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.

Ruy Diaz Hernandez is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill, Bank of America, and Compass Group USA. 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 when recommending strategies.

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 Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Charles Schwab & Co., Inc. and held various roles at Publix. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs. The firm also holds regulatory registrations uncommon among large institutional peers and incorporates AI and systematic methodologies in its investment process.

Coleby Wright is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Orlando, FL, and has two years of industry experience. Prior to joining Cambridge, he worked at Gerson Lehrman Group and in the healthcare sector with Acadia Healthcare and Universal Health Services. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using multiple custody platforms and a combination of proprietary and third-party strategies.

Preston Davis Garcia is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Schwab, he worked at JPMorganChase. 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 a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure includes centralized custody and compliance services along with multi-asset model portfolios and alternative investment options.

Wayne Cook is a financial advisor with LPL Financial in Kissimmee, FL, holding a Series 66 designation and 22 years of industry experience. He previously worked at Invest Financial Corporation for 15 years and has been involved with WEC Associates for over two decades, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kyler Stokes is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of experience in the industry, including prior roles at Equitable Advisors and Cambridge Investment Research, as well as work outside the financial sector at Walt Disney World and Loews Hotels. Cambridge Investment Research Advisors is a large SEC-registered firm 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, utilizing various custodial platforms and both proprietary and third-party investment strategies.

Ally Monteagut is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Morgan Stanley since 2021 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

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 Brach is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and seven years of industry experience. He has been with Bank of America, N.A. and Merrill since 2019, following three years at Wyndham Grand Orlando Resort Bonnet Creek. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Thomas Cleary is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked for UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory career, he is involved in private real estate investments through family and partnership LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Bradford Hahn is a financial advisor with Edward Jones in Oakland, Florida, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Brook Furniture Rental from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Justin Moreno is a financial advisor with Merrill in Orlando, FL, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Bank of America, Charles Schwab, and TD Bank. 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 plans, corporations, and charitable organizations.

John Ashworth is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2011 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Ashworth serves as Treasurer of the Parkinson Association of Central Florida and provides budget and investment feedback for the Foundation for Seminole County Public Schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.