Shantel Robinson is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. She has worked at several firms including Wells Fargo, Truist, Charles Schwab, and Fifth Third Bank prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cesar Sa Freire Vieira is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 15 years at IE International Programs S.A. and spent one year in full-time education earning an MBA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and provides services including tax-efficient strategies and securities-based lending, supported by a large nationwide network of advisors and branch offices.

Anne L'Heureux is a Financial Consultant with Fidelity Investments. She partners with clients to understand their short and long term financial goals and needs, working to develop customized financial plans and investment strategies tailored to their priorities. She focuses on building trust through effective communication and maintaining strong client relationships. Anne's experience includes roles as Investment Consultant at Fidelity Investments from 2025 to 2026, Planning Consultant from 2023 to 2025, Relationship Manager from 2021 to 2023, and Financial Representative from 2020 to 2021. Prior to joining Fidelity, she was an Associate Financial Consultant at Charles Schwab from 2019 to 2020. Outside of her professional work, Anne has interests in fitness, food, horseback riding, photography, tennis, and traveling.

David Stella is a CFP®-certified financial advisor with 30 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2016, following prior roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. based in Orlando, FL. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning approach utilizes structured discovery and firm-approved tools, offering a broad range of retail and institutional investment services.

Pedro Lugo is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His career includes positions at Bank of America, Fidelity Investments, MassMutual, Charles Schwab, and Northwestern Mutual Investment Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

David Auvil Jr. is a financial representative with Mass Mutual Investors Services in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at MML Investors Services LLC, MassMutual Life Insurance Co, and Northwestern Mutual. Outside of his advisory role, he is involved in life insurance, fixed annuities, disability, and long-term care sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, technology-supported planning engagements without discretionary investment authority.

Brian Coatoam is a financial advisor with RBC Capital Markets in Winter Park, FL, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has worked at City National Bank, Bank of America, and Merrill. He is a member of the Community Leadership Council for The Howard Phillips Center for Children & Families, which advocates for children in Central Florida. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies utilizing both in-house and third-party managers.

Carlos Leon is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting business owners with the complexities of cash management and retirement planning, developing customized strategies to support long-term financial success and security. His client focus areas include corporate benefits, divorce transition planning, family wealth management strategies, legacy planning, small business strategies, tax minimization, and retirement income. Carlos holds a Bachelor's Degree from Florida State University and has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and Spanish. Outside of his professional work, Carlos has personal interests in adventure sports and boxing, and he values spending time with his family.

Arti Gupta is a financial advisor at Edward Jones in Orlando, FL, holding the CFA® designation and Series 63 license with four years of industry experience. Prior to joining Edward Jones in 2024, Gupta worked at the Bank of New York and Bank of America and was involved with Atlas Business LLC and AXA Advisors LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branches, as well as its integrated services including trust and securities-based lending options.

Ting Gray is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab, Ting worked for ten years at Jeunesse Global. Charles Schwab & Co., Inc. serves a large 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Yolanda Mc Leod Terry is a financial advisor with Merrill and holds the Series 66 designation. She has nine years of industry experience, including her current tenure at Merrill since 2016. Outside of her advisory role, she serves as a board member for the Second Harvest Food Bank of Central Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Peter Hankes is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he works with affluent families to develop investment strategies and plans tailored to their financial goals. His approach focuses on providing clients with knowledge and resources to help them make informed investment decisions. Prior to joining Fidelity, Peter served as a Senior Financial Consultant at TD Ameritrade from 2012 to 2022, and before that, he was an Independent Financial Advisor at Empire Financial Group from 2001 to 2012. This extensive experience in financial consulting has equipped him with a broad understanding of wealth management and client relationship cultivation. Outside of his professional work, Peter enjoys family activities, fishing, fitness, golf, and outdoor adventures.

Alan Nagase is a Series 66-registered financial advisor with Charles Schwab in Orlando, FL. He has 16 years of industry experience, including 10 years with Charles Schwab. Charles Schwab & Co., Inc. serves a broad 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 offers a combination of non-discretionary and discretionary investment solutions supported by strategic asset allocation models and centralized operational infrastructure.

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.

Christopher Viteri is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, previously working at AXA Advisors and Herbalife. Outside of his advisory role, he is a co-owner of Abel To Be Green Financial Services LLC, a business focused on administrative functions. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, retirement plans, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, employing a delivery model that emphasizes LPL-sponsored programs and various endorsed third-party platforms.

Dorath Chamarthi is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds Series 65 and Series 63 licenses. His previous roles include positions at Tapfin/EY, MML/Coastal Wealth, Empower Retirement, and Florida Financial Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

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.

Jacob Bennett is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2023. Prior to his advisory role, he has experience in the food service industry and was a student from 2014 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and global investment insights.

Anthony Kowalczyk is a Series 66-licensed financial advisor at Charles Schwab with three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2019 and previously held roles at Parks Lincoln of Longwood and CFE Federal Credit Union. Outside of his financial advisory work, he is involved in a travel booking agency called Fora. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Daniel Battillo is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has been involved with Cetera and its related entities since 2023. Outside of his advisory role, he participates in providing state-approved continuing education and licensing classes for contractors through The Continuing Education Academy and consults on business management with Omni Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors and provides access to various model portfolios and third-party managers across multiple program structures.