Joshua Hylton is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His previous roles include positions at TD Ameritrade and Schwab Private Client Investment Advisory, Inc. among others within the Charles Schwab family of companies. 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 and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Robert Kerns is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, following prior roles at SunTrust Investment Services and SunTrust Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Kaylene Mckoy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Wells Fargo Advisors LLC since 2011 and concurrently affiliated with Wells Fargo Bank NA since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options grounded in modern portfolio theory and driven by investment policy statements. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Leigh Parks is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies without providing individual security recommendations as part of standalone planning.

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.

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® with 29 years of industry experience, currently serving at Morgan Stanley in Orlando, FL. He has worked at Morgan Stanley and its affiliated Private Bank since 2016 and previously held roles at Wells Fargo Advisors and Wachovia Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and a structured discovery process.

Pedro Lugo is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Fidelity Investments, MassMutual, Northwestern Mutual, and Charles Schwab. Lugo is based in Orlando, FL. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide range of products and services.

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.

Yolanda Mc Leod Terry is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2016. Yolanda serves as a board member of the Second Harvest Food Bank of Central Florida. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

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.