Bryan Hernandez is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Hernandez also holds active life and variable annuity insurance licenses. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management where appropriate.

David Murphy is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2018, including roles at BB&T Investments and BB&T Securities prior to the formation of Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment processes.

David Rodriguez Lozada is a financial advisor at Fifth Third Securities, Inc. in Kissimmee, FL, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Fifth Third Bank, Armani Exchange, and Disney, and he has been affiliated with the UCF College of Business since 2015. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through investment advisory and brokerage services. The firm offers a variety of managed account programs and employs multiple portfolio management strategies delivered via the Passageway platform.

Brent Arnold is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Kestra Advisory and has prior experience with LPL Financial and Templar Financial Services. Outside of his advisory work, Arnold is involved in family farming operations and holds leadership roles in nonprofit organizations, including serving as Vice President of the Colusa Masonic Lodge and Chief Rabban of the Nile Shriners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors and large investors such as sovereign wealth funds. The firm offers various services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions within a supervisory framework.

Miguel Rivas Rosado is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at Bankers Life Securities, Inc., KFA/Humana, and Bankers Life & Casualty, Inc. He is also appointed as an insurance agent with Bankers Life and Casualty Company, specializing in Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to construct tailored portfolios aligned with clients’ goals and risk tolerances.

Joel Larsen is a CFP® professional with 23 years of industry experience. He is currently with CWM, LLC and has previously worked at Navion Financial Advisors and Carson Wealth. Outside of his advisory work, Larsen teaches personal financial management classes and serves as a board member of the Yolo County Airport Advisory Committee. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services using discretionary model portfolios and a combination of fundamental and technical analysis.

Martin Plant is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Kissimmee, FL. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. He has been with Fifth Third Securities since 2010 and with the broader Fifth Third organization since 2009. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

William Tatro is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and five years of industry experience. He has worked at Foundations Investment Advisors LLC and Myfedretirementwerks Insurance Services, LLC since 2021, and is president of Bass Financial Advisors, where he provides advisory services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

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.

Ryan Sapell is a financial advisor with Truist Advisory Services in Orlando, FL. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Truist Investment Services, TRUIST Bank, and Florida Financial Advisors. He has also worked outside finance, including a role at Tutor.com. 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 AI-enabled research tools.

Rafael Marquez is a financial advisor with Eagle Strategies (New York Life) based in Orlando, FL. He holds the ChFC® designation and Series 63 license, and has 11 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 2012, and he currently operates Marquez Financial & Insurance Strategies. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and a primarily non-discretionary asset management approach.

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, Merrill, Wells Fargo, and other firms. Outside of her advisory role, she is a wedding coordinator, managing logistics for clients on a part-time basis. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm’s integrated approach combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

Steven Anderson is a CFP® with 20 years of industry experience currently serving at CWM, LLC since 2019. His prior roles include positions at Carson Wealth, Navion Financial Advisors, LPL Financial, and Mass Mutual Investors Services. He is involved in several nonprofit organizations, including serving as President of a family foundation and holding board memberships with Inclusive Arts Alliance and Chautauqua Dance Circle. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, families, foundations, and institutional clients. The firm manages portfolios on a discretionary basis using model portfolios guided by an in-house Investment Committee and offers a range of services such as financial planning, retirement plan management, and access to alternative investments.

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, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing, as well as longstanding involvement with MDA Management, Inc. since 2012. Noriega is based in Celebration, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager‑selection programs, implementing advice through a blend of discretionary and non‑discretionary approaches supported by AI‑enabled research and inter‑affiliate resources.

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.

Alexander Hernandez is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 28 years of industry experience. He has been with SunTrust Advisory Services, Inc., now part of Truist, since 2009. Outside of his advisory role, Hernandez is involved in family real estate projects, assisting his children with property purchases and renovations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm’s offerings include asset allocation, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

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.