Albaneliz Ortiz is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at National Debt Relief, Paylocity, and Huh Oh Studios, where she was employed for five years. 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 a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Nancy Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She is based in Sebastian, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edward Chairvolotti is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2008 and also operates Chairvolotti Financial, Inc., an independent advisory firm providing financial planning and consulting services. Chairvolotti serves as a for-profit board member of Imagine America Foundation Publishing Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from internal and third-party sources.

Kristina Dhountal is a financial advisor with Edward Jones in Orlando, FL, holding CFP® and ChFC® designations and over 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is the CEO of Chicks, a for-profit education business where she serves as a teacher and coach. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Brooke Barry is a Financial Advisor Trainee at Merrill Lynch Wealth Management. In this role, Brooke is developing skills and expertise in financial advising within the wealth management sector. Brooke is currently gaining experience in this area under the guidance of the Merrill Lynch team.

Chris Barfield is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2006 to 2023. 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide adviser network.

Timothy Clark is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 26 years before joining Wells Fargo in 2019. He is based in Winter Park, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings than typical institutional advisors.

Richard Domroski is a financial advisor with Wells Fargo Clearing in Orlando, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Mckinley Mitchell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has work history with PFS Investments Inc., Haverty's, Home Depot, BM Wemple Pools, and Southeastern University. His other business activities include sales of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and provides custody and clearing support through Pershing.

Michael Holt is a financial advisor with Equitable Advisors in Orlando, FL. He holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Tyger Asset Holdings, LLC, Atlas Group LTD, and Smith Viceroy Capital. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing multiple program sponsors and third-party managers to provide advisory and brokerage solutions.

Sandra Suehle is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Charles Schwab and its bank affiliate since 2015. 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 associated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure and extensive due diligence on alternative investments.

Basil Ahmed is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Charles Schwab & Co., Inc. and has prior experience at Bank of New York Pershing, Bank of New York Mellon, Bank of America, Merrill Lynch, and Penske Automotive Group. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence on alternative investments.

Michael Gordon Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, Kovack Securities, and Capital Guardian Wealth Management. He also manages wealth clients through GCG Wealth Management in Winter Park, Florida. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and retirement consulting through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios for individual and high-net-worth investors, pension plans, and corporations.

Kiley Hard is a Series 66-licensed financial advisor with 10 years of industry experience, currently practicing at OSAIC since 2018. Prior to joining OSAIC, Kiley worked at Sii and John Hancock. Outside of advisory duties, Kiley holds director-level roles in several related businesses, including GenX Financial, Innovative Financial Group/MyRemoteFA, and Sell My Financial Practice. OSAIC serves a diverse client base including individual investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across various asset classes.

Yolanda Copeland is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 11 years of industry experience. Her previous roles include positions at AllGen Financial Advisors, Raymond James & Associates, and Soliarena, LLC. She serves as a board member of the College Park Neighborhood Association in Orlando, FL, where she volunteers with community events and membership activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment advisory services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

John Martinez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Capital Markets before joining J.P. Morgan in 2018. Martinez serves on the boards of several nonprofit organizations, including the Central Florida Commission on Homelessness, Central Florida Foundation, Valencia College, and Prospera, focusing on community development and philanthropic initiatives. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while employing a centralized due-diligence framework.

Michael Wytiaz is a CFP®-designated financial advisor with Charles Schwab in Orlando, FL, bringing 42 years of industry experience. He has held positions at Charles Schwab since 2012 and has longstanding affiliations with Jackson National Life Insurance Company and Reassure America Life Insurance Company. Outside of his advisory work, he is a managing member of Big Hammer of Florida, LLC, involved in marine manufacturing and services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts. Schwab’s scale and integrated service model provide comprehensive wealth management and custody solutions across a broad client base.

David Pieronowski is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Orlando, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Raymond James in 2021, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for seven years. He is also CEO of DP Wealth Strategies and is involved in brokering and planning life insurance solutions through multiple affiliated insurance agencies. 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 a focus on risk profiling, modeling, and specialized programs including municipal advisory and SIMPLE IRA employer services.

Robert Breske is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Osaic since 2018, following a two-year tenure at Signator Investors, Inc. Outside of his advisory role, he serves on the board of Morning Star Catholic School, a special needs school in Orlando. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm uses a variety of asset-allocation tools and third-party services to construct diversified portfolios across multiple asset classes.

Phillip Holder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a governing board member and treasurer for Emma Jewel Charter Academy in Cocoa, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third parties with a diversified investment approach and operates with over 14,000 financial advisors managing approximately $671 billion in assets.