Austin Brunner is a CFP® professional at Schwab Wealth Advisory with eight years of industry experience. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab since 2017. Outside of his financial advisory role, he is involved in selling music, playing shows, and merchandising. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using standard Schwab asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, serving individual clients primarily through a non-discretionary approach.

Izabel Angelova is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co. Inc., Kestra Financial, HUB International, Ameriprise Financial Services, and Fidelity Brokerage Services. Outside of her advisory role, she owns a rental property managed by a third-party company in Jacksonville, Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations across a range of assets. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools.

Dennis Shea is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation. He has one year of industry experience and a diverse background including roles in education and mortgage services. Outside of finance, he was involved with Shea D Boys Stable, indicating engagement in equine or related activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models, with clients making final trading decisions.

Robert Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He is also licensed as an independent insurance agent and serves as president of Jeff Heard and Associates, Inc., as well as vice president of the Estate & Business Planning Group. He has extensive experience with Ameritas-affiliated firms dating back to 2002. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account solutions and integrates multiple custodial platforms, supported by its Investment Committee and third-party partners.

Pavan Patel is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., J&I Marketing Concepts, and Bank of New York Mellon. Before entering the financial industry, he spent several years in full-time education and worked at TouchStar Cinemas. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using standard asset allocation models and Schwab research tools, conducting annual account reviews while leaving final trading decisions to clients.

Benjamin Mc Nett is a CFP® professional with 16 years of experience in financial advising, currently with Schwab Wealth Advisory in Orlando, FL. His prior roles include positions at Equitable Advisors, Wells Fargo, Wavepoint Capital, Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual financial reviews and offers investment recommendations without exercising discretionary trading authority.

Jason Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools, with advice delivered through standard asset allocation models while leaving final trading decisions to clients.

Greggory Tabor is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL since 2021. His prior experience includes roles at Charles Schwab, NYLIFE Securities LLC, New York Life Insurance Company, and Graybar Electric Co. He also has a brief background in the hospitality industry with RusTeak Restaurant and Wine Bar. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab's asset allocation models and research tools. The firm conducts annual financial reviews and offers investment recommendations across a range of securities, while final trading decisions remain with clients.

Brian Panzella is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at Truist Advisory Services and related entities since 2018 and previously held roles at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he plays guitar and occasionally provides backup vocals in a band. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates various inter-affiliate services to support client investment management.

Jimmy Bejarano is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Brokers Financial since 2022 and has been involved with Florida Legacy Advisors since 2015. Outside of advisory work, he manages a team of seven agents in the fixed insurance sales business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Blake Simpson is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2008 and joined Schwab Wealth Advisory in 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and delivers advice without directly charging clients fees or exercising discretionary trading authority.

Alexis Stasie is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 63 designation and previously worked at J.W. Cole Advisors and J.W. Cole Financial. Alexis is currently based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Nicholas Royer is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has been affiliated with Group 10 Financial since 2000, where he serves as president and is involved in insurance and annuity sales. Outside of his advisory role, he is also engaged in professional speaking and training through Royer Training Solutions. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Paul Stovall is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Merrill prior to joining Schwab Wealth Advisory. He is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Brad Bradley is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2019 in various capacities within the Schwab organization. Outside of his advisory role, he is a part owner of AVBB Inc. and AVBB LLC, both personal services businesses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., focusing on client-directed investment decisions without discretionary trading authority.

Matthew Durrant is a CFP® professional with eight years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022. His prior experience includes roles at Bank of America, Merrill, Cowen Inc., and the University of Central Florida Career Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations without exercising discretionary trading authority.

Gregory Anderson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory and Charles Schwab since 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client education and annual account reviews without discretionary trading authority.

Craig Miller is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and has served at Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

David Johnson is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked within the broader Charles Schwab organization since 2009. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standard asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations without exercising discretionary trading authority.

Stephen Carpenter is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2020. He has a total of nine years of industry experience, including prior roles at Charles Schwab Bank and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools, while clients retain final trading decisions.