Livan Gomez is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and four years of industry experience. His background includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as employment at Miami Dade College. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach relies on Charles Schwab's asset-allocation models and internal research tools, offering tailored recommendations without discretionary trading authority.

Alex Figueroa is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Charles Schwab & Co., Inc. and Uber Eats. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s proprietary research and standard models, with client authorization required for all trades.

Todd Chamelin is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2007 and is also associated with Agia, where he offers non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning through a large network of advisors and uses a technology-driven approach with discretionary unified managed accounts and ESG overlay options.

Stephen Taylor is a financial advisor with Mariner in Orlando, FL, holding the Series 63, 65, and 66 designations and bringing 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Msec, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines discretionary, customized portfolios with in-house research and third-party manager allocations, alongside integrated tax and accounting services.

Matthew Price is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Chick Fil A and attended Samford University. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services to qualified plans, without sponsoring its own wrap fee program.

Deborah Kendrick is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding a Series 63 designation and 33 years of industry experience. She previously worked at Morgan Stanley and its affiliates from 1993 to 2010. 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 supported by research and analytics.

Herbert Means is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior experience includes 25 years at Raymond James & Associates before joining Morgan Stanley and Morgan Stanley Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Shaye Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and five years of industry experience. Prior to joining Raymond James, Shaye worked at Jeremiah's Italian Ice and spent time at Timber Creek High School. Outside of Raymond James, Shaye is also an associate employee at Ballou Family Office and Charles H Ballou CFP, both non-investment-related support roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs a client-focused approach using risk profiling and modeling tools to tailor recommendations and supports various advisory programs across a large network of advisors.

Jeannine Stecklair is a financial advisor at Raymond James Financial with 22 years of industry experience and holds a Series 66 designation. She previously operated Beach Financial Planning LLC for 14 years and currently manages limited tax preparation and planning services through her CPA practices. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and a broad advisor network.

John Sholtis Jr. is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 66 designations. He served on the PIMCO-UBS FA Advisory Council from 2017 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Alfred Baker is a CFP® with 44 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Concourse Financial Group Securities Inc and Security Financial Management. He also operates (dba) Solutions Group Wealth, providing advisory services alongside his work at Cetera. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services, offering access to multiple investment managers and program options.

Todd Feintuch is a CFP® professional with 21 years of experience in financial advisory services. He is currently affiliated with LPL Financial, where he has worked since 2017. His prior experience includes roles at INVEST Financial Corporation, Truist Investment Services, BB&T Investment Services, and Wells Fargo Clearing. He is also associated with Seacoast Wealth Management and Seacoast National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions using various strategic and tactical approaches supported by technology and third-party managers.

Cole Brothen is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Cetera and has worked at firms including Evershore Financial and Securian Financial Services. Outside of his advisory roles, Brothen serves as the Chapter President for a BNI networking group in Winter Park, Florida. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across multiple program structures.

Jane Brockway is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cuna Mutual Group for 18 years. She is also the owner of Brockway Wealth Partners, a financial services business, and works as an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, with access to both affiliated and third-party investment managers across various program structures.

Douglas Szoka II is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Moyra Edwards is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 65 and Series 63 designations. Outside of her advisory role, she works as a personal trainer and independently provides dog walking services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Matthew Mejia is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Charles Schwab & Co., Inc., MML Investors Services, MassMutual Life Insurance Co., Prancer Capital, Trustco Bank, and the University of Central Florida. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Matthew Meneses is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and with two years of industry experience. Prior to joining Wells Fargo, he worked at First Command Advisory Services and held various roles including a position at Doordash. He is also a commissioned officer in the United States Army, where he is involved in personnel administration. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Andrew Fager is a financial advisor with Raymond James Financial in Winter Park, FL, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Concurrent Investment Advisors LLC and Purshe Kaplan Sterling Investments. He is also associated with Winter Park Wealth Group in a non-investment-related capacity. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a municipal advisor affiliation.

Gabriela Sayre is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has been with Charles Schwab since 2003. 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 relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.