Kalonji Morrison is a financial advisor with Schwab Wealth Advisory in Orlando, FL. He holds the Series 63 and Series 65 designations and has 24 years of industry experience. Morrison has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. Outside of his advisory role, he provides expertise to support the development of his wife’s physical therapy practice. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, providing services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

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.

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.

Alexander Schofield is a CFP®-designated financial advisor with 11 years of industry experience, currently affiliated with Schwab Wealth Advisory. He has worked at Schwab Wealth Advisory since 2019 and has been with Charles Schwab & Co., Inc. since 2017. Prior to that, he was employed at E*Trade Securities LLC from 2015 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many enterprise wealth managers.

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.

Katie Ferguson is a CFP® professional with 13 years of industry experience, currently affiliated with Schwab Wealth Advisory in Orlando, FL. She has been with Schwab Wealth Advisory since 2015 and Charles Schwab since 2010. Her credentials include Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with associates recommending investments but leaving final trading decisions to clients.

John Lupori is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2008 and with Schwab Wealth Advisory since 2021. Outside of his advisory role, he is involved in marketing and networking for a roofing company in the construction industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority in its client accounts.

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.

Jennie Clerzeau is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. She has been with Schwab since 2026 and previously worked in education and nonprofit sectors, including roles at Kelly Education and Heart of Florida United Way. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to deliver investment recommendations without exercising discretionary trading authority.

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.

Emanuel Candelario Padilla is a CFP® and ChFC® with nine years of industry experience. He is currently an advisor at Schwab Wealth Advisory, Inc. in Orlando, FL. Prior to joining Schwab, he worked at Lincoln Financial Securities and Citibank, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients, operating as an internal advisory unit within the Schwab ecosystem.

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.

Bonnie Douglas is a financial advisor with PlanMember Securities Corporation in Oviedo, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at PlanMember since 2007 and has been associated with Security Life of Denver since 2003. She also engages in activities related to Medicare supplement sales and banking products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach is based on strategic asset allocation and risk-based mutual fund portfolios, supported by education and service resources for plan sponsors and participants.

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.

Brandon Nickell is a Series 66-licensed financial advisor with Schwab Wealth Advisory in Orlando, FL, having more than 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has been affiliated with Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Mariano Rodriguez is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the Series 66 designation and has been with Schwab Wealth Advisory since 2018, also working at Charles Schwab since 2014. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, delivering recommendations based on standard asset allocation models and Schwab research tools. The firm offers annual financial reviews and investment guidance while leaving final trading decisions to clients.