Yvonne McGuire is a financial advisor at Morgan Stanley with 37 years of industry experience. She has held roles at Morgan Stanley Private Bank and Wells Fargo Advisors LLC. In addition to her advisory work, she serves as a board member of the Brevard Schools Foundation and owns Strike Price LLC, a recreation business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and the Global Investment Committee’s market insights.

Kimberly Shirk is a financial advisor with OSAIC based in Clermont, FL, holding Series 63 and Series 66 designations and with 31 years of industry experience. She has worked at Royal Alliance Associates, Inc. since 2018, and previously at Signator Investors, Inc. and Freedom Financial Group, LLC. Outside of her advisory work, she is also a vocal performer and karaoke DJ at private and public events. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Wenyi Gong is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, Wenyi worked at Maxmara and has concurrent roles affiliated with the University of Central Florida and Orlando Natural Medicine and Acupuncture Clinic. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Katherine Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she serves as a trustee for family trusts. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Maileleiliilii Aiwohi is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of her advisory role, she serves as a board member for the West Orange County Lacrosse Club, helping to coordinate activities and communications among parents and the board. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and maintains a broad range of retail and institutional offerings.

Justin Bickerstaff is a CFP® professional with 10 years of industry experience, currently serving at Raymond James & Associates, Inc. since 2015. He is also the owner of Tyler Mill LLC, a business separate from his advisory work. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Michael Gonzalez is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and has worked with various Charles Schwab entities since 2008. 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 management, supported by multi-asset model portfolios and centralized operational infrastructure.

Joshua Hebert is a financial advisor at Edward Jones in Maitland, FL, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Sears Holdings Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices across the United States.

Joshua Ceballos is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab, he worked with Disney Vacation Club and Hilton Grand Vacations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and research from its Center for Financial Research.

George Emerson is a financial advisor with Edward Jones in Winter Garden, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 2003. 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 solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Maria Gonzalez Sylva is an advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials. She has experience working at several financial institutions, including Wells Fargo Bank and Charles Schwab. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Dominic Daluga is a financial advisor with Cetera holding Series 63 and Series 65 licenses and two years of industry experience. He is also co-owner of Good Tax Solutions, Inc., where he prepares tax returns and financial statements, and serves as board member and treasurer at Good Insurance, Inc. Both businesses are based in Winter Garden, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and a range of investment program options.

Brittany Rose is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. She holds a Series 66 designation and has been with Cambridge Investment Research Advisors since 2018, also working with Cartier Financial from 2015 to 2023. She serves as a committee member on an investment committee and is a licensed notary public in Clermont, Florida. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using various portfolio management strategies and custody platforms.

Norman Wright Jr. is a CFP® professional with 20 years of experience currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Ameriprise Financial Services and Ohio National Financial Services. Outside of his advisory work, he serves as treasurer for the Windermere Little League. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various platform arrangements and proprietary as well as third-party model strategies.

Charles Worrell is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Patricia Donald is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding a Series 66 designation and three years of industry experience. She previously worked at Ameriprise and held roles with several nonprofit organizations, including Sandy Hook Promise and IDEA Public Schools. LPL Enterprise serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Megan Rodriguez Velasquez is a financial advisor at Charles Schwab with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2019. Prior to that, she held positions in healthcare organizations including Nemours Children’s Hospital and Advent Health in Florida. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary managed accounts and employs multi-asset model portfolios supported by its research and alternative investment due diligence.

William Dale is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple Schwab entities since 2016, as well as prior experience at SunTrust Investment Services. Outside of his advisory role, he is co-owner of Cross Anchored Lifestyle LLC, a business involved in marketing, production, and design. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by research and centralized operational capabilities.

Mark Loop is a CFP® professional with 30 years of industry experience, currently serving at LPL Financial since 2024. He previously worked at Arbor Point Advisors, Securities America, Inc., and OSAIC. Outside of his advisory role, he is involved with Aileron Wealth Management, PLLC, and provides fixed insurance services in Longwood, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, various advisory programs, and consulting services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management strategies.

Milady Irizarry is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has worked with Primerica Advisors since 2014 and TaxWorks since 2015. Outside of advisory work, she is involved with Intrepid Ventures, Inc., operating Liberty Tax Service, and works as a real estate agent with Keller Williams Capital Realty. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.