Nicholas Shirkey is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. He has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, Prudential Insurance Company of America, and Pruco Securities, and has a background that includes three years at the University of Central Florida. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Gary Hernquist is a financial advisor with Charles Schwab who holds a Series 63 designation and has 30 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000. 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 client advisory with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research from its Schwab Center for Financial Research.

Rodney Talbot is a financial advisor with Raymond James Financial in Winter Garden, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked with Raymond James Financial Services since 1991 and Raymond James Financial since 2009. Talbot serves as an advisory board member for the SIU Finance Department Alumni and advises the Tau Kappa Epsilon Fraternity board. He is also a partner in the Indianapolis Investment Group and operates a marketing company supporting his financial services practice. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, and supports its advisory network with specialized institutional and municipal consulting services.

Brian Fucile is a financial advisor with Edward Jones in Orlando, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Hunt is a financial advisor with Charles Schwab in Orlando, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, he worked at Enservio for six years and operated Zanzibar Coffee House for two years. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Eric Anderson is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research and analytics.

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 Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Schwab, he held positions including a role at the Florida League of Cities and spent time focused on full-time education and extended travel. 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 centralized supervisory and custody arrangements.

Micah Broome is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab, he worked at Alight Solutions for four years and Publix Supermarkets for five years. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by the Schwab Center for Financial Research.

Judy Chastain is a financial advisor with OSAIC who holds Series 63 and Series 66 designations and has 33 years of industry experience. She has worked at Osaic Wealth Inc. since 2014 and previously spent nine years at Charles Schwab. OSAIC serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various analytical tools and offers multiple program options tailored to diverse client needs.

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 financial advisor with Wells Fargo Clearing in Orlando, FL, holding CFP® and Series 66 designations and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves on the investment committee of the Sefirot Foundation, a nonprofit focused on the Jewish community. 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 a broad range of brokerage and advisory solutions.

Melanie Strickland is a financial advisor with Charles Schwab in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Charles Schwab since 2012 and previously held roles at Wells Fargo Clearing and Morgan Stanley. Charles Schwab serves a large client base 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 a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Joshua Wintersdorf is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has four years of industry experience, including prior work with the Central Florida Young Men's Christian Association and Umatilla Middle School. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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.