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.

Francesco Bonacia is a financial advisor at PNC Wealth Management in Orlando, FL, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at Raymond James Financial Services and Northwestern Mutual Investment Services and Life Insurance Company. Outside of advisory work, he has experience working at Tusculum University and DoorDash. PNC Wealth Management provides retail brokerage and advisory services leveraging model-based programs, including an online discretionary model account offered as an invitation-only pilot for PNC Bank employees. The programs use algorithm-driven risk assessments and portfolios implemented through approved mutual funds and ETFs, with oversight partly delegated to third parties.

Christopher Chung is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Truist Investment Services, Truist Advisory Services, Truist Bank, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, including third-party manager selection supported by AI-enabled research tools and integrated inter-affiliate services.

Andy Francois is a financial advisor at Truist Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Regions Bank, Bank of America, and Coastal Heritage Bank. Outside of advising, he is the sole owner of Realty Relief Team, a real estate investing LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research, and is notable for its integration with affiliated broker-dealer and banking services.

Karl Kuchma is a financial advisor with Truist Advisory Services, holding the Series 63, Series 65, and Series 66 designations and bringing 27 years of industry experience. He has been with Truist Investment Services since 2006 and Truist Advisory Services since 2016. 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 and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to manage and oversee investment solutions.

Timothy Taylor is a financial advisor at Mariner with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Mariner in 2021, he worked at Commonwealth Financial Network from 2015 to 2021. Taylor serves on the board of directors for the Country Club of Orlando and is a member of the advisory board for the Center for Coastal Solutions. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized portfolios overseen by an Investment Committee, combining internal research with third-party managers across a broad range of asset classes and also integrates tax, accounting, and administrative family office services.

Michael Conroy is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Robinhood Markets, Charles Schwab, and Liberty Mutual Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven investment platform utilizing mutual funds and ETFs with annual rebalancing.

Todd Sowpel is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 2016, as well as Pershing Advisor Solutions LLC from 2007 to 2016. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools.

Shumaila Pirani is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, holding a Series 66 designation with 17 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Tracy Chen is a financial advisor with Eagle Strategies (New York Life) based in Orlando, FL. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Chen has worked with Eagle Strategies LLC, Wisdom Insights Financial Solutions & Insurance Services, NYLIFE Securities LLC, and New York Life Insurance Co. since 2016. She is also an independent contractor brokering non-registered insurance products through East and Ocean Associates Inc. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across various program types and manages the majority of its assets on a non-discretionary basis.

Michael Barclay is a Series 66-licensed financial advisor with Truist Advisory Services in Orlando, FL, with four years of industry experience. His career includes roles at Truist Investment Services, Securian Financial Services, Evershore Financial, and Minnesota Life Insurance Company. Prior to his financial services career, he worked for the City of Winter Springs for 25 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 employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and offers a manager-selection program through the AMC Advantage platform.

Raymond Duenas is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held leadership roles including CEO and founder of Stewardship America Financial and Stewardship America Insurance LLC, and serves as trustee of The Duenas Family Living Trust. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, and features a predominantly non-discretionary asset mix.

Michael Davis is a CFP® with 37 years of industry experience. He has been with Hightower Advisors since 2024 and previously worked at Resource Consulting Group from 2015 to 2024. He is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Kevin Morris is a Series 66-registered advisor with Bankers Life Advisory Services, Inc. in Orlando, FL, with four years of industry experience. He has worked with Bankers Life since 2012 and currently serves as a Branch Sales Manager overseeing insurance office sales staff and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Michael Masur is a CFP® professional with 17 years of experience in financial advising. He has worked at HighTower Advisors since 2024 and previously spent nine years with Resource Consulting Group. He is based in Orlando, FL. HighTower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to diverse investment vehicles and customized portfolio construction.

Robert Brogan is a financial advisor with First Command Advisory Services in Orlando, FL, holding a Series 66 credential and four years of industry experience. Prior to his current role, he served 29 years in the United States Army. He is a JROTC Scholarship Board Member for the Military Officers Association of America Central Florida Chapter, managing scholarship programs for local ROTC and JROTC units. First Command Advisory Services is an SEC-registered firm 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Stalin Jaquez is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Independent Financial Group, he worked at RMMS Investments and Vertex Brokerage Group, where he also serves as principal agent managing operations and sales of Medicare products, life insurance, and annuities. He is based in Orlando, FL. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing a variety of in-house and third-party investment models across multiple custodial platforms.

Kelly Davison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. She has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of her advisory role, she serves as president of the Dean Point Place Homeowners' Association in Orlando, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and is noted for its inter-affiliate integration among related Truist entities.

John Hoffman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Since 2013, he has worked within SunTrust-affiliated firms, including SunTrust Investment Services Inc. and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client assets and implement investment strategies.

Arban Preniqi is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. He has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty since 2021, and previously held roles at Bank of America and AT&T. In addition to his advisory work, he serves as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.