Linda Paul is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Rockefeller Financial in 2023, she worked for Merrill for 14 years. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Brian Howden is a financial advisor with Principal Financial Services in Orlando, FL, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior roles include positions at PFS Investment Inc., Primerica Financial Services, and managing Caple Howden Insurance Agency for twelve years. Outside of advisory work, he is involved in selling loan products and home security and automation services through affiliated companies. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Pryam Leonce is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and its predecessor entities since 2016. Prior to that, he worked at SunTrust Bank and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by a dedicated Equity Research team and supervisory oversight.

Sachin Trivedi is a CFA® charterholder with 20 years of industry experience. He is an advisor at Truist Advisory Services, where he has worked since 2016, and has been with Truist Investment Services, Inc. since 2013. Outside of his advisory role, he is a member or manager of several companies involved in activities such as the sale of unused event tickets and estate planning holding companies. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver its AMC Advantage manager-selection program and other advisory services.

Orlando Aska is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Timothy Partners, Nike, and Campus Crusade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Amy Davis is a CFP® professional with 21 years of industry experience. She is currently with Hightower Advisors, joining the firm in 2024 after nine years at Resource Consulting Group and ten years at GFO Advisory Services, LLC. Based in Orlando, FL, her background spans multiple advisory roles across different firms. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to support its advisory services.

Jehu Francois is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Truist Investment Services, Royal Alliance, and TIAA-CREF. Outside of finance, he owns a rental property management business. 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 platform arrangements.

Joellene Aylor is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at Hightower Advisors since 2024 and previously spent nine years with 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 with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Charles Allen is a financial advisor with Kestra Advisory, holding a Series 66 credential and 15 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for Concourse Financial Group Securities (formerly ProEquities, Inc.) from 2016 to 2022. Outside of his advisory role, he is involved in recruiting and advisor support and also owns a property management business in Indialantic, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Nhan Tran is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. Prior to joining Hightower, he worked at Resource Consulting Group for five years and Pershing LLC for five years. He is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions through a combination of affiliated and third-party managers, utilizing proprietary research and a variety of investment strategies.

Brent Arnold is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Kestra Advisory and has prior experience with LPL Financial and Templar Financial Services. Outside of his advisory work, Arnold is involved in family farming operations and holds leadership roles in nonprofit organizations, including serving as Vice President of the Colusa Masonic Lodge and Chief Rabban of the Nile Shriners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors and large investors such as sovereign wealth funds. The firm offers various services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions within a supervisory framework.

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.

Miguel Rivas Rosado is a financial advisor with Bankers Life Advisory Services, Inc. in Orlando, FL, holding Series 65 and Series 63 designations and has six years of industry experience. He has worked with multiple entities under the Bankers Life umbrella since 2017 and is also appointed as an insurance agent with Bankers Life and Casualty Company, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.

Cullen Kline is a financial advisor at Truist Advisory Services with Series 63 and Series 66 credentials. He has been in the industry since 2026 and has experience at multiple firms including Creative Financial Network and Northwestern Mutual Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches with support from third-party platforms and manager due diligence.

Nicolas Hernandez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and various Truist-affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Clifford is a financial advisor with Empower Advisory Group in Orlando, FL. He holds Series 63 and Series 65 credentials and has one year of industry experience. His previous work includes roles at Florida Financial Advisors and Empower Financial Services, Inc., as well as employment outside the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering both point-in-time financial plans and optional managed account solutions.

Jims Corvoisier is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Empower Advisory Group, he worked at several companies including Yelp, Dish Network, and Asurion Insurance Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

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.

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.