Matthew Wheeles is a financial advisor with Charles Schwab, holding a Series 66 designation and 19 years of industry experience. He has worked at Charles Schwab since 2008, including a previous period at Ameriprise from 2006 to 2008. Outside of advising, he owns a short-term rental property in New Smyrna Beach, Florida. 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 accounts and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment programs.

James West is a financial advisor with Ameriprise in Sanford, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, West serves on the Board of Directors for the Love Your Shorts Film Festival. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Mollica Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has previously worked at Ameriprise Financial Services and LPL Financial, among others, and owns Mollica Tax Advisors LLC, where he advises clients on tax strategies. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a nationwide network of over 10,000 advisors.

Elizabeth Hall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. She previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Hall is involved with the Orlando Rowing Club Inc., where she coaches crew and rowing. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and utilizes a range of analytical tools, supporting clients through advisory programs and partnerships unique among large institutional advisors.

Tammie Wong is a Financial Consultant currently employed at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2021, progressing through positions including Investment Solutions Representative I, II, and III, as well as Investment Consultant. Prior to joining Fidelity, Tammie worked as a Registered Representative at Equitable Advisors from 2019 to 2020. Her professional experience encompasses various aspects of financial consultation and investment solutions. Tammie collaborates with clients to develop personalized financial strategies aimed at retirement planning, investment growth, and managing significant life transitions. She focuses on providing clear guidance and thoughtful approaches tailored to each client's goals and values. Outside of her professional work, Tammie has personal interests in board games, gardening, pets, photography, reading, and traveling.

Abigail Blanton is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing, she worked at Gill Logistics and Mudpie, and has experience in educational roles at the College of Central Florida and Forest High School. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Miguelangel Gomez is a financial advisor with Fidelity in Winter Park, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in various roles including valet service with Orlando Parking Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Nicole St Jean is a financial advisor with Charles Schwab based in Orlando, FL. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as positions with Albertsons Companies Inc. and Primerica. Charles Schwab & Co., Inc. serves a large client base of 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 employs a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Patrick Buchanan is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at Raymond James Financial Services and operating Accurate Concrete and Curbing, LLC. He is also involved in independent insurance brokering specializing in term life insurance. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized Recommendation Reports through a centralized consulting team.

Caroline Prybyl is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021. Prior to this, she held roles at the Central Florida Zoo & Botanical Gardens and several other organizations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models.

Jared Incinelli is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of his advisory role, Jared serves as the head varsity softball coach at The Geneva School of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies that include discretionary and non-discretionary management with diversified investment options.

Douglas Jobman is a CFP® with 32 years of industry experience. He has worked at Stifel since 2018 and previously spent eight years with B. C. Ziegler And Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, while clients retain discretion over implementation.

Nicholas Harker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrently worked at Wells Fargo Bank NA since 2011. Outside of finance, he has worked at Lowe's Home Improvement since 2005. 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 combination of brokerage and advisory solutions supported by research and analytics.

Richard Gant is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including prior roles at NBC Securities, CenterState Bank, South State Bank, Colonial Asset Management, Gunnallen Financial, and TD Ameritrade. Gant has ongoing ties to CenterState Bank and South State Bank through financial institution duties related to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, including model portfolios and institutional platforms, supported by a network of over 22,800 advisors.

Stephany Slysofski is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to her financial career, she was involved with Trick Shots Inc. for 17 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors. The firm offers holistic, goal-based planning across various topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Bradford Tallman is a financial advisor at Edward Jones with 37 years of industry experience, including 36 years at Edward D. Jones & Co., L.P. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as president of the Geteway Association in Orange City, FL, managing the condominium association's operations, and is the managing partner of SAPPHO LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a network of over 23,700 financial advisors and 15,000 branch offices.

David Bilka is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Orlando, FL, and has 16 years of industry experience. He has worked with Royal Alliance Associates and currently holds teaching roles at the University of Central Florida and Lake Sumter State College. Outside of advisory work, he serves as a trustee managing personal financial responsibilities and holds a power of attorney role related to elder care for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Joseph Bell is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America Merrill Lynch and spent eight years affiliated with the University of North 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 and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Yanping Wu is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016. Outside of her advisory work, she co-owns a second home that is a rental residential property. 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 provides a combined advisory, brokerage, custody, and cash-sweep platform, offering primarily non-discretionary investment guidance alongside access to discretionary separately managed accounts.

Daniel Shapiro is a CFP®-credentialed financial advisor with Charles Schwab in Orlando, FL, where he has worked since 1994, accumulating 31 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as managing member of Starfish Green, LLC, a venture involved in second home rental property management. 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 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 process.