Nathan Green is a financial advisor at Charles Schwab with seven years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes roles at First Horizon and Suntrust Advisory Services. Charles Schwab 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 a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Maan Halees is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Enterprise, Halees has been involved with multiple organizations including Concert Golf Partners, The Fathers Table, and MTMR Surgical Group LLC. Outside of advisory roles, Halees has professional experience spanning diverse industries such as surgical group management and golf partnerships. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance product sales through an integrated platform.

David Withee Jr. is a Series 66 licensed financial advisor with J.P. Morgan Securities in Orlando, FL, bringing 15 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Withee Consulting. Outside of finance, he owns Withee Chocolates, a small chocolate business, and serves as Treasurer and Director for The Orlando Ballet, Inc., as well as a Council Member for the UCF College of Arts and Humanities Executive Council. 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 centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products and strategies.

Jose Paradela is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He also spent time at the University of Central Florida. 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 a formal alternative-investment onboarding process.

Nichole Godwin is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Kenneth Hountz is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a partner in Starr Guitars, a business focused on the manufacture and repair of guitars. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jack Thompson is a financial advisor at Equitable Advisors in Orlando, FL, holding a Series 66 designation. He joined the firm in 2026 and has prior work experience in automotive sales and education. 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 third-party programs. The firm employs a hybrid referral and implementation model, utilizing various third-party asset managers and offering both advisory and brokerage channels.

Richard Springer is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. from 2005 to 2022 before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christopher Pashley is a CFP® with 30 years of industry experience, currently serving at Morgan Stanley since 2021. His prior roles include positions at Bank of America and Merrill from 2011 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Douglas Jarrard is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling.

Clifton Smith is a financial advisor at Raymond James & Associates with 28 years of industry experience. He has worked previously at Ameriprise Financial Services and Morgan Stanley in both their Private Bank and Smith Barney divisions. Outside of advising, he is the owner of CSGolf LLC, a business established to manage Name, Image, and Likeness (NIL) and sponsorship contracts for his son's collegiate and professional golf career. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services supported by a broad network of advisers.

Robert Ross is a financial advisor with LPL Financial in Lake Mary, Florida, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2014 and concurrently at First Federal (Scb&T) since 1999. Ross serves as a city council commissioner and non-profit board member for the City of Saluda, North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and alternative strategies.

Carlos Travieso is a financial advisor with Thrivent Investment Management in Oviedo, FL, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning that can be combined with managed-account programs under a consolidated billing arrangement, while keeping planning and portfolio management services separate.

Ty Christian Bissen is a financial advisor with Charles Schwab in Orlando, FL, holding Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at Fis, T. Rowe Price, and King Soopers. Outside of his advisory work, he is involved in buying and selling trading cards across various categories, including sports and collectible cards. 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 relationships with access to discretionary separately managed accounts and uses a multi-asset model portfolio approach supported by centralized operational and custody arrangements.

Suzette Davis is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2014. Prior to that, she worked at Laurette Joan Boutique in 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Mona Kerlew is a Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she works directly with clients to provide financial planning and guidance tailored to their individual needs. She has been with Fidelity Investments since 2022, progressing through several roles including Customer Relationship Advocate, Investment Solutions Representative I, and Investment Solutions Representative II. Through these positions, Mona has developed expertise in client relationship management and investment solutions. Outside of her professional work, Mona enjoys art, spending time at the beach, social events with friends, and traveling.

Daniel Hughes is a Financial Advisor specializing in wealth management strategies at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans aligned with their goals and changing market conditions. Daniel leverages the investment insights of Merrill and the banking services of Bank of America to support clients' financial objectives. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Daniel completed his high school education at Wildwood High. His approach emphasizes understanding what matters most to clients and their families to help create effective strategies aimed at pursuing their financial goals.

Darrin Jones is a financial advisor at Charles Schwab with a Series 65 credential. He joined Schwab in 2025 and has prior experience working at Lockheed Martin and Florida Financial Advisors. 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 alternative investment options.

Fiona Walker is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 20 years of industry experience. She has worked at Raymond James since 2020 and previously spent a combined 11 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by firm research and a range of portfolio management strategies.

Michael Curatolo is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63, 65, and 66 credentials and has been affiliated with GeorgetownTown Capital Group and OSAIC since 1990. His experience includes recommending asset allocation for client portfolios through associated firms. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations, providing brokerage and advisory services supported by a range of investment tools, third-party managers, and platform solutions.