Christina Pinto Rogers is a financial advisor with Independent Financial Partners in Orlando, FL, holding a Series 63 designation and 32 years of industry experience. She has worked at Independent Financial Partners since 2010 and previously spent 15 years with LPL Financial, LLC. Outside of her advisory role, she owns a locksmith business and operates a long-term care concierge service. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform with various investment options and specializes in retirement-plan advisory and pension consulting services.

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.

Roberto Rodriguez is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Fidelity Investments, Nationwide Investment Services Corp, and T. Rowe Price. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

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.

Rafael Marquez is a financial advisor with Eagle Strategies (New York Life) based in Orlando, FL. He holds the ChFC® designation and Series 63 license, and has 11 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 2012, and he currently operates Marquez Financial & Insurance Strategies. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and a primarily non-discretionary asset management approach.

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.

Daniel Botyos is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Truist Advisory Services since 2016 and with Truist Investment Services, Inc. since 2014. 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 and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate resources, to assist clients with asset allocation, investment policy analysis, and fiduciary support.

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.

Steven Anderson is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Carson Wealth and has previously worked with CWM, LLC, Navion Financial Advisors, LPL Financial, and Mass Mutual Investors Services. Anderson serves as president of a family foundation and holds board positions with the Inclusive Arts Alliance and the Chautauqua Dance Circle. CWM, LLC is an SEC-registered investment adviser that operates an enterprise platform overseeing approximately $50.6 billion through a network of partner offices and over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored investment solutions supported by integrated custodial and technology relationships.

Dennis Grieco is a financial advisor with PNC Wealth Management in Orlando, FL, holding a Series 66 designation and five years of industry experience. His work history includes positions at PNC Investments, Edward Jones, and Bank of America. Outside of his advisory role, he is a silent partner in a non-investment-related business called Eco-Mercial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach uses algorithmic assessments to recommend risk bands and invests via approved model strategies executed with mutual funds and ETFs.