Brandon Nickell is a Series 66-credentialed financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and with Charles Schwab since 2015. 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 offers guidance on asset allocation and investment selection based on Schwab’s internal research and standard asset-allocation models, while trades require client authorization.

Lanzhen Zhuang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with several organizations, including Elite & CEOs Inc, New CEOs Inc, Heartland Institute of Financial Education, and Wfgia. Zhuang also serves as president of New CEOs Inc and consults for the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Mariano Rodriguez is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated firms since 2014. Based in Orlando, FL, his current role began in 2018 at Schwab Wealth Advisory Inc. 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 uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Theotime Desmulier is a CFP® professional with eight years of industry experience, currently affiliated with Schwab Wealth Advisory, Inc. His prior positions include roles at Rehmann and Raymond James Financial Services Advisors, Inc. He is based in Orlando, Florida. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm employs Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with at-least-annual reviews.

Louis Satmaria is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at Truist Advisory Services, Truist Investment Services, and SunTrust Bank dating back to 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support for plan sponsors, participant advice, and a manager-selection program utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Lucas Wyland is a CFP® professional with two years of experience currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. Prior to his advisory role, he held positions at Charles Schwab and worked in various industries including automotive sales and logistics. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance incorporates proprietary asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Steven Resler is a CFP® professional with 19 years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023, following prior roles at Hallmark Capital Management and Fidelity. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles alongside ongoing research and due diligence.

James Howell is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2012 and Charles Schwab since 1997. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering personalized recommendations with client authorization for trade execution.

Alejandro Garib is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to his current role, he spent 20 years working at Rosen Hotel & Resort. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Bruno Faria Amoroso is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Schwab Wealth Advisory and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance relies on Charles Schwab’s asset-allocation models and internal research, offering personalized recommendations without exercising discretionary trading authority.

Douglas Flaute is a financial advisor with TLG Advisors, Inc., holding the ChFC® designation and Series 63 license. He has 33 years of industry experience and has worked with The Leaders Group Inc., Sagepoint Financial, and Qualis Financial Group LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and ongoing monitoring based on fundamental analysis and Modern Portfolio Theory.

Johven Mike Barga is a financial advisor with Transamerica Financial Advisors in Maitland, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His background includes roles with organizations such as World System Builders, the National Association of Registered Social Security Analysts, and Education Encompassed. Outside of traditional advisory work, he is involved in estate planning services through Inheritguard, LLC, and provides education on social security issues as a registered social security analyst. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm’s advisory approach primarily utilizes model portfolios and third-party managers, offering multiple program platforms such as Transamerica ONE and TFA365.

Christopher Degrace is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, TRUIST INVESTMENT SERVICES, INC, Citigroup Global Markets, and J.P. Morgan Securities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a consolidated investment platform with discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Sean Mallon is a CFP® professional with 23 years of industry experience, currently with Schwab Wealth Advisory, Inc. He has held prior roles at Charles Schwab, Moomoo Financial Inc., TD Ameritrade, and Wells Fargo Investments. Mallon is based in Orlando, FL and holds Series 66 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses proprietary asset-allocation models and research tools, offering tailored recommendations with client authorization required for all trades.

Cliff Worthylake is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. and previously held roles at firms including WA Global and Amazon. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s recommendations focus on asset allocation and investment selection, utilizing Schwab’s internal research tools and standard models, with trades executed only upon client authorization.

David Clark is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Private Advisor Group in 2024, he held positions at organizations including Cru and Maple Street Biscuit Company. Outside of his advisory role, Mr. Clark operates under the business name Grace Financial Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and managed account solutions through proprietary platforms and third-party strategies. The firm employs a fiduciary-based advisory model and utilizes a range of investment methods and technology platforms to implement its services.

Marco Escobar is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior roles include positions at CitiGroup, Merrill, and J.P. Morgan Securities. Outside of finance, he is involved in music production as the owner of CasaMuzik, where he works as a producer, writer, and musician. Schwab Wealth Advisory 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 offers guidance on asset allocation and investment selection, using proprietary models and internal research tools, while requiring client authorization for all trades.

Tia Porr is a financial advisor with Truist Advisory Services, holding Series 63 and 66 licenses and four years of industry experience. She has worked across various Truist entities since 2021 and previously held roles in the banking and hospitality sectors. Outside of finance, she is the owner of a music and entertainment business as a DJ and electronic music producer. 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 with non-discretionary consulting and uses advanced research tools and inter-affiliate integration to support its clients.

Cindy Mayfield is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 11 years of industry experience. She has been with AE Wealth Management since 2016 and also serves as president of Wealth Management Solutions, LLC, an insurance marketing and sales business she founded in 2007. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches to manage approximately $49.8 billion for over 127,000 clients.

Jonathan Kress is a CFP® professional with 10 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. He has been affiliated with Charles Schwab since 2016. 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 asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.