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.

Phillip Holder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has previously worked at J.P. Morgan Securities, Chase Investment Services Corp., Jesup & Lamont Securities Corp, and Merrill. Outside of his advisory role, he serves as a governing board member and treasurer for Emma Jewel Charter Academy in Cocoa, Florida. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, 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.

Julie Riley is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2010 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research, with a notable presence in municipal advisory services.

Rodney Mackey is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their overall financial situations and priorities, co-creating financial road maps and implementing strategies tailored to their preferences and changing life events. Rodney has been with Fidelity Investments since 2017, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative Help Desk before becoming a Planning Consultant. This experience has provided him with a comprehensive understanding of investment solutions and customer relationship management. Outside of his professional responsibilities, Rodney engages in family activities, fitness, military service, reading, running, and traveling.

Jack Edwards is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Co. since 2022 and previously spent seven years at The Strategic Financial Alliance, Inc. Additionally, Edwards is the owner and principal of Duryea & Edwards CPAs, a CPA firm providing tax return preparation, bookkeeping, payroll, and tax planning services. He is also involved in small business ventures including a personal vehicle rental and 3D printing operation and administrative services through separate LLCs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement services.

Renee Burke is a CFP® professional with 12 years of experience in the financial industry, currently serving clients at Edward Jones since 2014. She holds the Series 66 designation and is based in Mt Dora, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Douglas Knudsen is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab since 2014. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Joel Ingram is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2025. Outside of his advisory role, he provides music instruction as a contractor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Colvin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial, Thrivent Financial, and New Paradigm Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory programs, managed solutions, and affiliated investment products with a nationwide network of financial advisors and branches.

Patricia Ziegenfuss is a financial advisor at Charles Schwab with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018. Her prior experience includes tenure at Morgan Stanley and Morgan Stanley Smith Barney from 2012 to 2017. 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 with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

William Bucher is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Family Allies and Brevard Family Partnership. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers a range of firm-offered and third-party advisory solutions.