Antonio Palenzuela is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 63 designation and having 33 years of industry experience. He has worked at Charles Schwab since 1993 and was previously employed at Optionsxpress, Inc. from 2011 to 2017. Charles Schwab & Co., Inc. serves a large client base, mainly 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 and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and order-routing.

Pranjal Mehta is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 designations. Outside of his advisory role, he is a silent partner and investor in a real estate holding company associated with a franchise restaurant business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Anthony Kowalczyk is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at Parks Lincoln of Longwood and CFE Federal Credit Union. Outside of finance, he is involved in a travel-related business coordinating travel bookings online. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investments.

Daniel Battillo is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with Cetera since 2023 and also participates in providing state-approved continuing education and licensing classes for contractors through The Continuing Education Academy. Additionally, he offers business management consulting services with Omni Resource Group. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that offers a variety of portfolio management and financial planning services through a nationwide network of more than 10,000 advisors.

Rylee King is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates, Inc. and Bank of America. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jared Pillar is a financial advisor with UBS Financial Services in Winter Park, FL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Advisors at UBS utilize proprietary capital market assumptions and global research to tailor plans according to clients’ goals and risk tolerances.

Marcia Raidle is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliates since 2000. Raidle is a general partner in the business Raidle, Lasseigne & Raidle. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Aman Aneja is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. He previously worked for A. G. Edwards & Sons, Inc. for 10 years before joining Wells Fargo in 2016. Outside of his advisory role, Aneja serves on multiple homeowners association boards in Lake Mary, Florida. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by extensive research and analytics.

Gage Stevenson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at the University of Central Florida and Valencia College, and he serves on the Winter Park Y Advisory Board. Ameriprise provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions primarily for clients with significant investable assets, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

Patricia Conrad is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2022. She previously worked at Raymond James & Associates for nine years. Conrad is a member of the Investment Committee for the Central Florida College Foundation and participates in the Ocala Business Leaders membership committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Daniel Marino is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work experience includes roles outside the financial industry, such as at Baptist Bible College and Granbury Baptist Church. 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 investment guidance and access to discretionary separately managed accounts, integrating multiple services under a centralized operational platform.

William Joyce is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Bank of America, and Merrill in earlier roles. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Robert Vereen is a financial advisor at Fidelity with five years of industry experience. He has previously worked at Pinnacle Financial Partners and The Vanguard Group. Outside of his advisory role, he provides notary services for South Carolina residents and offers informal business advice related to graphic design. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, serving a broad client base including registered investment companies and charitable funds.

Sajeda Kermali is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career at Charles Schwab spans from 2006 to the present, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. 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 services with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized client service structure.

Douglas Palmer is a financial advisor with Edward Jones in Winter Garden, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at RefrigiWear for nine years and Doyle Baseball for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a national network of more than 23,000 financial advisors.

Ryan Stovash is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. Prior to joining Cetera, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also the owner and president of Park Wealth, LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors.

Stefan Holczer is a Planning Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he works collaboratively with clients, their Financial Consultants, and the wealth management team to develop and tailor financial plans that align with the specific needs and goals of each family. His work focuses on building strategies that can evolve with clients' changing priorities. Before becoming a Planning Consultant, Stefan held several positions within Fidelity Investments, including Investment Solutions Representative II (2023-2024), Investment Solutions Representative (2022-2023), and Customer Relationship Advocate (2021-2022). This progression reflects his experience in client relationship management and investment solutions. Outside of his professional role, Stefan enjoys cooking and baking, exploring food as a foodie, participating in social events with friends, golfing, running, and traveling.

Alia Rea is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Her prior work includes roles at Senor Tequila and involvement with the University of Florida EDGE program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies and affiliated investment options. The firm maintains a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

Alexander Maisuradze is a financial advisor at Morgan Stanley in Winter Park, FL, holding a Series 66 designation with 18 years of industry experience. He has worked at Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes structured discovery processes and firm-approved tools in its planning services.

Erick Bates is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2019. He has 23 years of industry experience, including 16 years at PAR Mobile prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.