Miguelangel Gomez is a financial advisor with Fidelity in Winter Park, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in various roles including valet service with Orlando Parking Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Nicole St Jean is a financial advisor with Charles Schwab based in Orlando, FL. She holds Series 63 and Series 65 licenses and has five years of industry experience. Her work history includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as positions with Albertsons Companies Inc. and Primerica. Charles Schwab & Co., Inc. serves a large client base of 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 employs a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Patrick Buchanan is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at Raymond James Financial Services and operating Accurate Concrete and Curbing, LLC. He is also involved in independent insurance brokering specializing in term life insurance. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized Recommendation Reports through a centralized consulting team.

Caroline Prybyl is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2021. Prior to this, she held roles at the Central Florida Zoo & Botanical Gardens and several other organizations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and models.

Jared Incinelli is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Outside of his advisory role, Jared serves as the head varsity softball coach at The Geneva School of Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies that include discretionary and non-discretionary management with diversified investment options.

Douglas Jobman is a CFP® with 32 years of industry experience. He has worked at Stifel since 2018 and previously spent eight years with B. C. Ziegler And Company. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses, while clients retain discretion over implementation.

Nicholas Harker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrently worked at Wells Fargo Bank NA since 2011. Outside of finance, he has worked at Lowe's Home Improvement since 2005. 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 a combination of brokerage and advisory solutions supported by research and analytics.

Rene Crespo is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cetera, Regions Bank, and Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, 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 Wells Fargo Investment Institute and third-party sources.

Elizabeth Hove is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to this, she was with Ameriprise Financial Services Inc and Overton Financial Group LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Giffing is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding a Series 63 designation and 27 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for nine years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

David Bilka is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Orlando, FL, and has 16 years of industry experience. He has worked with Royal Alliance Associates and currently holds teaching roles at the University of Central Florida and Lake Sumter State College. Outside of advisory work, he serves as a trustee managing personal financial responsibilities and holds a power of attorney role related to elder care for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

David Blount is a CFP® with 25 years of industry experience and is currently affiliated with LPL Financial. He previously worked at THE O.N. Equity Sales Company for 15 years and has been an independent insurance agent for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Megan Judge is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and previously worked at Raymond James and municipal legal departments in Long Beach and New York City. She acts as a power of attorney for her mother in an investment-related capacity. 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 roughly $671 billion in assets across more than 14,000 advisors and offers a range of brokerage and advisory solutions.

Joseph Bell is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America Merrill Lynch and spent eight years affiliated with the University of North Florida. 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 multi-asset model portfolios and centralized operational infrastructure.

Yanping Wu is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2016. Outside of her advisory work, she co-owns a second home that is a rental residential property. 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 provides a combined advisory, brokerage, custody, and cash-sweep platform, offering primarily non-discretionary investment guidance alongside access to discretionary separately managed accounts.

Daniel Shapiro is a CFP®-credentialed financial advisor with Charles Schwab in Orlando, FL, where he has worked since 1994, accumulating 31 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as managing member of Starfish Green, LLC, a venture involved in second home rental property management. 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 and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Mehdy Forootan Flores is a financial advisor with Charles Schwab in Orlando, FL. He holds a Series 66 designation and has worked in the financial industry since 2023, with prior experience at Banrio Casa de Valores and 3F ARQ + CONST. He is also a passive member of S&M Synergy Group LLC, a non-agent real estate business. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and due diligence on alternative investments.

Todd Merrill is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and four years of industry experience. His work background includes roles at Marriott Vacation Club, Trustco Bank, Lowe's, R3 SSG Inc., and two decades of service in the US Navy. Charles Schwab 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 research from the Schwab Center for Financial Research.

Frank Garces is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan in various capacities since 2012. Outside of his advisory role, he is the president and CEO of F & S Commerce, Inc., an e-commerce business specializing in personal goods sold through Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Diego Cardoso-Pereira is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. His role focuses on providing personalized financial planning that aligns with each client's unique goals, offering tailored guidance to develop disciplined investment strategies aimed at growing, protecting, and enjoying their wealth with confidence. Prior to his current position, Diego held various roles at Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative from 2021 to 2023. Before joining Fidelity Investments, Diego gained experience in the financial sector through positions such as Assistant Vice President of Operations at StoneX Group, Derivatives Middle Office Specialist at Voya Investment Management, Associate Equity Operations at Cowen Inc., and Intermediate Analyst at Bank of New York Mellon. Diego has personal interests in comedy, football, golf, movies, pets, and traveling.