Glen Mcgaha is a financial advisor at Tucker Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has been with Tucker Asset Management since 2016. In addition, he has over 20 years of experience at Bayside Insurance. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm uses a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

Leonardo Mateus Murcia is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers or advisers, without managing client assets directly.

Kevin Demers is a financial advisor with USAA Investment Services Company, holding a Series 66 designation and 13 years of industry experience. He has been with various USAA-affiliated entities since 2012, including USAA Life Insurance Company and USAA Financial Advisors, Inc. USAA Investment Services Company serves USAA members and the general public by providing retirement-focused advice and referral services. The firm offers a Retirement Income Strategy Report to assist with retirement planning and refers clients to Charles Schwab for investment products and account services.

William Saccone Rodriguez is a financial advisor at USAA Investment Services Company with two years of industry experience. He holds a Series 66 credential and previously worked at Manderson Wealth Strategies and Principal Securities. USAA Investment Services Company provides retirement-focused advice and referral services primarily through phone and digital channels, delivering Retirement Income Strategy Reports and facilitating referrals to third-party broker-dealers and advisers.

Corey Kirk is a financial advisor with USAA Investment Services Company in Tampa, FL. He holds a Series 66 designation and has been with USAA Investment Services Company since 2025. His background includes experience with USAA Life Insurance Company and service in the Army National Guard. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels, facilitating client referrals to third-party broker-dealers rather than managing client assets directly.

Kyheroh Harrison is a financial advisor at USAA Investment Services Company with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and USAA Life Insurance Company. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.

Alexander Fellios is a financial advisor with USAA Investment Services Company, holding a Series 66 credential and four years of industry experience. His prior work includes positions at USAA Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and VALIC Financial Advisors Inc. He also serves as an agent for AGIA, selling non-securities insurance products. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers a Retirement Income Strategy Report and facilitates referrals to third-party broker-dealers and advisers rather than directly managing client assets.

Jerry Johnson is a CFP® with 43 years of industry experience, currently affiliated with Sequent Planning, LLC. His prior roles include positions at Osaic, Calton & Associates, Inc., and Next Financial. He is also involved in selling Medicare plans through seminars and phone consultations. Sequent Planning, LLC operates as a multi-team SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services, employing a structured risk framework and a mix of firm-developed models and third-party managers.

Daniel Walsh is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2016, and previously with Suntrust Investment Services beginning in 1997. Based in Sun City Center, FL, Walsh has extensive experience in investment advisory services. 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 and non-discretionary consulting with third-party platform support and uses AI-enabled tools in its research process.

Charles Conner is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and has been affiliated with SunTrust Investment Services, Inc. and SunTrust Bank since 2014. 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 and integrates third-party managers and AI-enabled research tools to support its investment strategies.

Joseph Shadduck is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1999. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering various advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios across a broad range of securities and insurance products.

James Deshaies is a CFP® professional with 13 years of experience in financial advising. He is currently with Schwab Wealth Advisory, where he has worked since 2026, and has prior experience at Charles Schwab & Co., Inc., Charles Schwab Bank, and USAA in various financial advisory and investment management roles. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice using standardized asset allocation models and research tools while allowing clients to retain final trading decisions.

Larry Lutz is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Global Atlantic, ProEquities, Protective Life, and AIG Capital Services. He is involved with the Heartland Institute of Financial Education, where he promotes and provides financial education courses to businesses and employer groups. Additionally, he occasionally refers clients for wills and trusts services through Net Law. Transamerica Financial Advisors serves a diverse client base, including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple advisory platforms, offering integrated retirement plan services and proprietary as well as externally managed investment solutions.

Walter Guilfoyle is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Santander Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services like annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools to guide client recommendations, with final investment decisions made by clients.

Michael Garaja is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2013. Outside of his advisory work, he also drives part time for Uber on nights and weekends. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm leverages Morningstar Investment Management’s proprietary tools and model portfolios to provide personalized asset allocation and retirement guidance.

Richard Bulcavage is a CFP® with over 42 years of industry experience, currently affiliated with Money Concepts Capital Corp. He has worked at Money Concepts since 1985 and at Integrated Trust Systems since 2011. Outside of his advisory work, he is involved with Integrated Trust Systems, LLC, focusing on data collection activities unrelated to investments. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs tailored to client profiles.

Tierra Rose is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Truist entities since 2017, as well as Charles Schwab prior to that. Outside of her advisory role, she is the owner of T. Rose Properties LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured supervisory framework.

Connie Corjay is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab, USAA Financial Advisors, and Morgan Stanley. Connie has spent multiple years at T. Rowe Price across two periods totaling nine years. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm uses proprietary mutual funds and ETFs within model portfolios that emphasize tax-aware strategies and employs an online planning tool combined with advisor telephone support.

Michael Globenfelt is a CFP® with 20 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked within the Charles Schwab organization since 2020 and previously with USAA Financial Advisors for nine years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm employs standard asset allocation models and Schwab research tools to guide investment recommendations while allowing clients to make final trading decisions.

Jason Webster is a financial advisor at Sanctuary Advisors, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Sanctuary Securities, Inc., Alluvial Private Wealth, the US Postal Service, and served in the US Naval Reserve. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, retirement plan consulting, and uses a variety of analytical approaches with discretionary and non-discretionary management options.