Ernest Phillips is a CFP® professional with 19 years of industry experience, currently with Hightower Advisors since 2024. Prior to joining Hightower, he spent 22 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 a variety of investment vehicles. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Philip Grant is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and has previously worked at various JPMorgan Chase entities. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by a third-party platform and manager arrangements.

Joseph Jamoom is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2021, following a five-year tenure at Wells Fargo Clearing. Outside of finance, Jamoom is a franchise owner and travel specialist with Dream Vacations. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services such as direct-indexing, tax-overlay strategies, and managed accounts.

Jacob Land is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hightower Advisors and previously held roles at Resource Consulting Group and Charles Schwab. 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, with services spanning portfolio management, financial planning, and retirement consulting.

Brian Lazusky is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Knights of Columbus and Knights of Columbus Asset Advisors. Outside of advisory work, he serves as a Knights of Columbus Insurance Field Agent, selling life insurance and related products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Lilian Mesquita is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving at First Command Advisory Services since 2015. She holds the Series 66 designation and is based in Orlando, FL. Outside of her advisory role, she serves as the president of a condominium association board. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized investment team.

Cory Kent is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Truist Investment Services, Inc. and Fifth Third Bank, spanning over a decade in total. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform support and uses AI-enabled research tools to oversee manager selection and portfolio reviews.

Cameran Mckenry is a financial advisor with Fifth Third Securities, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities, Cameran worked at Fifth Third Bank and Total Quality Logistics. Fifth Third Securities serves a diverse client base including individuals, institutions, corporations, trusts, and retirement accounts through both investment advisory and brokerage services, offering a range of program types on the Passageway Managed Account platform.

Pedro Irizarry is a financial advisor with Lincoln Investment in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Coinbase, Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., Embry-Riddle Aeronautical University, and Bank of America. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, access to third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team.

Francisco Mones Pena is an advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has prior experience at Fifth Third Bank and City Year Orlando. His background also includes roles at Amazon and Uber. Fifth Third Securities serves individual and institutional clients through advisory and brokerage channels. The firm offers investment programs on the Passageway platform, including mutual fund, ETF, SMA strategies, and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Elizabeth Cruz is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has worked at Empower Financial Services, Bank of America, Merrill, Regions, and automotive dealerships prior to her current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and client savings rates.

Esteban Yepes is a financial advisor with Lincoln Investment in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Wells Fargo and Horace Mann Investors, Inc. Outside of his advisory work, Yepes is involved in business development and sales in the commercial roofing industry. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management through advisor-managed and firm-managed models, supported by an in-house Investment Management & Research team and third-party managers.

Stephen May is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Raymond James & Associates for 11 years. 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 and non-discretionary approaches and utilizes third-party platforms and AI‑enabled tools to support manager selection and portfolio oversight.

Nathaniel Powell is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC and JPMorgan Chase & Co and is the owner of an intellectual property holding company focused on maintaining copyrights and trademarks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Chung is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Truist Investment Services, Truist Advisory Services, Truist Bank, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, including third-party manager selection supported by AI-enabled research tools and integrated inter-affiliate services.

Andy Francois is a financial advisor with Truist Advisory Services in Orlando, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes positions at Regions Bank and Bank of America. Outside of advisory services, he is the sole owner of a real estate investing LLC, though he is not currently managing any properties. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver investment solutions.

Timothy Taylor is a financial advisor at Mariner with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Mariner in 2021, he worked at Commonwealth Financial Network from 2015 to 2021. Taylor serves on the board of directors for the Country Club of Orlando and is a member of the advisory board for the Center for Coastal Solutions. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized portfolios overseen by an Investment Committee, combining internal research with third-party managers across a broad range of asset classes and also integrates tax, accounting, and administrative family office services.

Michael Conroy is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Robinhood Markets, Charles Schwab, and Liberty Mutual Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven investment platform utilizing mutual funds and ETFs with annual rebalancing.

Todd Sowpel is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 2016, as well as Pershing Advisor Solutions LLC from 2007 to 2016. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools.

Shumaila Pirani is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, holding a Series 66 designation with 17 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.