Mckinley Mitchell is a financial advisor with Primerica Advisors in Winter Park, FL, holding Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at PFS Investments Inc., Haverty's, Home Depot, and BM Wemple Pools. He is also involved with Faith Assembly of God Orlando since 2026. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

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.

Kiley Hard is a Series 66 licensed financial advisor with 11 years of industry experience. He has been with Osaic since 2018 and previously worked at Sii and John Hancock. Hard is also involved in several financial services-related business activities, including roles as Director of Operations and Director of Client Relations at multiple LLCs. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment approach and a multi-advisor platform.

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 with J.P. Morgan Securities in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at PNC Capital Markets for five years. Martinez serves on multiple nonprofit boards, including the Central Florida Commission on Homelessness and the Central Florida Foundation, and is a trustee at Valencia College. He is also a director at Prospera, a nonprofit focused on supporting Hispanic entrepreneurs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary advice on asset allocation, investment manager selection, and customized performance reporting. The firm combines systematic quantitative screens with qualitative research to support its advisory process, and has expanded capabilities in derivatives and commodities through specialized registrations.

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. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining Raymond James, he worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. He is the CEO of DP Wealth Strategies and is involved in brokering and providing life insurance solutions. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and utilizes risk profiling and analytical tools to support client goals.

Robert Breske is a financial advisor with Osaic Wealth, Inc. in Orlando, FL, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked at Osaic Wealth since 2018, following prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory work, Breske serves on the board of Morning Star Catholic School, a special needs school in Orlando. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based asset allocation and portfolio optimization approach, with a broad range of managed account programs and third-party manager options.

Phillip Holder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has previously worked at J.P. Morgan Securities, Chase Investment Services Corp., Jesup & Lamont Securities Corp, and Merrill. 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 that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Rodney Mackey is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to understand their overall financial situations and priorities, co-creating financial road maps and implementing strategies tailored to their preferences and changing life events. Rodney has been with Fidelity Investments since 2017, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative Help Desk before becoming a Planning Consultant. This experience has provided him with a comprehensive understanding of investment solutions and customer relationship management. Outside of his professional responsibilities, Rodney engages in family activities, fitness, military service, reading, running, and traveling.

Rebecca True is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Triad Advisors, Inc., Merrill, and Advest, Inc. True is a committee member of the Central Florida Foundation and owns True Capital Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Douglas Knudsen is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Charles Schwab since 2014. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Aluizio Pacheco is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following five years at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients in financial decision-making.

Sloan Chamblin is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000. Outside of his advisory role, he serves as a power of attorney for certain beneficiaries. 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, offering model-based and discretionary investment strategies for individuals and institutional clients.

Brad Schneider is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has worked at LPL Financial since 2012 and previously at Ameriprise from 2005 to 2012. Schneider also operated Good Life Advisors, LLC for 12 years. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Patricia Ziegenfuss is a financial advisor at Charles Schwab with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018. Her prior experience includes tenure at Morgan Stanley and Morgan Stanley Smith Barney from 2012 to 2017. 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 combines non-discretionary advisory with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

William Bucher is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Family Allies and Brevard Family Partnership. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers a range of firm-offered and third-party advisory solutions.

Ferdinand Roccanti is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 63 credential and 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Lawrence Johnson is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Enterprise and has held positions at firms including Charles Schwab, USAA Financial Planning Services, and Robinhood Financial. Outside of his advisory role, Johnson is the owner of V's Barbershop and serves on the board of the Roper YMCA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.