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Andrea A

Series 66

Orlando, FL

Truist Advisory Services

Andrea Arismendi is a financial advisor with Truist Advisory Services holding a Series 66 designation and eight years of industry experience. She has been with Truist Advisory Services since 2018 and previously worked at SunTrust Bank from 2014 to 2017. 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 third-party platforms and AI-enabled research tools, to deliver a range of investment solutions.

Founder/Business Owner Executive
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Scott E

Series 63, Series 65

Winter Garden, FL

Commonwealth Financial Network

Scott English is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Commonwealth since 2003 and also serves as managing principal of Ford, English, Savicki & Pavlot Wealth Management LLC, a private entity involved in fixed insurance products and securities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through various advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors access to a broad range of investment products and discretionary model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Christina H

CFP®, Series 66

Winter Park, FL

Truist Advisory Services

Christina Hartfield is a CFP® with nine years of industry experience, currently serving as an advisor at Truist Advisory Services. Her prior experience includes roles at JPMorgan Securities, Merrill, Bank of America, and SunTrust. Outside of her advisory work, she holds officer positions in two family-owned businesses involved in residential and commercial construction and real estate. 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 consulting. The firm integrates multiple affiliated businesses to deliver comprehensive investment solutions.

Founder/Business Owner Executive
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Eric P

Series 66

Orlando, FL

Valic Financial Advisors

Eric Paul is a financial advisor at Valic Financial Advisors with Series 66 registration and approximately one year of industry experience. Prior to joining Valic, he held roles in education and various organizations including Brevard Public Schools and Public Consulting Group. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage client assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Anthony B

Series 63, Series 65

Orlando, FL

Valic Financial Advisors

Anthony Becker is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Symmetry Financial Group and Preferred Referral Partners. Additionally, he serves as an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Luke C

Series 63, Series 65

Windermere, FL

Principal Financial Services

Luke Collignon is a financial advisor with Principal Financial Services based in Windermere, FL. He holds Series 63 and Series 65 credentials and began his advisory career in 2025 after five years in construction and three years at the University of North Florida. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

Retired Founder/Business Owner
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Keith Z

Series 63, Series 66

Orlando, FL

Kestra Advisory

Keith Zdrowak is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at B. Riley Wealth Management and National Securities Corporation. Outside of his advisory role, he manages an entity for administrative tasks related to his financial advising. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a client base that includes sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Namdar H

Series 66

Orlando, FL

Truist Advisory Services

Namdar Hosseinzadeh is a financial advisor with Truist Advisory Services based in Orlando, FL. He holds the Series 66 designation and has 12 years of industry experience. His work history includes roles at Truist Investment Services, SunTrust Advisory Services LLC, and Trustco Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

Founder/Business Owner Executive
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Andrew L

Series 63, Series 65

Orlando, FL

Hightower Advisors

Andrew Llewellyn is a financial advisor at Hightower Advisors in Orlando, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, M1 Finance, and Adage Services. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and pooled investment vehicles, utilizing a multi-manager approach that incorporates affiliated and third-party managers along with proprietary research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Seabron O

Series 66

Orlando, FL

Empower Advisory Group

Seabron Oliver is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Merrill, Citigroup, and other financial institutions. Oliver has a background that includes roles at several major firms and experience across various financial service settings. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Timothy M

CFP®, Series 66

Winter Park, FL

Rockefeller Financial LLC

Timothy Magid is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Bank of America, Merrill, and Wells Fargo. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, combining a Private Advisor model with a consolidated investment platform that delivers solutions across equities, fixed income, and alternatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Christopher D

Series 63, Series 66

Orlando, FL

Truist Advisory Services

Christopher Damiano is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Founder/Business Owner Executive
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John M

Series 63, Series 65

Orlando, FL

Principal Financial Services

John Madden is a financial advisor with Principal Financial Services in Orlando, FL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2011. Outside of his advisory role, Madden sells supplemental health insurance and fixed insurance products, including fixed life, annuities, disability insurance, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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David M

Series 63, Series 65

Orlando, FL

Truist Advisory Services

David Murphy is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2018, including roles at BB&T Investments and BB&T Securities prior to the formation of Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment processes.

Founder/Business Owner Executive
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Ryan E

CFP®, Series 63, Series 66

Orlando, FL

Kestra Advisory

Ryan Evans is a CFP® with 27 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has also worked at Kestra Investment Services, LLC since 2002. In addition to his advisory roles, he is the founder and president of Evolve Advisor Group and a partner in a commercial property management business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, supporting both discretionary and non-discretionary engagements through multiple management platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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David P

Series 66

Winter Park, FL

Truist Advisory Services

David Peck is a Series 66-licensed financial advisor with Truist Advisory Services in Winter Park, FL. He has 23 years of industry experience, including roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. for over a decade each. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting services and utilizes third-party platforms and AI-enabled tools for investment research and manager due diligence.

Founder/Business Owner Executive
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Camuel B

Series 65, Series 63

Orlando, FL

First Command Advisory Services

Camuel Buzan is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory role, he spent ten years at Tata Consultancy Services Corp. He is based in Orlando, FL. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving 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, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Austin M

Series 63, Series 66

Winter Park, FL

Truist Advisory Services

Austin Mitchell is a financial advisor with Truist Advisory Services in Winter Park, Florida. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Truist, he worked at Charles Schwab and has experience in event management and billiard services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive
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Katherine G

Series 66

Orlando, FL

Valic Financial Advisors

Katherine Gonzalez is a financial advisor with Valic Financial Advisors in Orlando, FL, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles in education and community organizations, such as Orange County Public Schools and the Central Florida Language Academy. She is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and a variety of centralized technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Stephen M

Series 63, Series 65

Orlando, FL

Hightower Advisors

Stephen Mackall is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He previously worked at Resource Consulting Group for nine years before joining Hightower Advisors in 2024. Based in Orlando, FL, he currently serves clients through Hightower’s enterprise platform. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to construct customized portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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