Christopher Caro is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Schwab Wealth Advisory and Charles Schwab, having joined in 2025. Prior to that, he worked at BNY Mellon for 15 years. Outside of his advisory work, his wife owns and operates a retail business called Plato's Closet. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

Andrea Arismendi is a financial advisor with Truist Advisory Services holding a Series 66 designation and eight years of industry experience. She has been with Truist Advisory Services since 2018 and previously worked at SunTrust Bank from 2014 to 2017. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver a range of investment solutions.

Nicolas Garcia Lopez is a CFP® with seven years of experience in the financial industry. He is currently with Schwab Wealth Advisory, where he has worked since 2025, and has been affiliated with Charles Schwab & Co., Inc. since 2017. Prior to his financial career, he held positions at Hertz, Corporate Graphics International, and Sherwin Williams. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using asset allocation models and Schwab research tools to guide investment recommendations while leaving final trading decisions to clients.

Jason Greene is a Series 66-licensed financial advisor with Primerica Advisors and has 20 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2008. Greene serves on the University of Central Florida College of Business Dean's Advisory Board and is involved with the Greater Orlando Builders Association Membership Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs, supporting various account management strategies and lending solutions.

Nicole Keating is a financial advisor with Truist Advisory Services in Altamonte Springs, FL, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. She has worked with various SunTrust entities since 2015, including SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research and a structured manager-selection program.

Stacy Brandenburg is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and its affiliates since 2010, including roles at Charles Schwab Trust Bank and Charles Schwab Premiere Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations across various asset classes while leaving final trading decisions to clients.

Daniel Thill is a financial advisor with Capital Analysts in Orlando, FL, holding a Series 63 designation and 36 years of industry experience. He has worked with Lincoln Investment since 2012 and has been with Capital Analysts Inc. since 2006, alongside a long tenure at Lincoln Financial Advisors Corporation dating back to 1998. Thill serves on the board of the International Succession Planning Association and is an employee and partner at The Rawls Company, a business succession planning firm. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, delivering custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

Christina Hartfield is a CFP® with nine years of industry experience, currently serving as an advisor at Truist Advisory Services. Her prior experience includes roles at JPMorgan Securities, Merrill, Bank of America, and SunTrust. Outside of her advisory work, she holds officer positions in two family-owned businesses involved in residential and commercial construction and real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting. The firm integrates multiple affiliated businesses to deliver comprehensive investment solutions.

Matthew Stange is a CFP® professional with 14 years of experience in financial advising. He currently works at Schwab Wealth Advisory and has prior experience with Raymond James Financial Services Advisors and several firms including Keyes, Stange & Wooten CPA Firm. He also serves as an adjunct professor at Stetson University, teaching finance courses designed to fulfill CFP educational requirements. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering tailored recommendations and annual financial reviews using proprietary Schwab research and asset allocation models.

Christopher Turner is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1999 and holds Series 63 and Series 66 designations. 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 based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority for client accounts.

Meagan Druey Schaefer is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds a Series 66 credential and has worked previously at J.P. Morgan Securities, Bank of America, Merrill, and Charles Schwab & Co. Outside of her advisory role, she is the owner of Evergreen Kennels, where she breeds mini-Aussies. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm’s advice is delivered through standard Schwab asset allocation models and research tools, with clients retaining final trading decisions.

Eric Paul is a financial advisor at Valic Financial Advisors with Series 66 registration and approximately one year of industry experience. Prior to joining Valic, he held roles in education and various organizations including Brevard Public Schools and Public Consulting Group. Valic Financial Advisors, Inc. serves primarily 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, utilizing centralized technology and model solutions to manage client assets.

Elizabeth Jameson Armstrong is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Suntrust Advisory Services, Inc. and Suntrust Bank since 2013. Armstrong is based in Casselberry, Florida. 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 employs AI-enabled tools in its research process.

Anthony Becker is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Symmetry Financial Group and Preferred Referral Partners. Additionally, he serves as an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors.

Luke Collignon is a financial advisor with Principal Financial Services based in Windermere, FL. He holds Series 63 and Series 65 credentials and began his advisory career in 2025 after five years in construction and three years at the University of North Florida. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

Erwin Cajamarca is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He holds a Series 63 designation and has been with Charles Schwab and its affiliates since 1996, including 14 years at Schwab Wealth Advisory. 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 and investment recommendations across a range of asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Dominic Marco is a CFP® and holds a Series 66 license, currently serving as a financial advisor with Schwab Wealth Advisory. He has three years of industry experience and previously held roles at Charles Schwab, Vivint Smart Home, Focused Strategies Inc., and Publix Supermarkets. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Ryan Stango is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience and holds a Series 66 designation. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for nine years and AXA Advisors, LLC for seven years. Outside of his advisory role, he is an active video game streamer on Twitch Interactive, where he engages with an audience. 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. The firm operates within the Schwab ecosystem and delivers advice using standard asset allocation models and Schwab research tools, without discretionary trading authority.

Adrian Weekes is a financial advisor at PlanMember Securities Corporation with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BNY Mellon and ITAU Private Bank. Outside of financial advising, Weekes also works as a substitute teacher in Orange County, Florida. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Keith Zdrowak is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at B. Riley Wealth Management and National Securities Corporation. Outside of his advisory role, he manages an entity for administrative tasks related to his financial advising. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets and serving a client base that includes sovereign wealth funds.