Michael Gordon Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, Kovack Securities, and Capital Guardian Wealth Management. He also manages wealth clients through GCG Wealth Management in Winter Park, Florida. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and retirement consulting through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios for individual and high-net-worth investors, pension plans, and corporations.

Sonia Preston is a CFP® professional with 28 years of industry experience, currently associated with Charles Schwab in Orlando, FL. Her career includes over a decade at Schwab Private Client Investment Advisory, Inc., as well as a tenure at Principal Financial via Allsource. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Ronghui Sun is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Schwab in 2024, Sun worked at Tailored Management and has experience in education and design fields. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment due diligence.

Patricia Ahrendt is a financial advisor at Raymond James Financial in Longwood, FL, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services, Inc. since 2002, including a three-year period at Unconstrained Advisors. 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, corporations, and institutional investors. The firm employs non-discretionary planning and consulting tailored to client goals, using various analytical tools, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gregory Abdalla is a financial professional with 13 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at multiple firms, including Evershore Financial Group and Securian Financial Services. Abdalla serves on the advisory board of Junior Achievement of Central Florida. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Robert Breske is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Osaic since 2018, following a two-year tenure at Signator Investors, Inc. Outside of his advisory role, he serves on the board of Morning Star Catholic School, a special needs school in Orlando. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm uses a variety of asset-allocation tools and third-party services to construct diversified portfolios across multiple asset classes.

Phillip Holder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a governing board member and treasurer for Emma Jewel Charter Academy in Cocoa, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third parties with a diversified investment approach and operates with over 14,000 financial advisors managing approximately $671 billion in assets.

Rodney Mackey is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their overall financial situations and priorities, co-creating financial road maps and implementing strategies tailored to their preferences and changing life events. Rodney has been with Fidelity Investments since 2017, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative Help Desk before becoming a Planning Consultant. This experience has provided him with a comprehensive understanding of investment solutions and customer relationship management. Outside of his professional responsibilities, Rodney engages in family activities, fitness, military service, reading, running, and traveling.

Jack Edwards is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Co. since 2022 and previously spent seven years at The Strategic Financial Alliance, Inc. Additionally, Edwards is the owner and principal of Duryea & Edwards CPAs, a CPA firm providing tax return preparation, bookkeeping, payroll, and tax planning services. He is also involved in small business ventures including a personal vehicle rental and 3D printing operation and administrative services through separate LLCs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement services.

Douglas Knudsen is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab since 2014. 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 guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Joel Ingram is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2025. Outside of his advisory role, he provides music instruction as a contractor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Patricia Ziegenfuss is a financial advisor at Charles Schwab with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018. Her prior experience includes tenure at Morgan Stanley and Morgan Stanley Smith Barney from 2012 to 2017. 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 with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

William Bucher is a financial advisor with Equitable Advisors in Maitland, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Family Allies and Brevard Family Partnership. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions through program sponsors and third-party managers.

Nicolas Guerrero Campos is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Magnit and Amaru Superfoods SAC. 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, combining non-discretionary client relationships with access to discretionary separately managed accounts and a structured alternative-investment platform.

Kyle Doyle is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Aqua Marketing Group, Publix Super Markets, and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor for multiple registered investment companies and model portfolios.

Veronica Woodard is a financial advisor with Edward Jones in Oviedo, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, she held roles at Lyft, Uber, Comcast, Optivia, and Verizon. Woodard also teaches an online class at Goodwin College and serves as treasurer and board member of The Center of Orlando, where she is involved in fundraising and community relations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options, managing approximately $1.01 trillion in assets via a nationwide network of more than 23,700 financial advisors.

Madison Hill is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to this, Hill has been involved with the Flight Deck Bar and Grill since 2014. Hill also serves as a board member for PARC’s Sanford, a nonprofit focused on fundraising and community programs in Seminole County. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Paul Holt is a financial advisor with Ameriprise in Oviedo, Florida, holding a Series 63 designation and 40 years of industry experience. He previously worked at Raymond James and Associates for 11 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.

Andrew Lyon IV is a financial advisor at RBC Capital Markets with 13 years of industry experience. He has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as the head baseball coach at Oviedo High School and is involved in coaching youth baseball through several local organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, leveraging both in-house and third-party investment managers.

James Wright is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He operates from the firm's offices in Los Angeles, California, and Minneapolis, Minnesota. James has been with Merrill Lynch since 1997, bringing a longstanding presence within the firm. His expertise encompasses customized financial recommendations focusing on retirement planning, corporate stock options, concentrated stock positions, alternative investments, estate-planning issues, and money management. Additionally, he specializes in executive and corporate services such as qualified and non-qualified retirement plans, ESOPs, ESPPs, Defined Benefit Institutional Consulting, and liability management for both corporations and individuals. James holds multiple professional designations including the Chartered Retirement Planning Counselor (CRPC), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), and Certified Plan Fiduciary Advisor (CPFA). James earned his bachelor's degree from the University of North Dakota. He approaches client engagements by understanding the specific needs and biases of each individual to develop personalized financial strategies aimed at pursuing their long-term goals. Clients of James can expect tailored advice and access to specialized investment services pertinent to sophisticated investors and their families.