Mark Brunco is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes long tenures at Charles Schwab and Schwab Private Client Investment Advisors, with a brief period at Progressive. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment process.

Tyler Van Donge is a CFP® certificant with 16 years of experience in the financial services industry. He is currently with Charles Schwab in Orlando, FL, where he has worked in various capacities since 2016. His prior experience includes roles at Merrill, Truist Investment Services, and Chase Investment Services Corp. 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 a combination of non-discretionary and discretionary investment management with a multi-asset model portfolio approach and centralized operational infrastructure.

Brian Musbach is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works as part of a financial team dedicated to assisting families, individuals, and business owners in developing long-term financial strategies. Brian focuses on helping clients organize personal and business finances through a detailed discovery process that prioritizes their financial goals, risk tolerance, time horizons, and liquidity needs. His approach aims to create personalized wealth management strategies tailored to each client's objectives. Brian’s areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and retirement income. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from DeVry University in Orlando. Outside of his professional work, Brian is involved with the Knights of Columbus and supports the Boys and Girls Club. His personal interests include cooking, fishing, golfing, running, and tennis.

Alyssa Gargiulo is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, she held roles at companies including DICK’s Sporting Goods, Tractor Supply Co., and the Florida Fish and Wildlife Conservation Commission. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering integrated brokerage, custody, and advisory services with both non-discretionary and discretionary investment options.

James Betances is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2019. Prior to his current role, his career includes positions at Amazon, Garden State Securities, West Park Capital, and several other firms. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Joshua Ainsley is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America N.A., Bloomin' Brands, Inc. (Bonefish Grill), and Publix Super Markets. 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.

Alexander Livingston is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Apex Systems, Amazon, and Hilton Worldwide. 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 blend of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Frank Liccardo is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at Charles Schwab and Co., Inc., having previously been with TD Ameritrade from 2013 to 2022. Liccardo is based in Winter Park, Florida. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Derric Hoover is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, he partners with clients to develop customized financial plans tailored to meet their families' unique needs, focusing on strategies to grow, protect, and distribute wealth across generations. Prior to his current position, Derric held the role of Senior Wealth Advisor at TD Ameritrade from 2017 to 2021 and at USAA from 2012 to 2017. His professional experience includes wealth advising and financial consulting, with an emphasis on creating and improving financial plans. Additional details regarding his education, credentials, personal interests, or community involvement have not been provided.

Matthew Weston is a financial advisor with Edward Jones in Longwood, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory work, he is a limited partner in family farming partnerships that oversee agricultural production. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of investment advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Benjamin Champion is a financial advisor with Legacy Trust Advisors LLC and has 21 years of industry experience. He has been involved in multiple business ventures, including real estate sales through Tree Frog Realty LLC and management roles in several LLCs such as Versorium LLC, Peach Pie LLC, and Dragonfly Tax Services LLC. Legacy Trust Advisors LLC currently has no active advisors listed.

Christopher Grimont Sr. is a financial advisor with CGI Investment Advisers LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with CGI Investment Advisers since 2008. In addition to his advisory role, Mr. Grimont is the principal of CGI Insurance Group LLC, a Florida-licensed insurance agency offering personal and commercial insurance products. CGI Investment Advisers LLC is an independent firm based in Altamonte Springs, FL, with a sole advisor providing personalized investment services.

Richard Reyes is a CFP® professional with 27 years of industry experience. He has been with Wealth & Business Planning Group, LLC since 2008, where he is the sole advisor. Outside of his advisory role, he provides tax preparation, tax planning, and limited insurance sales focused on life, annuity, and long-term care products. Wealth & Business Planning Group, LLC is an independent firm serving clients with comprehensive wealth and business planning services.

Stephen Lee is a financial advisor at Equistar Wealth Management Inc. with 22 years of industry experience. He holds the CFP® and Series 65 designations and has been with Equistar since 2009. Outside of advisory services, he is also an independent insurance agent involved in term life policy sales on a limited basis. Equistar Wealth Management is an independent firm serving individual clients.