Edvin Rustrian is a financial advisor with Fidelity in Clermont, FL, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones Investment, Valuteachers Agency/National Life Group, and the NYC Department of Education. Outside of finance, he is affiliated with the Iglesia de Dios Pentecostal M.I. Church in Tampa, FL. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and oversee model portfolios incorporating mutual funds, ETFs, and ETPs.

Thomas Squillante is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 63 designation and bringing 50 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he serves as managing partner of Jaymer Group LLC and is involved in family estate planning through Black Aces LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by tools such as Monte Carlo simulations and secular return estimates.

Shaun Tracey is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2013. 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 affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by the Schwab Center for Financial Research.

Travis De Silva is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 credential and has previously worked at Goldman Sachs and Morgan Stanley, including Morgan Stanley Private Bank. Before entering finance, he spent a year working at Cafe Sevilla. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s model blends non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset portfolio strategies and centralized operational infrastructure.

Patrick Lynch is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, his work history includes roles outside the financial industry and periods focused on education and travel. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and Schwab’s centralized operational infrastructure.

Micah Broome is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he worked at Alight Solutions and Publix Supermarkets. 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 advice and access to discretionary separately managed accounts. The firm is noted for its large client base, integrated service model, and a distinctive approach that includes multi-asset model portfolios and alternative investment programs.

Judy Chastain is a financial advisor with Osaic Wealth Inc. in Longwood, Florida, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with Osaic Wealth since 2014. Osaic Wealth, Inc. serves a diverse group of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, using various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Matthew Robertson is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked for Royal Automotive Inc for eleven years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach is primarily model-driven, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Mitchell Schiller is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 credential. His career includes experience at GA Repple & Company and involvement with the University of South Florida and The Masters Academy. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Nader Khela is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He previously worked at Bank of America, N.A. and Merrill for six years. 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, grounded in modern portfolio theory, and includes a broader range of financial product offerings than typical institutional advisers.

Jacob Suberman is a CFP® with nine years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He serves as an investment committee member for the Sefirot Foundation, where he participates in discussions regarding grant distributions to the Jewish community. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 products, such as insurance-related vehicles and bank deposit sweep options.

Melanie Strickland is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Joshua Wintersdorf is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at the Central Florida Young Men's Christian Association and Umatilla Middle School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering tailored strategies across various custody and platform arrangements.

Anthony Wentzell is a financial advisor with Thrivent Investment Management in Orlando, FL, holding a Series 66 designation and over 15 years of industry experience. His prior experience includes roles at J.P. Morgan Securities LLC, Charles Schwab, TD Ameritrade, and E*TRADE Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based analyses and a variety of planning topics without portfolio management for institutional clients.

Lori Michaelson is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley for 13 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

Tiffany Conklin is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 licenses and is based in Orlando, FL. Prior to joining Charles Schwab, she worked briefly at Mount Plymouth IGA Fresh Market and spent several years in full-time education. Charles Schwab 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 a large integrated platform with centralized supervision and custody.

Shane Baker is a Financial Advisor at Merrill Lynch Wealth Management, a role he has held since joining Merrill in 2019. He specializes in areas including college and education planning, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategies, and retirement income. Shane holds the Professional Investment Advisor (PIA) designation. Originally from Satellite Beach, Florida, Shane earned a Bachelor's Degree in Finance with a Concentration in Economics from McNeese State University in Lake Charles, Louisiana. He provides financial advice and guidance focused on uncovering what matters most to clients and their families to create strategies tailored to their financial goals. Fluent in English and German, Shane's personal interests include golfing, surfing, and tennis.

Alexandra Almanza is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo for seven years and had a brief tenure at Khols. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

John Pinkley is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2002. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Rene Espinal is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize advisory roles without individual security recommendations.