Daniel Grisham is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors for over two decades. 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 searches, and customized performance reporting within a non-discretionary program.

Wenyi Gong is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Charles Schwab, Wenyi worked at Maxmara and has concurrent roles affiliated with the University of Central Florida and Orlando Natural Medicine and Acupuncture Clinic. Charles Schwab serves a large client base primarily composed of 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Katherine Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee and co-trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm leverages research and analytics to support its investment approach and offers a wide range of brokerage and advisory solutions.

Maileleiliilii Aiwohi is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of her advisory role, she serves as a board member for the West Orange County Lacrosse Club, helping to coordinate activities and communications among parents and the board. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and maintains a broad range of retail and institutional offerings.

Loc Le is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2012 and works closely with clients to identify and pursue financial goals across various stages of life. Loc holds a Bachelor of Science Degree in Finance from the University of Florida. He has earned both the Certified Investment Management Analyst® designation from the Investments & Wealth Institute® in association with the Yale School of Management and the CERTIFIED FINANCIAL PLANNER™ professional certification. With six years of experience in private banking and lending, he focuses on areas such as pre- and post-retirement needs, college education planning, family wealth management, and tax minimization strategies. Outside of his professional work, Loc enjoys fishing, golfing, tennis, and volleyball. He also supports St. Philip Phan Van Minh Catholic Church and values spending time with his family.

Justin Bickerstaff is a CFP® professional with 10 years of industry experience, currently serving at Raymond James & Associates, Inc. since 2015. He is also the owner of Tyler Mill LLC, a business separate from his advisory work. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Michael Gonzalez is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and has worked with various Charles Schwab entities since 2008. 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 management, supported by multi-asset model portfolios and centralized operational infrastructure.

Joshua Hebert is a financial advisor at Edward Jones in Maitland, FL, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Sears Holdings Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices across the United States.

Virginia Johansmeyer is a Series 66-licensed financial advisor with 25 years of industry experience. She has worked at Merrill since 2010 and previously held roles at Morgan Stanley and Truist Investment Services. Merrill, along 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, high-net-worth clients, and institutional investors.

Dennis Donovan is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to joining UBS, Donovan held roles with the San Diego Padres and Miami Marlins, as well as The Cheesecake Factory. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Benjamin Pasquine III is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as recent experience at Charles Schwab Bank and Charles Schwab Premier Bank. He also worked as an Uber driver from 2021 to 2022. 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. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Joshua Ceballos is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab, he worked with Disney Vacation Club and Hilton Grand Vacations. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and research from its Center for Financial Research.

George Emerson is a financial advisor with Edward Jones in Winter Garden, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Maria Gonzalez Sylva is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses. She has prior experience at Wells Fargo Bank and Charles Schwab & Co., Inc., with a total of 1 year in advisory roles. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with more than 14,000 financial advisors and approximately $671 billion in assets under management.

Dominic Daluga is a financial advisor with Cetera holding Series 63 and Series 65 licenses and two years of industry experience. He is also co-owner of Good Tax Solutions, Inc., where he prepares tax returns and financial statements, and serves as board member and treasurer at Good Insurance, Inc. Both businesses are based in Winter Garden, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and a range of investment program options.

Norman Wright Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2020. His prior roles include positions at Ameriprise Financial Services and ON Investment Management. Outside of his advisory work, he serves as Treasurer for Windermere Little League in Gotha, Florida. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians.

Charles Worrell is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Patricia Donald is a financial advisor at LPL Enterprise with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and IDEA Public Schools. Her background also includes roles at LSI, CORFoundation, and Sandy Hook Promise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with offerings that include financial planning, access to third-party asset managers, and participation in a wrap program.

Megan Rodriguez Velasquez is a financial advisor with Charles Schwab in Orlando, FL, holding Series 66 and Series 63 licenses and bringing five years of industry experience. Her background includes roles at Charles Schwab Bank and Charles Schwab, as well as healthcare organizations Nemours Children Hospital and Advent Health. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary advice and access to discretionary separately managed accounts with multi-asset model portfolios and alternative investment options.

Sara Meyer is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning, with options to combine planning with managed accounts under a consolidated billing program called WealthPlan.