Amber Schrader is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2017. Prior to her current role, she worked at CB&I and in medical billing and pediatrics-related positions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jack Grace is a financial advisor with Edward Jones in Oviedo, Florida, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He is the owner of Essential Advocates, a company providing transitional housing in Okeechobee, 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 advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mariano Sanchez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Kevin Mac Lean is a financial advisor at Edward Jones in Orlando, FL, holding the ChFC® designation and Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years with ADT LLC. Outside of his advisory role, he is involved in managing a rental property in St. Cloud, FL. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate accounts. The firm manages approximately $1.01 trillion in assets and offers 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.

Charles Allen is a financial advisor at Thrivent Investment Management in Oviedo, FL, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Thrivent, his background includes roles at Orlando Health, AdventHealth, and the University of Central Florida. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a range of financial planning topics without portfolio management or discretionary trading authority.

Landon Bosworth is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at VaxCare Corporation and Universal Studios. Outside of his advisory role, he is involved with McKeever & Associates, Inc. Wealth Management in a support 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Lee Blackwell is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as a board member for the South Shores Oceanside Condo Association in Melbourne Beach, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by Wells Fargo research and planning tools.

Gretell Romero Rosa is a financial advisor at Merrill in Orlando, FL, holding a Series 66 designation with 11 years at the firm and one year of industry experience. Outside of her advisory role, she is the owner of a small rental property business. 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 strategies for a range of individual and institutional clients.

John Zolman is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, serving in various roles including Portfolio Specialist, Client Management Representative, Workplace Planning Consultant II, Retirement Solutions Representative, Premium Relationship Associate, and PAS Service. His professional experience centers around financial consulting and portfolio management. John aims to be a trusted financial partner for his clients, focusing on understanding their comprehensive situations and priorities to build customized financial plans that align with their goals. His work involves guiding clients through complex financial decisions and creating tailored strategies. Outside of his professional life, John values family and enjoys personal interests such as beach activities, board games, camping, comedy, family activities, and running.

Omar Morales Vazquez is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. Outside of his advisory role, he is involved in business activities related to Primerica Mortgage and home security services referrals. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution services through Pershing.

Chris Herman is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been with Fidelity since 2010, initially serving in the Private Client Group. Chris focuses on helping clients understand their financial situations to make informed and confident decisions. He emphasizes a clear and collaborative financial planning process. His professional experience spans over a decade at Fidelity, where he has developed expertise in client financial consulting. Outside of his professional work, Chris values spending time with his daughter and son, which he finds fulfilling and grounding.

Brittney Cooper is a Series 66-licensed financial advisor at Thrivent Investment Management with three years of industry experience. She has worked in various roles including at Thrivent Financial, Adams Homes, and Abraham Legacy Realty. Cooper serves on the board of Early Learning Connections Inc., a nonprofit child care facility, and is an inaugural board member of Enterprising Black Orlando, a community initiative focused on advancing racial economic equity and supporting Black-owned businesses in Central Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes written recommendations across a broad range of topics and integrates planning with managed-account programs under a consolidated billing option.

John Miller is a financial advisor with Merrill in Winter Park, FL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Merrill and Bank of America since 2017 and previously spent two years with Wells Fargo Clearing and Wells Fargo Advisors. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Derek Foster is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. His career includes roles at Northwestern Mutual and the University of Florida. Outside of his primary advisory work, he serves as a financial advisor at Edgewater Family Wealth and works as a paraplanner for BCW Financial Consultants. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice supported by analytical tools and maintains unique affiliations that support municipal and public-finance work.

Carter Webb is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Saltmarsh, Cleaveland and Gund and has been associated with Guard Financial Group since 2023, where he is involved in marketing activities. He has a background that includes roles in education at Florida Southern College and The First Academy. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various wrap-fee advisory programs along with municipal and public-finance services.

Eric Silsby is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, First Horizon Bank, and Fifth Third Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Jeffrey Caden is a financial advisor with Wells Fargo Clearing in Melbourne, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His career includes roles at Wachovia Bank, N.A. since 2007 and Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 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 investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alan Patten is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James & Associates since 1993 and holds a Series 63 designation. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Logan Connell is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Charles Schwab, he worked at Towne Park and Complete Care among other positions. Outside of his advisory role, he has experience assisting guests with baggage and operating cars in a valet capacity. Charles Schwab 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 mix of non-discretionary and discretionary advisory models supported by multi-asset portfolios and centralized operational infrastructure.

Khristian Soto Sanchez is a Financial Advisor based in Orlando, serving clients in Clermont, Central Florida, and Puerto Rico. He holds certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). His expertise includes exit and transition planning for business owners, focusing on preparing the owner, the business, and the family for liquidity events well in advance. He provides wealth management services geared towards families seeking to understand the reasoning behind each financial decision. Khristian collaborates with CPAs, attorneys, and other specialists to ensure cohesive financial planning. Khristian is fluent in English, Spanish, and Portuguese. He obtained his Associate's Degree from Valencia College and holds a High School Diploma from Timber Creek High School.