Bryce Sowitch is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kovitz Investment Group Partners, IFAM Capital, Financial Telesis Inc, Citigroup Global Markets, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Wei Yu Su is a financial advisor at Eagle Strategies (NY Life) with the designations ChFC® and Series 63, and has two years of industry experience. He has been affiliated with Eagle Strategies LLC since 2026 and NYLIFE Securities LLC since 2024, alongside New York Life Insurance Company since 2023. Outside of his advisory roles, he has been involved with Brandywine Tennis & Fitness Club for several years. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Natalie Medina is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 designations and bringing 13 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, U.S. Bancorp Investments, and Suntrust Investment Services. She is currently based in Orlando, FL. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset-allocation models and internal research tools, with client authorization required for trades.

Benjamin Mc Nett is a CFP® professional with 16 years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior work includes roles at Equitable Advisors, Wells Fargo, Wavepoint Capital, Bank of America, and Merrill. Mc Nett is based in Orlando, FL. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

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 worked with Charles Schwab since 1999 and has been with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment decisions, with recommendations tailored to clients’ goals and risk tolerance.

Greggory Tabor is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2018. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Graybar Electric Co. Outside of finance, he was involved with RusTeak Restaurant and Wine Bar in 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Brian Panzella is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at Truist Advisory Services and related entities since 2018 and previously held roles at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he plays guitar and occasionally provides backup vocals in a band. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates various inter-affiliate services to support client investment management.

Jimmy Bejarano is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Brokers Financial since 2022 and has been involved with Florida Legacy Advisors since 2015. Outside of advisory work, he manages a team of seven agents in the fixed insurance sales business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Blake Simpson is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and its affiliated firms since 2008. Based in Orlando, FL, he has worked at Schwab Wealth Advisory since 2021. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance utilizes Charles Schwab's standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Alexis Stasie is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 63 designation and has worked at Charles Schwab & Co., Inc. and J.W. Cole Advisors, Inc. prior to her current role. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with client trades executed only upon authorization.

Nicholas Royer is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has been affiliated with Group 10 Financial since 2000, where he serves as president and is involved in insurance and annuity sales. Outside of his advisory role, he is also engaged in professional speaking and training through Royer Training Solutions. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Paul Stovall is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2008, including roles within Schwab Wealth Advisory since 2013. His prior experience includes positions at Foldes Financial Management and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Brad Bradley is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has held various roles within Charles Schwab and its affiliated entities since 1996. Outside of his advisory work, he is a part owner of two personal services businesses in Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm employs standard asset-allocation models and internal research tools to tailor recommendations, while trades require client authorization.

Matthew Durrant is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2022. His prior roles include positions at Bank of America, Merrill, Charles Schwab & Co., and Cowen Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients, focusing on asset allocation and investment selection guided by internal research tools and standard asset-allocation models.

Gregory Anderson is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory and Charles Schwab since 2013 and held prior roles at LPL Financial, Fifth Third Securities, Ameriprise, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research to offer tailored guidance, executing trades only with client authorization.

Craig Miller is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1999, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm employs proprietary asset-allocation models and internal research tools to offer tailored guidance on investment selection, with trades executed only upon client authorization.

David Johnson is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has a long tenure with Charles Schwab dating back to 1998, including experience at CUNA Brokerage Services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset-allocation models and internal research tools, with recommendations tailored to individual goals and risk tolerance, and it operates without discretionary trading authority.

Stephen Carpenter is a Series 66 licensed advisor with Schwab Wealth Advisory, where he has worked since 2020. He has 10 years of industry experience, including roles at Charles Schwab Bank and Charles Schwab. He is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset allocation models and research tools to guide investment selection, with trades executed only upon client authorization.

Erica Williams is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. She holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2020, following a tenure at Charles Schwab beginning in 2013. Prior to her financial services career, she worked for the Orlando Magic from 2011 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection based on Schwab’s standard asset-allocation models and research tools, with portfolio recommendations tailored to clients’ goals and risk tolerance.

Carlton Stokes is a CFP® professional with the Series 66 and Series 63 designations, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has four years of industry experience, having worked previously at Charles Schwab and State Farm. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm employs Charles Schwab’s asset-allocation models and internal research tools to guide investment decisions, with trades executed only upon client authorization.