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.

Jehu Francois is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Truist Investment Services, Royal Alliance, and TIAA-CREF. Outside of finance, he owns a rental property management business. 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 platform arrangements.

Joellene Aylor is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at Hightower Advisors since 2024 and previously spent nine years with Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Nhan Tran is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. Prior to joining Hightower, he worked at Resource Consulting Group for five years and Pershing LLC for five years. He is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions through a combination of affiliated and third-party managers, utilizing proprietary research and a variety of investment strategies.

Brent Arnold is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Kestra Advisory and has prior experience with LPL Financial and Templar Financial Services. Outside of his advisory work, Arnold is involved in family farming operations and holds leadership roles in nonprofit organizations, including serving as Vice President of the Colusa Masonic Lodge and Chief Rabban of the Nile Shriners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors and large investors such as sovereign wealth funds. The firm offers various services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions within a supervisory framework.

Miguel Rivas Rosado is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several related entities including Bankers Life Securities, Inc. and KFA/Humana. In addition to his advisory role, he serves as an insurance agent for Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios across various securities in line with clients’ goals and risk tolerances.

Cullen Kline is a financial advisor at Truist Advisory Services with Series 63 and Series 66 credentials. He has been in the industry since 2026 and has experience at multiple firms including Creative Financial Network and Northwestern Mutual Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches with support from third-party platforms and manager due diligence.

Nicolas Hernandez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and various Truist-affiliated entities. 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 third-party platforms and AI-enabled research tools.

Michael Clifford is a financial advisor with Empower Advisory Group in Orlando, FL. He holds Series 63 and Series 65 credentials and has one year of industry experience. His previous work includes roles at Florida Financial Advisors and Empower Financial Services, Inc., as well as employment outside the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering both point-in-time financial plans and optional managed account solutions.

Jims Corvoisier is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Yelp, Dish Network, and Asurion Insurance Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating its services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and managed account solutions within plan lineups selected by plan sponsors.

Timothy Denner is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Good Life Advisors, LPL Financial, and Truist Financial, as well as experience outside finance at Walmart Inc and Resounding Voice. 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 combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Yanette Sullivan is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Suntrust Investment Services, Suntrust Advisory Services, and JPMorgan Chase Bank, as well as J.P. Morgan Securities. 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 AI-enabled research tools.

Jason Duley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior work includes roles at CitiGroup, Merrill, and Bank of America. 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 combines discretionary manager relationships with third-party platform arrangements, supported by AI-enabled equity research and a supervisory Investment Advisory Group, to deliver customized investment solutions.

Joel Larsen is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Carson Wealth and has prior experience at CWM, LLC, Navion Financial Advisors, LPL Financial, and Wells Fargo Clearing. Outside of advisory work, Larsen teaches personal financial management classes and serves as a board member for the Yolo County Airport Advisory Committee. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios alongside tailored solutions and integrated technology relationships.

Reginald Johnson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Truist Advisory Services, IFP Securities, Citi, Cambridge Investment Research, and TIAA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through third-party custodians.

Amy Spain is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Truist Advisory Services and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Martin Plant is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Kissimmee, FL. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has been with Fifth Third Securities since 2010 and with the broader Fifth Third organization since 2009. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Raymond Martens is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at TD Ameritrade Inc., CORDA Investment Management, LLC, and Keller Williams. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.

Nicole Regilio is a CFP® professional based in Orlando, FL, with 18 years of industry experience. She has worked at Hightower Advisors since 2024 and previously spent nine years at Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and customized portfolio construction.