Austin Fierko is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment decision process combining quantitative and qualitative research.

Gregg Champion is a financial advisor at Morgan Stanley in Winter Park, FL, with 20 years of industry experience. He has been with Morgan Stanley since 2013 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through various programs and affiliated entities.

Julie Tecau is a CFP® and holds a Series 66 license with five years of industry experience. She has been with Edward Jones since 2021 and is based in Winter Park, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets.

Antoine Harris is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services Inc., Harris & Associates, The Home Depot, and Lockheed Martin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Landon Taucher is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and five years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Ameriprise Financial, and teaching positions at the University of North Florida. He also worked briefly at Cafe Andiamo. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Robert Miller is a financial advisor with Charles Schwab in Orlando, FL, holding Series 65 and Series 66 licenses and with 19 years of industry experience. He has been with Charles Schwab since 2016. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Hillary Krawczyk is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2003. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hamid Abdollahi is a financial advisor at Charles Schwab with a Series 66 credential and six years of industry experience. His prior roles include positions at Merrill, Edward Jones, and ShariaPortfolio, Inc. Abdollahi is based in Orlando, FL. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Edward Corbett is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with LPL Financial since 2021 and concurrently with Pillar Wealth Management since 2014, as well as with VOYA Financial Advisors from 2014 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Suzanne Reams is a financial advisor at Edward Jones in Winter Park, FL, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Dawn Mcenany is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to that, she was employed at Whispering Winds from 2016 to 2019. 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.

Todd Bryant is a CFP® and ChFC® affiliated with Raymond James Financial Services Advisors, Inc. He has 18 years of experience in financial advisory roles and currently leads Bryant Wealth Strategies as CEO. Outside of his advisory work, he owns TAB Consulting LLC, which provides trivia night services to local country clubs. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical and risk-profiling tools, and is noted for its municipal advisor affiliation and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Lader is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 license and previously worked at Edward Jones for seven years. His background also includes roles in software and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Robert Rosenberger III is a Series 66 licensed financial advisor with three years of industry experience. He is currently affiliated with LPL Enterprise, where he has worked for one year, following three years with J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Outside of his advisory work, he is a Certified Exit Planning Advisor and has been involved with GolfCarts Unlimited, LLC for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform that supports both advisory and brokerage channels.

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.