Kelly Harris is a financial advisor with Empower Advisory Group in Maitland, FL, holding Series 66 and Series 63 licenses and five years of industry experience. Her work history includes roles at Empower Financial Services, Commonwealth Financial Network, Stonebridge Financial Planning Group, and Robinhood Markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Daniel Davis is a CFP® professional with 23 years of experience in the financial industry. He has worked at Creative Planning since 2013 and previously held roles at Capital Guardian Wealth Management, Wells Fargo Clearing, and Raymond James & Associates. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and selective private market investments.

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 based in Orlando, FL, with 13 years of industry experience. He has worked at Charles Schwab since 2012 and has been with Schwab Wealth Advisory Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm employs asset-allocation models and internal research tools to deliver personalized recommendations, with trading conducted only upon client authorization.

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 at Schwab Wealth Advisory with 10 years of industry experience. He has been with Charles Schwab since 2016 and joined Schwab Wealth Advisory Inc. in 2021. Based in Orlando, FL, he holds the Series 66 license in addition to his CFP® designation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm uses standard asset-allocation models and internal research tools, offering tailored recommendations while requiring client authorization for trades.

Cody Meyer is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2019. Prior to his current role, Cody was involved with Flo Beverages and The Craft Bar, indicating experience outside the financial sector. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Austin Brunner is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Charles Schwab in various capacities since 2017 and has previous work experience in education. Outside of finance, he manages a music enterprise involving selling music, playing shows, and merchandising. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Beah Del Cid is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. She holds a Series 65 credential and has worked at several firms, including 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 provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and various investment strategies, serving a large client base through a platform-focused approach.

Izabel Angelova is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and offering 12 years of industry experience. She previously worked at firms including Fidelity Brokerage Services, Ameriprise Financial Services, HUB International, and Kestra Financial. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s approach includes guidance on asset allocation and investment selection based on Charles Schwab & Co.’s proprietary models and research tools.

Dennis Shea is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He joined the firm in 2026 and has prior experience in education and mortgage services. Outside of finance, he was involved with Shea D Boys Stable from 2021 to 2025. Schwab Wealth Advisory serves clients enrolled in its program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s asset allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Robert Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Ameritas entities since 2002 and operates his own financial advising and insurance business, Jeff Heard and Associates, Inc., where he serves as president. He is also vice president of the Estate & Business Planning Group, providing financial advising and life insurance services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of portfolio management strategies and technology platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized client solutions.

Natalie Plant is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2012. Her prior experience includes roles at Debtmerica and Student Optimum Services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, providing discretionary and non-discretionary management options.

Pavan Patel is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Bank of New York Mellon, and J&I Marketing Concepts, as well as several years in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to each client’s goals and risk tolerance.

Wei Yu Su is a financial advisor at Eagle Strategies (NY Life) with the designations ChFC® and Series 63, and has two years of industry experience. He has been affiliated with Eagle Strategies LLC since 2026 and NYLIFE Securities LLC since 2024, alongside New York Life Insurance Company since 2023. Outside of his advisory roles, he has been involved with Brandywine Tennis & Fitness Club for several years. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Natalie Medina is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 designations and bringing 13 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, U.S. Bancorp Investments, and Suntrust Investment Services. She is currently based in Orlando, FL. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset-allocation models and internal research tools, with client authorization required for trades.

Keith Raymond is a financial advisor at Truist Advisory Services in Winter Park, FL, holding a Series 66 designation with eight years of industry experience. His career includes roles at Truist Investment Services, BB&T, and related affiliates since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Benjamin Mc Nett is a CFP® professional with 16 years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior work includes roles at Equitable Advisors, Wells Fargo, Wavepoint Capital, Bank of America, and Merrill. Mc Nett is based in Orlando, FL. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Jason Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Charles Schwab since 1999 and has been with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment decisions, with recommendations tailored to clients’ goals and risk tolerance.

Greggory Tabor is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2018. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Graybar Electric Co. Outside of finance, he was involved with RusTeak Restaurant and Wine Bar in 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.