Mark Schirmer is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2017, including time at Charles Schwab Bank, SSB, as well as prior roles at Bank of America and Merrill. He is based in Orlando, Florida. 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 managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kent Thorsen is a financial advisor with Wells Fargo Advisors in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James & Associates, Inc. and spent a year at the University of Tampa. Thorsen has a 20% ownership interest in Thunder Consultants LLC dba Thorsen Hixenbaugh Kovaleski Wealth Advisors, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu to clients meeting a net-worth threshold, including specialized services such as business-owner transition and special-needs planning.

Titian Austin is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Merrill since 1981 and has been affiliated with Bank of America since 2009. In addition to his advisory role, he is an owner of WAHA LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional plans.

Rodaisis Varela is a financial advisor with Merrill in Winter Park, FL, holding a Series 66 designation and five years of industry experience. He has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hannah Turner is a financial advisor at Merrill with 12 years at the firm and holds a Series 66 designation. She has two years of industry experience and is based in Orlando, FL. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Schmale is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Charles Schwab since 2007. 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 advisory, brokerage, custody, and cash-sweep services. The firm’s investment approach includes multi-asset model portfolios with strategic asset allocation and access to discretionary separately managed accounts managed by an affiliate.

John Yuzzolin is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Wells Fargo entities since 2013, including Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large team of financial advisors. The firm offers both brokerage and advisory solutions, with an emphasis on research-driven investment approaches and a range of financial products distributed through affiliated bank and insurance entities.

Anthony Gilotti is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Regions Bank. He serves as Treasurer and board member of The DeBary Foundation, a nonprofit focused on funding community projects in parks, arts, and conservation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Champagne is a financial advisor with Edward Jones in Winter Springs, FL. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked at McKee Foods Corporation for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Frank Blackard is a financial advisor at Cetera with 54 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Cetera and its related entities since 2015. Blackard was also involved with Masters Prosports & Entertainment from 2016 to 2021 and operates Blackard Financial Services, LLC. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional accounts, offering both discretionary and non-discretionary portfolio management along with various program structures. The firm supports a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets through a network of more than 10,000 advisors.

Maryann Mulhearn is a financial advisor at Merrill with 33 years of industry experience. She has been with Merrill since 2006 and holds the Series 63 designation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Vidal is a financial advisor with Wells Fargo Clearing in Winter Park, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at NYLIFE Securities LLC, Facet Wealth, JP Morgan Securities LLC, and JPMorgan Chase Bank. Outside of finance, he has worked at Uber for several years. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jenny Savallo is a financial advisor at Morgan Stanley with 37 years of industry experience. She has previously worked at Merrill for 10 years before joining Morgan Stanley Smith Barney LLC in 2020. She holds Series 63 and Series 66 credentials and is based in Orlando, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning and uses structured tools and model-based projections as part of its planning process.

Blake Smith is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Western Southern Life and W&S Brokerage Services. Outside of his advisory role, he is the owner of BTS Properties LLC in Charleston, SC. 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 advisory recommendations and access to discretionary separately managed accounts using multi-asset model portfolios and alternative investments.

Charles Bosworth is a CFP® with over 31 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has held advisory roles at several firms, including Merrill and Banc of America Investment Services. Outside of his advisory work, he owns a tax preparation business focused on individual 1040 tax planning and preparation. 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, corporations, and institutional clients. The firm uses tailored non-discretionary planning and advanced analytical tools to help clients achieve their goals and supports a broad network of advisors and affiliated firms.

Jeannette Whipple is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She previously worked at LPL Financial for 12 years before joining her current firm in 2025. Whipple holds Series 63 and Series 66 licenses. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both proprietary and third-party strategies with multiple implementation options.

Timothy Tracey is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates is a large, 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, pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and drawing on multiple portfolio management styles and affiliated research.

Matthew Fosnow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and with 25 years of industry experience. He has been with Raymond James and its affiliates since 2001 and is also the owner and operator of Fosnow Wealth Management and The Infinity Group. Both businesses support his advisory practice and are located in Apopka, Florida. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers, with specialized services in municipal finance and SIMPLE IRA employer consulting.

John Greene is a CFP® with 11 years of experience in the financial industry and is currently with Raymond James Financial Services Advisors, Inc., where he has worked for 10 years. His prior experience includes a year at Concourse Financial Group Securities, Inc. Outside of his advisory work, Greene was involved in the restaurant business with The Osprey Tavern from 2016 to 2020. He is also the CEO of Greene Wealth Management, a financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services for a diverse client base ranging from individuals to institutional clients, employing tailored non-discretionary planning and analytical tools to support client goals.

Christopher Di Felice is a financial advisor with UBS Financial Services in Winter Park, FL. He holds a Series 66 designation and has one year of industry experience, including previous roles at Truist Financial Corporation and LanderGroup. He attended the University of Tennessee - Knoxville from 2019 to 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.