Keithia D Great is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Coast2Coast Mortgage, Stirlingshire Investments, and PFS Investments Inc., along with experience as a marketing consultant. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within plan lineups selected by plan sponsors.

Philip Clark is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Marriott International. Outside of finance, he owns and operates a business that builds and sells furniture and designs apparel. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated platform focused on long-term portfolio returns and annual rebalancing, operating at a large scale with close affiliation to Empower’s recordkeeping and administrative entities.

Yajaira Rodriguez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and SunTrust Advisory Services. Outside of advisory work, she is a co-owner of an investment LLC focused on property management in Saint Cloud, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled tools to support equity research and manager oversight.

Joewin Jemang is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds a Series 65 registration and has previously worked at DebtMerica and WFGIA. Jemang’s other business activities include the sale of insurance and non-insurance products with companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations and offers both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides a mix of discretionary and non-discretionary investment programs.

Daniel Iosue is a CFP® professional with 15 years of experience in the financial industry, currently affiliated with Lincoln Investment in Orlando, FL. He has worked at both Lincoln Investment and The Rawls Company since 2016 and is also involved with Sharks & Sailors, LLC. His experience includes business succession planning in an advisory support role. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a combination of strategic and dynamic investment approaches through both advisor-managed and firm-managed portfolios, overseeing approximately $22.9 billion in advisory assets as of December 31, 2025.

Paul Jones is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Truist Advisory Services. His prior experience includes roles at Charles Schwab & Co., Inc., JPMorgan Chase Bank, N.A., and Bank of America, N.A. 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 non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Kimberly Sterling is a CFP® and holds a Series 65 license with 26 years of industry experience. She is currently with Hightower Advisors and previously worked for nine years at Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement consulting.

Ross Feldman is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations along with a Series 66 license. He has 27 years of industry experience, including extensive tenure at Guardian Life since 2010. Outside of advising, Feldman is a singer-songwriter who occasionally performs and records music for the public. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs that include both proprietary and third-party strategies.

Mike Villar is a financial advisor at Mariner with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Empower Advisory Group, Personal Capital Advisors Corporation, and Northwestern Mutual. 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 combines internal research with third-party managers and provides specialized services such as coordinated tax compliance, Core Family Office solutions, and a Financial Wellness Platform for employers.

Paula Coelho is a financial advisor at Truist Advisory Services with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Deutsche Bank Securities Inc. for ten years, as well as at Wells Fargo Bank and Wells Fargo Clearing. 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 offers both discretionary and non-discretionary investment management solutions and uses third-party platforms and AI-enabled tools to support manager selection and ongoing oversight.

Brendan Loflin is a financial advisor at Kestra Advisory with 12 years of industry experience. He previously worked at Valic Financial Advisors for 11 years and was with Agia from 2022 to 2024. He holds the Series 66 designation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Teogonio Ayala is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses with 16 years of industry experience. He previously worked at Charles Schwab & Co., Inc. from 2014 to 2017 before joining Suntrust Advisory Services and Suntrust Investment Services in 2017, which are now part of Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation analysis, fiduciary support, participant advice, and manager selection through its AMC Advantage program, utilizing a combination of discretionary and non-discretionary strategies and AI-enabled research tools.

Greg Sokolow is a financial advisor with Lincoln Investment in Winter Garden, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Lincoln Investment since 2016 and is also associated with The Gabor Agency, Inc. since 2011. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs using both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of December 31, 2025.

Alyse Dominguez is a financial advisor at Allworth Financial, L.P. in Orlando, FL, holding a Series 65 designation with three years of industry experience. Her prior roles include positions at Carson Wealth and Charles Schwab. Outside of financial advising, she works as an instructor at Cyclebar, an exercise business. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified plans, trusts, estates, and corporate clients with a range of asset management and financial planning services. The firm employs customized portfolio strategies and uses third-party sub-advisers and specialized investment models.

Cesar Otero is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 17 years of industry experience. He previously worked at Bank of America and Merrill for 14 years before joining Truist in 2025. Otero also serves as a board member for Habitat for Humanity of Greater Orlando and Osceola County, contributing to organizational efficiency. 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 and non-discretionary approaches supported by third-party platforms and emphasizes inter-affiliate integration in its service delivery.

Antonio Moreno Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience. He is associated with Independent Financial Partners and IFP Securities, LLC, having worked previously at LPL Financial. Moreno serves as acting vice chair on the Board of the University of Central Florida Foundation and is part owner of Four Idiots Brewing, a beer and merchandise business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base and offers both decentralized investment strategies and specialized retirement-plan advisory and pension consulting services.

Linda Palonen is a CFP® professional with 16 years of experience in financial advising. She joined Hightower Advisors in 2024 after an 18-year tenure at Resource Consulting Group. Based in Orlando, FL, her career spans a broad range of advisory activities within established firms. Hightower Advisors serves a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager investment approach supported by proprietary research and offers a range of portfolio management and financial planning services.

Kevin Collignon is a CFP® professional with 40 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2015. Outside of investment advisory, he is also a licensed insurance agent in Astatula, FL, handling life, annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Beltran Gamboa is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2019 and at AmeriLife since 2012, where he is also active as an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a wide range of clients, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Janelyne Ho is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including roles focused on estate planning and student loan repayment services. Outside of her advisory work, she is involved in various referral roles related to estate planning and student loan assistance through several affiliated organizations. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering both advisory and broker-dealer services. The firm provides a range of investment programs, including proprietary and third-party model portfolios, with discretionary and non-discretionary management options.