Alejandro Caceres is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Ocean Bank, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through related affiliates.

Louis Knox is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2009, previously working at Associated Securities Corp. and Signator Investors, Inc. Knox is also involved in the sale of life, health, disability, long-term care insurance, and fixed annuity products through an independent business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by both proprietary and third-party strategies.

Robert Broome III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Citigroup Global Markets, Wells Fargo Clearing, and Concurrent Advisors before joining Raymond James Financial Services Advisors, Inc. He also works as an independent contractor financial advisor for Winter Park Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs non-discretionary planning and risk profiling tools tailored to client goals, sponsors wrap-fee advisory programs, and maintains notable municipal and SIMPLE IRA advisory offerings.

Andrew Vargo Jr. is a CFP® with 33 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James Financial Services Advisors, Inc. since 2010 and owns Unconstrained Strategies Investors LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance services, along with specialized advisory programs.

Drew Moomaw is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds the CFP® designation and securities licenses including Series 63, 65, and 66. Prior to joining Wells Fargo Advisors in 2019, he worked at Zeiders Enterprises Inc. and continues to operate Aberrant Global Advisors, LLC, a consulting business. He is also involved with Vissionary Care Corp, a nonprofit organization. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Michael Brozzo Jr. is a CFP® professional with 26 years of industry experience, currently serving at Charles Schwab. His prior work includes roles at ThomasPartners, Inc. and Windhaven Investment Management, along with earlier periods at Charles Schwab firms. He also participates in internet services through GfK Custom Research North America. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Thomas Mayer is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various roles since 2000. Outside of his advisory work, Mayer serves as a board member for the Iliff Commons Homeowners Association in Aurora, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, supported by extensive research and a broad platform of brokerage and advisory solutions.

Nicholas Busch is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including positions at SeaWorld and Under Armour, as well as in the food service sector. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Kenneth Patton is a CFP® professional with 25 years of industry experience, currently with OSAIC since 2024. He previously worked at Triad Advisors, Inc. for 14 years and has operated his own CPA firm since 2003. Outside of his advisory role, Patton is owner and manager of a CPA LLC and partners in an investment-related wealth management business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment process and a multi-advisor platform.

Josue Nunez is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at firms including Morgan Stanley and Northwestern Mutual. Outside of his advisory work, he was involved with Recycle A Bicycle from 2014 to 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, leveraging multi-asset model portfolios and due diligence on alternative investments.

Aaron Smith is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to his current role, he worked at GovOS and spent seven years with the Transportation Security Administration. Outside of finance, Smith freelances as a voice actor, providing voice-over work for various media including TV, radio, and audiobooks. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning that covers a broad range of topics. Their service is delivered through a network of advisors and allows clients to integrate planning with managed-account programs while maintaining separate billing and oversight.

Tameka Smart is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has previously worked at USAA and Merrill. Outside of her advisory work, she is the owner of Smart Inspiration, a venture through which she publishes and sells a children’s book. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm’s integrated structure provides bundled advisory, brokerage, custody, and cash-sweep services.

Zuri Turner is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and the University of South Carolina Aiken. Outside of her financial career, she is employed as a personal shopper and delivery worker for Shipt. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Mc Lean is a financial advisor with Ameriprise Financial Services in Winter Park, FL, holding Series 63 and Series 65 licenses. He has eight years of industry experience, including a period of full-time education, and has been with Ameriprise in various capacities since 2017. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Antonio Moscoso is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding a Series 66 designation and 15 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. for 13 years. Outside of his advisory role, he is a co-owner of real estate rental property businesses alongside his wife. 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 proprietary research and third-party analytics.

Jeffrey Krug is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at firms such as Morgan Stanley, Raymond James Financial Services, Metlife Securities, and Mass Mutual Investors Services. He also receives residual income from insurance policies written at a prior employer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers a range of financial planning and consulting services.

Joseph Celes is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. Outside of his advisory role, he serves as an Investment Board Member for Beach Cities Lodge #753 F & AM, a fraternal organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and affiliated lending programs.

David Doorneweerd is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. He has held prior positions at Arbor Point Advisors, SECURITIES AMERICA, Commonwealth Financial Network, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andre Gucailo is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, following prior work with Axa Advisors. Outside of his advisory role, he is a general member of the Central Florida Hotel and Lodging Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching client information and risk tolerance with investment models or discretionary managers, offering access to a broad range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jennifer Baiocco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing for 10 years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.