Tracy Chen is a financial advisor with Eagle Strategies (New York Life) based in Orlando, FL. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Chen has worked with Eagle Strategies LLC, Wisdom Insights Financial Solutions & Insurance Services, NYLIFE Securities LLC, and New York Life Insurance Co. since 2016. She is also an independent contractor brokering non-registered insurance products through East and Ocean Associates Inc. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across various program types and manages the majority of its assets on a non-discretionary basis.

Michael Barclay is a financial advisor with Truist Advisory Services in Orlando, FL. He holds a Series 66 designation and has five years of industry experience. His prior work includes positions at Securian Financial Services, Evershore Financial, and Minnesota Life Insurance Company. Before entering financial services, he worked for the City of Winter Springs for 25 years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary and non-discretionary management approaches and employs AI-enabled tools to support its investment research and manager selection processes.

Ethan Beatty is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses. He has one year of industry experience, including prior roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and integrates third-party platforms and AI-enabled research tools to support its investment programs.

Michael Davis is a CFP® with 37 years of industry experience. He has been with Hightower Advisors since 2024 and previously worked at Resource Consulting Group from 2015 to 2024. He is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Michael Masur is a CFP® professional with 17 years of industry experience. He 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 client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to a range of investment vehicles and strategies.

Robert Brogan is a financial advisor with First Command Advisory Services in Orlando, FL, holding a Series 66 credential and four years of industry experience. Prior to his current role, he served 29 years in the United States Army. He is a JROTC Scholarship Board Member for the Military Officers Association of America Central Florida Chapter, managing scholarship programs for local ROTC and JROTC units. First Command Advisory Services is an SEC-registered firm serving 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 through a centralized Investment Management Team and Wealth Portfolio Managers.

Stalin Jaquez is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at RMMS Investments, Vertex Brokerage Group, and Humana. Outside of his advisory role, he serves as an officer and principal agent at Vertex Brokerage Group, where he manages operations and produces sales of Medicare products, life insurance, and annuities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm combines strategic asset allocation with multi-manager portfolios and offers both active and passive investment exposures through proprietary and third-party models.

Kelly Davison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. She has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of her advisory role, she serves as president of the Dean Point Place Homeowners' Association in Orlando, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and is noted for its inter-affiliate integration among related Truist entities.

John Hoffman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Since 2013, he has worked within SunTrust-affiliated firms, including SunTrust Investment Services Inc. and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client assets and implement investment strategies.

Samuel Collins is a financial advisor at Kestra Advisory with three years of industry experience. He holds the Series 66 designation and has worked at Kestra Investment Services since 2023 and Ameriprise prior to that. His background includes education roles and retail experience before entering the financial services industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Keithia D Great is a financial advisor with Empower Advisory Group in Orlando, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at Coast2Coast Mortgage, Stirlingshire Investments, and PFS Investments Inc. Outside of financial advising, she operates as a marketing consultant. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Philip Clark is a financial advisor with Empower Advisory Group in Kissimmee, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Marriott International. Outside of finance, he owns and operates a business that sells furniture and apparel, involving design and production activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and integrate closely with Empower’s recordkeeping and administrative platforms.

Yajaira Rodriguez is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. She has worked in various roles at Truist and its predecessor firms since 2017 and was previously employed at Wells Fargo from 2010 to 2017. Outside of her advisory work, Rodriguez co-owns an investment LLC focused on rental property management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Daniel Iosue is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with Lincoln Investment and The Rawls Company, where he serves as an Associate Planner focusing on business succession planning. His career also includes prior roles at Raymond James Financial and Morgan Stanley. Outside of his advisory work, he is involved with Sharks & Sailors, LLC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic and adaptive investment strategies.

Kimberly Sterling is a CFP® and holds a Series 65 license with 26 years of industry experience. She is currently with Hightower Advisors and previously worked for nine years at Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement consulting.

Ross Feldman is a CFP® and ChFC® with 27 years of experience in financial advising. He has spent over two decades with Guardian Life in various capacities and currently serves as an advisor at Park Avenue Securities, a subsidiary of Guardian Life. Outside of financial services, he is a singer-songwriter who occasionally performs and records music for the public and is also associated with LegalShield. Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining discretionary management with model-based strategies and offering access to insurance products and alternative investments through its affiliation with Guardian Life.

Mike Villar is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Empower Advisory Group, Personal Capital Advisors Corporation, and Northwestern Mutual. 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 combines internal research with third-party managers and provides specialized services such as coordinated tax compliance, Core Family Office solutions, and a Financial Wellness Platform for employers.

Paula Coelho is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 65 and Series 63 licenses and six years of industry experience. She previously worked at Deutsche Bank Securities Inc. for ten years and has been with Truist since 2025, with brief tenures at Wells Fargo entities in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Brendan Loflin is a Series 66-licensed financial advisor with 13 years of industry experience, currently affiliated with Kestra Advisory since 2024. His prior experience includes roles at Agia and Valic Financial Advisors. He is also involved in life insurance sales alongside his advisory duties. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as plan design, fiduciary consulting, and investment advice, managing approximately $79.8 billion in assets and serving clients that include large institutional investors and sovereign wealth funds.

Teogonio Ayala is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He previously worked at Charles Schwab & Co., Inc. from 2014 to 2017 before joining Suntrust Advisory Services and Suntrust Investment Services in 2017, which are now part of Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, fiduciary support, participant advice, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary strategies and AI-enabled research tools.