Hong Dai is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica since 2012. His professional background includes roles at World Financial Group and various Longwin entities, where he is involved in activities such as tax filing and property management. 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 through proprietary and third-party model portfolios, providing discretionary and non-discretionary management options.

Francesca Gilchrist is a CFP® with 26 years of industry experience, currently serving at Truist Advisory Services. She has worked with Truist Investment Services and Truist Advisory Services since 2004. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Maxx Soulliere is a CFP® professional with six years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL. His background includes roles at Infinex Investments, Citizens First Bank, and AXA Advisors, among others. 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, using proprietary asset-allocation models and internal research tools to tailor recommendations according to client goals and risk tolerance.

William Kelly is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016 and joined Schwab Wealth Advisory in 2025. 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-referred clients. The firm uses asset-allocation models and internal research tools to tailor recommendations to each client’s goals and risk tolerance, with trades executed only upon client authorization.

Rudolph Saint Cyr is a CFP® professional with over 32 years of experience in the financial industry. He has been with Charles Schwab & Co., Inc. since 2005 and joined Schwab Wealth Advisory Inc. in 2016. Outside of his advisory work, he is also active as an actor and model and provides DJ services for private events. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools to deliver tailored recommendations.

Alondra Arenas is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and one year of industry experience. She has previously worked at Charles Schwab & Co., Inc. and JPMorgan Chase & Co. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Shawn Davis is a financial advisor with Schwab Wealth Advisory Inc. in Orlando, FL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has been associated with Charles Schwab since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm follows Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations with annual reviews and emphasizing client authorization for all trades.

Adam Klopfenstein is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Rocket Companies, Fidelity Investments, Merrill, Bank of America, and TD Ameritrade. 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 Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab & Co.’s asset allocation models and internal research tools to deliver investment guidance, with trades executed only upon client authorization.

Paula Dailer is a CFP® professional with 16 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2015. She has been affiliated with Charles Schwab in various capacities since 2011 and briefly worked at Allen & Company of Florida, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning 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, emphasizing client authorization for trades and tailored annual reviews.

Paul Shoquist is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 29 years of industry experience. His prior roles include positions at Prime Capital Investment Advisors, 20/20 Capital Management, 20/20 Financial Advisors, and Ameritas Investment Corp. Outside of his advisory work, he serves as a director of Saw Tech Countertops, a construction products company he has been involved with since 2003. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Filip Wieland is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Planmember since 2008 and also operates as a self-employed insurance agent specializing in life, health, and annuity products since 2006. Outside of financial services, he serves on the Monroe County Public School budget committee in Key West. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a strategic asset allocation approach and offers education, personalized planning, and support services to plan sponsors and participants.

Robert Smith is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2016 to 2021 before joining Schwab in 2021. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach utilizes Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Tyler Leve is a CFP® with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Charles Schwab & Co. since 2018 and Schwab Wealth Advisory since 2021. Outside of his advisory role, he is the Vice President of Sales and Marketing at Coastline Media Distribution, overseeing magazine and advertising distribution in the Space Coast area of Florida. 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-referred clients. The firm’s approach includes asset allocation guidance and investment selection tailored to client goals, with trades executed only upon client authorization.

Dominic Bragg is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked for five years, and previously held roles at Fidelity Investments and Van Lanschot Kempen. 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’s guidance focuses on asset allocation and investment selection, using Charles Schwab & Co.’s standard models and research tools, with recommendations tailored to each client’s goals and risk tolerance.

Kurt Schluter is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, where he has worked since 2016. He has 11 years of industry experience, including roles at Charles Schwab since 2014. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Zachary Sechkar is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and approximately one year of industry experience. Prior to joining Schwab Wealth Advisory, he held roles at Raymond James and Magna AIM Systems and has spent significant time in full-time education. Schwab Wealth Advisory 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’s approach involves tailored asset allocation and investment recommendations driven by internal research and standard models, with trades executed only upon client authorization.

Lindsay Thompson is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Charles Schwab & Co., Inc., Anthony's Thornton Park, and The Timeshare Brokers, LLC. Schwab Wealth Advisory 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 uses standardized asset-allocation models and internal research tools to guide investment selection, with client authorization required for all trades.

Phillip Henry is a financial advisor with Guardian Life in Maitland, Florida, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Guardian Life since 2013. Outside of his advisory work, he serves on multiple nonprofit and advisory boards, including the Holistic Environmental Stewardship Foundation and the UCF College Dean Advisory Board. Guardian Life’s Park Avenue® Wealth Management subsidiary offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charities. The firm employs both advisor-led discretionary management and model-based strategies, providing tailored client solutions through proprietary and third-party platforms.

Jeffrey Green is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 license and 28 years of industry experience. His prior roles include positions at Ameritas Life Insurance Corp, Estate & Business Planning Group, Jeff Green & Associates Inc, and Ameritas Investment Company, LLC. He is licensed as an independent insurance agent and serves as president of Jeff Green & Associates, Inc., alongside his advisory work. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services across discretionary and non-discretionary programs, utilizing model portfolios, mutual funds, ETFs, and individual securities, with access to various program platforms and third-party technology.

Christina Emig is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America. 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 combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, brokerage, and investment banking services.