Brian Youngs is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including LifeWealth Investments LLC, Madison Avenue Securities, Edward Jones, and Ally Financial. 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 provides a range of advisory and brokerage services using a variety of investment strategies and technology tools to support its extensive network of advisors.

Michael Lipscomb is a financial advisor with Ameriprise in Orlando, FL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Ameriprise and its affiliates since 2014. Outside of his advisory role, he works as a business coach. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Ronda Wilson is a CFP® professional with 21 years of industry experience, currently advising at Cetera. Her prior experience includes roles at Concourse Financial Group Securities Inc, Waddell & Reed Inc, and operating her own financial services firm, RJ Wilson Investments & Insurance. She serves on the Valencia College Business Advisory Council, engaging with local businesses on educational program development and workforce skills. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

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.

Kelly Barber is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He held prior roles at Edward Jones for 17 years before joining Raymond James and Concurrent Advisors. Outside of advising, Barber is the CEO of The Barber Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting services aligned with client goals.

Maria Vigil is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1988. Primerica Advisors primarily serves 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 supports trade execution and custody through BNY Mellon Advisors and Pershing.

Esteban Rondon is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Christopher Abel Viteri, Headquarter Toyota, Classic Davila Floor, and Express Car Wash. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implementing solutions through third-party asset managers and LPL-sponsored programs.

Tracy Wilson is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds the Series 63 and Series 66 designations. Based in Orlando, FL, her career has been focused within this firm for over 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

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.

Anton Lohn is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, with prior experience at Bank of America, Merrill Lynch, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, with recommendations that may incorporate an ESG eligibility framework.

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.