William Tompkins III is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 65, Series 63, and Series 66 licenses and 10 years of industry experience. His career includes roles at Truist Investment Services, PNC Capital Markets, PNC Bank, JPMorgan Chase, and New England Securities. 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 a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Joseph Gutierrez is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Encompass More Asset Management LLC and Florida Financial Advisors. Additionally, he is a licensed insurance agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages diversified portfolios across various securities.

Carlos Cano is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Truist Investment Services Inc., Truist Bank, AMI Expeditionary Healthcare, and Amwest Ambulance Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services such as asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Robert Wilson is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Truist Advisory Services, where he has been since 2022, following prior roles at firms including Lincoln Investment Planning, Cetera, and SunTrust. His background also includes a period as an independent real estate contractor. 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 utilizes third-party platforms and AI-enabled research tools in its investment process.

Kimberly Frank is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 65, Series 66, and Series 63 licenses and bringing nine years of industry experience. She has worked at Charles Schwab-affiliated firms since 2014, including Schwab Private Client Investment Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients 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 tailor recommendations based on client goals and risk tolerance, offering services without discretionary trading authority.

Victor Rivera is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with SunTrust-related entities since 2016, including roles at SunTrust Bank and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager arrangements, supported by third-party platforms and AI-enabled research tools, to implement investment strategies and fiduciary support.

Thomas Werner is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked within various segments of Truist and its predecessor firms since 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Gregg Biro is a financial advisor with Hightower Advisors, holding Series 66 and Series 65 designations and 15 years of industry experience. His prior roles include positions at Resource Consulting Group, Wells Fargo Clearing, and AllianceBernstein L.P. 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, using both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Marckus Mcneil is a financial advisor with Empower Advisory Group, holding a Series 66 credential and one year of industry experience. His prior work experience includes roles at Truist Advisory Services and Akima Global Services, as well as service in the United States Army and education at the United States Military Academy. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with IRA and retail brokerage clients. The firm delivers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Stephen Peterson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Fifth Third Bank, Nelson Worldwide, and the University of Cincinnati. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway Managed Account platform, combining advisor-directed mutual fund and ETF models with separately managed accounts, tax-overlay services, and direct indexing.

Israel Noriega is a financial advisor with Truist Advisory Services in Celebration, FL, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. His work history includes roles at Truist Investment Services and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches and leveraging third-party platforms and AI-enabled research tools to support manager selection and ongoing investment oversight.

Landy Dunham is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining First Command, Dunham worked at CVS Health and AllianceRx Walgreens Prime, as well as serving in the Department of Defense. 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 using centrally managed model portfolios and screened third-party managers.

Daniel Forrester is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 licenses and 23 years of industry experience. He has previously worked at Raymond James Financial, Morgan Stanley, and Fidelity Brokerage Services. 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 integration for client accounts.

Reis Fischer is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Truist Investment Services, Fischer worked at Robinhood Markets and Charles Schwab & Co., and has a background that includes education through 2024. 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 and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate service arrangements to manage client portfolios and conduct ongoing oversight.

Michael Fernandini is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Truist Investment Services and Charles Schwab & Co., Inc. prior to his current role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Christopher Pantano is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with SunTrust Advisory Services for 10 years and has concurrently worked with SunTrust Bank and SunTrust Investment Services for 15 years. Pantano maintains an active real estate license for personal use only, which he holds through Weichert Realty. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other services.

Eduardo Henrique Loureiro Fernandes is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., Inc. and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Joshua Peterson is a financial advisor with Empower Advisory Group in Kissimmee, FL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Empower Advisory Group, he worked at Fidelity Investments and held various roles in education and retail sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

Natalie Campese is a CFP® professional with eight years of industry experience. She currently works at Hightower Advisors and previously spent six years with Resource Consulting Group. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm utilizes a manager selection and multi-manager approach that includes affiliated and third-party managers, employing a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Ryan Staton is a financial advisor at Hightower Advisors with nine years of industry experience. He has previously worked at Allgen Financial Advisors, Inc. and Charles Schwab & Co., Inc. Outside of his advisory role, Staton serves on a homeowners association board and manages vacation rental properties in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment strategies.