Jason Thornton is a financial advisor at Integrity Advisory Solutions with three years of industry experience. He holds a Series 65 credential and previously worked at Encompass More Asset Management LLC. Thornton is also CEO and co-founder of PL Marketing LLC, an insurance brokerage focused on Life Insurance and Annuities. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, and utilizes a range of asset-allocation strategies and third-party platforms.

Priscila Ferngren is a financial advisor at Virtue Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at XEXIS Private Wealth LLC. Outside of advising, she is the owner of PRI Cosentino LLC, works as an emotional intelligence and life coach, and is an author of a book on financial education and behavioral finance titled *The New Rules of Money*. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, and organizations, offering portfolio management, financial planning, and consulting services. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by due diligence from an investment committee.

Joseph Gallagher is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Kovack Advisors, Inc., Kovack Securities, Inc., Securian Financial Services, Inc., and Equity Services, Inc. He is the founder and president of Ali’s Hope Foundation, a nonprofit focused on supporting young adults newly diagnosed with illness. Fortis Capital Advisors provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm offers customized investment advice through various strategies, including discretionary management and ESG-oriented options, managing over $1.6 billion in discretionary assets as of the end of 2025.

Jessica Kushner is a financial advisor at Hoxton Wealth with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Manning & Napier Advisors, Rainier Investment Management, Manning & Napier Investor Services, and Deutsche Bank Securities. Hoxton Wealth provides personalized investment management and advisory services primarily for expatriates and clients with international pension assets, focusing on non-discretionary risk-based model portfolios using passive ETFs and blends. The firm serves clients across multiple countries, including the United States, the United Kingdom, and the United Arab Emirates.

Rafael Sosa Matos is a financial advisor with Level Four Advisory Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at American Fidelity, Mutual of Omaha Investor Services, Morgan Stanley, and Foresters Financial Services. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, portfolio management, retirement-plan consulting, and connects clients with third-party money managers and wrap-fee programs.

Shannon Hill is a financial advisor with Truist Advisory Services holding a Series 66 credential and three years of industry experience. Her career includes roles at Truist Advisory Services, Truist Investment Services, Fairwinds Credit Union, and CUSO Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches.

Francesco Amato is a CFP® and CFA® credentialed financial advisor with two years of industry experience. He is currently with Schwab Wealth Advisory, having previously worked at First National Bank of Mount Dora and South Lake Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates within the Schwab ecosystem and does not typically act as a discretionary portfolio manager.

Rebecca Kauffman is a CFP® professional affiliated with Commonwealth Financial Network, located in Maitland, FL. She has 18 years of industry experience, including 16 years at Lincoln Financial Advisors Corp and additional experience at Aegis Consulting and Universal Orlando Resort. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm supports advisors with a broad platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Grinnon is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Michael has been with Eagle Strategies since 2010 and has been associated with NYLIFE Securities LLC and New York Life Insurance Company since 2007. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Renee Cooper is a CFP® certified financial advisor with Schwab Wealth Advisory, bringing 20 years of industry experience. She has been with Schwab Wealth Advisory and Charles Schwab since 2016 and also serves in the United States Air Force. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm emphasizes client involvement in final investment decisions and conducts at least annual account reviews without discretionary trading authority.

Constanza Jelambi Illanes is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Stifel, Buckingham Strategic Wealth, and Wells Fargo Clearing Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering diversified, systematically invested mutual fund and ETF model portfolios along with discretionary fixed-income management and retirement plan fiduciary services.

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.

Daniel Sotomarino is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and has three years of industry experience. His work history includes roles at Empower Financial Services, private consulting, Flagstar Bank, NexGen, and multiple positions at Northwestern Mutual. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and savings rates, delivering point-in-time financial plans and optional managed account solutions.

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.

Alexander Moore is a CFP® professional with 13 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Aegis Wealth Management, LLC, Delta Advisory Group, Inc., and Delta Capital Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a blend of passive and active investment strategies guided by an internal Investment Committee.

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.

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.