Jonathan Winslow is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he worked at Water Oak Advisors LLC for two years. Outside of advisory work, Winslow owns and operates Winslow Financial Services, LLC, a tax preparation business in Altamonte Springs, Florida. Creative Planning is a large enterprise firm managing approximately $217 billion in assets, offering comprehensive investment advisory and financial planning services to a broad client base including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management and retirement plan services, supported by affiliated legal, trust, and recordkeeping businesses.

Brian Salerno is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has worked at CNR Securities since 2015. RBC Rochdale, LLC serves a diverse client base including high net worth individuals, corporations, charitable organizations, and governmental entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, offering discretionary and non-discretionary portfolio management as well as sub-advisory and model delivery services.

Clifford Woodard is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has been with Charles Schwab and Schwab Wealth Advisory Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab's asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not engage in discretionary portfolio management or serve certain institutional client types.

Tanya Black is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2000 and with Schwab Wealth Advisory Inc. since 2012. Based in Orlando, FL, she serves clients through the Schwab Wealth Advisory program. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority and generally operates as an internal advisory unit paid by Charles Schwab & Co. under a cost-and-expense arrangement.

Graham Pettis is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLIFE Securities LLC and New York Life Insurance Company since 2021. Outside of his advisory role, Pettis serves as a board member and treasurer for Heroes Strong, a local support organization for first responders and military personnel, and holds leadership positions in community and church organizations including BNI Networking and Trinity Baptist Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

Michelle Meeks is a CFP® professional with 26 years of industry experience, currently serving at Truist Advisory Services since 2016. She holds the Series 66 designation and is based in Lake Mary, FL. Her career has been centered at Truist, including roles at Truist Investment Services. 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 combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions across a wide client base.

Taylor Ayres is a CFP® certificant and financial advisor at Schwab Wealth Advisory with four years of industry experience. Based in Orlando, FL, Ayres has held roles at several firms including Creative Planning, Avantax, Merrill, and multiple Cetera entities before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm conducts annual reviews and offers investment recommendations without exercising discretionary trading authority.

Anne Nemeth is a CFP® and holds a Series 66 license with two years of industry experience. She is currently with Schwab Wealth Advisory in Orlando, FL. Outside of advising, she operates a reseller business on the Depop platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models.

Kelly Harris is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations and five years of industry experience. Their career includes roles at Robinhood Financial, Commonwealth Financial Network, and Stonebridge Financial Planning Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

Daniel Davis is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in Debary, Florida. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing alongside supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Brett Decker II is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory since 2015 and has been associated with Charles Schwab since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab’s asset allocation models and research tools to offer investment recommendations while allowing clients to make final trading decisions.

Scott Look is a CFP® professional with 9 years of experience currently with Schwab Wealth Advisory Inc. He has been associated with Charles Schwab since 2016 and joined Schwab Wealth Advisory in 2021. He holds the Series 66 credential and is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations, utilizing Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Cody Meyer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been with Charles Schwab since 2019. Prior to his financial services career, he was involved with Flo Beverages and The Craft Bar. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s research tools and standard asset allocation models to guide clients, while leaving final trading decisions to them.

Austin Brunner is a CFP® professional at Schwab Wealth Advisory with eight years of industry experience. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab since 2017. Outside of his financial advisory role, he is involved in selling music, playing shows, and merchandising. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using standard Schwab asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, serving individual clients primarily through a non-discretionary approach.

Izabel Angelova is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co. Inc., Kestra Financial, HUB International, Ameriprise Financial Services, and Fidelity Brokerage Services. Outside of her advisory role, she owns a rental property managed by a third-party company in Jacksonville, Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations across a range of assets. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools.

Dennis Shea is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation. He has one year of industry experience and a diverse background including roles in education and mortgage services. Outside of finance, he was involved with Shea D Boys Stable, indicating engagement in equine or related activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models, with clients making final trading decisions.

Robert Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has held roles at Ameritas Life Insurance Corp and Ameritas Investment Corp, and has been involved with Jeff Heard and Associates, Inc. and the Estate & Business Planning Group since 1997. He is licensed as an independent insurance agent and serves as president and vice president of these affiliated businesses, focusing on financial advising and insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory through a range of strategies and maintains firm-level affiliations that support its product and custody arrangements.

Benjamin Mc Nett is a CFP® professional with 15 years of experience in financial advising, currently with Schwab Wealth Advisory. His prior experience includes roles at Merrill, Bank of America, Wells Fargo, and Equitable Advisors. He holds Series 63 and Series 65 licenses and is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients comprehensive financial reviews and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab, focusing on personalized advice without discretionary trading authority.

Jason Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools, with advice delivered through standard asset allocation models while leaving final trading decisions to clients.

Greggory Tabor is a CFP® professional with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL since 2021. His prior experience includes roles at Charles Schwab, NYLIFE Securities LLC, New York Life Insurance Company, and Graybar Electric Co. He also has a brief background in the hospitality industry with RusTeak Restaurant and Wine Bar. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab's asset allocation models and research tools. The firm conducts annual financial reviews and offers investment recommendations across a range of securities, while final trading decisions remain with clients.