Philip Suslov is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory role, he owns a business that builds custom fishing rods. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by centralized operations and a multi-asset investment approach.

Jennifer Guittard is a financial advisor at Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior roles include positions at Robert W. Baird and the Bank of New York with Eliassen. She is also associated with Lakepark Wealth Group, a non-investment related support company based in Orlando. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Carlos Lowell is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where he has been since 2022. Lowell serves on the finance, investment, audit, and other advisory committees for Baptist Health South Florida. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment options to deliver customized financial strategies.

Dennis Turner is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Orlando Club Sport and small business ventures such as Helping Hand Lawn Care and I9 Sports. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Florencia Urbina is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2011. Her prior work includes 13 years with Newark Public Schools. In addition to her advisory role, she is involved in part-time sales of home security and automation products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm utilizes third-party asset managers and provides custody and trade execution services through established financial institutions.

Mariano Sanchez is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Winter Park, FL. He has 21 years of industry experience, including prior roles at Merrill and Banc of America Investment Services. Sanchez has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines internal research and third-party analytics to provide diversified investment solutions across brokerage and advisory platforms.

Timothy Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc., as well as nearly three decades in education with Orange County Public Schools and Hope Charter School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies across various investment approaches.

Kevin Mac Lean is a financial advisor at Edward Jones in Orlando, FL, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years with ADT LLC. Outside of his advisory role, he is involved in managing a rental property in St. Cloud, FL. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Landon Bosworth is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at VaxCare Corporation and Universal Studios. Outside of his advisory role, he is involved with McKeever & Associates, Inc. Wealth Management in a support capacity. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Lee Blackwell is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a board member for the South Shores Oceanside Condo Association in Melbourne Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by Wells Fargo research and planning tools.

Gretell Romero Rosa is a financial advisor at Merrill in Orlando, FL, holding a Series 66 designation with 11 years at the firm and one year of industry experience. Outside of her advisory role, she is the owner of a small rental property business. Merrill, along 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 strategies for a range of individual and institutional clients.

John Zolman is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, serving in various roles including Portfolio Specialist, Client Management Representative, Workplace Planning Consultant II, Retirement Solutions Representative, Premium Relationship Associate, and PAS Service. His professional experience centers around financial consulting and portfolio management. John aims to be a trusted financial partner for his clients, focusing on understanding their comprehensive situations and priorities to build customized financial plans that align with their goals. His work involves guiding clients through complex financial decisions and creating tailored strategies. Outside of his professional life, John values family and enjoys personal interests such as beach activities, board games, camping, comedy, family activities, and running.

Omar Morales Vazquez is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 65 and Series 63 credentials and 27 years of industry experience. He has worked with Primerica since 1997, spanning roles at both Primerica Financial Services and Primerica Advisors. Outside of his primary advisory role, he is involved with Freedom Lives Here, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model portfolio strategies managed by third parties, with support from custodians including Pershing and BNY Mellon Advisors.

Chris Herman is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been with Fidelity since 2010, initially serving in the Private Client Group. Chris focuses on helping clients understand their financial situations to make informed and confident decisions. He emphasizes a clear and collaborative financial planning process. His professional experience spans over a decade at Fidelity, where he has developed expertise in client financial consulting. Outside of his professional work, Chris values spending time with his daughter and son, which he finds fulfilling and grounding.

Derek Foster is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. His career includes roles at Northwestern Mutual and the University of Florida. Outside of his primary advisory work, he serves as a financial advisor at Edgewater Family Wealth and works as a paraplanner for BCW Financial Consultants. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice supported by analytical tools and maintains unique affiliations that support municipal and public-finance work.

Eric Silsby is a financial advisor at LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at First Horizon Bank, Fifth Third Securities, Wells Fargo, and J.P. Morgan. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Jeffrey Caden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2007. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Alan Patten is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James & Associates since 1993 and holds a Series 63 designation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Logan Connell is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab, he worked at Towne Park and Complete Care among other positions. Outside of his advisory role, he has experience assisting guests with baggage and operating cars in a valet capacity. Charles Schwab 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 mix of non-discretionary and discretionary advisory models supported by multi-asset portfolios and centralized operational infrastructure.

Yijia Xu is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Schwab, Xu worked in destination management and education sectors. 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 separately managed accounts and employs multi-asset model portfolios alongside alternative investment due diligence.