Malachi Jones is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. starting in 2023 and has a background in retail jewelry sales. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab's asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Daniel Potocki is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include Charles Schwab, Empower Financial Services, Cetera, and New York Life Insurance Company. He served in the United States Army Reserve for six years. 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, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through Schwab’s research tools and standard asset allocation models.

Susan Poss is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 designations. She has 26 years of industry experience, including 12 years with Schwab Wealth Advisory and over 20 years overall at Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and 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 directly charge clients for its advisory services.

Nolan Cancino is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab and Morgan Stanley Smith Barney LLC. Nolan is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

James Faust is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Valic Financial Advisors and has prior experience at Edward Jones. Outside of advising, he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Stuart Farb is a financial advisor with Commonwealth Financial Network in Maitland, FL, holding the ChFC® and Series 63 designations and bringing 50 years of industry experience. He previously spent 49 years at Lincoln Financial Advisors Corporation before joining Commonwealth Financial Network and Aegis Consulting in 2023. Farb is also a co-owner of The Farb Financial Group, LLC, and Farb & Schilling, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, compliance, and practice-management support. The firm offers discretionary model portfolios and customizable investment solutions across various program structures.

Sean Moore is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 24 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and affiliated with Charles Schwab since 2011. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes, with advice delivered through Schwab’s asset allocation models and research tools.

Daniel Novotny is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Commonwealth since 2014. Novotny is also a 50% owner of Breed's Hill Wealth Management, LLC, an entity created for operating a securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including investment management, trading, compliance, and practice management, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by the firm’s Investment Management and Research team.

James Kauchak is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, SunTrust Advisory Services, PNC Wealth Management, MSI Financial Services, and TD Ameritrade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, 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, with an emphasis on inter-affiliate integration and comprehensive supervisory oversight.

Jacquelyn Bletzacker is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has been with Valic Financial Advisors since 2003 and has also been affiliated with Agia since 2022. Outside of her advisory work, she and her husband own a property in Orlando that their son resides in and rents. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Todd Bolton is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds the CFP® and Series 66 designations and has worked at various SunTrust entities since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate services.

Adam Tobias is a CFP® with nine years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Orlando, FL. His career includes roles at Charles Schwab & Co., Inc. and Ameriprise Financial Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools to assist clients with investment recommendations and wealth management education. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc. and does not directly charge clients fees, distinguishing it from many enterprise wealth managers.

Eric Geiger is a CFP® professional at Fifth Third Securities, Inc. with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2020, and previously held roles at SunTrust Advisory Services and SunTrust Bank. 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 options and features such as direct indexing and tax-overlay services, combining its municipal-advisor registration with its affiliation to Fifth Third Bank.

Jonathan Frascarelli is a CFP® professional with four years of industry experience, currently serving as an advisor at Truist Advisory Services. He previously worked at Fifth Third for sixteen years before joining Truist. Based in Winter Park, FL, Frascarelli holds Series 66 and Series 63 licenses. 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 utilizes third-party platforms and AI-enabled research tools to support investment strategies and manager selection.

Jeremy Jones is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliated advisory businesses since 1998, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various securities and managed accounts. The firm delivers advice using standard asset allocation models and Schwab research tools, with final trading decisions made by clients, and operates as an internal advisory unit within the Schwab ecosystem.

Victor Benavides is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at PCS | Aspire and T. Rowe Price before joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools.

Allen Jones IV is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior work includes roles at Raymond James & Associates and UBS Financial Services. He serves as a board advisor for Young Life at the University of Central Florida and is a member of the Finance Advisory Board at UCF’s business school. Steward Partners Investment Advisory is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account solutions through both discretionary and non-discretionary portfolio management.

Teresa Abramson is a financial advisor with Bankers Life Advisory Services, Inc. in Orange City, FL, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Bankers Life Advisory Services, she worked at Piercing Pagoda for ten years. She is involved in several community and professional organizations, including serving as Corresponding Secretary for a philanthropic educational organization supporting scholarships and grants for women, as well as membership in the West Volusia Chambers of Commerce and the National Association of Insurance and Financial Advisors. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Sean Smith is a financial advisor with Schwab Wealth Advisory Inc. in Orlando, FL, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 1999 and Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools. The firm conducts annual financial reviews and offers investment recommendations without exercising discretionary trading authority.

Dylan Allred is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He previously held roles at Northwestern Mutual Wealth Management Company, Fidelity, Navy Federal Financial Group, and The Vanguard Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory (SWA) program, offering clients annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools.