Linda Taylor is a financial advisor at Cetera with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2015. Outside of her advisory role, she is involved in a handyman services business assisting with administrative tasks and acts as an agent for vision care insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and financial planning services delivered through a nationwide network of independent advisors.

Michael Perez is a Planning Consultant at Fidelity Investments, where he works with investors to develop customized retirement strategies. He partners with clients to navigate complex financial situations, aiming to provide clarity and actionable plans tailored to individual needs. Michael has been with Fidelity Investments since 2024, progressing through roles as Financial Representative and Relationship Manager before his current position. His experience encompasses client relationship management and financial planning. Outside of his professional work, Michael has interests that include boating, cars, cooking and baking, fishing, exploring food, and scuba diving.

Richard Tanner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he has a minority ownership interest in a residential rental property in Gainesville, FL, used to support family. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Larissa Morgan is a financial advisor with Charles Schwab in Orlando, Florida, holding a Series 66 designation and eight years of industry experience. She has been with Charles Schwab since 2015, with a one-year tenure at ReliaQuest in between. She serves as a trustee for family trusts at Stifel, Nicolaus & Co., managing accounts on a fully discretionary basis. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s Center for Financial Research.

Cameron Mauchin is a CFP® and Series 66 licensed advisor with Charles Schwab, bringing five years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and BNY Mellon, as well as prior work at Publix Supermarkets. 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. The firm offers a mix of non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and centralized custodial and order-routing services.

Ken Bradshaw is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Pruco Securities, The Prudential Insurance Company of America, and Edward Jones. Outside of his advisory work, Bradshaw is involved in a mobile notary service and works as an insurance claims adjuster. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Parandi Patel is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Charles Schwab since 2008. 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. The firm’s model combines primarily non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset strategic allocation portfolios supported by research from the Schwab Center for Financial Research.

George Corrado is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he is a member of FREE THE CORK, LLC, an internet services company. 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 a nondiscretionary client relationship model with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operations and a formal alternative investment program.

Lydia Woodruff is a financial advisor at Raymond James & Associates in Orlando, FL, holding a Series 66 designation with 18 years of industry experience. She has worked at Raymond James & Associates since 2007. Outside of her advisory role, she serves in an unpaid capacity with the Secluded Oaks Home Owners Association, where she records meeting notes and maintains resident contact information. 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 client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a broad range of portfolio management options and affiliated research.

Nicholas Shirkey is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Prudential Insurance Company of America, and Pruco Securities, and has a background that includes three years at the University of Central Florida. Charles Schwab & Co., Inc. 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 discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Gary Hernquist is a financial advisor with Charles Schwab who holds a Series 63 designation and has 30 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000. 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 client advisory with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Brian Fucile is a financial advisor with Edward Jones in Orlando, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sydney Dragon is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has prior experience at Fairwinds Credit Union and CUSO Financial Services. Additionally, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and third-party asset management, supported by tools such as machine learning for operational and research purposes.

Tyler Hunt is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Enservio for six years and operated Zanzibar Coffee House for two years. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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, utilizing multi-asset model portfolios and a centralized operational structure.

Eric Anderson is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Thomas Squillante is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 63 designation and bringing 50 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as managing partner of Jaymer Group LLC and is involved in family estate planning through Black Aces LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by tools such as Monte Carlo simulations and secular return estimates.

Shaun Tracey is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2013. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Travis De Silva is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 credential and has previously worked at Goldman Sachs and Morgan Stanley, including Morgan Stanley Private Bank. Before entering finance, he spent a year working at Cafe Sevilla. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s model blends non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset portfolio strategies and centralized operational infrastructure.

Patrick Lynch is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 66 and Series 63 licenses and is based in Orlando, Florida. His prior roles include positions at the Florida League of Cities and time spent in full-time education. 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 solutions supported by multi-asset model portfolios and a centralized operational structure.

Micah Broome is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he worked at Alight Solutions for four years and Publix Supermarkets for five years. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by its Center for Financial Research.