Bruce Guillemette is a ChFC®-designated financial advisor with 30 years of industry experience. He has worked at Hornor, Townsend & Kent, LLC since 2025 and previously spent 17 years at Equitable Distributors, LLC. Guillemette serves as the President of the Winding Bay Preserve Homeowners Association in Winter Garden, FL. Hornor, Townsend & Kent, LLC provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, and charitable organizations. The firm combines SEC-registered advisory and broker-dealer services, offering both discretionary and non-discretionary investment management through third-party asset managers.

Dennis Shea is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He joined the firm in 2026 and has prior experience in education and mortgage services. Outside of finance, he was involved with Shea D Boys Stable from 2021 to 2025. Schwab Wealth Advisory serves clients enrolled in its program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Pavan Patel is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Bank of New York Mellon, and J&I Marketing Concepts, as well as several years in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to each client’s goals and risk tolerance.

Bryce Sowitch is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kovitz Investment Group Partners, IFAM Capital, Financial Telesis Inc, Citigroup Global Markets, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Wei Yu Su is a financial advisor at Eagle Strategies (NY Life) with the designations ChFC® and Series 63, and has two years of industry experience. He has been affiliated with Eagle Strategies LLC since 2026 and NYLIFE Securities LLC since 2024, alongside New York Life Insurance Company since 2023. Outside of his advisory roles, he has been involved with Brandywine Tennis & Fitness Club for several years. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Benjamin Mc Nett is a CFP® professional with 16 years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior work includes roles at Equitable Advisors, Wells Fargo, Wavepoint Capital, Bank of America, and Merrill. Mc Nett is based in Orlando, FL. 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. The firm’s advice is guided by proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

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 worked with Charles Schwab since 1999 and has been with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment decisions, with recommendations tailored to clients’ goals and risk tolerance.

Greggory Tabor is a CFP® professional with eight years of industry experience, currently with Schwab Wealth Advisory in Orlando, FL. He has worked at Charles Schwab since 2018 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he was involved in the restaurant and wine bar business for a brief period. 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 and financial planning. The firm’s guidance focuses on asset allocation and investment selection, relying on Schwab’s standard asset-allocation models and internal research tools, with client trade authorization required for execution.

Blake Simpson is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and its affiliated firms since 2008. Based in Orlando, FL, he has worked at Schwab Wealth Advisory since 2021. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance utilizes Charles Schwab's standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Alexis Stasie is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 63 designation and has worked at Charles Schwab & Co., Inc. and J.W. Cole Advisors, Inc. prior to her current role. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with client trades executed only upon authorization.

Paul Stovall is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2008, including roles within Schwab Wealth Advisory since 2013. His prior experience includes positions at Foldes Financial Management and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Brad Bradley is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has held various roles within Charles Schwab and its affiliated entities since 1996. Outside of his advisory work, he is a part owner of two personal services businesses in Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm employs standard asset-allocation models and internal research tools to tailor recommendations, while trades require client authorization.

Matthew Durrant is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2022. His prior roles include positions at Bank of America, Merrill, Charles Schwab & Co., and Cowen Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, focusing on asset allocation and investment selection guided by internal research tools and standard asset-allocation models.

Gregory Anderson is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory and Charles Schwab since 2013 and held prior roles at LPL Financial, Fifth Third Securities, Ameriprise, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research to offer tailored guidance, executing trades only with client authorization.

Craig Miller is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1999, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm employs proprietary asset-allocation models and internal research tools to offer tailored guidance on investment selection, with trades executed only upon client authorization.

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 a long tenure with Charles Schwab dating back to 1998, including experience at CUNA Brokerage Services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance, and it operates without discretionary trading authority.

Stephen Carpenter is a Series 66 licensed advisor with Schwab Wealth Advisory, where he has worked since 2020. He has 10 years of industry experience, including roles at Charles Schwab Bank and Charles Schwab. He is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled 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 guide investment selection, with trades executed only upon client authorization.

Bryan Cornell is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Pruco Securities LLC, and Charles Schwab. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools to support its investment research and manager selection processes.

Erica Williams is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. She holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2020, following a tenure at Charles Schwab beginning in 2013. Prior to her financial services career, she worked for the Orlando Magic from 2011 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection based on Schwab’s standard asset-allocation models and research tools, with portfolio recommendations tailored to clients’ goals and risk tolerance.

Carlton Stokes is a CFP® professional with four years of industry experience. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2025. His prior experience includes roles at Charles Schwab and State Farm. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools.