Sunita George is a financial advisor with RBC Rochdale, LLC, holding the ChFC® designation and a Series 65 license, with 14 years of industry experience. She previously worked at G A Repple & Company from 2013 to 2017 and has been with CNR Securities, LLC since 2017. Outside of finance, she works as a greeter and front desk staff at a fitness center. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a multi-strategy investment process that combines quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Joseph Clifton is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. He has 11 years of industry experience, including 6 years with Schwab Wealth Advisory and 12 years with Charles Schwab overall. He is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice through standardized asset allocation models without exercising discretionary trading authority.

Colton Rankey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. Prior to joining PNC Wealth Management, he worked with Agia and Valic Financial Advisors and spent several years in education with Polk County Schools and Middletown City Schools. He is also appointed as an agent to sell non-securities insurance products for Agia. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a pilot digital discretionary model account available to select employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with algorithm-based risk assessment and annual rebalancing.

Tanya Tremel is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc, Supelle, KIE Collaborators, LiveTrends Design Group, and Lockheed Martin. Outside of financial advising, she owns Joy Marketing, a marketing services business supporting startup companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools to guide clients, with final trading decisions made by clients themselves.

Gregory Mantecon is a Certified Financial Planner™ (CFP®) with eight years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its program sponsored by Charles Schwab & Co., Inc. The firm delivers advice through Schwab’s standard asset allocation models and research tools, with investments recommended by its advisors but final trading decisions made by clients.

Alexandra Carney is a financial advisor with Eagle Strategies (NY Life) in Maitland, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Eagle Strategies since 2019 and has a longer history with New York Life entities dating back to 2013. Outside of her advisory work, she serves as a board member for Girls on The Run Central Florida and volunteers as a classroom coordinator at Parke House Academy, in addition to working seasonally as an entertainer at Universal Orlando. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ricky Parker is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab and its affiliates since 1999. Parker is based in Orlando, FL, and has worked at Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset allocation models and research tools to guide investment recommendations while clients retain final trading decisions.

Jay Shah is a financial advisor with Eagle Strategies (NY Life) who holds the Series 63 and Series 65 credentials and has 18 years of industry experience. He has been with Eagle Strategies since 2010 and is also affiliated with New York Life Securities LLC and New York Life Insurance Company since 2007. Shah serves as Secretary on the board of the Indian American Chamber of Commerce and holds board positions with the UCF College of Science Dean Advisory Board and the Asian American Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individual investors, institutional plans, charitable organizations, and corporate clients. The firm offers a range of program types, emphasizing tailored recommendations and managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Felipe Florez is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab 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, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Lawrence Rutledge is a CFP® professional with 29 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes over a decade at Guardian Life combined with several years at Park Avenue Securities. Rutledge also operates Rutledge Advisory Group, Inc., a marketing name, and engages in outside insurance sales with approved companies. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs. The firm offers a range of tailored advisory solutions, including discretionary and non-discretionary management using in-house and third-party strategies.

Matthew Keister is a financial advisor with Guardian Life and holds the Series 66 designation. He has approximately one year of industry experience, including prior roles at Park Avenue Securities and Westshore Financial Group. Before entering the financial industry, he worked in education and retail. Keister also engages in the sale of insurance products outside of those offered through Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and a range of advisory programs using both proprietary and third-party strategies.

Seth Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked in roles including the Estate & Business Planning Group and Ameritas Investment Company. Outside of finance, he has a background involving participation in Renaissance Festivals. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes both in-house and third-party investment solutions and integrates with Ameritas affiliates to offer a range of advisory and financial products.

Ricardo De Oliveira is a financial advisor with Truist Advisory Services holding a Series 66 designation and four years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as prior experience at Adventhealth Waterman and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and related advisory services.

Matthew Burger is a financial advisor with Schwab Wealth Advisory and holds the Series 66 designation. He has one year of experience in advisory roles and has previously worked at Charles Schwab, The Travelers Indemnity Company, Plymouth Rock Assurance, US Health Advisors, and in the retail sector. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering 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 fees for its services.

Denisse Arambula is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory since 2020 and Charles Schwab since 2017. Prior to her current roles, she worked at First Savings Bank and briefly at Abrazo Pas LLC, where she also performed payroll assistance. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and offers investment recommendations while leaving final trading decisions to clients.

Olivia Harder is a financial advisor at Schwab Wealth Advisory with two years of industry experience. She holds Series 65 and Series 63 licenses. Prior to her current role, she worked at Charles Schwab & Co., Inc. and has experience in retail settings including Salon Dulay and LOFT Outlet. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using proprietary allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Gary Gould is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked within the Charles Schwab organization since 2009. 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, using Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Cameron Ali is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., PNC Bank, Trustco Bank, and Homeland Vinyl Products. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Charles Schwab ecosystem, delivering advice through standardized asset allocation models and research tools, while final trading decisions remain with clients.

Carol Bowe is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at Morgan Stanley, Janney Montgomery Scott, and E*TRADE Securities. She is currently based in Winter Springs, FL. Wealth Enhancement Advisory Services provides financial planning, discretionary and non-discretionary asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis.

Ana Mason is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and TD Ameritrade. Mason is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations while allowing clients to make final trading decisions.