Tracy Baker is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has 15 years of industry experience, including prior roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a range of advisory and placement services.

Philip Grant is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and has previously worked at various JPMorgan Chase entities. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by a third-party platform and manager arrangements.

Joseph Jamoom is a financial advisor with Fifth Third Securities, Inc. in Saint Cloud, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, among other roles. Outside of his advisory work, he is a franchise owner and travel specialist with Dream Vacations. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank.

Jacob Land is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hightower Advisors and previously held roles at Resource Consulting Group and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement consulting.

Brian Lazusky is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Knights of Columbus and Knights of Columbus Asset Advisors. Outside of advisory work, he serves as a Knights of Columbus Insurance Field Agent, selling life insurance and related products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Loyd Rawls is a financial advisor with Lincoln Investment in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Lincoln Investment since 2012 and has extensive prior experience with Capital Analysts Incorporated and Lincoln Financial Advisors Corporation. Rawls is also involved in business succession planning and serves as chairman and succession planner for related family business resource organizations. Lincoln Investment serves a range of clients including individuals, high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed portfolio strategies, employing a mix of strategic and tactical investment approaches.

Mustaf Grajqevci is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. In addition to advising, he is also an insurance agent with Bankers Life & Casualty, appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various asset classes.

David Bournival is a financial advisor with Principal Financial Services in Winter Garden, FL. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Since 2010, he has worked with Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory role, he is involved in outside insurance sales focusing on fixed life insurance, annuities, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lilian Mesquita is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently serving at First Command Advisory Services since 2015. She holds the Series 66 designation and is based in Orlando, FL. Outside of her advisory role, she serves as the president of a condominium association board. First Command Advisory Services is an SEC-registered investment adviser that serves 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 managed by a centralized investment team.

Cory Kent is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Truist Investment Services, Inc. and Fifth Third Bank, spanning over a decade in total. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform support and uses AI-enabled research tools to oversee manager selection and portfolio reviews.

Julius Costanza is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 22 years of industry experience, including roles at Charles Schwab since 2009 and managing 4JS Uniforms Inc. from 2009 to 2020. He has been with Schwab Wealth Advisory since 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and research tools while clients retain final trading decisions.

Alexander Hernandez is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 28 years of industry experience. He has been with SunTrust Advisory Services, Inc., now part of Truist, since 2009. Outside of his advisory role, Hernandez is involved in family real estate projects, assisting his children with property purchases and renovations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm’s offerings include asset allocation, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Calvin Wilson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior firms include Edward Jones, Bank of America, and Merrill Lynch. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services that emphasize asset allocation and retirement guidance using proprietary models developed with Morningstar Investment Management.

Jad Rurambo is a Series 66-licensed advisor with Bankers Life Advisory Services, Inc., and has one year of experience in the financial industry. Prior to joining Bankers Life, he worked at Publix Super Markets, Inc. for four years. He is also appointed with KFA through Bankers Life and Casualty Company, allowing him to write business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop customized portfolios aligned with clients’ goals and risk tolerances.

Elizabeth Cruz is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has worked at Empower Financial Services, Bank of America, Merrill, Regions, and automotive dealerships prior to her current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and client savings rates.

Esteban Yepes is a financial advisor with Lincoln Investment in Orlando, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. Prior to joining Lincoln Investment in 2024, he worked at Wells Fargo Bank and Horace Mann Investors. Outside of his advisory role, he is involved in business development and sales as a senior commercial account manager at Sky Light Roofing. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, a range of model portfolios, and operates both as a registered investment adviser and broker-dealer.

Stephen May is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for Raymond James & Associates for 11 years. 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 and non-discretionary approaches and utilizes third-party platforms and AI‑enabled tools to support manager selection and portfolio oversight.

Nathaniel Powell is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC and JPMorgan Chase & Co and is the owner of an intellectual property holding company focused on maintaining copyrights and trademarks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Laura Capporelli is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds a Series 66 designation and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation only to employees. The firm employs algorithmic risk assessments and uses approved model strategies executed via mutual funds and ETFs, with portfolio implementation delegated to third-party managers.

Matthew Ward is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fifth Third Securities since 2019, following prior experience at Fifth Third Bank and Reynolds and Reynolds. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to provide a range of discretionary managed-account programs featuring direct indexing, tax-overlay services, and access to various fund strategist portfolios.