Brad Schneider is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has worked at LPL Financial since 2012 and previously at Ameriprise from 2005 to 2012. Schneider also operated Good Life Advisors, LLC for 12 years. 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 range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Ferdinand Roccanti is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 63 credential and 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Lawrence Johnson is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Enterprise and has held positions at firms including Charles Schwab, USAA Financial Planning Services, and Robinhood Financial. Outside of his advisory role, Johnson is the owner of V's Barbershop and serves on the board of the Roper YMCA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Vishindas Mahtani is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. His work history includes roles at H&R Block, Boiling Springs Savings Bank, and PFS Investments Inc. He is also involved in the sale of home security and automation products through part-time referrals related to his firm’s affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies supported by third-party asset managers and custody services.

Steven Alch is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2001. He serves as a director on the Orlando Economic Development Commission, a nonprofit organization. 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, and various institutional clients.

Caleb Sibley is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he owned C Sibley Golf Inc, a sports-related business, and worked in education. He also serves as the Marketing Director for Florida Firestop Systems LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, with a focus on those meeting specific asset criteria. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sherri Stansbury is a financial advisor at Osaic with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Osaic since 2012, following prior roles at Next Financial Group, Inc. and Mutual Service Corporation. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting a variety of strategies and third-party manager selections.

Anet Shakenov is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to his current role, he operated a business called One Hobby Shop, LLC for ten years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

William Brewster is a financial advisor with Morgan Stanley in Gotha, Florida, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Susan Montanez is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and having 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2002. Outside of her advisory role, she serves as president of the Terra Oaks HOA Corporation in Windermere, FL. 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 with a focus on research-driven portfolio construction.

Stanley Smith is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2008, as well as Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anne Marie Williams is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2017 and was previously with Raymond James & Associates from 2013 to 2017. Outside of her advisory role, she is involved in nonprofit leadership, including founding roles with the Central Florida Association for Women Lawyers and serving as a director on the Varsity Knights Leadership Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process supported by proprietary tools and investment modeling, managing approximately $2.74 trillion in client assets.

Juan Saavedra Marin is a Series 66-licensed financial advisor with J.P. Morgan Securities in Orlando, FL, bringing six years of industry experience. Prior to joining J.P. Morgan Securities in 2020, he worked at Regions Bank from 2016 to 2020. Outside of his advisory role, he is involved as an owner and partner of JB Pro Rentals, LLC, a business that manages rental properties and related activities. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screens and qualitative research to deliver model asset allocations with an emphasis on eligible strategies and ESG considerations.

Janet Burke is a financial professional with 38 years of industry experience, currently affiliated with Cetera Investment Advisers. She holds Series 63 and Series 66 credentials and has worked previously at Ameriprise Financial Services for 18 years. In addition to her advisory work, she is an insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

Luigi Castrucci Pedrinola is a financial advisor with Morgan Stanley in Orlando, Florida, holding Series 66 and Series 63 licenses and one year of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is a partner in LITE - Luminous Ideas for Technological Evolutions LLC, a technology company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Taylor Cruz is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at several firms including First Republic Securities Company and the Osceola County School District. His background also includes roles outside finance, such as positions at NBC Universal Orlando and Orangetheory Fitness. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s integrated model provides both non-discretionary investment guidance and access to discretionary separately managed accounts with a focus on multi-asset portfolios and centralized operations.

Joseph Heintzelman is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously had roles at Adventist Health System and as a self-employed sports official. Outside of his financial career, he is involved in sports officiating as an independent referee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs and focusing on a broad retail advisor and branch network alongside affiliated financial services.

Mark Marshall is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Marshall serves on the board of The Christ School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Omar Warren Sr. is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is involved in several business activities including partnerships in a youth training and consulting company and a spoken word poetry promotion firm, as well as serving as Regional Director for a regional entertainment company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.

William Cherry is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at Charles Schwab and US Health Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.