Matthew Murphy is a CFP® professional with 23 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Murphy Financial, LLC. His prior experience includes roles at Fidelity Investments and Certified Insurance Corp. He is also the owner of Benetas Wealth, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering discretionary model portfolios and multiple program structures.

Jahone Green is a financial advisor at Empower Advisory Group with a Series 66 designation and four years of industry experience. He has worked previously at Navy Federal Investment Services, Navy Federal Financial Group, Equitable Advisors, and Empower Financial Services. His background includes roles outside finance, such as work in marketing and branding, art history, and education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Shane Donahue is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2017, with prior experience at Charles Schwab and Jackson Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and select referrals, using Charles Schwab’s asset-allocation models and research tools to deliver tailored recommendations reviewed at least annually.

James Clark is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He has held roles at firms including LPL Financial and Independent Financial Partners. Clark holds a Series 63 credential and occasionally sells fixed life insurance and long-term care policies. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes technology platforms along with a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Anuar Heneide Mondragon is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and Charles Schwab, where he has worked since 2022. His prior experience includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services, 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 CS&Co.-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored annually to clients’ goals and risk tolerance.

Melanie Vise is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 1997. Based in Orlando, FL, she has worked at Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and select Charles Schwab-referred clients. The firm uses proprietary asset allocation models and internal research tools to tailor recommendations, while client authorization is required for trades.

Michael Lopez is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes positions at Fifth Third Bank, SunTrust Bank, and TD Bank. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via the Passageway platform, providing a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Michael Zizmer is a CFP® professional with 38 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James & Associates and UBS Financial Services Inc. Outside of advisory roles, he serves as trustee for inherited family assets. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Julian Melendez is a Series 66 licensed financial advisor with 12 years of industry experience, currently serving at Schwab Wealth Advisory since 2021. He has been with Charles Schwab in various advisory roles since 2012. Located in Orlando, FL, his background includes work with Schwab Private Client Investment Advisory from 2017 to 2020. 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–referred clients. The firm’s services emphasize asset allocation and investment selection using standardized models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Chad Groseclose is a CFP® professional with 13 years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has held positions at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and USAA Investment Management Company, among others. Groseclose has been affiliated with Schwab Wealth Advisory since 2024. 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 utilizes proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, without exercising discretionary trading authority.

James Ferrell is a financial advisor with Beacon Pointe Advisors, LLC, holding the CFP® designation and Series 65 license, and bringing 30 years of industry experience. Prior to his current role, he led Ferrell Wealth Management for 24 years and also has experience at Triloma Securities, LLC. Outside of advising, he serves as a director of Winter Park National Bank and is involved in several business ventures including a residential real estate brokerage and a CPA firm. Beacon Pointe Advisors provides wealth advisory and consulting services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, employing both active and passive investment strategies across public and private asset classes.

Travis Roy is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 1997. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach uses standard asset-allocation models and internal research tools, with trades executed only upon client authorization.

James Bass is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Independent Financial Partners since 2018 and has also worked with PrimeQuest Wealth Strategies since 2007. In addition to his advisory work, Bass serves as a consultant for the American Financial Education Alliance, presenting financial educational programs. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a decentralized advisory model and is notable for its retirement-plan advisory and pension consulting capabilities.

Darren Clark is a CFP® professional with 12 years of industry experience currently serving at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory since 2014 and has been affiliated with Charles Schwab since 2010. 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 utilizes proprietary asset-allocation models and internal research tools to offer tailored advice, with a focus on annual reviews and client-authorized trades.

James Ashbridge is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2019, previously holding roles at TD Ameritrade Inc. and Aviance Capital Partners LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, focusing on asset allocation and investment selection guided by Schwab’s proprietary research and models.

Johara Safraoui is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc. and has a background that includes roles outside of financial services. 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’s services focus on asset allocation and investment selection tailored to individual goals and risk tolerance, using Charles Schwab’s research tools and standard asset-allocation models.

Anthony Perrone is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® and Series 66 designations and has 33 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has a long tenure at affiliated Ameritas entities dating back to 2001. Perrone is also the owner and president of the Estate & Business Planning Group and is an author engaged in writing and speaking about his books. 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 utilizes a range of investment strategies and platforms, including model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.

William Schmidt is a CFP® with 33 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has held roles at LPL Financial, Independent Financial Partners, and Schmidt Financial Resources. Schmidt Financial Resources, Inc. has been a longtime business activity of his, operating since 1992. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services through a network model that combines independent advisory representatives with access to third-party managers and technology platforms.

Charles Aten is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and related entities since 2000. He is currently based in Orlando, FL. Schwab Wealth Advisory serves clients 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 and involves annual reviews tailored to clients’ goals and risk tolerance.

Mitchell Nunn is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked in insurance sales and office management at Amerilife of Brevard since 2021. His prior roles include positions outside the financial services industry, such as work at Overlook Bible Training Center and Starbucks. Brookstone Capital Management is an SEC-registered adviser providing 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, sovereign wealth funds, and banking institutions, and supports a large advisor network with model portfolios and managed account services.