Lucas Wyland is a CFP® professional with two years of experience currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. Prior to his advisory role, he held positions at Charles Schwab and worked in various industries including automotive sales and logistics. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance incorporates proprietary asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Steven Resler is a CFP® professional with 19 years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023, following prior roles at Hallmark Capital Management and Fidelity. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing a range of investment vehicles alongside ongoing research and due diligence.

James Howell is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2012 and Charles Schwab since 1997. 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’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, offering personalized recommendations with client authorization for trade execution.

Alejandro Garib is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to his current role, he spent 20 years working at Rosen Hotel & Resort. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Bruno Faria Amoroso is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Schwab Wealth Advisory and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance relies on Charles Schwab’s asset-allocation models and internal research, offering personalized recommendations without exercising discretionary trading authority.

Douglas Flaute is a financial advisor with TLG Advisors, Inc., holding the ChFC® designation and Series 63 license. He has 33 years of industry experience and has worked with The Leaders Group Inc., Sagepoint Financial, and Qualis Financial Group LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and ongoing monitoring based on fundamental analysis and Modern Portfolio Theory.

Johven Mike Barga is a financial advisor with Transamerica Financial Advisors in Maitland, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His background includes roles with organizations such as World System Builders, the National Association of Registered Social Security Analysts, and Education Encompassed. Outside of traditional advisory work, he is involved in estate planning services through Inheritguard, LLC, and provides education on social security issues as a registered social security analyst. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm’s advisory approach primarily utilizes model portfolios and third-party managers, offering multiple program platforms such as Transamerica ONE and TFA365.

Christopher Degrace is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Advisory Services, TRUIST INVESTMENT SERVICES, INC, Citigroup Global Markets, and J.P. Morgan Securities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a consolidated investment platform with discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Sean Mallon is a CFP® professional with 23 years of industry experience, currently with Schwab Wealth Advisory, Inc. He has held prior roles at Charles Schwab, Moomoo Financial Inc., TD Ameritrade, and Wells Fargo Investments. Mallon is based in Orlando, FL and holds Series 66 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses proprietary asset-allocation models and research tools, offering tailored recommendations with client authorization required for all trades.

Christina Pinto Rogers is a financial advisor with Independent Financial Partners in Orlando, FL, holding a Series 63 designation and 32 years of industry experience. She has worked at Independent Financial Partners since 2010 and previously spent 15 years with LPL Financial, LLC. Outside of her advisory role, she owns a locksmith business and operates a long-term care concierge service. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform with various investment options and specializes in retirement-plan advisory and pension consulting services.

Cliff Worthylake is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. and previously held roles at firms including WA Global and Amazon. 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 certain Charles Schwab & Co.-referred clients. The firm’s recommendations focus on asset allocation and investment selection, utilizing Schwab’s internal research tools and standard models, with trades executed only upon client authorization.

Deborah Mcmillen is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Truist Advisory Services and its affiliated entities since 2016, including SunTrust Advisory Services LLC prior to the firm's rebranding. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support manager selection and portfolio oversight.

David Clark is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Private Advisor Group in 2024, he held positions at organizations including Cru and Maple Street Biscuit Company. Outside of his advisory role, Mr. Clark operates under the business name Grace Financial Group, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and managed account solutions through proprietary platforms and third-party strategies. The firm employs a fiduciary-based advisory model and utilizes a range of investment methods and technology platforms to implement its services.

Nicholas Manson is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He is affiliated with Independent Financial Partners and has previously worked at LPL Financial. Manson serves as a board member of the Seminole County Industrial Development Authority, a nonprofit organization that reviews and approves revenue bond projects. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Marco Escobar is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior roles include positions at CitiGroup, Merrill, and J.P. Morgan Securities. Outside of finance, he is involved in music production as the owner of CasaMuzik, where he works as a producer, writer, and musician. 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 offers guidance on asset allocation and investment selection, using proprietary models and internal research tools, while requiring client authorization for all trades.

Tia Porr is a financial advisor with Truist Advisory Services, holding Series 63 and 66 licenses and four years of industry experience. She has worked across various Truist entities since 2021 and previously held roles in the banking and hospitality sectors. Outside of finance, she is the owner of a music and entertainment business as a DJ and electronic music producer. 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 with non-discretionary consulting and uses advanced research tools and inter-affiliate integration to support its clients.

Michael Anderson is a CFP® professional with 11 years of industry experience, currently affiliated with Commonwealth Financial Network since 2023. He previously worked at Edward Jones for nine years. Anderson is also the owner of WealthWell Solutions, a private entity facilitating securities, advisory, and insurance business in Orlando, FL. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and distinct program structures.

Cindy Mayfield is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 11 years of industry experience. She has been with AE Wealth Management since 2016 and also serves as president of Wealth Management Solutions, LLC, an insurance marketing and sales business she founded in 2007. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment approaches to manage approximately $49.8 billion for over 127,000 clients.

Jonathan Kress is a CFP® professional with 10 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. He has been affiliated with Charles Schwab since 2016. 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. The firm utilizes asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.

Juan Novoa is a financial advisor at PlanMember Securities Corporation with 18 years of industry experience. He holds the Series 66 designation and has worked at PlanMember, U.S. Retirement Partners, and Bencor dba Benefits Retirement Group since 2018, following an 11-year tenure at Thrivent Financial For Lutherans and Thrivent Investment Management. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of participant-level investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios with periodic rebalancing.