Andrew Brink is a financial advisor at Charles Schwab in Orlando, FL, with 12 years of industry experience. He holds a Series 66 designation and has worked across various Schwab entities since 2023, following experience at Wells Fargo from 2012 to 2023. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

John Quigley is a financial advisor with Raymond James & Associates in Winter Park, FL, holding the Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Quigley serves on the Regional Board of the Boys and Girls Club of Central Florida, contributing to both the Finance and HR committees. 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 clientele, including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Michael Evans is a CFP® professional affiliated with OSAIC, based in Debary, Florida, with 41 years of industry experience. He worked at FSC Securities Corporation for 39 years before joining OSAIC in 2023. Evans also serves as a notary public and is president of Evans Advisory Group, a privately held business entity. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm provides a range of brokerage, advisory, and managed-account services, utilizing advanced asset allocation and portfolio management tools.

Jakob Matich is an Investment Consultant at Fidelity Investments, where he supports clients in developing tailored financial plans and presenting solutions designed to help achieve their financial objectives. His approach involves co-creating actionable steps that evolve over time, taking into account client preferences, time horizons, and needs. Since joining Fidelity Investments in 2020, Jakob has held multiple roles, including Customer Relationship Advocate, High Net Worth Associate, Investment Solutions Representative, Investment Solutions Representative II, Planning Consultant, and currently Investment Consultant. This progression reflects his experience in client relationship management and investment solutions. Outside of his professional responsibilities, Jakob engages in activities such as boating, family activities, football, golf, social events with friends, and exploring food interests.

Christopher Bridges is a Series 66-credentialed financial advisor with Morgan Stanley, bringing 15 years of industry experience. He has been with Morgan Stanley in various capacities since 2010. Outside of his advisory role, he serves on the advisory board for UF Health Central Florida Community, focusing on business development and growth, and is a member of CBTM Aviation, LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and wealth management services through its extensive network of financial advisors. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved analytical tools.

Stacey Hasken is a Series 66 licensed advisor with six years of industry experience, currently with Merrill since 2025. Prior to joining Merrill, she worked at Morgan Stanley for nine years. Outside of her advisory role, she owns and operates a small business selling ice drinks and desserts at local farmers markets. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual, institutional, and charitable clients.

Kyle Jensen is a financial advisor at OSAIC in Deltona, FL, with four years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Corrado Industrial. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to multiple third-party managers and platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios across various investment vehicles.

Jacob Johnson is a Series 66 licensed financial advisor with Charles Schwab in Orlando, FL, where he has worked for 12 years. He has 10 years of industry experience. Charles Schwab & Co., Inc. serves 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 separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Daniel Rudin is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab since 2011. Outside of his advisory role, he is a 15% owner and silent partner in an online clothing retail business, Sugar This SugarThat LLC. 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 models with access to discretionary separately managed accounts, offering clients diversified, multi-asset investment guidance supported by centralized custody and order-routing services.

Lisa Gill is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. She previously worked at Raymond James & Associates for nine years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles and bank deposit sweep programs.

George Wilson Jr. is a financial advisor with Merrill and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including 14 years at Morgan Stanley Smith Barney prior to joining Merrill in 2024. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shilpa Mirchandani is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and City National Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Shambrielle Speights is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and two years of industry experience. Her professional background includes roles at Charles Schwab Bank, Schwab Wealth Advisory, Aerotek, New York Life, and Experian. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Akiba Reid is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2018. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Anthropologie, Hilton Grand Vacations, and Artur J Gallagher & Co CGM Gallagher. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios alongside a centralized operational structure.

Zachary Bramschreiber is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Raymond James & Associates, Citizens Bank, and Associated Bank. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kody Gabay is a financial advisor at UBS Financial Services with the Series 66 designation and starting in 2025. Prior to joining UBS, he held roles at PrimeRevenue, Jabian Consulting, and Costco, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations tailored to client goals.

Bennett Spartz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2014. Outside of his advisory role, he owns and operates a woodworking and carpentry business in Clermont, Florida. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Carlos Matos is a financial advisor at UBS Financial Services with a Series 66 designation. He began his career at UBS in 2025 and previously was affiliated with the University of Florida. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.

Chyanne Roman is a financial advisor at Morgan Stanley Wealth Management with three years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Morgan Stanley, she worked at Charles Schwab & Co., Inc. and has engaged in various other roles including self-employment and fashion-related social media activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

William Black Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a ChFC® designation and over 32 years of industry experience. He previously worked with Equitable Advisors and AXA Advisors and has maintained an independent marketing business for more than four decades. Outside of advisory, he engages in speaking and education activities and serves as an insurance consultant. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent advisors, utilizing various custody and platform arrangements with both discretionary and non-discretionary strategies.