Elvis Ngo is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Charles Schwab since 2010 and Charles Schwab Bank, SSB since 2015. 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 a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and centralized custody and operational infrastructure.

Loretta Miller is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has previously worked at Cetera Advisors LLC and Sunrise Wealth Advisors. In addition to her advisory role, Miller provides administrative support to Synergy Investment Management, an independent investment adviser firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning, asset management, and retirement services to individuals, institutions, and plan participants. The firm supports advisers with research-driven model portfolios, third-party subadvisors, and a variety of investment strategies.

Amanda Mendez is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2018, including prior roles at JPMorgan Chase Bank and Jpmorgan Chase Bank (Mi). J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG considerations.

Shaunah Saint Cyr is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2017. Outside of her advisory role, she creates social media content focused on travel, food, women's health and empowerment, and solo living. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering both non-discretionary and discretionary investment advisory services through wrap fee programs and managed accounts. The firm combines brokerage, custody, and advisory functions with a multi-asset investment approach supported by centralized operational infrastructure.

Scott Chapa is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Amegy Investments, Inc., Zions Capital Advisors, Inc., and Wells Fargo Bank, N.A. Outside of his advisory role, he co-owns CHAPA SQUARED VENTURES, LLC, which invests in private investment opportunities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and a broad range of financial products through banking and insurance affiliates.

Lance Robinson is a CFP®-certified financial advisor at Charles Schwab with two years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank since 2025. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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, supported by multi-asset model portfolios and centralized operational infrastructure.

Nathan Hrdy is a financial advisor at Charles Schwab with a Series 66 credential and approximately one year of industry experience. Prior to joining Schwab, his background includes roles outside the financial industry, primarily in the hospitality sector. 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 and discretionary investment options, utilizing multi-asset model portfolios and access to alternative investments.

Michael Brietz is a Series 66 credentialed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2024. He has two years of industry experience. Outside of advising, he serves as Director of Operations for the Greater Orlando Soccer Academy and is involved in youth soccer refereeing through the Florida Youth Soccer and Florida High School Athletic Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, often utilizing third-party asset managers and programs, and serves clients across wealth levels through a network of Investment Adviser Representatives.

Valeria Arroyave Cardona is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and three years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2014 and has been with Wells Fargo Clearing and Core Technology Services, LLC since 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Cody Cervellera is a CFP® professional with ten years of experience at Edward Jones, beginning in 2016. He operates out of Winter Garden, FL, and holds a Series 66 license. Outside of his advisory role, Cody owns and manages an eBay store where he sells items sourced from thrift stores. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Keith Davis is a financial advisor at Raymond James & Associates with 33 years of industry experience. He has been with Raymond James since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for a family member in health-related matters. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily through non-discretionary relationships.

Alexander Maitski is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial situations and introduce solutions available through Merrill and Bank of America. Alexander holds the designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Liberty High School and attended the University of Central Florida without receiving a degree. He is a member of the Winter Park Rotary Club and participates in community activities with Habitat for Humanity and Second Harvest Food Bank.

Robert O Reilly is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, he held various roles including at Dine Brands and Superjacket Productions, as well as periods dedicated to full-time education and homemaking. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, combining extensive scale with an integrated advisory and brokerage platform.

Anthony Pike is a financial advisor with LPL Financial in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Inc and EP Wealth Strategies. Pike has been involved in community organizations such as the Kiwanis Club of Orlando. 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, including financial planning, model portfolio programs, and institutional platforms.

David Peters is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include positions at TD Ameritrade, 4 Rivers, and Charles Schwab Bank SSB. He also co-owned a carpet cleaning business for two years. Charles Schwab & Co., Inc. serves a large client base of 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 multi-asset model portfolios supported by in-house research and due diligence.

Brian Makoff is a financial advisor at Charles Schwab in Orlando, FL, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2004. 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 research from the Schwab Center for Financial Research.

William Jordan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth strategies that focus on performance, clarity, and long-term success. He works with individuals, families, and business owners, including attorneys, healthcare professionals, corporate executives, and business owners, to develop tailored financial plans that address complex financial decisions. William's practice emphasizes building long-term relationships and delivering comprehensive guidance across investment management, financial planning, tax-efficient strategies, legacy planning, and retirement income. William holds a Bachelor's Degree from the University of Central Florida and is designated as a Personal Investment Advisor (PIA). His approach centers on understanding each client's unique goals, family dynamics, values, and financial opportunities and challenges to create customized roadmaps aligned with their long-term objectives. He assists clients in areas such as portfolio management, estate planning, business succession, risk management, cash flow, and wealth preservation. Outside of his professional role, William participates in the Maitland Rotary Club. He enjoys baseball, chess, golfing, and spending time with his family.

Donovan Mufdi is a CFP® professional with 18 years of experience in financial advising. He has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2022, following seven years at Edward Jones. In addition to his advisory roles, he is an independent contractor financial advisor with Winter Park Wealth Group. He is affiliated with Raymond James Financial Services Advisors, Inc., which provides tailored financial planning and investment consulting services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses risk profiling and analytical tools to support non-discretionary planning and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Samuel Gorovitz is a financial advisor with J.P. Morgan Securities in Orlando, FL. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Ivita Group and American University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, manager selection, and customized performance reporting. The firm employs a centralized due diligence process that combines quantitative and qualitative research to develop model asset allocations.

Brad Fang is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Lyft, JEDirect, Wellfit Parts, and the University of Missouri - St. Louis. 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 relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment programs.