Robert Miller is a financial advisor with Charles Schwab in Orlando, FL, holding Series 65 and Series 66 licenses and with 19 years of industry experience. He has been with Charles Schwab since 2016. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Hillary Krawczyk is a financial advisor with Merrill based in Winter Park, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Merrill since 2003. Merrill provides managed account services through the Select Portfolio Solutions program to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies from its Chief Investment Office along with discretionary and model-based approaches, operating as part of Bank of America’s broader platform.

Hamid Abdollahi is a financial advisor at Charles Schwab with a Series 66 credential and six years of industry experience. His prior roles include positions at Merrill, Edward Jones, and ShariaPortfolio, Inc. Abdollahi is based in Orlando, FL. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Edward Corbett is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with LPL Financial since 2021 and concurrently with Pillar Wealth Management since 2014, as well as with VOYA Financial Advisors from 2014 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Suzanne Reams is a financial advisor at Edward Jones in Winter Park, FL, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Dawn Mcenany is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to that, she was employed at Whispering Winds from 2016 to 2019. 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 both brokerage and advisory solutions.

Megan Propst is a financial advisor with Raymond James & Associates in Oviedo, FL, holding Series 66 and Series 63 licenses and eight years of industry experience. Her prior work includes roles at Robinhood Financial, LLC and Ameriprise Financial Services, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a broad client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Amanda Ceballos is a financial advisor with Primerica Advisors in Lake Mary, FL, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she serves as Senior Tax Accountant at Dulniak Tax and Accounting Services LLC and is President of Sweet Pea Services USA Inc, both focused on tax preparation. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure for its services.

Todd Bryant is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and ChFC® designations and possessing 17 years of industry experience. He is also the CEO of Bryant Wealth Strategies and TAB Consulting LLC, the latter of which provides trivia night services to local country clubs. Additionally, he brokers outside fixed insurance business through Signature Wealth Partners LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

Jeffrey Lader is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 license and previously worked at Edward Jones for seven years. His background also includes roles in software and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Barry is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both individual and corporate financial planning services.

Alwin Martinez Gonzalez is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Investment Planners Inc., Park Avenue Securities, and MML Investors Services. Martinez Gonzalez also operates an insurance brokerage providing guaranteed issue life insurance policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Tiffany Malenfant is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. She has previously worked at Merrill Lynch, Bank of America NA, and Edward Jones. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing guidance through a centralized service team.

Eric Moyle is a financial advisor with Ameriprise in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with an emphasis on assets held in Ameriprise Managed Accounts.

William Spiegel Jr. is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1996. Outside of his advisory role, he serves on the board of the Wekiva Center Association in Apopka, Florida. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kevin Cassidy is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at The Walt Disney Company and held roles at Target, ABCD Early Learning Center, and Party City. 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 affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investments.

Spencer Mangum is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients pursue their financial goals through family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He holds a Bachelor's Degree from Rollins College, where he also played collegiate baseball. Spencer has earned the Personal Investment Advisor (PIA) designation. He is actively involved with the Fellowship of Christian Athletes (FCA) and Forge Ministries. Outside of his professional work, Spencer enjoys playing golf, baseball, football, and pickleball, as well as spending time with family. He also volunteers in his community.

Kenneth Mitchell is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and 47 years of industry experience. He has been associated with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, delivering investment strategies primarily through model portfolios created by unaffiliated asset managers.

Erica Ow is an Investment Consultant at Fidelity Investments. In her current role, she collaborates with clients to understand their financial goals and develop personalized investment strategies that align with their priorities. She emphasizes clear communication and building strong partnerships with clients. Erica has been with Fidelity Investments since 2021 and has held various positions including Financial Representative, Relationship Manager, and Planning Consultant. Her experience spans multiple aspects of financial planning and client relationship management within the firm. Outside of her professional work, Erica has interests in art, concerts, fitness, social events with friends, reading, and traveling.

Anna Sobczak is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and having nine years of industry experience. She is also the president of King Kracken, a fishing clothing company that sells online. Sobczak has been with Charles Schwab since 2015 and with King Kracken since 2017. 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and order-routing arrangements.