Alexander Chin is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Charles Schwab & Co., Hillpointe Corporate Management, and Reef Parking. 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, focusing on asset allocation and investment selection with client authorization for trades. The firm employs asset-allocation models and internal research tools to tailor recommendations to clients' goals and risk tolerance, typically recommending separately managed accounts managed by third-party or affiliated managers.

Everett Johnson is a Series 66-credentialed advisor with nine years of industry experience. He currently works at Schwab Wealth Advisory in Orlando, FL, where he has been since 2022. His prior roles include positions at Newport Group Securities, JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, and Aon. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on internal research and asset-allocation models, with recommendations tailored to clients’ goals and risk tolerance, while trades require client authorization.

Cameron Crain is a Series 65-licensed financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. His background includes roles at the University of Central Florida, Amazon, and Interlachen Country Club. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Sabina Lien is a Certified Financial Planner (CFP®) with 31 years of industry experience. She is currently with Rockefeller Financial LLC, where she has worked since 2023. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, Inc., and Suntrust Investment Services, Inc., spanning from 2006 to 2023. 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 both as a registered investment adviser and a broker-dealer, offering discretionary and non-discretionary portfolio management, financial planning, and investment banking services within an integrated Private Advisor model and consolidated investment platform.

Anthony Decotis is a financial advisor with Schwab Wealth Advisory and holds the Series 66 designation. He has 10 years of industry experience, including roles at Charles Schwab & Co., Bank of America, and Merrill. He is based in Orlando, FL. 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. The firm uses Charles Schwab’s asset-allocation models and research tools to deliver tailored recommendations and typically recommends separately managed accounts managed by third-party or affiliated money managers.

Daniela Sierra Castaneda is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and Charles Schwab & Co. Her background also includes roles outside finance, such as at The Diplomat Beach Resort and D'angelo Pizza. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment approach is based on standard asset-allocation models and internal research tools, with client authorization required for trades and recommendations tailored to individual goals and risk tolerance.

Christopher Burke is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab since 2019 and prior experience with Campus Crusade For Christ. 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, using Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment decisions. The firm emphasizes client authorization for trades and typically recommends separately managed accounts managed by third-party or affiliated managers.

Jonathan Winslow is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he worked at Water Oak Advisors LLC for two years. Outside of advisory work, Winslow owns and operates Winslow Financial Services, LLC, a tax preparation business in Altamonte Springs, Florida. Creative Planning is a large enterprise firm managing approximately $217 billion in assets, offering comprehensive investment advisory and financial planning services to a broad client base including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized portfolio management and retirement plan services, supported by affiliated legal, trust, and recordkeeping businesses.

Brian Salerno is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. He is currently with CNR Securities, a part of RBC Rochdale, LLC. RBC Rochdale serves a diverse range of clients including high net worth individuals, investment companies, corporations, charitable organizations, and public entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Clifford Woodard is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Charles Schwab and Schwab Wealth Advisory Inc. since 2016. He is based in Orlando, FL. 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 uses Charles Schwab’s asset-allocation models and research tools to guide investment selection, while clients maintain trading authorization.

Garrett Jones is a financial advisor with Rockefeller Financial LLC who holds a Series 66 designation and has 24 years of industry experience. His prior experience includes roles at Merrill and Bank of America, where he worked for over two decades combined. Outside of his advisory work, he serves on the advisory boards of several nonprofit organizations, including The Jobs Partnership of Florida and Winter Park Health Foundation, and participates as a subcommittee member at Saint Margaret Mary Catholic Church. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with an integrated investment platform and a broad range of wealth management solutions.

Tanya Black is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and associated with Charles Schwab & Co., Inc. since 2000. 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 referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on each client’s goals and risk tolerance, with trades executed only upon client authorization.

Graham Pettis is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his current role, he worked at NYLIFE Securities LLC, New York Life Insurance Company, Aspired Consulting, Waystone Partners, and Altus Jobs. Outside of his advisory work, Pettis serves as a board member and treasurer of Heroes Strong, a nonprofit supporting local first responders and military personnel, and is active in community leadership roles including president of a BNI networking group, board member and treasurer of his homeowners association, and a deacon and trustee at Trinity Baptist Church. 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 advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Michelle Meeks is a CFP® professional with 26 years of industry experience, currently serving at Truist Advisory Services since 2016. She holds the Series 66 designation and is based in Lake Mary, FL. Her career has been centered at Truist, including roles at Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions across a wide client base.

Taylor Ayres is a CFP® professional with four years of industry experience, currently with Schwab Wealth Advisory, Inc. in Orlando, FL. Prior to this, Ayres held roles at several firms including Creative Planning, Cetera, Avantax, Merrill, and Bank of America. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to guide investment decisions, while trading occurs only with client authorization.

Anne Nemeth is a CFP® professional with two years of experience in the financial advisory industry. She currently works at Schwab Wealth Advisory and Charles Schwab in Orlando, FL. Prior to this, she held roles at SECU, ABB, and Alpaca Audiology. Outside of her advisory work, she engages in reselling used items on an online platform. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab. The firm’s guidance is based on proprietary asset allocation models and internal research, with trades executed only upon client authorization.

Kelli Hansen is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and bringing 24 years of industry experience. Prior to joining Rockefeller Financial in 2025, she worked at Merrill for 13 years. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

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.

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.