Sandra Suehle is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Charles Schwab and its bank affiliate since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure and extensive due diligence on alternative investments.

Kiley Hard is a Series 66 licensed financial advisor with 11 years of industry experience. He has been with Osaic since 2018 and previously worked at Sii and John Hancock. Hard is also involved in several financial services-related business activities, including roles as Director of Operations and Director of Client Relations at multiple LLCs. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment approach and a multi-advisor platform.

Yolanda Copeland is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 11 years of industry experience. Her previous roles include positions at AllGen Financial Advisors, Raymond James & Associates, and Soliarena, LLC. She serves as a board member of the College Park Neighborhood Association in Orlando, FL, where she volunteers with community events and membership activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment advisory services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

John Martinez is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at PNC Capital Markets for five years. Martinez serves on multiple nonprofit boards, including the Central Florida Commission on Homelessness and the Central Florida Foundation, and is a trustee at Valencia College. He is also a director at Prospera, a nonprofit focused on supporting Hispanic entrepreneurs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary advice on asset allocation, investment manager selection, and customized performance reporting. The firm combines systematic quantitative screens with qualitative research to support its advisory process, and has expanded capabilities in derivatives and commodities through specialized registrations.

Michael Wytiaz is a CFP®-designated financial advisor with Charles Schwab in Orlando, FL, bringing 42 years of industry experience. He has held positions at Charles Schwab since 2012 and has longstanding affiliations with Jackson National Life Insurance Company and Reassure America Life Insurance Company. Outside of his advisory work, he is a managing member of Big Hammer of Florida, LLC, involved in marine manufacturing and services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. Schwab’s scale and integrated service model provide comprehensive wealth management and custody solutions across a broad client base.

David Pieronowski is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Raymond James, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. He is the CEO of DP Wealth Strategies and is involved in brokering and providing life insurance solutions. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and utilizes risk profiling and analytical tools to support client goals.

Rebecca True is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Triad Advisors, Inc., Merrill, and Advest, Inc. True is a committee member of the Central Florida Foundation and owns True Capital Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Aluizio Pacheco is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.

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.

Kelly Cartier is a CFP® professional with 29 years of industry experience, currently with Cambridge Investment Research Advisors since 2009. Prior to that, she worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. She serves as a board member for the Greater Clermont Cancer Foundation and volunteers as secretary for Companions for Courage Inc. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base, with access to multiple platforms and proprietary model strategies.

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.