Phillip Holder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has previously worked at J.P. Morgan Securities, Chase Investment Services Corp., Jesup & Lamont Securities Corp, and Merrill. Outside of his advisory role, he serves as a governing board member and treasurer for Emma Jewel Charter Academy in Cocoa, Florida. Wells Fargo Advisors is a national securities firm that offers 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Julie Riley is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2010 and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research, with a notable presence in municipal advisory services.

Rodney Mackey is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their overall financial situations and priorities, co-creating financial road maps and implementing strategies tailored to their preferences and changing life events. Rodney has been with Fidelity Investments since 2017, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative Help Desk before becoming a Planning Consultant. This experience has provided him with a comprehensive understanding of investment solutions and customer relationship management. Outside of his professional responsibilities, Rodney engages in family activities, fitness, military service, reading, running, and traveling.

Jack Edwards is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Co. since 2022 and previously spent seven years at The Strategic Financial Alliance, Inc. Additionally, Edwards is the owner and principal of Duryea & Edwards CPAs, a CPA firm providing tax return preparation, bookkeeping, payroll, and tax planning services. He is also involved in small business ventures including a personal vehicle rental and 3D printing operation and administrative services through separate LLCs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement services.

Renee Burke is a CFP® professional with 12 years of experience in the financial industry, currently serving clients at Edward Jones since 2014. She holds the Series 66 designation and is based in Mt Dora, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Douglas Knudsen is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab since 2014. 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 guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Joel Ingram is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2025. Outside of his advisory role, he provides music instruction as a contractor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sloan Chamblin is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000. Outside of his advisory role, he serves as a power of attorney for certain beneficiaries. 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 investment strategies for individuals and institutional clients.

Brian Colvin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial, Thrivent Financial, and New Paradigm Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory programs, managed solutions, and affiliated investment products with a nationwide network of financial advisors and branches.

Patricia Ziegenfuss is a financial advisor at Charles Schwab with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018. Her prior experience includes tenure at Morgan Stanley and Morgan Stanley Smith Barney from 2012 to 2017. 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 with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

William Bucher is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Family Allies and Brevard Family Partnership. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers a range of firm-offered and third-party advisory solutions.

Nicolas Guerrero Campos is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Magnit and Amaru Superfoods SAC. 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, combining non-discretionary client relationships with access to discretionary separately managed accounts and a structured alternative-investment platform.

Kyle Doyle is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Aqua Marketing Group, Publix Super Markets, and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor for multiple registered investment companies and model portfolios.

Madison Hill is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, Madison has been involved with Flight Deck Bar and Grill since 2014. She is also a board member of PARC's (People, Activities, Recreation, Conservation) in Sanford, FL, where she contributes to fundraising and program development to support local children’s summer activities and park maintenance. 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 large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Paul Holt is a financial advisor with Ameriprise in Oviedo, Florida, holding a Series 63 designation and 40 years of industry experience. He previously worked at Raymond James and Associates for 11 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.

Andrew Lyon IV is a financial advisor at RBC Capital Markets with 13 years of industry experience. He has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as the head baseball coach at Oviedo High School and is involved in coaching youth baseball through several local organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, leveraging both in-house and third-party investment managers.

James Wright is a financial advisor at Merrill with over 50 years of industry experience. He has worked at Merrill since 2005 and Bank of America, N.A. since 2011. He holds Series 63 and Series 65 licenses. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm integrates its services with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a variety of program strategies and tax-efficient investment solutions.

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.