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.

Christopher Viteri is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, previously working at AXA Advisors and Herbalife. Outside of his advisory role, he is a co-owner of Abel To Be Green Financial Services LLC, a business focused on administrative functions. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, retirement plans, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, employing a delivery model that emphasizes LPL-sponsored programs and various endorsed third-party platforms.

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 financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at Parks Lincoln of Longwood and CFE Federal Credit Union. Outside of finance, he is involved in a travel-related business coordinating travel bookings online. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal process for alternative investments.

Daniel Battillo is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has been involved with Cetera and its related entities since 2023. Outside of his advisory role, he participates in providing state-approved continuing education and licensing classes for contractors through The Continuing Education Academy and consults on business management with Omni Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and advisory services through a large network of independent advisors and provides access to various model portfolios and third-party managers across multiple program structures.

Rylee King is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Her previous roles include positions at Raymond James & Associates, Bank of America, and Verizon TCC of Belleview. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jared Pillar is a financial advisor with UBS Financial Services in Winter Park, FL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Advisors at UBS utilize proprietary capital market assumptions and global research to tailor plans according to clients’ goals and risk tolerances.

Marcia Raidle is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliates since 2000. Raidle is a general partner in the business Raidle, Lasseigne & Raidle. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

James Mcqueeney is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Fidelity and has previously worked at PRUCO Securities, Prudential Insurance Company of America, and Edward Jones. Mcqueeney serves as Vice President and Director of the Rotary Club of Avalon Park in Orlando, Florida. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a broad range of clients, employing a proprietary investment process that blends fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of algorithmic methods and AI in research.

Gage Stevenson is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at the University of Central Florida and Valencia College, and he serves on the Winter Park Y Advisory Board. Ameriprise provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions primarily for clients with significant investable assets, utilizing a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement recommendations.

John Allen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Orlando, FL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. His prior work experience includes roles at L3harris Technologies, Pointe Coupee Physical Therapy Inc, and Berman Hopkins Wright & Laham, CPAs and Associates. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with a centralized due diligence process and an ESG eligibility framework for its investment recommendations.

Patricia Conrad is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2022. She previously worked at Raymond James & Associates for nine years. Conrad is a member of the Investment Committee for the Central Florida College Foundation and participates in the Ocala Business Leaders membership committee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Michael Guerriero is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with two years of industry experience. His prior work history includes roles at Cintas, Sysco, Whole Foods, and 4 Rivers before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial plans.

Daniel Marino is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Westward Alliance and Westward Real Estate, as well as community involvement with Granbury Baptist Church. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management solutions supported by centralized custody and operational infrastructure.

Anthony Giamanco is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to understand their financial situations, risk tolerances, time horizons, and liquidity needs. His approach emphasizes connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. His expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Anthony and his team aim to provide tailored recommendations by leveraging the resources of Merrill and Bank of America, maintaining a disciplined and holistic approach to wealth management throughout the financial journey. Anthony holds a Bachelor's Degree from the University of Central Florida and is a Personal Investment Advisor (PIA). Outside of his professional role, he enjoys boating, football, golfing, pickleball, spending time with his family, and traveling.

Olivia Peretti is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Fisher Investments and Ameriprise Financial Service, LLC. Outside of finance, she has experience working with Clean Juice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Sajeda Kermali is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career at Charles Schwab spans from 2006 to the present, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. 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 combines non-discretionary advisory services with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized client service structure.