Dawn Spaulding is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her career includes roles at Principal Securities, Charles Schwab, and Fidelity. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary management, model-based strategies, and proprietary and third-party platforms.

Cristiane De Amorim Filgueiras is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this role, her work experience includes positions at Fifth Third Bank and Walt Disney Parks and Resorts US. Fifth Third Securities serves a diverse clientele including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, with a range of strategies including advisor-directed mutual funds, SMA models, and direct indexing.

Yanira Guerrero is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of her advisory role, she operates a part-time wedding coordination business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services connected to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

Joseph Gutierrez is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Encompass More Asset Management LLC and Florida Financial Advisors. Additionally, he is a licensed insurance agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages diversified portfolios across various securities.

Stephen Peterson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Fifth Third Bank, Nelson Worldwide, and the University of Cincinnati. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway Managed Account platform, combining advisor-directed mutual fund and ETF models with separately managed accounts, tax-overlay services, and direct indexing.

Israel Noriega is a financial advisor with Truist Advisory Services in Celebration, FL, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. His work history includes roles at Truist Investment Services and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches and leveraging third-party platforms and AI-enabled research tools to support manager selection and ongoing investment oversight.

Joshua Peterson is a financial advisor with Empower Advisory Group in Kissimmee, FL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Empower Advisory Group, he worked at Fidelity Investments and held various roles in education and retail sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing.

Elizabeth Perez is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has 18 years of industry experience, including roles at SunTrust Advisory Services, HSBC Bank USA, and HSBC Securities. Perez is based in Saint Cloud, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, combining discretionary and non-discretionary approaches with third-party platform and manager arrangements.

Elizabeth Cruz is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has worked at Empower Financial Services, Bank of America, Merrill, Regions, and automotive dealerships prior to her current role. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and client savings rates.

Laura Capporelli is a financial advisor at PNC Wealth Management with 18 years of industry experience. She holds a Series 66 designation and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available by invitation only to employees. The firm employs algorithmic risk assessments and uses approved model strategies executed via mutual funds and ETFs, with portfolio implementation delegated to third-party managers.

Benjamin Woods is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA, before joining Transamerica Life Insurance Company and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management's proprietary tools and model portfolios to guide asset allocation and retirement planning.

Shumaila Pirani is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, holding a Series 66 designation with 17 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Kevin Morris is a Series 66-registered advisor with Bankers Life Advisory Services, Inc. in Orlando, FL, with four years of industry experience. He has worked with Bankers Life since 2012 and currently serves as a Branch Sales Manager overseeing insurance office sales staff and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Philip Clark is a financial advisor with Empower Advisory Group in Kissimmee, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Marriott International. Outside of finance, he owns and operates a business that sells furniture and apparel, involving design and production activities. 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 retail brokerage clients. The firm’s services emphasize long-term portfolio returns and integrate closely with Empower’s recordkeeping and administrative platforms.

Yajaira Rodriguez is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. She has worked in various roles at Truist and its predecessor firms since 2017 and was previously employed at Wells Fargo from 2010 to 2017. Outside of her advisory work, Rodriguez co-owns an investment LLC focused on rental property management. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Ross Feldman is a CFP® and ChFC® with 27 years of experience in financial advising. He has spent over two decades with Guardian Life in various capacities and currently serves as an advisor at Park Avenue Securities, a subsidiary of Guardian Life. Outside of financial services, he is a singer-songwriter who occasionally performs and records music for the public and is also associated with LegalShield. Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining discretionary management with model-based strategies and offering access to insurance products and alternative investments through its affiliation with Guardian Life.

Paula Coelho is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 65 and Series 63 licenses and six years of industry experience. She previously worked at Deutsche Bank Securities Inc. for ten years and has been with Truist since 2025, with brief tenures at Wells Fargo entities in 2024. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations, employing a mix of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

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.

Mohamad Alhalwani is a Series 66-licensed advisor with eight years of industry experience, currently with Truist Advisory Services since 2017. He has worked at Truist Investment Services, Inc. since 2019 and previously held roles at SunTrust Bank and SunTrust Investment Services. 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. The firm offers asset allocation, fiduciary support, and a manager-selection program supported by AI-enabled research and inter-affiliate integration with Truist’s affiliated entities.

William Smith is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2005. Outside of his advisory role, he owns and operates several financial services support companies under the Life Compass brand. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.