Angela Quintana is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and AXA Advisors. Outside of her advisory work, she is involved in volleyball scorekeeping for the University of Central Florida, Major League Volleyball, and Arbiter Sports. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services.

Andrew VanTienderen is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he provides guidance to clients on navigating critical financial decisions for themselves and their families. He emphasizes the importance of considering the family system as an integral part of the financial planning process and is committed to developing personalized plans built around clients' family systems to work toward their financial goals. Andrew has been with Fidelity Investments since 2005, holding various positions including Financial Representative, Retirement Relationship Manager, Investment Consultant, Financial Consultant, Vice President Wealth Planner, and now Vice President Private Wealth Management Advisor. His experience spans wealth management, retirement planning, and investment consulting. Outside of his professional work, Andrew's personal interests include baseball, football, lake activities, music, snowboarding, and volunteering.

Keila Bevins is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill for seven years. Bevins has been with Morgan Stanley Smith Barney LLC since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach uses structured discovery processes and firm-approved tools to develop financial plans, while clients are responsible for implementing and updating those plans.

Brian Baker is a Market Leader at Fidelity Investments, where he focuses on attracting talented individuals who are passionate about serving clients. He leads teams that provide a broad range of financial planning resources and are responsible for client satisfaction, retention, and growth. Brian emphasizes the importance of a positive work environment and values hard work, honesty, and integrity in his professional approach. He has held the position of Vice President, Market Leader at Fidelity Investments since 2014. Prior to this, Brian worked as Vice President and Branch Manager at Charles Schwab & Co., Inc. from 2001 to 2014. His earlier roles include Regional Vice President at TD Waterhouse from 1998 to 2001, Senior Financial Consultant at Charles Schwab & Co., Inc. from 1995 to 1998, and Financial Consultant at Network 1 Financial Securities in 1994.

Adreanne Buigas Lopez is a financial advisor with Fidelity Investments based in Winter Park, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Fidelity, she worked in public education for several years. Outside of her advisory role, she operates Board & Boujee, a charcuterie business specializing in designing and creating charcuterie boards and grazing tables. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Camden Vinton is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab, Camden worked at Copper State Credit Union and has a background that includes several years in full-time education and positions outside the financial sector. Charles Schwab & Co., Inc. serves predominantly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account services supported by multi-asset model portfolios and centralized operational infrastructure.

Juliana Machata is a financial advisor at Charles Schwab with 11 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab since 2014. 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by the Schwab Center for Financial Research.

Jennifer Garcia is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Merrill Lynch Wealth Management. Her background also includes positions outside of finance, such as roles at Fordham University and FTK English. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Chance Bush is a financial advisor with Primerica Advisors in Apopka, FL, holding a Series 65 credential and three years of industry experience. His career includes roles at National Staffing Solutions and Primerica Financial Services. Outside of advisory work, he is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-based recommendations managed by unaffiliated asset managers.

Robert Emerson Jr. is a financial advisor with Ameriprise in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Ameriprise offers a retirement-income planning service tailored for individuals with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver personalized, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kenneth Eller Jr. is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and previously worked at Synovus Securities Inc. and Synovus Bank from 2013 to 2018. Eller has been with Edward Jones since 2018, based in Clermont, 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Timothy Kelley is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting services predominantly through non-discretionary relationships.

Bruno Faria Amoroso is a financial advisor with Charles Schwab based in Orlando, FL. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Schwab Wealth Advisory, Inc., he worked at Charles Schwab & Co., Inc. and held roles in various other companies across different sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advice and access to discretionary managed accounts. The firm is notable for its large scale, integrated service model, and a comprehensive suite of advisory, brokerage, custody, and cash-sweep services.

Isai Turcios Cristales is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 designations and bringing seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has also worked at Wells Fargo Bank, NA and Altice Optimum. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with an emphasis on tailored plan objectives and risk tolerances, and includes a broader range of financial product options than typical for large institutional advisers.

Alexander Jermain is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2023. Prior to this, he was with Evershore Financial Group and Minnesota Life Insurance Co, among others. Outside of his advisory role, he serves as Vice President of a Central Florida chapter of BNI, an international networking organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Tayler Gold is a Series 66 licensed financial advisor at Charles Schwab with 20 years of industry experience. Gold has been with Charles Schwab since 2008. 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 offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Bradley Peil is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018. Outside of his advisory role, he volunteers as a golf ball spotter at The Master's golf tournament, providing real-time data for CBS Broadcasting during the event. Charles Schwab 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 both non-discretionary and discretionary investment management, integrating multi-asset model portfolios with centralized custody and brokerage services.

Kirill Leonov is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he works with clients to build, implement, and develop comprehensive financial plans aimed at helping them reach their personal financial goals. Kirill emphasizes the importance of cultivating appropriate financial strategies through careful budgeting and leveraging the tools and resources available at Fidelity Investments to support his clients' needs.

Bruce Rivera is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Regions Bank from 2015 to 2018. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erik Johnson is a financial advisor with Cetera in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2015 and has also been associated with Regions Bank since 2010, where he serves as a wealth advisor involved in customer service and a range of banking products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting discretionary and non-discretionary account structures across diverse program options.