Mckinley Mitchell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has work history with PFS Investments Inc., Haverty's, Home Depot, BM Wemple Pools, and Southeastern University. His other business activities include sales of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and provides custody and clearing support through Pershing.

Sandra Suehle is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Charles Schwab and its bank affiliate since 2015. 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 associated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a centralized operational structure and extensive due diligence on alternative investments.

Basil Ahmed is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Charles Schwab & Co., Inc. and has prior experience at Bank of New York Pershing, Bank of New York Mellon, Bank of America, Merrill Lynch, and Penske Automotive Group. 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 due diligence on alternative investments.

Michael Gordon Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, Kovack Securities, and Capital Guardian Wealth Management. He also manages wealth clients through GCG Wealth Management in Winter Park, Florida. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and retirement consulting through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios for individual and high-net-worth investors, pension plans, and corporations.

Sonia Preston is a CFP® professional with 28 years of industry experience, currently associated with Charles Schwab in Orlando, FL. Her career includes over a decade at Schwab Private Client Investment Advisory, Inc., as well as a tenure at Principal Financial via Allsource. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Kiley Hard is a Series 66-licensed financial advisor with 10 years of industry experience, currently practicing at OSAIC since 2018. Prior to joining OSAIC, Kiley worked at Sii and John Hancock. Outside of advisory duties, Kiley holds director-level roles in several related businesses, including GenX Financial, Innovative Financial Group/MyRemoteFA, and Sell My Financial Practice. OSAIC serves a diverse client base including individual investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across various asset classes.

Yolanda Copeland is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 11 years of industry experience. Her previous roles include positions at AllGen Financial Advisors, Raymond James & Associates, and Soliarena, LLC. She serves as a board member of the College Park Neighborhood Association in Orlando, FL, where she volunteers with community events and membership activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment advisory services to individual, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Ronghui Sun is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Schwab in 2024, Sun worked at Tailored Management and has experience in education and design fields. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management supported by multi-asset model portfolios and alternative investment due diligence.

John Martinez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Capital Markets before joining J.P. Morgan in 2018. Martinez serves on the boards of several nonprofit organizations, including the Central Florida Commission on Homelessness, Central Florida Foundation, Valencia College, and Prospera, focusing on community development and philanthropic initiatives. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while employing a centralized due-diligence framework.

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 at Osaic Wealth, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Osaic since 2018, following a two-year tenure at Signator Investors, Inc. Outside of his advisory role, he serves on the board of Morning Star Catholic School, a special needs school in Orlando. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm uses a variety of asset-allocation tools and third-party services to construct diversified portfolios across multiple asset classes.

Phillip Holder is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third parties with a diversified investment approach and operates with over 14,000 financial advisors managing approximately $671 billion in assets.

Ivone Orozco Parra is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities since 2006 and JPMorgan Chase Bank, N.A. since 1997. Outside of her advisory role, she also engages in e-commerce as a contractor selling household items online. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, specializing in asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Joel Joffe is a financial advisor at Morgan Stanley in Orlando, FL, holding a Series 66 designation with approximately one year of industry experience. His prior roles include positions at Boucher Brothers Management and involvement with Lebron's Sportsplex. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

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.

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.

Sloan Chamblin is a financial advisor at Merrill with 22 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2000. Outside of his advisory role, he serves as a power of attorney for M G T TOD Beneficiaries on File. 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, pension and profit-sharing plans, corporations, and charitable organizations.

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 with Equitable Advisors in Maitland, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Family Allies and Brevard Family Partnership. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions through program sponsors and third-party managers.

Ferdinand Roccanti is a financial advisor with Morgan Stanley in Orlando, FL, holding a Series 63 credential and 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.