Stephen Mackall is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He previously worked at Resource Consulting Group for nine years before joining Hightower Advisors in 2024. Based in Orlando, FL, he currently serves clients through Hightower’s enterprise platform. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to construct customized portfolios.

Robert Nejman is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked with Truist Investment Services since 2010. Nejman is involved as a capital investor in a recreational vehicle and boat storage facility. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies with oversight from dedicated research and investment teams.

Lucas Marquez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services since 2013. Outside of his advisory role, he is an authorized member of High Five Capital, LLC, an investment entity in real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm offers services including asset allocation, 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.

David Rodriguez Lozada is a financial advisor at Fifth Third Securities, Inc. based in Kissimmee, FL, holding Series 65 and Series 63 credentials with one year of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank, as well as positions in retail and corporate environments including Armani Exchange and Disney. He has also been involved with the UCF College of Business since 2015. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, leveraging third-party portfolio managers and a range of strategies from mutual funds and ETFs to separate managed accounts and direct indexing.

Javier Milian is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab & Co., Inc. and Space Coast Credit Union. Based in Orlando, FL, Milian joined Truist Advisory Services in 2025. 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 and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support its manager-selection program and investment oversight.

William Wilson is a financial advisor at First Command Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Command in various capacities since 2010. Wilson is also the owner of William C Wilson & Associates, LLC, which operates as a DBA for his independent contracting activities affiliated with First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized investment team and wealth portfolio managers.

Susan Dixon is a financial advisor with First Command Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with First Command in various capacities since 2005 and is currently the proprietor and manager of Blessed Life Financial LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor portfolios and third-party managers.

Meryem Messaoudi Moussi is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 15 years of industry experience. She has worked at Charles Schwab and Schwab Wealth Advisory since 2015 and previously spent 14 years at Walt Disney World. 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 investment guidance uses Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Jiaqi Li is a financial advisor at PNC Wealth Management with 10 years of industry experience. Prior to joining PNC in 2023, Li worked at International Assets Advisory, LLC and International Assets Investment Management, LLC from 2014 to 2023, as well as at Beijing Puruí Fangwei Science & Technology Development Co., Ltd from 2017 to 2019. Li holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The program uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

Carlos Hernandez is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, he is involved in a vending machine sales business jointly owned with his spouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Diego Lasso is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2019, and previously worked at SunTrust Bank and Columbia Restaurant. 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 manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist entities.

Nicolas Barone is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Truist Advisory Services and Truist Investment Services since 2016, following a brief tenure at Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and the AMC Advantage manager-selection program, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

David Salazar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Truist, he worked at Charles Schwab & Co., Inc. and has held positions in various service and hospitality roles. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Julio Guemes is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, Ameriprise Financial Services, Inc., and Wells Fargo Clearing. Outside of his advisory role, he is involved with SJShades, LLC, a window treatment business. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jonathon Rossi is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has previously worked at WealthWell Solutions, One Florida Bank, Ashton Woods Homes, FBC Mortgage, and Northwestern Mutual. Rossi dedicates part of his professional time to fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Frank Delia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Based in Orlando, FL, his career includes roles focused on investment advisory within the firm’s enterprise platform. 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’s approach combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Pryam Leonce is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and its predecessor entities since 2016. Prior to that, he worked at SunTrust Bank and SunTrust Investment 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 a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by a dedicated Equity Research team and supervisory oversight.

Kristen Rainone is a financial advisor with Carson Wealth and holds Series 63, Series 65, and Series 66 licenses. She has 18 years of industry experience, including roles at Charles Schwab, Fidelity, TD Ameritrade, and Cetera Advisor Networks. Kristen is also a licensed notary. CWM, LLC is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of over 650 advisors. The firm focuses on discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor portfolios that combine fundamental and technical analysis.

Bahtjar Rexha is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and one year of industry experience. His prior work includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as experience in the food service and lubrication industries. Rexha is also appointed as an insurance agent, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment management and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals, risk tolerances, and time horizons.

Amy Davis is a CFP® professional with 21 years of industry experience. She is currently with Hightower Advisors, joining the firm in 2024 after nine years at Resource Consulting Group and ten years at GFO Advisory Services, LLC. Based in Orlando, FL, her background spans multiple advisory roles across different firms. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to support its advisory services.