George Thiergartner is a financial advisor at Stifel with 42 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Moors & Cabot. He holds Series 63 and Series 66 licenses. Stifel serves a broad spectrum of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Buchholz is a financial advisor with Primerica Advisors in Sanford, FL, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services since 2016, along with experience in education services and other sectors. Outside of advising, he owns Lucky Buick Projects, a woodworking business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Philip Suslov is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with Charles Schwab since 2014. Outside of his advisory work, he owns RODS4REEL LLC, a company that builds custom fishing rods. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio investment approach.

Rebecca Ning is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. She has worked at multiple firms including First Allied Securities and Summit Brokerage Services. Outside of her advisory work, she is a partner in a youth hockey tournament hosting business and operates an online lifestyle and fitness coaching venture. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to model portfolios, third-party managers, and customized strategies.

Jennifer Guittard is a financial advisor with Raymond James Financial in Orlando, FL. She holds the Series 66 and Series 63 licenses and has two years of industry experience. Her prior roles include positions at Robert W. Baird and the City of Winter Park. Guittard is also associated with Lakepark Wealth Group, a non-investment related support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and governmental entities. The firm offers tailored, primarily non-discretionary advisory solutions and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Gordon Johnson is a financial advisor with Ameriprise in Lake Mary, FL, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Johnson serves on the Board of Directors for the Basecamp Children’s Cancer Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling to deliver customized, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Alex Deaner is a financial advisor with Wells Fargo Clearing in Winter Park, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Wells Fargo, he worked at First Command Advisory Services and related entities for two years. Outside of his advisory role, he bartends on weekends at the Dante Club Event Center. 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, and retirement plan consulting, operating with a large network of advisors and offering both brokerage and advisory solutions.

Amber Schrader is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2017. Prior to her current role, she worked at CB&I and in medical billing and pediatrics-related positions. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jack Grace is a financial advisor with Edward Jones in Oviedo, Florida, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He is the owner of Essential Advocates, a company providing transitional housing in Okeechobee, Florida. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mariano Sanchez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Charles Allen is a financial advisor at Thrivent Investment Management in Oviedo, FL, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Thrivent, his background includes roles at Orlando Health, AdventHealth, and the University of Central Florida. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a range of financial planning topics without portfolio management or discretionary trading authority.

Landon Bosworth is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he held roles at VaxCare Corporation and Universal Studios, and attended Berry College. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors and municipal entities. The firm offers non-discretionary advisory services tailored through financial planning tools and risk-based reviews, and supports small business retirement plans through its SIMPLE IRA Employer Advisory & Consulting Services program.

Gretell Romero Rosa is a financial advisor at Merrill with a Series 66 license and 11 years of experience in the industry, primarily with Merrill since 2015. Outside of her advisory role, she is the owner of Storybook Enterprise LLC, a rental property business based in Longwood, Florida. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, and institutional investors.

John Zolman is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, serving in various roles including Portfolio Specialist, Client Management Representative, Workplace Planning Consultant II, Retirement Solutions Representative, Premium Relationship Associate, and PAS Service. His professional experience centers around financial consulting and portfolio management. John aims to be a trusted financial partner for his clients, focusing on understanding their comprehensive situations and priorities to build customized financial plans that align with their goals. His work involves guiding clients through complex financial decisions and creating tailored strategies. Outside of his professional life, John values family and enjoys personal interests such as beach activities, board games, camping, comedy, family activities, and running.

Chris Herman is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been with Fidelity since 2010, initially serving in the Private Client Group. Chris focuses on helping clients understand their financial situations to make informed and confident decisions. He emphasizes a clear and collaborative financial planning process. His professional experience spans over a decade at Fidelity, where he has developed expertise in client financial consulting. Outside of his professional work, Chris values spending time with his daughter and son, which he finds fulfilling and grounding.

Brittney Cooper is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has worked in various roles including at Thrivent Financial, Adams Homes, and Abraham Legacy Realty. Cooper serves on the board of Early Learning Connections Inc., a nonprofit child care facility, and is an inaugural board member of Enterprising Black Orlando, a community initiative focused on advancing racial economic equity and supporting Black-owned businesses in Central Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes written recommendations across a broad range of topics and integrates planning with managed-account programs under a consolidated billing option.

John Miller is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes positions at Wells Fargo Advisors and Wells Fargo Clearing. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s platform, providing a broad range of products and services beyond investment management.

Derek Foster is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. His career includes prior roles at Northwestern Mutual and work at the University of Florida. He is also involved as a financial advisor with Edgewater Family Wealth. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory services and has a notable presence in municipal and public finance through its affiliated network.

Carter Webb is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc., Saltmarsh, Cleaveland and Gund, and Guard Financial Group. Outside of advisory work, he is involved in marketing activities with Guard Financial Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and supported by firm research and external managers.

Eric Silsby is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, First Horizon Bank, and Fifth Third Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.