Joshua Ceballos is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab, he worked with Disney Vacation Club and Hilton Grand Vacations. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and research from its Center for Financial Research.

Maria Gonzalez Sylva is an advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials. She has experience working at several financial institutions, including Wells Fargo Bank and Charles Schwab. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Ryan Arnold is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at LPL Financial since 2017 and previously spent a year at FBC Mortgage LLC. Arnold also operates Ryan Arnold Wealth Management as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from internal and third-party sources.

Jordan Jacobs is currently Vice President, Wealth Planner at Fidelity Investments. In this role, Jordan partners with clients and their families to develop comprehensive, wholistic, and customized financial plans tailored to meet their evolving needs and goals. Jordan's professional experience includes a progression of roles at Fidelity Investments, starting as a Financial Representative in 2015, advancing through positions such as Active Trader Representative, Investment Consultant, and Investment Management Consultant II before becoming Vice President, Wealth Planner in 2025. Prior to joining Fidelity, Jordan served as an Advisory Consultant and then Senior Advisory Consultant at Raymond James Financial from 2017 to 2022.

Megan Rodriguez Velasquez is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2019. Prior to that, she held positions in healthcare organizations including Nemours Children’s Hospital and Advent Health in Florida. Charles Schwab & Co., Inc. serves 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 managed accounts and employs multi-asset model portfolios supported by its research and alternative investment due diligence.

Sara Meyer is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning, with options to combine planning with managed accounts under a consolidated billing program called WealthPlan.

William Dale is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple Schwab entities since 2016, as well as prior experience at SunTrust Investment Services. Outside of his advisory role, he is co-owner of Cross Anchored Lifestyle LLC, a business involved in marketing, production, and design. 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 non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by research and centralized operational capabilities.

Marc Stasik is a financial advisor with Cetera, holding a Series 66 credential and bringing 14 years of industry experience. He has worked with firms including Sigma Planning Corporation and Cetera Advisors LLC. Outside of his advisory role, Stasik is a co-owner of Grasel Graphics Inc, a custom apparel business, and serves as an elected board member for St. Luke's Lutheran Church in Oviedo, FL. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with access to various program structures and third-party managers.

Mark Loop is a CFP® professional with 30 years of industry experience, currently serving at LPL Financial since 2024. He previously worked at Arbor Point Advisors, Securities America, Inc., and OSAIC. Outside of his advisory role, he is involved with Aileron Wealth Management, PLLC, and provides fixed insurance services in Longwood, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, various advisory programs, and consulting services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management strategies.

Leah Backus is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked with LPL Financial since 2020 and previously served at Centerstate Financial Services from 2012 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Evan Shear is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been associated with Raymond James since 2003 and leads CrossleyShear Wealth Management, a planning practice focused on serving clients in the Heathrow, FL area. Shear is also the owner of CSSports, a DBA designed to market services to athletes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools to align investment strategies with client goals.

Krystle Meservey is a Series 66 credentialed financial advisor with nine years of industry experience. She has been with Charles Schwab & Co., Inc. for ten years, based in Orlando, FL. 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, using multi-asset model portfolios and a centralized operational structure.

Miguel Riveros is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services LLC since 2005, with brief periods at Merit Financial Group and LPL Financial in 2021. Outside of his advisory role, he is involved in real estate ownership. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Christopher La Bar is a financial advisor with Charles Schwab in Palm Coast, FL, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at Papa Johns and Captive Aire. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory 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, along with integrated custody and brokerage services.

Debbie Latimer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves on the finance committee and participates in financial oversight and strategic planning for Highland Falls Country Club in Highlands, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Louis Feinberg is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 63 designation and bringing 55 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm‑approved tools and analyses.

Linda Taylor is a financial advisor at Cetera with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2015. Outside of her advisory role, she is involved in a handyman services business assisting with administrative tasks and acts as an agent for vision care insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and financial planning services delivered through a nationwide network of independent advisors.

Michael Perez is a Planning Consultant at Fidelity Investments, where he works with investors to develop customized retirement strategies. He partners with clients to navigate complex financial situations, aiming to provide clarity and actionable plans tailored to individual needs. Michael has been with Fidelity Investments since 2024, progressing through roles as Financial Representative and Relationship Manager before his current position. His experience encompasses client relationship management and financial planning. Outside of his professional work, Michael has interests that include boating, cars, cooking and baking, fishing, exploring food, and scuba diving.

Larissa Morgan is a financial advisor with Charles Schwab in Orlando, Florida, holding a Series 66 designation and eight years of industry experience. She has been with Charles Schwab since 2015, with a one-year tenure at ReliaQuest in between. She serves as a trustee for family trusts at Stifel, Nicolaus & Co., managing accounts on a fully discretionary basis. Charles Schwab primarily serves 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 Schwab’s Center for Financial Research.

Cameron Mauchin is a CFP® and Series 66 licensed advisor with Charles Schwab, bringing five years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and BNY Mellon, as well as prior work at Publix Supermarkets. 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 mix of non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and centralized custodial and order-routing services.