Fen Ting Strouse is a financial advisor with Charles Schwab holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Charles Schwab, Fen Ting worked at Digital Risk LLC for eleven years. 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 options supported by centralized custody, supervisory services, and a multi-asset model portfolio approach.

James Houston Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kerry Luellen is a CFP®-designated financial advisor with Edward Jones in Apopka, FL, where he has worked since 1990, accumulating 36 years of industry experience. He also owns a commercial property management business in Apopka. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices. The firm offers a variety of advisory programs and investment solutions under a fiduciary standard.

Steven Zucal is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. In addition to his advisory work, he provides occasional narration and voice-over services through his side business, Success and More LLC. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios alongside an alternative investments program.

Austin Fierko is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various asset classes and employs a centralized investment decision process combining quantitative and qualitative research.

Gregg Champion is a financial advisor at Morgan Stanley in Winter Park, FL, with 20 years of industry experience. He has been with Morgan Stanley since 2013 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through various programs and affiliated entities.

Julie Tecau is a CFP® and holds a Series 66 license with five years of industry experience. She has been with Edward Jones since 2021 and is based in Winter Park, FL. 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 nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets.

Antoine Harris is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services Inc., Harris & Associates, The Home Depot, and Lockheed Martin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Landon Taucher is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and five years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Ameriprise Financial, and teaching positions at the University of North Florida. He also worked briefly at Cafe Andiamo. 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. Schwab offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Robert Miller is a financial advisor with Charles Schwab in Orlando, FL, holding Series 65 and Series 66 licenses and with 19 years of industry experience. He has been with Charles Schwab since 2016. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Hillary Krawczyk is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2003. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hamid Abdollahi is a financial advisor at Charles Schwab with a Series 66 credential and six years of industry experience. His prior roles include positions at Merrill, Edward Jones, and ShariaPortfolio, Inc. Abdollahi is based in Orlando, FL. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Edward Corbett is a financial advisor with LPL Financial in Winter Park, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with LPL Financial since 2021 and concurrently with Pillar Wealth Management since 2014, as well as with VOYA Financial Advisors from 2014 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Suzanne Reams is a financial advisor at Edward Jones in Winter Park, FL, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Dawn Mcenany is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2020. Prior to that, she was employed at Whispering Winds from 2016 to 2019. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Megan Propst is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Robinhood Financial, LLC and Ameriprise Financial Services, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Todd Bryant is a CFP® and ChFC® affiliated with Raymond James Financial Services Advisors, Inc. He has 18 years of experience in financial advisory roles and currently leads Bryant Wealth Strategies as CEO. Outside of his advisory work, he owns TAB Consulting LLC, which provides trivia night services to local country clubs. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical and risk-profiling tools, and is noted for its municipal advisor affiliation and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Lader is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 license and previously worked at Edward Jones for seven years. His background also includes roles in software and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Barry is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both individual and corporate financial planning services.

Alwin Martinez Gonzalez is a financial advisor with LPL Financial in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Investment Planners Inc., Park Avenue Securities, and MML Investors Services. Martinez Gonzalez also operates an insurance brokerage providing guaranteed issue life insurance policies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.