Kenneth Swift is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Charles Schwab since 2023 and previously spent 10 years at Equitable Advisors and 7 years at Axa Advisors, LLC. He serves as a board member for JC Rawls - FFAC Foundation Inc., where he participates in strategic planning. 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 relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Sebastian Galarce is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked at several firms including Regions Bank, Cetera Investment Services, and Wells Fargo prior to his current role. Outside of financial services, he has been involved with entrepreneurial ventures such as Fun 4 U Rentals LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process utilizes a combination of quantitative and qualitative research supported by a manager solutions team.

Anthony Donini is a financial advisor with Cetera, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2004 and operated Anthony Donini CPA PA from 1992 to 2024. He serves as the treasurer of the Davenport Glen HOA board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Lisa Batcho is a Senior Financial Advisor based in the Seminole County office in Heathrow, Florida. She is affiliated with Merrill Lynch Wealth Management and has over 30 years of experience in the financial services industry, having worked at both Bank of America and Merrill. Lisa specializes in delivering advice on retirement, education, insurance, and estate planning services. She assists affluent clients with wealth accumulation, growth, preservation, and legacy transfer. Her expertise includes personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Lisa earned a Bachelor of Science degree in Business/Management from the State University of New York at Buffalo and furthered her education through the Wharton School of Executive Education. She holds the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. and the Personal Investment Advisor (PIA) designation. Lisa develops customized strategies that incorporate investment and insurance products as well as banking and lending services from Bank of America to meet her clients' retirement and estate planning needs. In addition to her professional work, Lisa lives in Seminole County and enjoys sports and fitness. She is involved in community activities, including participating with Heathrow Womens Club Charities.

Laura Sexton is a financial advisor with LPL Financial in Winter Park, FL, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at AI Insight, iCapital, Cambridge Investment Research Advisors, and Snyder Kearney, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Marc Zurich is a Series 66-licensed financial advisor with J.P. Morgan Securities in Orlando, FL, where he has worked since 2015. He has 14 years of industry experience. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Nina Kirchhoefer is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 1988 and at Bank of America since 2009. Outside of her advisory role, she assists with administrative duties related to several family-held aviation businesses. 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 plans, corporations, and charitable organizations.

Jeannette Funi is a financial advisor at Edward Jones with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and Truist Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions.

Robert Harvie is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is a general limited partner and manager of the Harvie Family Limited Partnership. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Brandon Shepard is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and two years of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank, SSB, as well as prior experience at BNY and R2 Unified Technologies. 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Mark Guy is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Enterprise Car Rental and TIAA-CREF. 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 offers multi-asset model portfolios supported by in-house research.

Frederick Craig II is a financial advisor with Edward Jones in Sanford, FL, holding a Series 66 designation. He has one year of experience in the financial industry, following eleven years with Automotive Financial of America, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rachel Linville is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Her prior firms include Edward Jones, MassMutual, and The Infinity Group. Linville is also involved with The Infinity Group, a support company based in Apopka, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools to help clients understand potential outcomes and supports a broad network of advisors and affiliated firms.

Vladimy Pierre Louis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked with Avantax Advisory Services and related firms for over a decade and operates his own CPA practice, Vladimy Pierre-Louis CPA PLLC. He is also a director and officer of the PLOUIS Foundation, a nonprofit organization he founded. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alan Pascale is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his advisory work, he assists Orangewood Presbyterian Church in Maitland, FL with financial communications and operational needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports municipal and public finance through a municipal advisor affiliation, along with various specialized advisory programs.

Michael Eichner is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2016, including roles at Morgan Stanley Private Bank, N.A. outside of his advisory responsibilities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm uses structured planning tools and models outcomes using proprietary estimates and simulations, while clients are responsible for implementing their plans.

Jeffrey Linares is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work includes a mix of roles outside finance, notably at Buffalo Wild Wings and the University of Central Florida College of Business. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and provides a range of integrated brokerage, custody, and cash-sweep services.

Tim Banks is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2003. Banks is also a managing partner of Foundation Financial Group, LLC, a support company he has owned since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools including probability modeling to inform client strategies.

John Piontek is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent nine years with Bank of America, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related products and bank deposit sweep programs.

Anthony Vitagliano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at UBS Financial Services for 22 years and Morgan Stanley DW Inc. for 6 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources to evaluate investment options.