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 with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2008 and joined Schwab Wealth Advisory in 2021. Schwab Wealth Advisory 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 within the Schwab ecosystem and delivers advice without directly charging clients fees or exercising discretionary trading authority.

Alexis Stasie is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 63 designation and previously worked at J.W. Cole Advisors and J.W. Cole Financial. Alexis is currently based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Lindsey Hamilton is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 credentials and four years of industry experience. She has been affiliated with Charles Schwab since 2015 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory 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 across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

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 with Schwab Wealth Advisory, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab since 2013 and joined Schwab Wealth Advisory in 2021. Based in Orlando, FL, his work focuses on client investment guidance within the Schwab platform. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s proprietary research and asset allocation models to assist clients, with final investment decisions made by clients themselves.

Laura Petrucci is a financial advisor with Commonwealth Financial Network, holding four years of industry experience. Her prior work includes roles at L'mpet Incorporated, Eva's Garden, and HR Block. She has maintained her own practice under her name since 2005. 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 alongside managed model portfolios and various program structures.

Brad Bradley is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2019 in various capacities within the Schwab organization. Outside of his advisory role, he is a part owner of AVBB Inc. and AVBB LLC, both personal services businesses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering 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 & Co., Inc., focusing on client-directed investment decisions without discretionary trading authority.

Matthew Durrant is a CFP® professional with eight years of experience in the financial services industry. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022. His prior experience includes roles at Bank of America, Merrill, Cowen Inc., and the University of Central Florida Career Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations without exercising discretionary trading authority.

Gregory Anderson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory and Charles Schwab since 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client education and annual account reviews without discretionary trading authority.

Craig Miller is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and has served at Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, utilizing Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

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 worked within the broader Charles Schwab organization since 2009. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice through standard asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations without exercising discretionary trading authority.

Stephen Carpenter is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2020. He has a total of nine years of industry experience, including prior roles at Charles Schwab Bank and Charles Schwab. Schwab Wealth Advisory 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. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools, while clients retain final trading decisions.

Erica Williams is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and bringing nine years of industry experience. She has been with Charles Schwab since 2013 and joined Schwab Wealth Advisory in 2020. Prior to her financial services career, she worked with the Orlando Magic from 2011 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities. The firm delivers advice through Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions and SWAI conducting at least annual account reviews.

Carlton Stokes is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His work history includes roles at Charles Schwab and State Farm. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations within the Schwab ecosystem. The firm uses Schwab’s asset allocation models and research tools, with final investment decisions made by clients.

Michelle Sils is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 65 licenses. Her work history includes roles at Schwab Wealth Advisory, Charles Schwab & Co., Inc., and TD Ameritrade, as well as prior experience outside the financial industry with BMW and other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to recommend investments while clients retain final trading decisions, conducting annual reviews without discretionary trading authority.

Ryan Beesmer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. His prior experience includes roles at Charles Schwab & Co., Inc., Lincoln Investment, and Fidelity Brokerage Services LLC. He also has experience outside of traditional finance, including involvement with a political campaign and a venture named Bowl and Barrel. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its approach from many enterprise wealth managers.

Gregory Black is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Charles Schwab since 1997 and has been with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with a unique cost-and-expense payment structure and a focus on annual account reviews rather than discretionary trading.

Thomas Talmage III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes ten years at LPL Financial and ongoing roles at Independent Financial Partners and the Talmage Financial Group. He is also involved in business advisory services through Encompass Consulting, focusing on exit planning, estate planning, and retirement planning for business owner clients. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both decentralized investment strategies and centralized asset management options.