James Houston Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kerry Luellen is a CFP®-designated financial advisor with Edward Jones in Apopka, FL, where he has worked since 1990, accumulating 36 years of industry experience. He also owns a commercial property management business in Apopka. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a variety of advisory programs and investment solutions under a fiduciary standard.

Steven Zucal is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. In addition to his advisory work, he provides occasional narration and voice-over services through his side business, Success and More 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 relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios alongside an alternative investments program.

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®-designated financial advisor with Edward Jones in Winter Park, FL, and has four years of industry experience. She has been with Edward Jones since 2021. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

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 with Merrill based in Winter Park, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Merrill since 2003. Merrill provides managed account services through the Select Portfolio Solutions program to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies from its Chief Investment Office along with discretionary and model-based approaches, operating as part of Bank of America’s broader platform.

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.

Megan Propst is a financial advisor with Raymond James & Associates in Oviedo, FL, holding Series 66 and Series 63 licenses and eight years of industry experience. Her prior work includes roles at Robinhood Financial, LLC and Ameriprise Financial Services, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a broad client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Amanda Ceballos is a financial advisor with Primerica Advisors in Lake Mary, FL, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she serves as Senior Tax Accountant at Dulniak Tax and Accounting Services LLC and is President of Sweet Pea Services USA Inc, both focused on tax preparation. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure for its 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.

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.

William Spiegel Jr. is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1996. Outside of his advisory role, he serves on the board of the Wekiva Center Association in Apopka, Florida. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.