David Peters is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include positions at TD Ameritrade, 4 Rivers, and Charles Schwab Bank SSB. He also co-owned a carpet cleaning business for two years. Charles Schwab & Co., Inc. serves a large client base of 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 multi-asset model portfolios supported by in-house research and due diligence.

Brian Makoff is a financial advisor at Charles Schwab in Orlando, FL, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2004. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Steven Lehrer is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, Ameriprise, and other financial firms. Lehrer is based in Winter Springs, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

William Jordan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth strategies that focus on performance, clarity, and long-term success. He works with individuals, families, and business owners, including attorneys, healthcare professionals, corporate executives, and business owners, to develop tailored financial plans that address complex financial decisions. William's practice emphasizes building long-term relationships and delivering comprehensive guidance across investment management, financial planning, tax-efficient strategies, legacy planning, and retirement income. William holds a Bachelor's Degree from the University of Central Florida and is designated as a Personal Investment Advisor (PIA). His approach centers on understanding each client's unique goals, family dynamics, values, and financial opportunities and challenges to create customized roadmaps aligned with their long-term objectives. He assists clients in areas such as portfolio management, estate planning, business succession, risk management, cash flow, and wealth preservation. Outside of his professional role, William participates in the Maitland Rotary Club. He enjoys baseball, chess, golfing, and spending time with his family.

Donovan Mufdi is a CFP® professional with 18 years of experience in financial advising. He has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2022, following seven years at Edward Jones. In addition to his advisory roles, he is an independent contractor financial advisor with Winter Park Wealth Group. He is affiliated with Raymond James Financial Services Advisors, Inc., which provides tailored financial planning and investment consulting services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses risk profiling and analytical tools to support non-discretionary planning and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Samuel Gorovitz is a financial advisor with J.P. Morgan Securities in Orlando, FL. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Ivita Group and American University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, manager selection, and customized performance reporting. The firm employs a centralized due diligence process that combines quantitative and qualitative research to develop model asset allocations.

Brad Fang is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade, Lyft, JEDirect, Wellfit Parts, and the University of Missouri - St. Louis. 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 in-house research and alternative investment programs.

Analee Johnson is a financial advisor at Edward Jones in Orlando, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, she worked in various roles including at Club Pilates and Valencia College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Andy Rampersaud is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Securities America Advisors, Investacorp Advisory Services, Cambridge Investment Research Advisors, and Ameriprise. He operates Rampersaud Wealth Management as a DBA for his LPL business. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Bradley Geltzer is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2021 and previously held positions at firms including Cetera Investment Services and LPL Financial. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Timothy Koerper is a CFP® professional with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Chase Investment Services Corp. and Morgan Stanley DW Inc. in addition to earlier service at Wells Fargo Clearing. Outside of his advisory work, he is involved in co-owning business ventures with his spouse. 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 manages substantial assets and offers a combination of brokerage and advisory solutions backed by research and analytics.

Susan Baiocco is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Tyson Smith Jr. is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His work history includes prior roles at Raymond James & Associates, Inc. and positions outside finance in hospitality and retail. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports municipal and public finance work uncommon among large institutional advisors.

Kenneth Mullins is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Prudential Insurance Company of America, Pruco Securities, PNC Investments, and Merrill. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses primarily model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Blake Darnell is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, he held roles at the University of Central Florida and Grafton Street Pub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kevin Ryan is a financial advisor with Charles Schwab holding CFP® and ChFC® designations and more than 28 years of industry experience. He has worked at a range of firms including Morgan Stanley, Goldman Sachs, United Capital Financial Advisers, and TD Ameritrade. He 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 related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Amanda Metcalf is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets. The firm offers both brokerage and advisory solutions and employs research-based investment approaches grounded in diversification and modern portfolio theory.

Matthew Sloan is a financial advisor with Merrill in Orlando, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2009. Outside of his advisory role, he is a sole owner of a rental property. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient strategies, leveraging its integration with Bank of America affiliates and a comprehensive platform supporting trading and lending activities.

Vadim Klochko is a financial advisor with Edward Jones in Winter Springs, FL, holding the CFP® designation and Series 66 license, with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 advisors and managing approximately $1.01 trillion in assets under management.

Makenna Presley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she worked at FMR LLC and HBK Source Financial LLC. Outside of her advisory role, she has worked as a service technician for C.R. Water Treatment Services and as an employee at Publix Supermarkets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is known for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of AI-driven research methods.