David Santillo is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, he is involved in construction through Christie Lites Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Jeffrey Seewald is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sterling National Bank, LPL Financial, and Capital One Financial Advisors. Outside of his advisory role, he is involved with Freedom Financial Group, LLC, where he acts as an insurance broker and handles marketing and branding. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-assessment methods, and automated rebalancing across various investment types and account management options.

Paul Gillham is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Securities America Advisors and Securities America, Inc. for 12 years. Outside of his advisory role, he operates an insurance sales business and a firm focused on identity theft prevention education. OSAIC serves a wide range of clients, including individual investors and institutional entities, offering brokerage and investment advisory services, financial planning, and access to third-party money managers across multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Vanessa Irizarry is a financial advisor at Charles Schwab with 25 years of industry experience. She has been with Charles Schwab since 2007 and holds Series 63 and Series 66 designations. Based in Orlando, FL, she works within one of the largest financial institutions in the industry. 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 strategic allocation approach supported by dedicated research and alternative investment options.

Diego Molina is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022. Prior to his career in finance, Molina spent time in education and held various positions in different industries, including telecommunications. 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 portfolios, offering clients a mix of strategic asset allocation and alternative investment options.

Anthony Cox Jr. is a financial advisor with Edward Jones in Clermont, FL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Crunch Fitness and Hillsborough County Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient solutions and securities-based lending.

Jared Whittle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked as a marketing manager for a moving company, Handy Relocations LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Leticia Clough is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated advisory entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management, fund advisory, and model portfolios tailored to intermediary platforms.

Brian Diaz is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior advisory experience at Truist Advisory Services and Truist Investment Services. Outside of finance, Diaz engages in photography, primarily taking photos for friends and family. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions along with integrated brokerage, custody, and financial planning services.

Jingbo Yuan is a financial advisor with LPL Enterprise in Orlando, FL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Yuan had roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he operates a financial planning business under a DBA related to his LPL affiliation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm provides access to model portfolios, third-party asset management programs, and a range of brokerage and insurance products through an integrated platform.

Austin Zoellner is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity since 2011, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His professional experience encompasses working closely with families, business owners, and individuals to pursue financial success. Austin focuses on partnering with clients to understand their unique financial situations, developing customized strategies aimed at achieving long-term financial stability. He emphasizes ongoing discussions with clients to ensure their financial plans remain aligned with their goals throughout different stages of life. Outside of his professional work, Austin's interests include family activities, fitness, football, parenthood, traveling, and volunteering.

Vicky Delhaye is a financial advisor at Charles Schwab with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 1998, including Charles Schwab Bank and Charles Schwab Bank, SSB. 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 financial planning services. Schwab offers both non-discretionary and discretionary investment management options, employing multi-asset model portfolios and a centralized, integrated operational structure.

George Miller is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 63 designation and 43 years of industry experience. He has worked at Charles Schwab since 1991 and spent six years at optionsXpress, Inc. prior to that. Charles Schwab & Co., Inc. serves a broad client base, 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 employs a multi-asset model portfolio approach supported by centralized operational and supervisory infrastructure.

Rachel Thompson is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 16 years of industry experience. She has previously worked at TD Ameritrade and Financial Engines Advisors L.L.C. 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 advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Jose Delgado is a financial advisor with Ameriprise in Winter Park, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he is co-owner of Practice Solutions Consolidated Group, LLC, which manages his Ameriprise business. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Mitchell Houser is a financial advisor at Ameriprise in Winter Park, FL, holding a Series 66 designation with nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Yves Moon is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at Sanford C. Bernstein & Co LLC and Axa Advisors prior to his current roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a range of investment products through its Institutional Consulting Services program.

Jason Eddy is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and combines centralized supervisory, custody, and order-routing arrangements with access to alternative investments.

Michael Speed is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. He has previously worked with firms including Minnesota Life and Securian Financial Services Inc. Outside of advisory roles, he owns an expense management business, Michael E. Speed, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Steven Kazukietas is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Schwab Private Client Investment Advisors and Charles Schwab Bank during his career. Outside of finance, he assists with coordinating league schedules and registrations at RDV Sportsplex Ice Den in Orlando. 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’s approach 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.