Carlton Buckley Jr. is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. His career includes roles at Kovac Securities Inc, Capital Guardian Wealth Management LLC, and Concourse Financial Group Securities Inc. Outside of his advisory work, he is involved in mortgage brokerage and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options and access to multiple managers, with over 10,000 advisors and $256 billion in assets under management.

Jesse Plunkett is a financial advisor with LPL Financial in Sanford, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for 12 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Fountain of Youth Medical Spa LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Michael Pickard is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. His prior work includes positions at LPL Financial, Charles Schwab, and AXA Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting through various programs, employing a range of portfolio management styles supported by in-house research and an extensive affiliate network.

Damien Lindor is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Fidelity Investments, Merrill, and Empower Financial Services. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

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.

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.

Nicholas Volence is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America and SunTrust and has been with Merrill since 2018. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.