Jonathan Winslow is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he worked at Water Oak Advisors LLC for two years. Outside of advisory work, Winslow owns and operates Winslow Financial Services, LLC, a tax preparation business in Altamonte Springs, Florida. Creative Planning is a large enterprise firm managing approximately $217 billion in assets, offering comprehensive investment advisory and financial planning services to a broad client base including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management and retirement plan services, supported by affiliated legal, trust, and recordkeeping businesses.

Brian Salerno is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He has worked at CNR Securities since 2015. RBC Rochdale, LLC serves a diverse client base including high net worth individuals, corporations, charitable organizations, and governmental entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, offering discretionary and non-discretionary portfolio management as well as sub-advisory and model delivery services.

Clifford Woodard is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has been with Charles Schwab and Schwab Wealth Advisory Inc. since 2016. Schwab Wealth Advisory, Inc. 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 Charles Schwab and does not engage in discretionary portfolio management or serve certain institutional client types.

Daniel Nowak is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Valic since 2016. Outside of his advisory role, he is a member and co-owner of C & D Dizical Collectibles, assisting with online sales of Disney items and collectibles and participating in an annual trade show. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to manage approximately $29.2 billion across nearly 300,000 clients.

Tanya Black is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2000 and with Schwab Wealth Advisory Inc. since 2012. Based in Orlando, FL, she serves clients through the Schwab Wealth Advisory program. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority and generally operates as an internal advisory unit paid by Charles Schwab & Co. under a cost-and-expense arrangement.

Graham Pettis is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLIFE Securities LLC and New York Life Insurance Company since 2021. Outside of his advisory role, Pettis serves as a board member and treasurer for Heroes Strong, a local support organization for first responders and military personnel, and holds leadership positions in community and church organizations including BNI Networking and Trinity Baptist Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

Mark Vroman is a CFP®-certified financial advisor with 23 years of industry experience. He is currently affiliated with United Planners Financial Services of America, a limited partnership, and has held roles at firms including American Portfolios Advisors and JCR Settlements. Outside of his advisory work, Vroman is involved in settlement planning and related services through several entities such as Garrison Settlements and Collaborative Settlements. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with both fee-based and commission-based options and maintains a majority ownership structure held by financial professionals.

Michelle Meeks is a CFP® professional with 26 years of industry experience, currently serving at Truist Advisory Services since 2016. She holds the Series 66 designation and is based in Lake Mary, FL. Her career has been centered at Truist, including roles at Truist Investment Services. 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 combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions across a wide client base.

Taylor Ayres is a CFP® certificant and financial advisor at Schwab Wealth Advisory with four years of industry experience. Based in Orlando, FL, Ayres has held roles at several firms including Creative Planning, Avantax, Merrill, and multiple Cetera entities before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm conducts annual reviews and offers investment recommendations without exercising discretionary trading authority.

Anne Nemeth is a CFP® and holds a Series 66 license with two years of industry experience. She is currently with Schwab Wealth Advisory in Orlando, FL. Outside of advising, she operates a reseller business on the Depop platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models.

Kelly Harris is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations and five years of industry experience. Their career includes roles at Robinhood Financial, Commonwealth Financial Network, and Stonebridge Financial Planning Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

Daniel Davis is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in Debary, Florida. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing alongside supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Ryan Ewart is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at PlanMember and affiliated entities since 2018 and previously spent two years at Anders & Anders Financial Group. In addition to his advisory role, he is involved with several investment-related ventures including RRE Ventures Inc, where he serves as president. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach emphasizes a strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Brett Decker II is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory since 2015 and has been associated with Charles Schwab since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab’s asset allocation models and research tools to offer investment recommendations while allowing clients to make final trading decisions.

Chris Roberts is a CFP® professional with 30 years of industry experience, currently serving at United Planners' Financial Services of America as a Limited Partner. His prior experience includes roles at Ascia Partners and Ohio National Life Insurance. He also consults with Medicare Back Office, providing guidance on annual Medicare decisions. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and over 350 advisors. The firm serves a diverse client base through a combination of advisory and brokerage services, primarily managing accounts on a non-discretionary basis.

Scott Look is a CFP® professional with 9 years of experience currently with Schwab Wealth Advisory Inc. He has been associated with Charles Schwab since 2016 and joined Schwab Wealth Advisory in 2021. He holds the Series 66 credential and is based in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations, utilizing Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Cody Meyer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been with Charles Schwab since 2019. Prior to his financial services career, he was involved with Flo Beverages and The Craft Bar. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s research tools and standard asset allocation models to guide clients, while leaving final trading decisions to them.

Austin Brunner is a CFP® professional at Schwab Wealth Advisory with eight years of industry experience. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab since 2017. Outside of his financial advisory role, he is involved in selling music, playing shows, and merchandising. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using standard Schwab asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, serving individual clients primarily through a non-discretionary approach.

Beah Del Cid is a financial advisor at AE Wealth Management, LLC with 13 years of industry experience. She holds a Series 65 designation and has previously worked at J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to her advisory role, she is president of BD Financial Concepts Inc., where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining multiple model portfolios and offers a range of services such as discretionary asset management, financial planning, and ERISA plan services.

Izabel Angelova is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co. Inc., Kestra Financial, HUB International, Ameriprise Financial Services, and Fidelity Brokerage Services. Outside of her advisory role, she owns a rental property managed by a third-party company in Jacksonville, Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations across a range of assets. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools.