Deborah Mcmillen is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Truist Advisory Services and its affiliated entities since 2016, including SunTrust Advisory Services LLC prior to the firm's rebranding. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

Devante Davis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Truist, he worked at Charles Schwab Co., Inc. for one year and spent eight years at Bed Bath and Beyond. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting. The firm integrates affiliate resources and employs AI-enabled tools alongside traditional research to support its investment processes.

Nicholas Manson is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He is affiliated with Independent Financial Partners and has previously worked at LPL Financial. Manson serves as a board member of the Seminole County Industrial Development Authority, a nonprofit organization that reviews and approves revenue bond projects. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Michael Anderson is a CFP® professional with 11 years of industry experience, currently affiliated with Commonwealth Financial Network since 2023. He previously worked at Edward Jones for nine years. Anderson is also the owner of WealthWell Solutions, a private entity facilitating securities, advisory, and insurance business in Orlando, FL. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.

Abigail Lovaglio is a financial advisor at Kestra Advisory with one year of industry experience. She holds a Series 66 designation and has previously worked at Kestra Investment Services, Dynamic Equipment Group/Mascap Dealer Holdings, Mondelez International, the University of Central Florida, and Auburn University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Dawn Spaulding is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her career includes roles at Principal Securities, Charles Schwab, and Fidelity. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary management, model-based strategies, and proprietary and third-party platforms.

Cristiane De Amorim Filgueiras is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this role, her work experience includes positions at Fifth Third Bank and Walt Disney Parks and Resorts US. Fifth Third Securities serves a diverse clientele including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, with a range of strategies including advisor-directed mutual funds, SMA models, and direct indexing.

Michael Vickery is a Series 66-licensed financial advisor with Truist Advisory Services, based in Orlando, FL. He has 13 years of industry experience, including 10 years with SunTrust Investment Services and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ryan Sapell is a financial advisor with Truist Advisory Services in Orlando, FL. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Truist Investment Services, TRUIST Bank, and Florida Financial Advisors. He has also worked outside finance, including a role at Tutor.com. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Anthony Bouton is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Fisher Investments and Fidelity. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, and separate account managers.

Heather Mulcahy is a CFP® professional affiliated with Hightower Advisors in Orlando, FL. She has experience spanning several years with Resource Consulting Group and Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Brian Yannaccone is a financial advisor at Mercer Global Advisors Inc. in Orlando, FL, with 10 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Empower Financial Services, and Oxford Wealth Group. Yannaccone holds Series 63 and Series 66 licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and specialized programs, alongside educational initiatives and integrated affiliated services.

Veronica Montoya is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 19 years of industry experience. She has worked at SunTrust Advisory Services, Suntrust Investment Services, Inc, and SunTrust Bank since 2014. 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 third-party platforms to deliver a range of asset allocation, fiduciary support, and manager-selection services.

Ernest White III is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Valic Financial Advisors and Suntrust Advisory Services. Outside of his advisory role, he serves as Board Member President of the Greater Orlando Morehouse Alumni Chapter in Atlanta. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and incorporates AI-enabled tools for research and oversight in its investment approach.

Andrew Keefer is a financial advisor with Independent Financial Partners in Orlando, FL, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at Independent Financial Partners since 2009, IFP Securities since 2019, and LPL Financial from 2007 to 2019. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model with multi-advisor platforms serving individual, charitable, corporate, and high-net-worth clients, and it is notable for its formal retirement-plan advisory and pension consulting capabilities.

Mitchell Walk is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Kestra Advisory since 2016 and also has roles with Retirement Wealth Specialists Inc. and Kestra Investment Services, LLC. Outside of his advisory work, he serves on the Board of Trustees for Flagler College, participating in enrollment, facilities, and advancement committees. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of fiduciary services and access to multiple management platforms while managing approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

William Tompkins III is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 65, Series 63, and Series 66 licenses and 10 years of industry experience. His career includes roles at Truist Investment Services, PNC Capital Markets, PNC Bank, JPMorgan Chase, and New England Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Carlos Cano is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truist Investment Services Inc., Truist Bank, AMI Expeditionary Healthcare, and Amwest Ambulance Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Kimberly Frank is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 65, Series 66, and Series 63 licenses and bringing nine years of industry experience. She has worked at Charles Schwab-affiliated firms since 2014, including Schwab Private Client Investment Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, offering services without discretionary trading authority.

Victor Rivera is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with SunTrust-related entities since 2016, including roles at SunTrust Bank and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager arrangements, supported by third-party platforms and AI-enabled research tools, to implement investment strategies and fiduciary support.