Amber Schrader is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2017. Prior to her current role, she worked at CB&I and in medical billing and pediatrics-related positions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jack Grace is a financial advisor with Edward Jones in Oviedo, Florida, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He is the owner of Essential Advocates, a company providing transitional housing in Okeechobee, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mariano Sanchez is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Winter Park, FL. He has 21 years of industry experience, including prior roles at Merrill and Banc of America Investment Services. Sanchez has been with Wells Fargo Clearing since 2016. 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 combines internal research and third-party analytics to provide diversified investment solutions across brokerage and advisory platforms.

Charles Allen is a financial advisor at Thrivent Investment Management in Oviedo, FL, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Thrivent, his background includes roles at Orlando Health, AdventHealth, and the University of Central Florida. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a range of financial planning topics without portfolio management or discretionary trading authority.

Landon Bosworth is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at VaxCare Corporation and Universal Studios. Outside of his advisory role, he is involved with McKeever & Associates, Inc. Wealth Management in a support capacity. 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 consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

John Zolman is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, serving in various roles including Portfolio Specialist, Client Management Representative, Workplace Planning Consultant II, Retirement Solutions Representative, Premium Relationship Associate, and PAS Service. His professional experience centers around financial consulting and portfolio management. John aims to be a trusted financial partner for his clients, focusing on understanding their comprehensive situations and priorities to build customized financial plans that align with their goals. His work involves guiding clients through complex financial decisions and creating tailored strategies. Outside of his professional life, John values family and enjoys personal interests such as beach activities, board games, camping, comedy, family activities, and running.

Chris Herman is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been with Fidelity since 2010, initially serving in the Private Client Group. Chris focuses on helping clients understand their financial situations to make informed and confident decisions. He emphasizes a clear and collaborative financial planning process. His professional experience spans over a decade at Fidelity, where he has developed expertise in client financial consulting. Outside of his professional work, Chris values spending time with his daughter and son, which he finds fulfilling and grounding.

Dale Edwards is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has been with Merrill since 1998. Outside of his advisory work, Edwards works part-time as a freelance professional musician. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brittney Cooper is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has worked in various roles including at Thrivent Financial, Adams Homes, and Abraham Legacy Realty. Cooper serves on the board of Early Learning Connections Inc., a nonprofit child care facility, and is an inaugural board member of Enterprising Black Orlando, a community initiative focused on advancing racial economic equity and supporting Black-owned businesses in Central Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes written recommendations across a broad range of topics and integrates planning with managed-account programs under a consolidated billing option.