Ronghui Sun is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Charles Schwab, Sun worked at Tailored Management and has experience in education roles at Shuren International School and Terra Marin School. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

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.

Patricia Ahrendt is a financial advisor at Raymond James Financial in Longwood, FL, with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services, Inc. since 2002, including a three-year period at Unconstrained Advisors. 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, corporations, and institutional investors. The firm employs non-discretionary planning and consulting tailored to client goals, using various analytical tools, and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gregory Abdalla is a financial professional with 13 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at multiple firms, including Evershore Financial Group and Securian Financial Services. Abdalla serves on the advisory board of Junior Achievement of Central Florida. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

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.

Joshua Chase is a Series 65 licensed advisor with 13 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, and Kingsview Asset Management. Outside of his advisory work, he participates in a consumer survey panel unrelated to investments. 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 wide range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

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.

Jack Edwards is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Co. since 2022 and previously spent seven years at The Strategic Financial Alliance, Inc. Additionally, Edwards is the owner and principal of Duryea & Edwards CPAs, a CPA firm providing tax return preparation, bookkeeping, payroll, and tax planning services. He is also involved in small business ventures including a personal vehicle rental and 3D printing operation and administrative services through separate LLCs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement services.

Renee Burke is a CFP® professional with 12 years of experience in the financial industry, currently serving clients at Edward Jones since 2014. She holds the Series 66 designation and is based in Mt Dora, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Joel Ingram is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2025. Outside of his advisory role, he provides music instruction as a contractor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

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.

Nicolas Guerrero Campos is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Magnit and Amaru Superfoods SAC. 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, combining non-discretionary client relationships with access to discretionary separately managed accounts and a structured alternative-investment platform.

Kyle Doyle is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Aqua Marketing Group, Publix Super Markets, and the University of North Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor for multiple registered investment companies and model portfolios.

Veronica Woodard is a financial advisor with Edward Jones in Oviedo, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, she held roles at Lyft, Uber, Comcast, and Optivia. Woodard also teaches online courses at Goodwin College and serves as treasurer and board member of The Center of Orlando, where she is involved in fundraising and community relations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Madison Hill is a CFP® professional with 11 years of experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, Madison has been involved with Flight Deck Bar and Grill since 2014. She is also a board member of PARC's (People, Activities, Recreation, Conservation) in Sanford, FL, where she contributes to fundraising and program development to support local children’s summer activities and park maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Paul Holt is a financial advisor with Ameriprise in Oviedo, Florida, holding a Series 63 designation and 40 years of industry experience. He previously worked at Raymond James and Associates for 11 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement income advice.