Morgan Metcalf is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Allstate Benefits. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, implementing tailored strategies through both in-house and third-party managers.

Luis Figueroa Suarez is a financial advisor at Charles Schwab with Series 66 and Series 63 designations and one year of industry experience. His prior work includes roles at Mobilelinkusa LLC and Regal Cinemas. Charles Schwab & Co., Inc. serves a large 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. Schwab offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Taylor Cowgill is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and MassMutual Life Insurance. Based in Orlando, FL, Cowgill's background includes roles in both financial services and other sectors such as dental care and retail. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 solutions, supported by a large integrated platform and centralized operational structure.

John Bihler is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and analysis from its Global Investment Committee.

Ashley Laubach is a financial advisor with UBS Financial Services in Windermere, FL, holding a Series 66 designation and 23 years of industry experience. She has worked at UBS Financial Services and UBS PaineWebber since 2001 and 2002, respectively. Laubach is a member of the National Association of Professional Women, a network that provides professional development resources. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services supported by proprietary research and capital market models.

Gerardo Davila Diaz is a financial advisor with Charles Schwab in Orlando, FL, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at JPMorgan Chase, TD Bank, and American Income Life. Charles Schwab & Co., Inc. serves a large client base, mainly 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 multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

Armando Cruz is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Neuberger Berman BD LLC and the NYC Driver Institute. Outside of advisory work, he provides transportation services through ride-share platforms. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering bundled advisory, brokerage, custody, and financial planning services. The firm’s investment approach includes both non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Alex Martin is a Planning Consultant at Fidelity Investments, a role held since 2023. In this position, Alex collaborates closely with clients to understand their financial needs and goals, developing strategies and plans tailored to those objectives and adapting them as circumstances evolve. Alex's professional background includes experience as a Senior Team Manager at Charles Schwab from 2022 to 2023 and as a Service Team Lead at the same company from 2019 to 2022. This progression reflects a solid foundation in financial services and client management. Outside of work, Alex has interests in fitness, football, golf, pets, and puzzles.

Francine Stessel is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at Ameriprise Financial Services LLC since 2024 and previously spent 14 years at Edward Jones. She is based in Clermont, FL. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research and modeling with tax-efficient strategies and offers a range of advisory, brokerage, and insurance solutions through affiliated companies.

Andrew Niklaus is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Merrill Lynch for five years before joining Raymond James in 2020. In addition to his role at Raymond James, he works as an independent contractor financial advisor for Agility Wealth Management. 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, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs various analytical tools to help clients evaluate potential outcomes.

Elvis Ngo is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab since 2010 and Charles Schwab Bank, SSB since 2015. 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 a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and centralized custody and operational infrastructure.

Loretta Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has previously worked at Cetera Advisors LLC and Sunrise Wealth Advisors. In addition to her advisory role, Miller provides administrative support to Synergy Investment Management, an independent investment adviser firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning, asset management, and retirement services to individuals, institutions, and plan participants. The firm supports advisers with research-driven model portfolios, third-party subadvisors, and a variety of investment strategies.

Amanda Mendez is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2018, including prior roles at JPMorgan Chase Bank and Jpmorgan Chase Bank (Mi). J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations.

Shaunah Saint Cyr is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2017. Outside of her advisory role, she creates social media content focused on travel, food, women's health and empowerment, and solo living. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering both non-discretionary and discretionary investment advisory services through wrap fee programs and managed accounts. The firm combines brokerage, custody, and advisory functions with a multi-asset investment approach supported by centralized operational infrastructure.

Scott Chapa is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Amegy Investments, Inc., Zions Capital Advisors, Inc., and Wells Fargo Bank, N.A. Outside of his advisory role, he co-owns CHAPA SQUARED VENTURES, LLC, which invests in private investment opportunities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and a broad range of financial products through banking and insurance affiliates.

Lance Robinson is a CFP®-certified financial advisor at Charles Schwab with two years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank since 2025. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 multi-asset model portfolios and centralized operational infrastructure.

Nathan Hrdy is a financial advisor at Charles Schwab with a Series 66 credential and approximately one year of industry experience. Prior to joining Schwab, his background includes roles outside the financial industry, primarily in the hospitality sector. 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 and discretionary investment options, utilizing multi-asset model portfolios and access to alternative investments.

Michael Brietz is a Series 66 credentialed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2024. He has two years of industry experience. Outside of advising, he serves as Director of Operations for the Greater Orlando Soccer Academy and is involved in youth soccer refereeing through the Florida Youth Soccer and Florida High School Athletic Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, often utilizing third-party asset managers and programs, and serves clients across wealth levels through a network of Investment Adviser Representatives.

Valeria Arroyave Cardona is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and three years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2014 and has been with Wells Fargo Clearing and Core Technology Services, LLC since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Cody Cervellera is a CFP® professional with ten years of experience at Edward Jones, beginning in 2016. He operates out of Winter Garden, FL, and holds a Series 66 license. Outside of his advisory role, Cody owns and manages an eBay store where he sells items sourced from thrift stores. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.