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 at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities, LLC for 12 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kyle Christian is a CFP® and CFA® with 12 years of industry experience. He has been with Charles Schwab since 2015 and previously worked at Formula Guides, LLC. Outside of his advisory role, he owns a seasonal rental property in New Smyrna Beach, FL. 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 client relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized custody and operational infrastructure.

Cameron Obrien is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having four years of industry experience. His prior roles include positions at Valic Financial Advisors, Pruco Securities, and The Prudential Insurance Company of America. 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 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 with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Kelly Education, Cellular Sales, IM Academy, UCF Global, Capital Seafood, and Dairy Queen. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Megan Schupp is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she held roles at Foliage Design Systems and Rev. Outside of her advisory work, she is an independent contractor for Oui Vend, a merchandise vendor at concerts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Alireza Shahnavaz is a financial advisor with Ameriprise in Winter Park, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages a rental property business under ARSweethomes LLC. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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.

Albaneliz Ortiz is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at National Debt Relief, Paylocity, and Huh Oh Studios, where she was employed for five years. 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 investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

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, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Sebastian, Florida. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 at Charles Schwab with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Schwab in 2024, Sun worked at Tailored Management and has experience in education and design fields. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment due diligence.

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 financial advisor with OSAIC, holding a Series 65 credential and bringing 27 years of industry experience. Her career includes long tenures with Securities America and its affiliated entities from 1997 to 2024 before joining OSAIC. She also operates a vintage and used item store on eBay. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services with various investment platforms and third-party solutions. The firm employs asset-allocation tools and risk assessments to create portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Robert Breske is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Osaic since 2018, following a two-year tenure at Signator Investors, Inc. Outside of his advisory role, he serves on the board of Morning Star Catholic School, a special needs school in Orlando. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm uses a variety of asset-allocation tools and third-party services to construct diversified portfolios across multiple asset classes.