Charles Allen is a financial advisor with Kestra Advisory, holding a Series 66 credential and 15 years of industry experience. Prior to joining Kestra Advisory in 2022, he worked for Concourse Financial Group Securities (formerly ProEquities, Inc.) from 2016 to 2022. Outside of his advisory role, he is involved in recruiting and advisor support and also owns a property management business in Indialantic, FL. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Nhan Tran is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. Prior to joining Hightower, he worked at Resource Consulting Group for five years and Pershing LLC for five years. He is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions through a combination of affiliated and third-party managers, utilizing proprietary research and a variety of investment strategies.

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.

Thomas Eastwood Jr. is a CFP® professional with 35 years of industry experience. He has worked at Bank of America and Merrill from 2010 to 2025 and joined Rockefeller Financial LLC in 2025. He serves as a board member and chair of the Sevilla HOA in Winter Park, Florida. Rockefeller Financial LLC provides wealth management, financial planning, portfolio management, and retirement plan consulting to ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers integrated services through affiliated trust and insurance entities, along with access to alternative and private investments.

Tristan Walker is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Publix Super Markets and AGIA. Outside of advisory work, he is also an agent involved with non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers managed accounts, financial planning, and consulting services through a large network of advisors, utilizing centralized technology and third-party models to manage approximately $29.2 billion for close to 300,000 clients.

Miguel Rivas Rosado is a financial advisor with Bankers Life Advisory Services, Inc. in Orlando, FL, holding Series 65 and Series 63 designations and has six years of industry experience. He has worked with multiple entities under the Bankers Life umbrella since 2017 and is also appointed as an insurance agent with Bankers Life and Casualty Company, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and ongoing portfolio management aligned with clients' goals and risk tolerances.

Cullen Kline is a financial advisor at Truist Advisory Services with Series 63 and Series 66 credentials. He has been in the industry since 2026 and has experience at multiple firms including Creative Financial Network and Northwestern Mutual Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches with support from third-party platforms and manager due diligence.

Nicolas Hernandez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and various Truist-affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Clifford is a financial advisor with Empower Advisory Group in Orlando, FL. He holds Series 63 and Series 65 credentials and has one year of industry experience. His previous work includes roles at Florida Financial Advisors and Empower Financial Services, Inc., as well as employment outside the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering both point-in-time financial plans and optional managed account solutions.

Jims Corvoisier is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Empower Advisory Group, he worked at several companies including Yelp, Dish Network, and Asurion Insurance Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed account solutions.

Joseph Kelly is a CFP®-certified financial advisor with 17 years of industry experience. He has been with Truist Advisory Services since 2017 and previously worked at Morgan Stanley in various roles from 2008 to 2017. Outside of his advisory role, he is involved in managing a real estate holding company focused on property improvements and bookkeeping. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program utilizing both discretionary and non-discretionary approaches, supported by integrated affiliate resources and AI-enabled research tools.

Lewis Blalock is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services, Inc. since 2014. 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, utilizing third-party platforms and an AI-enhanced Equity Research team to support its investment approach.

Amy Pierce is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has one year of experience in the industry, including roles at NYLIFE Securities LLC, New York Life Insurance Company, Primerica, and Pure Romance. Outside of her advisory work, she coaches middle school volleyball as an independent contractor. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm offers a range of programs tailored to client objectives, including fee-based advice and retirement plan consulting, with a significant portion of its assets managed on a non-discretionary basis.

Holly Powell is a CFP® professional at Brookstone Capital Management LLC with 14 years of industry experience. She has been with Powell And Company since 2011 and has operated a self-employed insurance business since 1988. Based in Orlando, FL, her background includes both financial advising and insurance services. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Edward Borst Sr. is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has been with Humana Health Plan, Inc. since 2014, where he is involved in the sale of Medicare supplement and Medicare Advantage programs. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach through multiple program platforms.

Yanette Sullivan is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. 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 third-party platforms and AI-enabled research tools to support manager selection and ongoing portfolio oversight.

Jason Duley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior work includes roles at CitiGroup, Merrill, and Bank of America. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with third-party platform arrangements, supported by AI-enabled equity research and a supervisory Investment Advisory Group, to deliver customized investment solutions.

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.

Louis Satmaria is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has held various roles within Truist and its predecessor SunTrust, with a continuous tenure at related entities since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers services including asset allocation, fiduciary support, participant advice, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches alongside third-party platforms and AI-enabled research tools.

Reginald Johnson is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Truist Advisory Services, IFP Securities, Citi, Cambridge Investment Research, and TIAA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation, leveraging both affiliated and third-party sub-managers within its portfolio construction.