Andrew Brink is a financial advisor with Charles Schwab, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Thrivent Investment Management. Brink is based in Orlando, FL. 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, offering both non-discretionary and discretionary investment options supported by a centralized operational framework.

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®-credentialed financial advisor with 41 years of industry experience. He is currently with OSAIC, joining in 2023 after 39 years at FSC Securities Corporation. He serves as president of Evans Advisory Group, a private business entity not open to the public. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by various analytical tools, delivering strategies through brokerage, RIA, and third-party platforms.

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.

Juan Ruiz Saavedra is a financial advisor at Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes roles at TD Ameritrade and Charles Schwab, as well as a four-year period at Baylor University. 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 and discretionary investment management alongside integrated brokerage, custody, and cash-sweep services.

Jacob Johnson is a Series 66 licensed financial advisor with Charles Schwab in Orlando, FL, where he has worked since 2014, accumulating 11 years of industry experience. He provides client services through one of the largest firms in the industry. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a formal alternative investment onboarding process.

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.

Matthew Hackler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to Raymond James, he worked at Collier & Hackler Financial and Steling Financial Group. Hackler serves as vice president and treasurer of a nonprofit organization and chairs the board of the Florida Hospital Waterman Foundation’s Finance Committee. 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 clients. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a large advisor network.

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 with Charles Schwab, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Charles Schwab since 2018, with prior experience at NYLIFE Securities LLC, New York Life Insurance Co, Anthropologie, 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 affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options within an integrated operational framework.

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.

Joseph Johnson is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 66 securities licenses and has previously worked at CNL Securities Corp. and in various other roles outside the financial industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and investment consulting with a focus on tailored, non-discretionary advice supported by extensive research and a broad range of portfolio management styles.

Andrew Gifford is a CFP® with 18 years of industry experience, currently serving as a financial professional at Cetera since 2023. He previously worked at Securian Financial Services, Inc. and Minnesota Life Insurance Company for 15 years and has been involved with North Star Consultants, Inc. since 2008. His other business activities include advisory and insurance roles as well as financial services through North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform to a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services utilizing both affiliated and third-party managers across various discretionary and non-discretionary program structures.

Bennett Spartz is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2014. Outside of financial advising, he owns and operates a woodworking and carpentry business providing custom wood creations and handyman services. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to support its investment approach and provides a range of brokerage and advisory solutions at scale.

Gordon Ralph is a financial advisor with Cetera in Orlando, FL. He holds a Series 66 designation and has been active in the financial services industry since 2024. His work history includes roles at Armstrong & Westlake Investment, LLC and Omni Financial Services. Outside of advisory work, he is involved with Ternion Press, LLC and Perfect Consultant Match, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and custodial relationships.