Paula Dailer is a CFP® professional with 16 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2015. She has been affiliated with Charles Schwab in various capacities since 2011 and briefly worked at Allen & Company of Florida, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment decisions, emphasizing client authorization for trades and tailored annual reviews.

Robert Smith is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2016 to 2021 before joining Schwab in 2021. Schwab Wealth Advisory, Inc. 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’s asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Tyler Leve is a CFP® with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Charles Schwab & Co. since 2018 and Schwab Wealth Advisory since 2021. Outside of his advisory role, he is the Vice President of Sales and Marketing at Coastline Media Distribution, overseeing magazine and advertising distribution in the Space Coast area of Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach includes asset allocation guidance and investment selection tailored to client goals, with trades executed only upon client authorization.

Dominic Bragg is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked for five years, and previously held roles at Fidelity Investments and Van Lanschot Kempen. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection, using Charles Schwab & Co.’s standard models and research tools, with recommendations tailored to each client’s goals and risk tolerance.

Kurt Schluter is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2016. He has 11 years of industry experience, including roles at Charles Schwab since 2014. 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 based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Zachary Sechkar is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and approximately one year of industry experience. Prior to joining Schwab Wealth Advisory, he held roles at Raymond James and Magna AIM Systems and has spent significant time in full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach involves tailored asset allocation and investment recommendations driven by internal research and standard models, with trades executed only upon client authorization.

Lindsay Thompson is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Charles Schwab & Co., Inc., Anthony's Thornton Park, and The Timeshare Brokers, LLC. 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 certain Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to guide investment selection, with client authorization required for all trades.

Phillip Henry is a financial advisor with Guardian Life in Maitland, Florida, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Guardian Life since 2013. Outside of his advisory work, he serves on multiple nonprofit and advisory boards, including the Holistic Environmental Stewardship Foundation and the UCF College Dean Advisory Board. Guardian Life’s Park Avenue® Wealth Management subsidiary offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charities. The firm employs both advisor-led discretionary management and model-based strategies, providing tailored client solutions through proprietary and third-party platforms.

Jeffrey Green is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and 28 years of industry experience. His prior roles include positions at Ameritas Life Insurance Corp, Estate & Business Planning Group, Jeff Green & Associates Inc, and Ameritas Investment Company, LLC. He is licensed as an independent insurance agent and serves as president of Jeff Green & Associates, Inc., alongside his advisory work. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services across discretionary and non-discretionary programs, utilizing model portfolios, mutual funds, ETFs, and individual securities, with access to various program platforms and third-party technology.

Edwin Padilla is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with Eagle Strategies since 2016 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

John Appleby is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes roles at J.P. Morgan Securities, Morgan Stanley, Massachusetts Mutual Life Insurance, and Fidelity. He also serves as a Psychological Operations Specialist in the United States Army. 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. The firm’s guidance is based on proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Sean Allen is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2016, following previous roles at SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, 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 investment solutions.

Matteo Liccardo is a CFP® professional with three years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior work includes roles at Charles Schwab and Erickson Living. Schwab Wealth Advisory, Inc. 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 guidance is based on proprietary asset allocation models and research tools, offering at-least-annual reviews with recommendations tailored to client goals and risk tolerance.

Alexander Liedberg is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2025, following prior roles at Fisher Investments and Mass Mutual Life Insurance Co. He has also worked outside financial services in roles at Platinum Parking and Target. Schwab Wealth Advisory, Inc. 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 point-in-time wealth management consultations. The firm’s advice is based on Schwab’s internal research tools and asset-allocation models, with trades executed only upon client authorization.

Leandro Velazquez is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role at Charles Schwab & Co., Inc., he worked in various positions including at JRM Truck Parking, the University of Central Florida, Orange Lake Resort, and Osceola High School. 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-referred clients. The firm’s guidance is based on Schwab’s standard asset-allocation models and internal research tools, with client-approved trade execution and regular portfolio reviews.

Michael Tuazon is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2015, with prior positions at Wells Fargo Clearing, Morgan Stanley, Woodbury Financial Services, and MSI Financial Services. Outside of his advisory role, he serves as a trustee for an irrevocable life insurance trust. 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 certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s internal research and asset allocation models, emphasizing client authorization for trades and tailored recommendations according to individual goals and risk tolerances.

James Hassell is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Fidelity in various advisory and brokerage roles since 1997. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and select referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with at-least-annual reviews tailored to each client’s goals and risk tolerance.

Byron Westerfield is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, all with Charles Schwab affiliates, including Schwab Wealth Advisory Inc since 2025 and previous roles at Schwab Private Client Investment Advisory, Inc. and Charles Schwab Investment Advisory, Inc. He is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab’s asset-allocation models and internal research tools. The firm offers tailored recommendations with at-least-annual reviews, focusing on mutual funds, ETFs, separately managed accounts, and alternative investments.

Nicholas Perrone is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has been involved with Estate and Business Planning LLC and Estate and Business Planning Group since 2024. Outside of his advisory role, he is the owner of a life insurance and long-term care business. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory services through a variety of program platforms and investment options.

Carlos Solano Monestel is a CFP® certificant with 11 years of industry experience. He currently works at Schwab Wealth Advisory and has previously held positions at Citigroup and JP Morgan. 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. Its investment guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with personalized recommendations tailored to clients’ goals and risk tolerance.