Sam Safdari is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans based on their individual goals. He utilizes Fidelity's resources to provide personalized guidance aimed at helping clients pursue their objectives. Sam's experience at Fidelity Investments spans several roles since 2018, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his comprehensive understanding of financial planning and investment consulting. Outside of his professional work, Sam engages in outdoor adventures, Pilates, reading, skiing, and traveling.

Michael Smith is a Series 66 certified financial advisor with Edward Jones in Orlando, FL, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he is involved in operating a cabinet and countertop franchise, Smithway Ventures, in the Orlando area. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

Di Ivory Edgecomb is a Series 66 licensed financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, Edgecomb worked in real estate and held a position with the City of Hollywood. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Fen Ting Strouse is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Digital Risk LLC from 2012 to 2023. 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 services and access to discretionary separately managed accounts, combining scale with an integrated operational model.

James Houston Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Dw Inc., MSI Financial Services, Inc., and BB&T Investment Services, Inc. Outside of his advisory role, he is a property owner involved in real estate rental activities. 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 portfolio programs, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.

Kerry Luellen is a CFP®-designated financial advisor with Edward Jones in Apopka, FL, where he has worked since 1990, accumulating 36 years of industry experience. He also owns a commercial property management business in Apopka. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a variety of advisory programs and investment solutions under a fiduciary standard.

Steven Zucal is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. In addition to his advisory work, he provides occasional narration and voice-over services through his side business, Success and More LLC. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios alongside an alternative investments program.

Austin Fierko is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment decision process combining quantitative and qualitative research.

Bennett Durkin is a Financial Advisor with Merrill Lynch Wealth Management. He holds a Bachelor's Degree from Rollins College. Further details regarding his professional experience, areas of expertise, or personal interests were not provided.

Gregg Champion is a financial advisor at Morgan Stanley in Winter Park, FL, with 20 years of industry experience. He has been with Morgan Stanley since 2013 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through various programs and affiliated entities.

Julie Tecau is a financial advisor at Edward Jones with five years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones, she was affiliated with Cetera Advisors LLC and Comprehensive Financial Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Antoine Harris is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and OSAIC. Prior to his financial career, he was employed at Lockheed Martin and The Home Depot. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory strategies through a wide range of tools and resources.

Landon Taucher is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and five years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Ameriprise Financial, and teaching positions at the University of North Florida. He also worked briefly at Cafe Andiamo. 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. Schwab offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Robert Miller is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Wells Fargo Clearing and Ameriprise prior to joining Schwab. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Hillary Krawczyk is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2003. 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 plans, corporations, and charitable organizations.

Hamid Abdollahi is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Edward Jones, and Equitable Advisors. Abdollahi is based in Orlando, FL. 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. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.

Edward Corbett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2021 and has a background that includes roles at Pillar Wealth Management and VOYA Financial Advisors. Corbett is also involved with Pillar Wealth Management, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.

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 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes positions at AMERIPRISE FINANCIAL SERVICES, Inc., Robinhood Financial, LLC, and Raymond James Financial. 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, and municipal entities, offering financial planning and consulting with a non-discretionary approach supported by a range of portfolio management styles and affiliated research.