Justin Meisner is a financial advisor at Truist Advisory Services with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Truist Investment Services and Truist Bank, and before entering the financial industry, he spent 14 years at Enterprise Holdings. 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, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Stephen Hartman Jr. is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2018, following a year at Morgan Stanley. Outside of his advisory role, he assists his brother-in-law with residential and commercial home remodeling projects in the Orlando area. 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 and financial planning. The firm uses internal research tools and standardized asset-allocation models to offer tailored recommendations, while executing trades only with client authorization.

Tamara Anderson is a CFP® practitioner at Hightower Advisors with six years of industry experience. She has held roles at Fidelity Investments and Charles Schwab prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and pooled investment vehicles. The firm employs a multi-manager investment approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

Christopher Driver is a CFA® charterholder with 10 years of industry experience. He is currently with Hightower Advisors and has previously worked at firms including Resource Consulting Group, Driver Capital, Zeke Capital, Warren Averett Asset Management, and Devon Investment Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Elizabeth Perez is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has 18 years of industry experience, including roles at SunTrust Advisory Services, HSBC Bank USA, and HSBC Securities. Perez is based in Saint Cloud, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, combining discretionary and non-discretionary approaches with third-party platform and manager arrangements.

Bryan Cornell is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Prudential Insurance Company of America, Charles Schwab & Co., Inc., and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Ernest Phillips is a CFP® professional with 19 years of industry experience, currently with Hightower Advisors since 2024. Prior to joining Hightower, he spent 22 years at Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Philip Grant is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and has previously worked at various JPMorgan Chase entities. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by a third-party platform and manager arrangements.

Joseph Jamoom is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2021, following a five-year tenure at Wells Fargo Clearing. Outside of finance, Jamoom is a franchise owner and travel specialist with Dream Vacations. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides services such as direct-indexing, tax-overlay strategies, and managed accounts.

Jacob Land is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hightower Advisors and previously held roles at Resource Consulting Group and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement consulting.

Brian Lazusky is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Knights of Columbus and Knights of Columbus Asset Advisors. Outside of advisory work, he serves as a Knights of Columbus Insurance Field Agent, selling life insurance and related products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Mustaf Grajqevci is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. In addition to advising, he is also an insurance agent with Bankers Life & Casualty, appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various asset classes.

Lilian Mesquita is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving at First Command Advisory Services since 2015. She holds the Series 66 designation and is based in Orlando, FL. Outside of her advisory role, she serves as the president of a condominium association board. 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 managed by a centralized investment team.

Cory Kent is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Truist Investment Services, Inc. and Fifth Third Bank, spanning over a decade in total. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform support and uses AI-enabled research tools to oversee manager selection and portfolio reviews.

Alexander Hernandez is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 28 years of industry experience. He has been with SunTrust Advisory Services, Inc., now part of Truist, since 2009. Outside of his advisory role, Hernandez is involved in family real estate projects, assisting his children with property purchases and renovations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm’s offerings include asset allocation, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Johnny Barney is a financial advisor at Bankers Life Advisory Services, Inc. with a Series 65 designation and one year of industry experience. Prior to his current role, he held positions at Bankers Life & Casualty, Inc. and various non-financial organizations. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios across multiple asset classes.

Cameran Mckenry is a financial advisor with Fifth Third Securities, Inc. in Orlando, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Fifth Third Securities, Cameran worked at Fifth Third Bank and Total Quality Logistics. Fifth Third Securities serves a diverse client base including individuals, institutions, corporations, trusts, and retirement accounts through both investment advisory and brokerage services, offering a range of program types on the Passageway Managed Account platform.

Pedro Irizarry is a financial advisor with Lincoln Investment in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Coinbase, Schwab Wealth Advisory, Inc., Charles Schwab & Co., Inc., Embry-Riddle Aeronautical University, and Bank of America. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, access to third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team.

Jad Rurambo is a Series 66-licensed advisor with Bankers Life Advisory Services, Inc., and has one year of experience in the financial industry. Prior to joining Bankers Life, he worked at Publix Super Markets, Inc. for four years. He is also appointed with KFA through Bankers Life and Casualty Company, allowing him to write business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop customized portfolios aligned with clients’ goals and risk tolerances.

Elizabeth Cruz is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has worked at Empower Financial Services, Bank of America, Merrill, Regions, and automotive dealerships prior to her current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and client savings rates.