Carl Mc Cabe is a financial advisor at Charles Schwab with nine years of industry experience. He has been with Charles Schwab since 2016 and previously worked at Carvana for one year. He holds Series 66 and Series 63 licenses and is based in Orlando, 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 advisory relationships with access to affiliated discretionary SMAs, offering multi-asset model portfolios and a formal alternative-investment onboarding process.

Matthew Kanarick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent six years with Morgan Stanley DW Inc. 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 offers a range of brokerage and advisory solutions and manages approximately $671 billion in assets with over 14,000 advisors nationwide.

Dana Paul is a Series 66-licensed financial advisor with Charles Schwab, based in Orlando, FL, with 12 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2013. Outside of her advisory role, she is a member of Frankford LLC, a family entity held for contingency and estate planning purposes. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory 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 integrated brokerage, custody, and advisory services.

Joel Grant is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Wells Fargo Bank, Wells Fargo Clearing, and Charles Schwab, as well as roles outside finance including Uber and Enterprise Holdings. 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 management using multi-asset model portfolios and centralized operational support.

Kimberly Stewart is a CFP® with 31 years of industry experience, currently advising at Ameriprise in Orlando, FL since 2016. She previously worked at LPL Financial and Edward Jones. Outside of her advisory work, she owns Pretty and Wealthy LLC, a women's networking and empowerment group, and serves on the board of the Downtown Development Board in Orlando. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides personalized recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Nickerson is a financial advisor with LPL Financial in Oviedo, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes positions at Raymond James Financial Services and Morgan Keegan & Company. He is also involved in Gulfstream Capital Advisors, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools and various investment strategies.

Gregory Smith is a CFP® with 17 years of experience in financial advising. He currently works at Raymond James Financial Services Advisors, Inc., where he has been since 2018, and previously spent 10 years at Edward Jones. Outside of his advisory role, he writes a book related to his financial practice and collaborates with insurance agents and tax attorneys as an insurance agent. 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 institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports a large advisor network, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mauricio Cardenas is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2020, following five years at Regions Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Carlton Buckley Jr. is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. His career includes roles at Kovac Securities Inc, Capital Guardian Wealth Management LLC, and Concourse Financial Group Securities Inc. Outside of his advisory work, he is involved in mortgage brokerage and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options and access to multiple managers, with over 10,000 advisors and $256 billion in assets under management.

Jesse Plunkett is a financial advisor with LPL Financial in Sanford, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Fountain of Youth Medical Spa LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Alejandro Caceres is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Ocean Bank, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through related affiliates.

Robert Broome III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, Wells Fargo Clearing, and Concurrent Advisors before joining Raymond James Financial Services Advisors, Inc. He also works as an independent contractor financial advisor for Winter Park Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs non-discretionary planning and risk profiling tools tailored to client goals, sponsors wrap-fee advisory programs, and maintains notable municipal and SIMPLE IRA advisory offerings.

Andrew Vargo Jr. is a CFP® with 33 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James Financial Services Advisors, Inc. since 2010 and owns Unconstrained Strategies Investors LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance services, along with specialized advisory programs.

Michael Brozzo Jr. is a CFP® professional with 26 years of industry experience, currently serving at Charles Schwab. His prior work includes roles at ThomasPartners, Inc. and Windhaven Investment Management, along with earlier periods at Charles Schwab firms. He also participates in internet services through GfK Custom Research North America. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Thomas Mayer is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various roles since 2000. Outside of his advisory work, Mayer serves as a board member for the Iliff Commons Homeowners Association in Aurora, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, supported by extensive research and a broad platform of brokerage and advisory solutions.

Josue Nunez is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at firms including Morgan Stanley and Northwestern Mutual. Outside of his advisory work, he was involved with Recycle A Bicycle from 2014 to 2019. 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and due diligence on alternative investments.

Tameka Smart is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has previously worked at USAA and Merrill. Outside of her advisory work, she is the owner of Smart Inspiration, a venture through which she publishes and sells a children’s book. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated structure provides bundled advisory, brokerage, custody, and cash-sweep services.

Zuri Turner is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and the University of South Carolina Aiken. Outside of her financial career, she is employed as a personal shopper and delivery worker for Shipt. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Volence is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and SunTrust and has been with Merrill since 2018. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Mc Lean is a financial advisor with Ameriprise Financial Services in Winter Park, FL, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including a period of full-time education, and has been with Ameriprise in various capacities since 2017. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.