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.

Dana Richmond is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and has worked at firms including Evershore Financial and Minnesota Life Insurance Company. Richmond is a founder and director of the Winter Park Lifelong Learning Foundation, where she supports and provides community education programs, and she holds a partnership interest in a restaurant group in Tallahassee, FL. Cetera Investment Advisers LLC is an SEC-registered advisor that offers a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and access to various program structures, managing over $256 billion in assets with more than 10,000 advisors nationwide.

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.

David Rivas is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Lake Mary, FL. He has 14 years of industry experience and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and supports approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Gregory Baird serves as a Resident Director in the financial services sector. He specializes in wealth management, focusing on creating and implementing personalized financial plans tailored to clients' unique needs. Gregory's work involves managing investment portfolios and developing strategies that support clients' long-term financial goals. He began his career in financial advising in 1988 and has since earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), and Chartered Retirement Plans Specialist™ (CRPS). Gregory holds a Bachelor's degree from Georgetown College and has completed various professional development programs related to financial advising. Gregory is actively involved in community initiatives, including participation with the Ovarian Cancer Research Alliance, and has served as a member of the Advent Health Cancer Institute Board.

Robert Crews is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2025 and previously with Concourse Financial Group Securities Inc for eight years. Outside of his advisory role, he is involved in several business activities including tax accounting, mortgage brokerage, and managing financial and assurance services at Solutions Group. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that allows access to both affiliated and unaffiliated third-party managers.

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.

Arif Fareed is a CFP®, ChFC®, and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 advisors.

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.

Brian Musbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works as part of a financial team dedicated to assisting families, individuals, and business owners in developing long-term financial strategies. Brian focuses on helping clients organize personal and business finances through a detailed discovery process that prioritizes their financial goals, risk tolerance, time horizons, and liquidity needs. His approach aims to create personalized wealth management strategies tailored to each client's objectives. Brian’s areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from DeVry University in Orlando. Outside of his professional work, Brian is involved with the Knights of Columbus and supports the Boys and Girls Club. His personal interests include cooking, fishing, golfing, running, and tennis.

Deborah Hawksworth is a financial advisor with LPL Financial in Orange City, FL. She holds a Series 66 designation and has 14 years of industry experience, including eight years at Edward Jones before joining LPL Financial in 2020. 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, third-party asset management, and institutional platforms.

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.

Luis Mir is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill, Bank of America, and Park Avenue Group. Luis is currently based in Oviedo, FL. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Gladys Green is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. Her prior experience includes roles at Merrill and Bank of America spanning over two decades. She also works as an associate with the Anderson McKelvey Group, providing client service support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and SIMPLE IRA employer advisory services.

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.

Jorge Pereira is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Triad Advisors, Resources Investment Advisors, OneDigital, Chepenik Financial, and LPL Financial. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services, combining non-discretionary advice with access to discretionary separately managed accounts. The firm is notable for its scale, integrated operational structure, and specialized alternative investment offerings.

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.

George Rariden III is a ChFC® credentialed financial advisor with 33 years of industry experience. He is the principal of Rariden Investment Advisors, LLC, an independent firm he has operated since 2010. He also engages in tax preparation and accounting through Rariden & Associates, LLC. Rariden Investment Advisors serves individual clients, focusing on personalized investment management and financial planning.

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 29 years of industry experience, with over 35 years at his current firm. In addition to his advisory work, Mr. Moss provides tax and accounting services to a limited number of clients. Moss & Company, P.A. serves clients through a personalized, independent advisory practice.