Santiago Santana is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc., Qkly Staffing, Together Health, and Transformco. Outside of his advisory role, he operates a small car rental business through the Turo app. 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 proprietary research tools and asset allocation models.

Avilio Sutherland Navea is a financial advisor at Mercer Global Advisors Inc. with Series 63, 65, and 66 credentials and one year of industry experience. His prior roles include positions at Eminence Wealth Management Inc. and Strong Point Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and tax-managed strategies.

Wisely Chen is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. Chen has been with Transamerica Financial Advisors since 2026 and has 14 years of experience with World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Robert Barth is a financial advisor with Schwab Wealth Advisory in Orlando, FL. He holds a Series 65 designation and has been with Schwab Wealth Advisory since 2017. Prior to that, he was involved with Pathfinder Business Strategies and Extended Travel. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

David Ellis is a financial advisor with Planmember Securities Corporation, holding a Series 65 credential and over 20 years of industry experience. He has worked at Planmember since 2007 and is also affiliated with U S Employees Benefits Service Group, LLC, US Retirement Partners, and Financial Reserve Services. Additionally, Ellis holds a Notary Public license. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Michael Bordenave is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and three years of industry experience. His prior work includes six years at Merrill and two years at USALLIANCE Financial Credit Union. Schwab Wealth Advisory provides fiduciary, non-discretionary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of securities using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client-directed investment decisions without discretionary trading authority.

Nikola Nikolic is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He has been with Charles Schwab and its affiliated Wealth Advisory unit since 2016. He holds a Series 66 credential and is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and offers recommendations across a range of investment products without exercising discretionary trading authority.

Christene Maskal is a CFP®-designated financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 15 years of industry experience. She has been with Charles Schwab since 2010 and Schwab Wealth Advisory since 2014. Maskal serves as a volunteer member of the City of Lake Mary Parks and Recreation Advisory Board. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations utilizing Schwab’s asset allocation models and research tools.

Kalonji Morrison is a financial advisor with Schwab Wealth Advisory in Orlando, FL. He holds the Series 63 and Series 65 designations and has 24 years of industry experience. Morrison has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. Outside of his advisory role, he provides expertise to support the development of his wife’s physical therapy practice. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, providing services such as annual 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 the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Thomas Eastwood Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2025. He previously worked at Bank of America and Merrill for 15 years. Eastwood also serves as Chair of the Sevilla HOA Board in Winter Park, Florida. 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, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with an integrated investment platform.

Tristan Walker is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Publix Super Markets and AGIA. Outside of advisory work, he is also an agent involved with non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers managed accounts, financial planning, and consulting services through a large network of advisors, utilizing centralized technology and third-party models to manage approximately $29.2 billion for close to 300,000 clients.

Alexander Schofield is a CFP®-designated financial advisor with 11 years of industry experience, currently affiliated with Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory since 2019 and has been with Charles Schwab & Co., Inc. since 2017. Prior to that, he was employed at E*Trade Securities LLC from 2015 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

Katie Ferguson is a CFP® professional with 13 years of industry experience, currently affiliated with Schwab Wealth Advisory in Orlando, FL. She has been with Schwab Wealth Advisory since 2015 and Charles Schwab since 2010. Her credentials include Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with associates recommending investments but leaving final trading decisions to clients.

John Lupori is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2008 and with Schwab Wealth Advisory since 2021. Outside of his advisory role, he is involved in marketing and networking for a roofing company in the construction industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority in its client accounts.

Joseph Kelly is a CFP®-certified financial advisor with 17 years of industry experience. He has been with Truist Advisory Services since 2017 and previously worked at Morgan Stanley in various roles from 2008 to 2017. Outside of his advisory role, he is involved in managing a real estate holding company focused on property improvements and bookkeeping. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program utilizing both discretionary and non-discretionary approaches, supported by integrated affiliate resources and AI-enabled research tools.

Jennie Clerzeau is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. She has been with Schwab since 2026 and previously worked in education and nonprofit sectors, including roles at Kelly Education and Heart of Florida United Way. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to deliver investment recommendations without exercising discretionary trading authority.

Lewis Blalock is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services, Inc. since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and an AI-enhanced Equity Research team to support its investment approach.

Emanuel Candelario Padilla is a CFP® and ChFC® with nine years of industry experience. He is currently an advisor at Schwab Wealth Advisory, Inc. in Orlando, FL. Prior to joining Schwab, he worked at Lincoln Financial Securities and Citibank, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients, operating as an internal advisory unit within the Schwab ecosystem.

Amy Pierce is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has one year of experience in the industry, including roles at NYLIFE Securities LLC, New York Life Insurance Company, Primerica, and Pure Romance. Outside of her advisory work, she coaches middle school volleyball as an independent contractor. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm offers a range of programs tailored to client objectives, including fee-based advice and retirement plan consulting, with a significant portion of its assets managed on a non-discretionary basis.

Holly Powell is a CFP® professional at Brookstone Capital Management LLC with 14 years of industry experience. She has been with Powell And Company since 2011 and has operated a self-employed insurance business since 1988. Based in Orlando, FL, her background includes both financial advising and insurance services. 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, other registered investment advisers, sovereign wealth funds, and banking institutions.