Stefanie Flohr is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at FAIRWINDS Credit Union, CUNA Mutual Group, and Suncoast Credit Union. She also serves as a subject matter consultant for an educational practice in investment-related topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies and a variety of operational and research tools.

Steve Miranda is a financial advisor with Fidelity, holding a Series 66 designation and 22 years of industry experience. His career includes extensive tenure with various divisions of Fidelity as well as earlier work at Merrill. Fidelity’s Strategic Advisers LLC, where he is associated, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds distinctive registrations such as with the CFTC and membership in the NFA.

Craig Kopp is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Eric Storts is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. from 2015 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peter Hopper is a financial advisor with Charles Schwab, holding the Series 63, 65, and 66 designations and 12 years of industry experience. His prior work includes roles at JP Morgan Securities, Bank of America, Equitable Advisors, and involvement with Tidal Realty Group and Google Fiber. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Samuel Weiner is a financial advisor at Raymond James Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2013, as well as Concurrent Advisors and Concurrent Retirement Solutions in prior roles. Outside of his advisory work, he is co-owner of Winter Park Wealth Group and serves as trustee of a family life insurance trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with municipal and public finance capabilities, along with specialized advisory programs.

Jared Yule is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies that consider clients' full financial pictures and evolving market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to help clients pursue their long-term financial goals. Jared's areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Roanoke College and has earned the Personal Investment Advisor (PIA) designation. Committed to community involvement, Jared participates in volunteer activities within the communities he serves. Outside of work, he enjoys biking, boating, camping, chess, fishing, golfing, music, skiing, spending time with his family, and traveling.

Daniel Cronin is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robinhood Markets and Robinhood Financial. Cronin studied at Florida State University before beginning his career in financial services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and an extensive affiliate network.

Ashley Oglesby is a Series 66-licensed financial advisor with Edward Jones, based in Orlando, FL, and has three years of industry experience. She has worked at Edward Jones since 2017, with a brief period of unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Raul Gonzalez is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Morgan Stanley and a year with RR Tire LLC. Charles Schwab & Co., Inc. primarily serves 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 supported by multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Kyle Williams is a financial advisor with LPL Financial in Altamonte Springs, FL, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Fifth Third Securities, BB&T Investment Services, and Edward Jones. Outside of his advisory work, he plays guitar in a church band at Holy Cross Lake Mary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Aaron Paul is a financial advisor with LPL Financial, holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Solutions Group Accounting Firm, Concourse Financial Group Securities Inc., and Waddell & Reed. He is also the owner of MTA Coaching, a life coaching business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisory services through a broad network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Tyson Brown is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has previously worked at ALORICA, Asurion Insurance, and Sears Home Services. Outside of his advisory role, Brown engages in motivational speaking through YouTube and podcast platforms on topics related to personal growth and development. 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 advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Garrett Graham is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Giovanny Bravo Vazquez is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in the restaurant industry and held roles in education at both the University of South Florida and East Ridge High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement planning focused on income sources and tax-aware withdrawal strategies. The firm combines investment research, third-party data, and proprietary tools to support advisors in delivering personalized recommendations.

Preston Davis Garcia is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at JPMorganChase and various positions unrelated to finance. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services combined with brokerage, custody, and cash-sweep solutions.

Kyler Stokes is a financial advisor at Cambridge Investment Research Advisors with the Series 66 designation. He has less than one year of industry experience, having previously worked at Equitable Advisors and in other roles outside the financial sector, including at Walt Disney World and Loews Hotels. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of Financial Professionals, offering both discretionary and non-discretionary management across multiple platforms and custodians.

Paul Zirakian is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Cetera since 2024 and also operates Ancient Oak Wealth Management, a financial services DBA. His previous experience includes roles at Ameriprise and Raymond James & Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a broad range of program structures and custodial relationships.

Christopher Reed is a financial advisor with LPL Financial in Altamonte Springs, FL, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Cetera Advisors, Stifel, UBS Financial Services, and A.G. Edwards & Sons. Reed is also the owner of Matchpoint Financial, LLC, a business entity associated with his LPL commissions. 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 services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives utilizing both proprietary and third-party investment strategies.

Thomas Cleary is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked for UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory career, he is involved in private real estate investments through family and partnership LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.