Norman Wright Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior roles include positions at Ameriprise Financial Services and ON Investment Management. Outside of his advisory work, he serves as Treasurer for Windermere Little League in Gotha, Florida. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Charles Worrell is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Patricia Donald is a financial advisor at LPL Enterprise with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and IDEA Public Schools. Her background also includes roles at LSI, CORFoundation, and Sandy Hook Promise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with offerings that include financial planning, access to third-party asset managers, and participation in a wrap program.

Megan Rodriguez Velasquez is a financial advisor with Charles Schwab in Orlando, FL, holding Series 66 and Series 63 licenses and bringing five years of industry experience. Her background includes roles at Charles Schwab Bank and Charles Schwab, as well as healthcare organizations Nemours Children Hospital and Advent Health. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

Sara Meyer is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning, with options to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Kelly Pabst is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Ocala, Florida. She has been with Merrill Lynch since 2013, serving clients with personalized wealth management strategies tailored to their individual financial goals. Her areas of focus include divorce transition planning, education planning, family wealth management, legacy planning, liquidity management, retirement planning, socially responsible investing, tax minimization, and retirement income. Kelly works to help clients pursue their long-term financial objectives through customized financial strategies. A native of Ocala, Kelly graduated from the University of Florida with a Bachelor's degree. Before joining Merrill Lynch Wealth Management, she pursued a career in nonprofit fundraising. Following in her father's footsteps, she transitioned to financial advising to positively impact the lives of others through wealth management. She holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kelly is actively involved in her community, participating in charitable organizations including the Boys and Girls Club of Marion County, Interfaith Emergency Services, and the United Way of Marion County. She is committed to contributing to her family's legacy of community service in her hometown.

Eugene Garner is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Minnesota Life Insurance Co, Securian Financial Services Inc, and Evershore Financial Group. Outside of his advisory role, he operates a private business providing woodwind music lessons. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including charitable funds and registered investment companies, and employs systematic methodologies along with oversight controls in its portfolio management.

William Dale is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at multiple Schwab entities since 2016, as well as prior experience at SunTrust Investment Services. Outside of his advisory role, he is co-owner of Cross Anchored Lifestyle LLC, a business involved in marketing, production, and design. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by research and centralized operational capabilities.

Robert Hopper is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Milady Irizarry is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 65 and Series 63 credentials and offering 11 years of industry experience. She has worked at Primerica Advisors since 2014 and is also involved with TaxWorks. Outside of her advisory role, she is a licensed real estate agent with Keller Williams Capital Realty. Primerica Advisors is a large institution serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm provides a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers.

Krystle Meservey is a financial advisor at Charles Schwab with 10 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2016. Based in Orlando, FL, she provides services through a leading national firm. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, leveraging multi-asset model portfolios and alternative investment options within a large-scale, integrated operational structure.

George Tangeman is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has held roles at firms including Morgan Stanley, Citigroup Global Markets, and AndCo Consulting. Tangeman also worked as a branch manager at Winter Park Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports a broad advisor network with specialized municipal and public finance services.

Andrew Bensey is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at Lockheed Martin and Ram Tool Construction Supply, as well as four years at Towne Park. He operates Good Life Financial Advisors of Orlando as a DBA for his LPL business. 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 financial planning and investment services, utilizing model portfolios, third-party subadvisors, and both discretionary and non-discretionary strategies.

Miguel Riveros is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services LLC since 2005, with brief periods at Merit Financial Group and LPL Financial in 2021. Outside of his advisory role, he is involved in real estate ownership. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Erich Krzyzak is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing in Orlando, FL. He has worked at Wells Fargo Clearing Services since 2018 and previously at JPMorgan Chase from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Colleen Galarza is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo since 2016, following a brief tenure at UBS Financial Services in 2007. Outside of her advisory role, she is a guided imagery and meditation teacher, co-owning a related business called Soul’s Compass. 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 approximately $671 billion in assets through a large network of advisors and utilizes research-driven, diversification-based investment approaches.

Jessica Neumann is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and two years of industry experience. Her work history includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023, with previous employment in various industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG criteria, supported by centralized due diligence and affiliated implementation services.

Christopher La Bar is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Schwab, he worked in roles at Full Time Education, Papa Johns, and Captive Aire. 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, offering both non-discretionary and discretionary investment management and financial planning services supported by a multi-asset model portfolio approach.

Urundi Knox is a financial advisor with LPL Enterprise LLC in Orlando, FL, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual in both investment services and life insurance roles. Outside of advising, he is involved with Willie Mack III LLC, a sports and fitness-related activity based in Orlando. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Michael Urso is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He is currently with Cetera and has held positions at Avantax and 1st Global Advisors. In addition to his advisory roles, he is a CPA and owns Michael Urso, CPA, Inc., which provides accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.