Dana Paul is a Series 66-licensed financial advisor with Charles Schwab, based in Orlando, FL, with 12 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2013. Outside of her advisory role, she is a member of Frankford LLC, a family entity held for contingency and estate planning purposes. Charles Schwab & Co., Inc. serves a broad 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Joel Grant is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes positions at Wells Fargo Bank and Wells Fargo Clearing, alongside a diverse background in various industries such as transportation and retail. Charles Schwab & Co., Inc. serves a broad 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 guidance, leveraging multi-asset model portfolios and centralized operational support.

Kimberly Stewart is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at Ameriprise in Orlando, FL since 2016. She owns and oversees operations at KRS Wealth Management LLC and is also the owner of Pretty and Wealthy LLC, a women's networking and empowerment group. Additionally, she serves on the Board of Directors for the Downtown Development Board in Orlando. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with ongoing advisory support to develop tax-efficient withdrawal strategies and Social Security options. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Scott Nickerson is a financial advisor with LPL Financial in Oviedo, Florida, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Raymond James Financial Services, Morgan Keegan & Company, and UBS Financial Services. Outside of his advisory work, he is involved with Gulfstream Capital Advisors in a non-variable insurance role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services and investment solutions, supported by a large network of advisors and advanced operational tools.

Brandon Valdes is a financial advisor with LPL Enterprise, holding a Series 65 designation and bringing 10 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, Valdes is involved as an insurance agent with Health Markets. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses a model-driven investment approach, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Frank Guerriero Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has prior experience with Wells Fargo Clearing and Wells Fargo Advisors. He serves on the advisory board and investment committee of Heart of Florida United Way in Orlando. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Gregory Smith is a CFP® with 17 years of experience in financial advising. He currently works at Raymond James Financial Services Advisors, Inc., where he has been since 2018, and previously spent 10 years at Edward Jones. Outside of his advisory role, he writes a book related to his financial practice and collaborates with insurance agents and tax attorneys as an insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports a large advisor network, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wanda Decker is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise provides a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, offering written Recommendation Reports that incorporate income sources, Social Security strategies, and tax-smart withdrawals. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach, supported by a centralized consulting team and algorithmic tools.

Mauricio Cardenas is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2020, following five years at Regions Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Carlton Buckley Jr. is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. His career includes roles at Kovac Securities Inc, Capital Guardian Wealth Management LLC, and Concourse Financial Group Securities Inc. Outside of his advisory work, he is involved in mortgage brokerage and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options and access to multiple managers, with over 10,000 advisors and $256 billion in assets under management.

Michael Pickard is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. His prior work includes positions at LPL Financial, Charles Schwab, and AXA Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting through various programs, employing a range of portfolio management styles supported by in-house research and an extensive affiliate network.

Damien Lindor is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Fidelity Investments, Merrill, and Empower Financial Services. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Louis Knox is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked at LPL Financial since 2009 and previously at Associated Securities Corp. and Signator Investors, Inc. Knox is also involved in the sale of life, health, disability, long-term care, and fixed annuity insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of investment adviser representatives.

Robert Broome III is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 designations. He has 43 years of industry experience, including previous roles at Wells Fargo Advisors and Concurrent Advisors. Broome is also an independent contractor with Winter Park Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using advanced modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Andrew Vargo Jr. is a CFP® with 33 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James Financial Services Advisors, Inc. since 2010 and owns Unconstrained Strategies Investors LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance services, along with specialized advisory programs.

Michael Brozzo Jr. is a CFP® professional with 26 years of experience in the financial services industry. He has been with Charles Schwab since 2018, including roles at Charles Schwab Investment Advisory, Inc. and the broader Charles Schwab firm. Prior to Schwab, he worked at ThomasPartners, Inc. and Windhaven Investment Management, Inc. Brozzo is also involved in internet services through GfK Custom Research North America. Charles Schwab & Co., Inc. serves a large client base 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 guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Thomas Mayer is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and bringing 22 years of industry experience. He has worked at Wells Fargo Bank Wisconsin since 2000 and has been with Wells Fargo Clearing and its affiliates since 2011. Mayer serves as a board member for a homeowners association in Aurora, Colorado. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services 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.

Nicholas Busch is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021. Prior to his advisory career, he held roles at SeaWorld, Under Armor, and in the restaurant industry, including The Earthy Kitchen and Ethos Vegan Kitchen. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Monte Carlo simulations and Secular Return Estimates.

Josue Nunez is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at firms including Morgan Stanley and Northwestern Mutual. Outside of his advisory work, he was involved with Recycle A Bicycle from 2014 to 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, leveraging multi-asset model portfolios and due diligence on alternative investments.

Aaron Smith is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to his current role, he worked at GovOS and spent seven years with the Transportation Security Administration. Outside of finance, Smith freelances as a voice actor, providing voice-over work for various media including TV, radio, and audiobooks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers a broad range of topics. Their service is delivered through a network of advisors and allows clients to integrate planning with managed-account programs while maintaining separate billing and oversight.