Scott English is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Commonwealth since 2003 and also serves as managing principal of Ford, English, Savicki & Pavlot Wealth Management LLC, a private entity involved in fixed insurance products and securities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through various advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors access to a broad range of investment products and discretionary model portfolios.

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 worked at various Charles Schwab entities since 2010, including Schwab Wealth Advisory Inc., Charles Schwab Trust Bank, and Charles Schwab Premiere Bank. 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 Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research tools, with recommendations tailored annually to clients’ goals and risk tolerance.

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 industry experience. He is currently with Schwab Wealth Advisory and has previously worked at Raymond James Financial Services and Keyes, Stange & Wooten CPA Firm. In addition to his advisory role, he teaches a finance course each semester as an adjunct professor at Stetson University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and select client referrals. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selection, with an emphasis on client authorization for trades and tailored recommendations based on individual goals and risk tolerance.

Christopher Turner is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2012, as well as Charles Schwab since 1999. 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 Charles Schwab–referred clients. The firm’s advice follows Charles Schwab & Co.’s asset-allocation models and research tools, offering recommendations tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Meagan Druey Schaefer is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Charles Schwab & Co., Schwab Wealth Advisor Inc., J.P. Morgan Securities, Bank of America, Merrill, and Arkansas State University. Outside of her advisory work, she is the owner of Evergreen Kennels, where she breeds mini-Aussies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm employs standard asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Cortney Khan is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked previously at Schwab Wealth Advisory Inc and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

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 with Schwab Wealth Advisory who holds a Series 63 designation and has 31 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and has worked at Charles Schwab since 1996. Based in Orlando, FL, his career has been focused within the Schwab organization. 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 Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Dominic Marco is a CFP® certificant with three years of experience in financial advising, currently with Schwab Wealth Advisory in Orlando, FL. His prior work includes roles at Charles Schwab and Vivint Smart Home. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on internal research and standardized asset-allocation models. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts handled by third-party or affiliated money managers.

Ryan Stango is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., having previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and AXA Advisors, LLC. Outside of his advisory work, he streams video games on Twitch Interactive, Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice follows Charles Schwab’s asset allocation models and internal research tools, offering tailored recommendations while executing trades only with client authorization.

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.

Namdar Hosseinzadeh is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Merrill and PNC Wealth Management before joining the Truist-affiliated firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Matthew Beam is a CFP®, CFA®, and Series 66-registered financial advisor with Schwab Wealth Advisory in Orlando, FL. He has five years of industry experience, including roles at Schwab Private Client Investment Advisory, Charles Schwab Bank, and Finemark National Bank & Trust. 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 based on Charles Schwab’s asset-allocation models and internal research, with client recommendations tailored according to stated goals and risk tolerance.

Andrew Llewellyn is a financial advisor at Hightower Advisors with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Sanford C. Bernstein & Co., LLC, M1 Finance, and Adage Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and offering a range of investment vehicles.

Juan Faget Aveledo is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Bank of America, Merrill Lynch, and Fidelity Investments. 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 standard asset-allocation models and internal research, with client authorization required for trades.

Seabron Oliver is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Merrill, Citigroup, and other financial institutions. Oliver has a background that includes roles at several major firms and experience across various financial service settings. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Benjamin Pearce is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliates since 2011. Pearce has been with Schwab Wealth Advisory Inc. since 2019. Schwab Wealth Advisory 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’s guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Michelle Ogden is a Certified Financial Planner® with 20 years of industry experience. She is currently with Carson Wealth and has held roles at Ogden Wealth, LLC and VOYA Financial Advisors, Inc. Ogden serves on the boards of the Central Florida Christian Chamber and Teen Challenge. Carson Wealth operates an enterprise platform with more than 650 advisors and oversees approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

Timothy Magid is a CFP® professional with 11 years of industry experience, currently serving at Rockefeller Financial LLC since 2023. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Clearing. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a Private Advisor model and consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and consulting, along with broker-dealer services that include securities transactions, variable insurance products, and investment banking.