Kevin Barry is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both individual and corporate financial planning services.

Alwin Martinez Gonzalez is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Investment Planners Inc., Park Avenue Securities, and MML Investors Services. Martinez Gonzalez also operates an insurance brokerage providing guaranteed issue life insurance policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Tiffany Malenfant is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has previously worked at Merrill Lynch, Bank of America NA, and Edward Jones. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing guidance through a centralized service team.

Eric Moyle is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise Managed Accounts.

Kevin Cassidy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at The Walt Disney Company and held roles at Target, ABCD Early Learning Center, and Party City. 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 affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investments.

Spencer Mangum is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients pursue their financial goals through family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He holds a Bachelor's Degree from Rollins College, where he also played collegiate baseball. Spencer has earned the Personal Investment Advisor (PIA) designation. He is actively involved with the Fellowship of Christian Athletes (FCA) and Forge Ministries. Outside of his professional work, Spencer enjoys playing golf, baseball, football, and pickleball, as well as spending time with family. He also volunteers in his community.

Kenneth Mitchell is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 47 years of industry experience. He has been associated with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, delivering investment strategies primarily through model portfolios created by unaffiliated asset managers.

Erica Ow is an Investment Consultant at Fidelity Investments. In her current role, she collaborates with clients to understand their financial goals and develop personalized investment strategies that align with their priorities. She emphasizes clear communication and building strong partnerships with clients. Erica has been with Fidelity Investments since 2021 and has held various positions including Financial Representative, Relationship Manager, and Planning Consultant. Her experience spans multiple aspects of financial planning and client relationship management within the firm. Outside of her professional work, Erica has interests in art, concerts, fitness, social events with friends, reading, and traveling.

Michael Schafer is a financial advisor at Merrill in Orlando, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Merrill, he worked at Rocket Auto and has experience in various service roles. Merrill, together 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 strategies for individuals, high-net-worth clients, and institutional investors.

Anna Sobczak is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and having nine years of industry experience. She is also the president of King Kracken, a fishing clothing company that sells online. Sobczak has been with Charles Schwab since 2015 and with King Kracken since 2017. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and order-routing arrangements.

Daniel Green is a CFP® professional with 32 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019. Prior to this, he was with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for a combined 14 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products than typical for large institutional advisers.

Scott Polk is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily to clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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.

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.

Loc Le is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2012 and works closely with clients to identify and pursue financial goals across various stages of life. Loc holds a Bachelor of Science Degree in Finance from the University of Florida. He has earned both the Certified Investment Management Analyst® designation from the Investments & Wealth Institute® in association with the Yale School of Management and the CERTIFIED FINANCIAL PLANNER™ professional certification. With six years of experience in private banking and lending, he focuses on areas such as pre- and post-retirement needs, college education planning, family wealth management, and tax minimization strategies. Outside of his professional work, Loc enjoys fishing, golfing, tennis, and volleyball. He also supports St. Philip Phan Van Minh Catholic Church and values spending time with his family.

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.