Renee Cooper is a CFP® certified financial advisor with Schwab Wealth Advisory, bringing 20 years of industry experience. She has been with Schwab Wealth Advisory and Charles Schwab since 2016 and also serves in the United States Air Force. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm emphasizes client involvement in final investment decisions and conducts at least annual account reviews without discretionary trading authority.

William Peck is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Cetera, Regions Bank, and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary approaches and integrates third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Thomas Jaehnel is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Suntrust Advisory Services and OneAmerica Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Constanza Jelambi Illanes is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Stifel, Buckingham Strategic Wealth, and Wells Fargo Clearing Services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering diversified, systematically invested mutual fund and ETF model portfolios along with discretionary fixed-income management and retirement plan fiduciary services.

Frank Colasuono is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has worked at SunTrust Advisory Services and related entities since 2016. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Caro is a CFA® charterholder with 15 years of industry experience. He is currently an advisor at Schwab Wealth Advisory and Charles Schwab, having joined in 2025. Prior to that, he worked at BNY Mellon for 15 years. Outside of his advisory work, his wife owns and operates a retail business called Plato's Closet. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models.

Daniel Sotomarino is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 and Series 63 licenses and has worked with several firms including Empower Financial Services, Flagstar Bank, and Northwestern Mutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Andrea Arismendi is a financial advisor with Truist Advisory Services holding a Series 66 designation and eight years of industry experience. She has been with Truist Advisory Services since 2018 and previously worked at SunTrust Bank from 2014 to 2017. 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 third-party platforms and AI-enabled research tools, to deliver a range of investment solutions.

Nicolas Garcia Lopez is a CFP® with seven years of experience in the financial industry. He is currently with Schwab Wealth Advisory, where he has worked since 2025, and has been affiliated with Charles Schwab & Co., Inc. since 2017. Prior to his financial career, he held positions at Hertz, Corporate Graphics International, and Sherwin Williams. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using asset allocation models and Schwab research tools to guide investment recommendations while leaving final trading decisions to clients.

Jason Greene is a Series 66-licensed financial advisor with Primerica Advisors and has 20 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2008. Greene serves on the University of Central Florida College of Business Dean's Advisory Board and is involved with the Greater Orlando Builders Association Membership Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs, supporting various account management strategies and lending solutions.

Scott English is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Commonwealth since 2003 and also serves as managing principal of Ford, English, Savicki & Pavlot Wealth Management LLC, a private entity involved in fixed insurance products and securities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through various advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors access to a broad range of investment products and discretionary model portfolios.

Alexander Moore is a CFP® professional with 13 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Aegis Wealth Management, LLC, Delta Advisory Group, Inc., and Delta Capital Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a blend of passive and active investment strategies guided by an internal Investment Committee.

Nicole Keating is a financial advisor with Truist Advisory Services in Altamonte Springs, FL, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. She has worked with various SunTrust entities since 2015, including SunTrust Advisory Services, SunTrust Bank, and SunTrust Investment Services. 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 AI-enabled research and a structured manager-selection program.

Stacy Brandenburg is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and its affiliates since 2010, including roles at Charles Schwab Trust Bank and Charles Schwab Premiere Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations across various asset classes while leaving final trading decisions to clients.

Christina Hartfield is a CFP® with nine years of industry experience, currently serving as an advisor at Truist Advisory Services. Her prior experience includes roles at JPMorgan Securities, Merrill, Bank of America, and SunTrust. Outside of her advisory work, she holds officer positions in two family-owned businesses involved in residential and commercial construction and real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting. The firm integrates multiple affiliated businesses to deliver comprehensive investment solutions.

Matthew Stange is a CFP® professional with 14 years of experience in financial advising. He currently works at Schwab Wealth Advisory and has prior experience with Raymond James Financial Services Advisors and several firms including Keyes, Stange & Wooten CPA Firm. He also serves as an adjunct professor at Stetson University, teaching finance courses designed to fulfill CFP educational requirements. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering tailored recommendations and annual financial reviews using proprietary Schwab research and asset allocation models.

Cindy Fowler is a financial advisor at Kestra Advisory with 28 years of industry experience. She holds the Series 66 credential and previously worked at ProEquities, Inc. from 2015 to 2022. Outside her primary advisory role, she is involved with Security Financial Management, offering financial planning and wealth management services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, supporting fiduciary services and offering access to multiple management platforms and third-party solutions.

Christopher Turner is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1999 and holds Series 63 and Series 66 designations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority for client accounts.

Meagan Druey Schaefer is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds a Series 66 credential and has worked previously at J.P. Morgan Securities, Bank of America, Merrill, and Charles Schwab & Co. Outside of her advisory role, she is the owner of Evergreen Kennels, where she breeds mini-Aussies. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm’s advice is delivered through standard Schwab asset allocation models and research tools, with clients retaining final trading decisions.

Eric Paul is a financial advisor at Valic Financial Advisors with Series 66 registration and approximately one year of industry experience. Prior to joining Valic, he held roles in education and various organizations including Brevard Public Schools and Public Consulting Group. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to manage client assets.