Evan Joffe is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2006, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is the president and sole owner of Joffe Enterprises, LLC, a business unrelated to investing. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs firm‑approved planning tools and models to support its advisory services.

Brandon Terheun is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Dillard's, Disney World, and SeaWorld Parks and Entertainment. 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 advisory, brokerage, custody, and financial planning services. The firm features a non-discretionary client relationship model alongside access to affiliated discretionary separately managed accounts and employs a multi-asset investment approach supported by research from Schwab Center for Financial Research.

Michael Mccausland is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as an eight-year tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management offers a range of advisory programs for both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

William Lagrange is a financial advisor with Thrivent Investment Management in Oviedo, FL, holding a Series 66 designation and over 24 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Lagrange serves on the board and investment committee of the St. Lukes Lutheran Church and School Foundation, where he reviews investment recommendations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing arrangement called WealthPlan.

Matthew Kline is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017, as well as at TD Bank from 2013 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Blanca Rivera is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Preston Bellaire is a financial advisor with LPL Financial in Altamonte Springs, FL, holding Series 63 and Series 65 licenses with 24 years of industry experience. His prior roles include positions at Metropolitan Life Insurance Company, MassMutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved with the Business Insurance Center, a referral business based in Orlando. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services that incorporate discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Heather Churchill is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee.

Lori Murphy is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill for 24 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Dwayne Gayle is a financial advisor at Edward Jones with 14 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2015. 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 solutions supported by a nationwide network of more than 23,700 advisors.

Ethan Wu is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab Bank, SSB. He also has experience working in education and healthcare sectors, including at the University of Georgia Center for Continuing Education and St Mary's Health Care System. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily 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 solutions, integrating brokerage, custody, and financial advice within a centralized operational structure.

Christian Craft is a financial advisor with J.P. Morgan Securities in Orlando, FL. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at BNY Mellon and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Giovanna Testoni is a financial advisor with UBS Financial Services in Windermere, FL, holding a Series 63 designation and over 30 years of industry experience. She has been with UBS since 1990 and previously worked at Painewebber Incorporated starting in 1984. Testoni also participates as a guest speaker outside of her advisory role. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Sai Balroop is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, Sai held positions at the City of Orlando and German Excellence Auto Repair. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and managers to provide both advisory and brokerage solutions.

Blake Schwartz Barker is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, with prior roles at Citizens Securities, Citizens Bank, Mascoma Savings Bank, Lyme Inn, Farrow Financial, and OBRH LLC. Barker has ownership in Space Coast Motorcars, LLC, a company involved in renting out vehicles. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Sane is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He previously worked at Merrill for 28 years and Bank of America for 7 years before joining Raymond James in 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Carl Mc Cabe is a financial advisor at Charles Schwab in Orlando, FL, holding Series 66 and Series 63 licenses with nine years of industry experience. He has been with Charles Schwab since 2016 and previously worked at Carvana for one year. Charles Schwab serves a large client base of 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 mix of non-discretionary advisory relationships and discretionary separately managed accounts, delivering multi-asset strategic allocation portfolios supported by in-house research and a distinctive operational structure.

Matthew Kanarick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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.