Eric Storts is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. from 2015 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peter Hopper is a financial advisor with Charles Schwab, holding the Series 63, 65, and 66 designations and 12 years of industry experience. His prior work includes roles at JP Morgan Securities, Bank of America, Equitable Advisors, and involvement with Tidal Realty Group and Google Fiber. Charles Schwab 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, utilizing multi-asset model portfolios and a centralized operational structure.

Samuel Weiner is a financial advisor at Raymond James Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2013, as well as Concurrent Advisors and Concurrent Retirement Solutions in prior roles. Outside of his advisory work, he is co-owner of Winter Park Wealth Group and serves as trustee of a family life insurance trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with municipal and public finance capabilities, along with specialized advisory programs.

Jared Yule is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies that consider clients' full financial pictures and evolving market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to help clients pursue their long-term financial goals. Jared's areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Roanoke College and has earned the Personal Investment Advisor (PIA) designation. Committed to community involvement, Jared participates in volunteer activities within the communities he serves. Outside of work, he enjoys biking, boating, camping, chess, fishing, golfing, music, skiing, spending time with his family, and traveling.

Daniel Cronin is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robinhood Markets and Robinhood Financial. Cronin studied at Florida State University before beginning his career in financial services. Raymond James & Associates is a 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 municipal entities, offering financial planning and investment consulting through various advisory programs and an extensive affiliate network.

Ashley Oglesby is a Series 66-licensed financial advisor with Edward Jones, based in Orlando, FL, and has three years of industry experience. She has worked at Edward Jones since 2017, with a brief period of unemployment from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Raul Gonzalez is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Morgan Stanley and a year with RR Tire LLC. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Brian Adamson is a financial advisor with Raymond James Financial in Orlando, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked with firms including Alpha Investors, LLC and Wyndham Destinations, and currently operates Sullivan Adamson Financial LLC as an owner and officer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and uses analytical tools for scenario modeling, supporting clients through its advisory programs and partnerships focused on municipal advisory and SIMPLE IRA consulting services.

Mark Kaczmarek is a financial advisor at Cetera with over 21 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked with Cetera and its affiliates since 2013. In addition to his advisory role, he serves as Vice President and Employee Benefits Practice Leader at Cottingham & Butler, focusing on group insurance coverage, and acts as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kyle Williams is a financial advisor with LPL Financial in Altamonte Springs, FL, holding a Series 66 designation and 16 years of industry experience. His previous roles include positions at Wells Fargo Clearing, Fifth Third Securities, BB&T Investment Services, and Edward Jones. Outside of his advisory work, he plays guitar in a church band at Holy Cross Lake Mary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Aaron Paul is a financial advisor with LPL Financial, holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Solutions Group Accounting Firm, Concourse Financial Group Securities Inc., and Waddell & Reed. He is also the owner of MTA Coaching, a life coaching business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisory services through a broad network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Tyson Brown is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has previously worked at ALORICA, Asurion Insurance, and Sears Home Services. Outside of his advisory role, Brown engages in motivational speaking through YouTube and podcast platforms on topics related to personal growth and development. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Garrett Graham is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is notable for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Giovanny Bravo Vazquez is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in the restaurant industry and held roles in education at both the University of South Florida and East Ridge High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement planning focused on income sources and tax-aware withdrawal strategies. The firm combines investment research, third-party data, and proprietary tools to support advisors in delivering personalized recommendations.

Coleby Wright is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with two years of industry experience. Prior to his current role, he worked at Gerson Lehrman Group and held positions in healthcare companies including Acadia Healthcare and Universal Health Services. He is also involved with Bull and Bear Wealth Management Partners in Orlando, FL. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple account platforms and proprietary model strategies through a large network of Financial Professionals.

Preston Davis Garcia is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at JPMorganChase and various positions unrelated to finance. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services combined with brokerage, custody, and cash-sweep solutions.

Ally Monteagut is a financial advisor at Morgan Stanley in Winter Park, FL, holding a Series 66 designation with 12 years of industry experience. Prior to joining Morgan Stanley in 2021, Ally worked at Wells Fargo Clearing from 2016 to 2021. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved tools to develop financial plans.

Corey Dangelo is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2014. Outside of his advisory role, he was involved with the Wagon Wheel Flea Market and the University of Central Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

David Cross is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. Prior to his current role, he has also worked with Bank of America, N.A. since 2003. Outside of his advisory work, Cross serves as Treasurer for the Mennello Museum of American Art and the Winter Park Health Foundation, and he is an advisory board member for Mead Botanical Gardens. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Christopher Reed is a financial advisor with LPL Financial in Altamonte Springs, FL, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Cetera Advisors, Stifel, UBS Financial Services, and A.G. Edwards & Sons. Reed is also the owner of Matchpoint Financial, LLC, a business entity associated with his LPL commissions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives utilizing both proprietary and third-party investment strategies.