Landy Dunham is an advisor at First Command Advisory Services with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining First Command, Dunham worked at CVS Health and AllianceRx Walgreens Prime, and served briefly with The Joint Staff in the Department of Defense. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by an in-house Investment Management Team.

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.

Daniel Forrester is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 licenses and 23 years of industry experience. He has previously worked at Raymond James Financial, Morgan Stanley, and Fidelity Brokerage Services. 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 and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration for client accounts.

Reis Fischer is a financial advisor at Truist Advisory Services in Orlando, FL, holding Series 65 and Series 63 licenses with less than one year of industry experience. His prior roles include positions at Robinhood Markets, Charles Schwab, and Cypress Bank & Trust. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver comprehensive investment solutions.

Bruce Guillemette is a ChFC®-designated financial advisor with 30 years of industry experience. He has worked at Hornor, Townsend & Kent, LLC since 2025 and previously spent 17 years at Equitable Distributors, LLC. Guillemette serves as the President of the Winding Bay Preserve Homeowners Association in Winter Garden, FL. Hornor, Townsend & Kent, LLC provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, and charitable organizations. The firm combines SEC-registered advisory and broker-dealer services, offering both discretionary and non-discretionary investment management through third-party asset managers.

Natalie Plant is a financial advisor at Transamerica Financial Advisors with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Transamerica since 2012. Her prior work includes roles at Debtmerica and involvement with inheritguard, LLC and Student Optimum Services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Michael Fernandini is a financial advisor at Truist Advisory Services with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Truist Investment Services and Charles Schwab & Co., Inc. prior to his current role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Christopher Pantano is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with SunTrust Advisory Services for 10 years and has concurrently worked with SunTrust Bank and SunTrust Investment Services for 15 years. Pantano maintains an active real estate license for personal use only, which he holds through Weichert Realty. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and other services.

Eduardo Henrique Loureiro Fernandes is a financial advisor at Truist Advisory Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab & Co., Inc. and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Keith Raymond is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked at various divisions within Truist and its predecessor BB&T since 2018. 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 implemented through a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools.

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.

Natalie Campese is a CFP® professional with eight years of industry experience. She currently works at Hightower Advisors and previously spent six years with Resource Consulting Group. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm utilizes a manager selection and multi-manager approach that includes affiliated and third-party managers, employing a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Ryan Staton is a financial advisor at Hightower Advisors with 8 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Allgen Financial Advisors, Inc. and Charles Schwab & Co., Inc. Ryan serves as an HOA board member and manages vacation rental properties in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes multi-manager solutions and proprietary research, offering portfolio management, financial planning, and access to a broad range of investment vehicles.

Justin Meisner is a financial advisor at Truist Advisory Services with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Truist Investment Services and Truist Bank, and before entering the financial industry, he spent 14 years at Enterprise Holdings. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Stephen Hartman Jr. is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab in various advisory roles since 2016, including Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Outside of financial services, he assists with residential construction projects, focusing on kitchen and bathroom remodels in the Orlando area. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab, serving individual clients with a focus on education and annual account reviews rather than discretionary portfolio management.

Gary Baumgarten is a financial advisor with Eagle Strategies (NY Life) based in Winter Park, FL, holding Series 65 and Series 63 licenses and with 43 years of industry experience. He has worked with Baumgarten Financial, LLC since 2004 and has longstanding affiliations with Nylife Securities Inc. and New York Life Insurance Co dating back to the early 1980s. Outside of his advisory role, Baumgarten is involved as a passive investor in several businesses, including restaurants and a biomedical company, and serves as co-trustee of an investment entity established for estate planning. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based advice and co-advisory relationships, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Tamara Anderson is a CFP® practitioner at Hightower Advisors with six years of industry experience. She has held roles at Fidelity Investments and Charles Schwab prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and pooled investment vehicles. The firm employs a multi-manager investment approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles such as mutual funds, ETFs, and alternative investments.

William Ferrell is a CFP® professional with five years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Goldman Sachs & Co. LLC, Sanford C. Bernstein & Co., LLC, Ernst & Young, and the University of Central Florida. In addition to his advisory duties, he is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using third-party independent managers and offers a range of services from wealth management to outsourced CIO solutions.

Tajuan Mills is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 16 years of industry experience and has held various roles within Truist and its predecessor firms since 2009. Outside of his advisory work, Mills pursues freelance photography, licensing some of his travel-related images. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs supported by both discretionary and non-discretionary investment approaches.

Christopher Driver is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. His prior experience includes roles at Resource Consulting Group, Inc., Driver Capital, LLC, Zeke Capital, and Warren Averett Asset Management, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse portfolio construction strategies.