Peter Hopper is a financial advisor with Charles Schwab, holding the Series 63, 65, and 66 designations and 12 years of industry experience. His prior work includes roles at JP Morgan Securities, Bank of America, Equitable Advisors, and involvement with Tidal Realty Group and Google Fiber. Charles Schwab 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 affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Samuel Weiner is a financial advisor at Raymond James Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2013, with prior roles at Concurrent Retirement Solutions and Concurrent Advisors. Outside of his advisory work, he is a co-owner of Winter Park Wealth Group and serves as trustee of a family life insurance trust. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client interviews and risk profiling.

Jared Yule is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies that consider clients' full financial pictures and evolving market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to help clients pursue their long-term financial goals. Jared's areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Roanoke College and has earned the Personal Investment Advisor (PIA) designation. Committed to community involvement, Jared participates in volunteer activities within the communities he serves. Outside of work, he enjoys biking, boating, camping, chess, fishing, golfing, music, skiing, spending time with his family, and traveling.

Daniel Cronin is a financial advisor with Raymond James & Associates in Orlando, FL. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Robinhood Markets, Inc. and Robinhood Financial. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including high-net-worth individuals, pension plans, corporations, and government entities, delivering non-discretionary planning and portfolio recommendations supported by comprehensive research and a large affiliate network.

Ashley Oglesby is a Series 66-licensed financial advisor with Edward Jones, based in Orlando, FL, and has three years of industry experience. She has worked at Edward Jones since 2017, with a brief period of unemployment from 2016 to 2017. 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 large network of financial advisors and branch offices nationwide.

Raul Gonzalez is a financial advisor with Charles Schwab & Co., Inc. in Orlando, FL. He holds Series 63 and Series 65 licenses and has four years of industry experience, including prior roles at Morgan Stanley and a year with RR Tire LLC. Charles Schwab & Co., Inc. primarily serves 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 supported by multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Brian Adamson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Raymond James since 2018 and is also the president of Sullivan Adamson Financial LLC, a support company managing operations for his independent branch. Prior to his current roles, he was employed at Wyndham Destinations and Alpha Investors, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans and client decision authority, supported by a broad affiliate network and institutional resources.

Mark Kaczmarek is a financial advisor with Cetera, holding the ChFC® and Series 63 credentials and bringing 20 years of industry experience. He has worked at Cetera Wealth Services and Cottingham & Butler, where he serves as Vice President and Employee Benefits Practice Leader. Kaczmarek is also licensed as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kyle Williams is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Fifth Third Securities. Outside of his advisory work, he plays guitar in a church band in Lake Mary, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Aaron Paul is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Solutions Group Accounting Firm and Concourse Financial Group Securities Inc. Outside of his advisory role, he is a business owner of MTA Coaching, a life coaching service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research to provide both discretionary and non-discretionary investment management.

Tyson Brown is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has previously worked at ALORICA, Asurion Insurance, and Sears Home Services. Outside of his advisory role, Brown engages in motivational speaking through YouTube and podcast platforms on topics related to personal growth and development. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Garrett Graham is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Charles Schwab & Co., Inc. and has held other roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Coleby Wright is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Orlando, FL, and has two years of industry experience. Prior to joining Cambridge, he worked at Gerson Lehrman Group and in the healthcare sector with Acadia Healthcare and Universal Health Services. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals using multiple custody platforms and a combination of proprietary and third-party strategies.

Ally Monteagut is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at Morgan Stanley since 2021 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Corey Dangelo is a financial advisor at UBS Financial Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2014. Outside of his advisory role, he was involved with the Wagon Wheel Flea Market and the University of Central Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances.

David Cross is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2009 and has worked with Bank of America since 2003. Outside of his advisory duties, he serves as Treasurer for the Mennello Museum of American Art and the Winter Park Health Foundation, and is an advisory board member for Mead Botanical Gardens in Winter Park, Florida. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Christopher Reed is a financial advisor with LPL Financial and holds a Series 66 designation. He has 23 years of industry experience, having worked at LPL Financial since 2010 with a break from 2019 to 2023 during which he was at Cetera Advisors LLC. Reed is also the owner of Match Point Financial, LLC, a related business entity. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research sources.

Thomas Cleary is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He previously worked for UBS Financial Services for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory career, he is involved in private real estate investments through family and partnership LLCs. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

John Ashworth is a financial advisor with Morgan Stanley in Winter Park, FL, holding a Series 66 designation and 14 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney LLC since 2011 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, Ashworth serves as Treasurer of the Parkinson Association of Central Florida and provides budget and investment feedback for the Foundation for Seminole County Public Schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Matthew Kelly is a financial advisor at Morgan Stanley with 34 years of industry experience. He has worked at Citigroup Global Markets since 1993 and has been with Morgan Stanley and its affiliated entities since 2009. He holds Series 63 and Series 65 licenses and is based in Orlando, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.