Rock Henderson is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 15 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Wilet Pierre Noel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and with nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options alongside traditional products.

David Wiercinski is a financial advisor with Wells Fargo Clearing in Orlando, FL. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Prior to his current role since 2016, he worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 utilizes research and analytics from the Wells Fargo Investment Institute alongside third-party data to guide its investment approach.

Jay Logan is a CFP® with over 31 years of experience in the financial industry and has been with Robert W. Baird & Co. for 23 years. He is based in Winter Park, FL. Outside of his advisory role, he owns and manages a rental property. He is part of The DDK Group at Robert W. Baird & Co., which serves high net worth individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, supported by internal research and a combination of discretionary and non-discretionary investment strategies.

Gregg Hall is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2012. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary investment models and services.

Steven Rosenstock is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and Valic Financial Advisors. Outside of his advisory work, he is involved with Rosenstock Wealth Management LLC, where he solicits and services insurance business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.

Terry Coe is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. He is also affiliated with the University of Florida since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Jose Olarte Reina is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo in 2025, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2021 to 2025. Outside of finance, he is involved in event planning and hospitality through ownership interests in two related companies. 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 a broad range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research and diversified investment strategies.

Andrew Gartrell is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior work includes roles at Brian Layman Wealth Management and Principal Funds Distributor, Inc. He is also involved in marketing activities for new advisors at Agility Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while maintaining a notable affiliation with a municipal advisor to enhance its public finance work.

Joshua Cason is a financial advisor with Edward Jones in Windermere, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at American Honda Finance Corporation and H&R Block. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates through a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Richard Berardo is a financial advisor with UBS Financial Services in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as guardian and trustee for his sister and as personal representative for his mother-in-law's estate. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Luis Alvarez is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab and Walt Disney World. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Kaylyn Van Meter is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity since 2019, serving in various roles including Investment Consultant, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Kaylyn worked as a Business Development Consultant at Raymond James from 2017 to 2019 and as a Relationship Specialist at Charles Schwab from 2016 to 2017. Her approach to financial guidance emphasizes building trust and understanding through an ongoing partnership with clients. Kaylyn focuses on listening to her clients to gain a deep understanding of their financial and personal priorities, partnering with them to create comprehensive financial plans that provide clarity and confidence throughout different stages of life. She maintains close connections with clients to support them as their goals evolve. Outside of her professional work, Kaylyn enjoys cooking and baking, participating in family activities, following football, gardening, and traveling.

Edwin Wasinger is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously operated Wasinger Insurance Agency, LLC for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment services, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Andrew Petty is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Petty is an investor in a startup video game company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, written recommendations through a centralized consulting team.

Nickolas Bonk 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 2011. Outside of his advisory role, he operates as an eBay seller on a part-time basis. 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 options, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Gregory Natiello is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by due diligence from its financial research team.

Eric Carlson is a financial advisor with Raymond James Financial in Orlando, FL, holding the ChFC® designation and Series 63 license. He has 26 years of industry experience, including prior roles at MML Investors Services and Massachusetts Mutual Life Insurance Company. Carlson serves as a successor trustee for a family trust and is a board member of Catholic Charities of Central Florida, where he oversees facilities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports advisory programs with analytical tools and specialized services, including municipal advisory and SIMPLE IRA employer consulting.

Andrew Broughman is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at CUSO Financial Services LP. Outside of his advisory role, he is involved with FAIRWINDS Credit Union and Firkin and Kelgler LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

Ashley Starr is a financial advisor with Merrill in Apopka, FL, holding a Series 66 designation and beginning her advisory career in 2026. Prior to her current role, she worked at Bank of America and has experience in healthcare and retail sectors as well as academic positions. 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, high-net-worth clients, institutional plans, and charitable organizations.