James Watson is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as Vice President of BNI Central Florida, overseeing membership and attendance policies. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client goals, with a significant portion of assets managed on a non-discretionary basis.

Francesco Bonacia is a financial advisor at PNC Wealth Management in Orlando, FL, holding Series 63 and Series 66 credentials with one year of industry experience. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual, as well as work experience outside finance including roles at Tusculum University and DoorDash. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and delegated execution with mutual funds and ETFs.

Sean Allen is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2016, following previous roles at SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Andy Francois is a financial advisor with Truist Advisory Services in Orlando, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Regions Bank and Bank of America. Outside of advisory services, he is the sole owner of a real estate investing LLC, though he is not currently managing any properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver investment solutions.

Karl Kuchma is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Truist Investment Services since 2006 and with Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary manager relationships and uses third-party platforms and AI-enabled research tools to support its investment approach.

Todd Sowpel is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 2016, as well as Pershing Advisor Solutions LLC from 2007 to 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools.

Michael Barclay is a financial advisor with Truist Advisory Services in Orlando, FL. He holds a Series 66 designation and has five years of industry experience. His prior work includes positions at Securian Financial Services, Evershore Financial, and Minnesota Life Insurance Company. Before entering financial services, he worked for the City of Winter Springs for 25 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary and non-discretionary management approaches and employs AI-enabled tools to support its investment research and manager selection processes.

Shane Mahadeo is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and two years of industry experience. His prior work includes roles at USHEALTH Advisors Orlando, World Financial Group Insurance Agency, and several entrepreneurial ventures such as Mahindra Enterprises Inc. and Mahasha Mobile Car Detailing INC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment models, managing over $2 billion in assets under management as of the end of 2025.

Raymond Duenas is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held leadership roles including CEO and founder of Stewardship America Financial and Stewardship America Insurance LLC, and serves as trustee of The Duenas Family Living Trust. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, and features a predominantly non-discretionary asset mix.

Ethan Beatty is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and integrates third-party platforms and AI-enabled research tools to support its investment programs.

Kevin Morris is a Series 66-registered advisor with Bankers Life Advisory Services, Inc. in Orlando, FL, with four years of industry experience. He has worked with Bankers Life since 2012 and currently serves as a Branch Sales Manager overseeing insurance office sales staff and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Joshua Neuville is a financial advisor with Fifth Third Securities, Inc. in Apopka, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to his current roles, he worked in real estate with Jeff Cook Real Estate and has experience in the restaurant industry, including positions at La Tela Pizzeria and Fat Hen. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with distinctive features such as direct indexing and tax-overlay services.

Joseph Jarrett is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2018, following prior roles at Merrill Lynch and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate operating structure.

Arban Preniqi is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. He has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty since 2021, and previously held roles at Bank of America and AT&T. In addition to his advisory work, he serves as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Stephanie Piedra Morales is a financial advisor with Schwab Wealth Advisory in Orlando, FL. She holds Series 63 and Series 66 licenses and has four years of industry experience. Her background includes roles at Charles Schwab & Co., Inc., Randstad, Lyft, and service in the Army National Guard. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and research tools.

Barbara Vaught is a Series 66-licensed financial advisor with 24 years of industry experience. She has been with TIAA-CREF since 2013, working within the firm’s enterprise segment in Apopka, FL. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm is notable for its fiduciary approach and its role as adviser to the TIAA Donor Advised Fund, operating within a vertically integrated group that uses affiliated funds.

Paul Jones is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Truist Advisory Services. His prior experience includes roles at Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Bank of America, N.A. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Teogonio Ayala is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He previously worked at Charles Schwab & Co., Inc. from 2014 to 2017 before joining Suntrust Advisory Services and Suntrust Investment Services in 2017, which are now part of Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, fiduciary support, participant advice, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary strategies and AI-enabled research tools.

Cesar Otero is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 17 years of industry experience. He previously worked at Bank of America and Merrill for 14 years before joining Truist in 2025. Otero also serves as a board member for Habitat for Humanity of Greater Orlando and Osceola County, contributing to organizational efficiency. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches supported by third-party platforms and emphasizes inter-affiliate integration in its service delivery.

Colton Rankey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. Prior to joining PNC Wealth Management, he worked with Agia and Valic Financial Advisors and spent several years in education with Polk County Schools and Middletown City Schools. He is also appointed as an agent to sell non-securities insurance products for Agia. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a pilot digital discretionary model account available to select employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with algorithm-based risk assessment and annual rebalancing.