Seabron Oliver is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, having previously worked at Merrill, Citigroup, and other financial institutions. Oliver has a background that includes roles at several major firms and experience across various financial service settings. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Benjamin Pearce is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliates since 2011. Pearce has been with Schwab Wealth Advisory Inc. since 2019. 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’s guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Michelle Ogden is a Certified Financial Planner® with 20 years of industry experience. She is currently with Carson Wealth and has held roles at Ogden Wealth, LLC and VOYA Financial Advisors, Inc. Ogden serves on the boards of the Central Florida Christian Chamber and Teen Challenge. Carson Wealth operates an enterprise platform with more than 650 advisors and oversees approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

Timothy Magid is a CFP® professional with 11 years of industry experience, currently serving at Rockefeller Financial LLC since 2023. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Clearing. 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 operates a Private Advisor model and consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and consulting, along with broker-dealer services that include securities transactions, variable insurance products, and investment banking.

Cedric Knight is a CFP® professional with 27 years of experience in the financial services industry. He has been with Schwab Wealth Advisory Inc. since 2012 and has worked at Charles Schwab since 1999. Outside of his advisory role, he was involved with I. Knight Florida Highwaymen Art LLC for 12 years. 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 guidance is based on asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Jane Espinosa is a financial advisor at Schwab Wealth Advisory with 16 years of industry experience. She has held roles at Charles Schwab since 2012 and worked at PNC Wealth Management from 2011 to 2012. Espinosa holds the Series 63 and Series 65 designations and is based in Orlando, FL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients. The firm’s advice relies on Charles Schwab & Co.’s asset allocation models and internal research, with a focus on client goals and risk tolerance through annual reviews.

John Lindell is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab & Co., Bank of America, Merrill, and Morgan Stanley. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools. The firm’s services focus on client-authorized trades and at-least-annual reviews tailored to individual goals and risk tolerance.

James Reuter is a financial advisor with Schwab Wealth Advisory, Inc., holding the Series 63 and Series 66 licenses and bringing three years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab & Co., Inc. and Edgewater Family Wealth. Outside of his advisory role, he is involved in the restaurant industry as a server at Big Fin Seafood in Orlando. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations typically involving mutual funds, ETFs, and separately managed accounts, with trade execution requiring client authorization.

Christopher Damiano is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Derek Shadick is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His career includes positions at Charles Schwab, E*TRADE Capital Management, Wells Fargo Clearing, and Stifel. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset allocation models and internal research, with client trades requiring authorization and regular reviews tailored to individual goals and risk tolerance.

John Madden is a financial advisor with Principal Financial Services in Orlando, FL, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2011. Outside of his advisory role, Madden sells supplemental health insurance and fixed insurance products, including fixed life, annuities, disability insurance, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Christopher Blohm is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Scottrade. Blohm is based in Orlando, FL. Schwab Wealth Advisory 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 guidance is based on Schwab’s asset-allocation models and research tools, offering tailored recommendations with trades executed only upon client authorization.

Nigel Perryman is a financial advisor with PlanMember Securities Corporation, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has been affiliated with multiple firms, including Bencor, US Retirement Partners, and Retirement Planning Associates, since 2016. Outside of his advisory roles, Perryman serves as a secretary for the East Oviedo Congregation of Jehovah's Witnesses and is a board member of the Clay Education Foundation. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and delivers education and support services tailored to plan sponsors and participants.

David Murphy is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Truist Advisory Services and its affiliated entities since 2018, including roles at BB&T Investments and BB&T Securities prior to the formation of Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes both discretionary and non-discretionary manager relationships and integrates third-party platforms and AI-enabled research tools to support its investment processes.

Richard Malmberg is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Charles Schwab & Co., Stratos Wealth Partners, LPL Financial, Truist Investment Services, and TD Ameritrade. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach uses Charles Schwab’s asset allocation models and internal research tools, with at least annual reviews tailored to client goals and risk tolerance.

Leon Kearse is a financial advisor with Eagle Strategies (New York Life) in Maitland, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Equity Services, National Financial Services Group, Park Avenue Securities, Guardian Life Insurance, and JPMorgan Securities. He has served in the United States Army Reserves since 2008. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations across various program types and manages the majority of its assets on a non-discretionary basis.

Ryan Evans is a CFP® with 27 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and has also worked at Kestra Investment Services, LLC since 2002. In addition to his advisory roles, he is the founder and president of Evolve Advisor Group and a partner in a commercial property management business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, supporting both discretionary and non-discretionary engagements through multiple management platforms.

David Peck is a Series 66-licensed financial advisor with Truist Advisory Services in Winter Park, FL. He has 23 years of industry experience, including roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. for over a decade each. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with consulting services and utilizes third-party platforms and AI-enabled tools for investment research and manager due diligence.

Bryan Velasco is a financial advisor with Empower Advisory Group based in Winter Springs, FL. He holds Series 63 and Series 65 designations and has eight years of industry experience. His prior roles include positions at Robinhood Financial, U.S. Bancorp Investments, Bank of New York Mellon, and GWN Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Camuel Buzan is a financial advisor with First Command Advisory Services in Orlando, FL, holding Series 65 and Series 63 registrations and two years of industry experience. Prior to joining First Command, he worked for Tata Consultancy Services Corp for ten years. 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 multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.