Jason Diaz is a Planning Consultant who specializes in helping individuals, families, and business owners make confident financial decisions and build a stronger financial future. He focuses on understanding each client's unique goals, values, and circumstances to co-create personalized financial strategies. Jason works with clients across various financial areas including retirement planning, investing for the future, wealth management, and navigating major life transitions. His professional experience includes roles at Fidelity Investments where he served as Director Retirement Planner from 2025 to 2026, Investment Solutions Representative from 2023 to 2024, and High Net Worth Associate from 2022 to 2023. Prior to that, he worked as a Wealth Management Associate at Spartan Capital Securities, LLC from 2019 to 2021. Outside of his professional work, Jason has interests in cars, family activities, fitness, museums, and swimming.

Jeffrey Peterson is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab since 1993. Outside of his advisory role, he participates occasionally as a background actor in media productions and theme park activities. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a formal alternative-investment onboarding process.

John Thorsen is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for five years before joining Wells Fargo Advisors in 2016. Thorsen is a trustee for multiple practice 401(k) plans and has a partial ownership interest in Thunder Consultants, LLC, operating as Thorsen-Hixenbaugh-Kovaleski Wealth Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients meeting a net-worth threshold.

Michael Maurno is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. In his role, he focuses on building trusted relationships with clients and their families, aiming to make meetings productive and to clearly explain financial matters. He helps clients understand their financial standing in relation to their goals and ensures their investments align with their intended use of funds. Clients can expect comprehensive discussions about their financial situation and portfolios. Michael holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional responsibilities, he is involved in family activities and enjoys fitness and golf.

Gregory Broner is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Wells Fargo Bank and Wells Fargo Advisors before joining Merrill and Bank of America in 2019. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Dario Zapata is a financial advisor with Raymond James Financial who holds a Series 66 credential and has nine years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2018 and also operates Orlando Wealth Management. Outside of his advisory work, he is a partner and owner of PopGolfPro, LLC, a mobile golf-simulator rental business serving events in Central 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional services in municipal advising and SIMPLE IRA employer consulting.

Karrie Verduin is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2012. 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 clients, pension and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Brandon Fair is a Certified Financial Planner® at Edward Jones with 11 years of industry experience. He previously worked at JPM Institutional Investments Inc., JPMorgan Asset Management, and JPMorgan Distributions Services Inc. since 2014. His current role at Edward Jones began in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors and offers discretionary and non-discretionary strategies under a fiduciary standard.

Kelly Barber is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for 17 years. Outside of his advisory role, he is the owner of The Barber Group, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes, supporting implementation through its advisory programs and affiliate network.

Maria Vigil is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1988. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and a wrap-fee structure for its investment approach.

Eduardo Pla Alvarez is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds the Series 65 designation and has worked at Edelman Financial Engines and its predecessor firms since 2024, with prior experience at NYLIFE Securities LLC and New York Life. Eduardo studied at Nova Southeastern University from 2018 to 2024. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

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 63 and Series 66 licenses and one year of industry experience. Prior to joining Charles Schwab, he worked at Mobilelinkusa LLC for four years and Regal Cinemas for two years. He is based in Orlando, FL. 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 advisory relationships and access to discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational support.

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.

Mary Byington is a financial advisor at Merrill with 19 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Truist, United Medical Corporation, Cetera Investment Services LLC, and Regions Bank. Outside of her advisory role, she serves as a board member and fundraising gala committee member for the Coalition for the Homeless of Central Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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 and TD Bank. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Armando Cruz is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Neuberger Berman BD LLC and the NYC Driver Institute. Outside of his advisory work, he provides transportation services through ride-sharing platforms. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and comprehensive operational infrastructure.

Dhanespatti Tiwari is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides guidance and support to clients in managing their investment portfolios and financial strategies. Dhanespatti has experience related to business development, client relations, and trade execution for client portfolios. He has also assisted teams with syndicate portfolio management. He holds the Professional Designation of Personal Investment Advisor (PIA). He earned an Accredited Certificate from George Mason University.

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.