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 experience in the financial services industry. He has been with Charles Schwab since 2018, including roles at Charles Schwab Investment Advisory, Inc. and the broader Charles Schwab firm. Prior to Schwab, he worked at ThomasPartners, Inc. and Windhaven Investment Management, Inc. Brozzo is also involved in internet services through GfK Custom Research North America. Charles Schwab & Co., Inc. serves a large client base 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 a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Thomas Mayer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank Wisconsin. Outside of his advisory work, Mayer serves as a board member for the Iliff Commons Homeowners Association in Aurora, Colorado. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Nicholas Busch is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with three years of industry experience. Prior to his advisory role, he worked in various positions outside finance, including at SeaWorld and in the food service industry. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and provides a range of advisory programs and investment services.

Kenneth Patton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Triad Advisors, Inc. for 14 years and has operated his own CPA firm since 2003. In addition to his advisory role, he is a partner and owner of Apex Wealth Management LLC and manages a CPA LLC providing tax and bookkeeping services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party investment platforms. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various advisory programs and transitions.

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 with Charles Schwab in Orlando, FL, holding Series 66, Series 63, and Series 65 credentials and 12 years of industry experience. She previously worked at USAA in various financial advisory and investment management roles from 2015 to 2020. Outside of her advisory work, Smart owns Smart Inspiration, through which she publishes and sells a children's book. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, using multi-asset model portfolios and a comprehensive alternative-investment due diligence process.

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.

Jeffrey Krug is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Newbridge Financial Services Group, and Cambridge Investment Research, among others. He receives residual income from insurance policies written at a prior employer. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

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 financial advisor with LPL Financial holding CFP® and Series 66 designations and 27 years of industry experience. He previously worked at Arbor Point Advisors and Securities America, Inc. for ten years and at OSAIC for one year. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Andre Gucailo is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012, previously associated with Axa Advisors, LLC. Gucailo is a general member of the Central Florida Hotel and Lodging Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Jennifer Baiocco is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She has held positions at Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Baiocco holds a Series 66 designation and is based in Winter Park, FL. 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 approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Steven Schelling is a financial advisor with Morgan Stanley in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Schelling serves as a volunteer committee member for the Investment Committee of the Boy Scouts of America's endowment. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Dennis Nolte is a CFP® with 36 years of experience in the financial services industry. He has worked with LPL Financial since 2017 and concurrently with Seacoast National Bank since 2015. Dennis is also a FINRA arbitrator and contributes as a columnist for TheStreet.com. 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 advisers. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management strategies.

Jason Johnson is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Johnson has been with Morgan Stanley since 2024. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

Raisa Mac Leod is a CFP® and holds a Series 66 license with Edward Jones, where she has been an advisor since 2019. She has six years of industry experience, including prior roles at Mitsubishi Hitachi Power Systems Americas and Siemens Energy Inc. Mac Leod also owns a consulting business, MacLeod Management & Consulting, LLC, based in Orlando, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Daniel Mirto is a financial advisor with Fidelity in Orlando, FL, holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and USLM Financial. Outside of his advisory career, he works as an independent contractor streaming video game content on Twitch. Daniel is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Gregory Pienkosz is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC for one year. Outside of his advisory role, he holds ownership interests and administrative roles in several small businesses related to advertising and media operated by family members. 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 advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, including a range of financial products such as insurance-related vehicles and bank deposit sweep options.