Robert Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Ameritas entities since 2002 and operates his own financial advising and insurance business, Jeff Heard and Associates, Inc., where he serves as president. He is also vice president of the Estate & Business Planning Group, providing financial advising and life insurance services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of portfolio management strategies and technology platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized client solutions.

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 worked at Transamerica Financial Advisors since 2012. Her prior experience includes roles at Debtmerica 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 with a range of proprietary and third-party investment programs, providing discretionary and non-discretionary management options.

Pavan Patel is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Bank of New York Mellon, and J&I Marketing Concepts, as well as several years in full-time education. 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’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to each client’s goals and risk tolerance.

Bryce Sowitch is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kovitz Investment Group Partners, IFAM Capital, Financial Telesis Inc, Citigroup Global Markets, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Wei Yu Su is a financial advisor at Eagle Strategies (NY Life) with the designations ChFC® and Series 63, and has two years of industry experience. He has been affiliated with Eagle Strategies LLC since 2026 and NYLIFE Securities LLC since 2024, alongside New York Life Insurance Company since 2023. Outside of his advisory roles, he has been involved with Brandywine Tennis & Fitness Club for several years. Eagle Strategies serves a broad mix 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 tailored solutions across multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Natalie Medina is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 designations and bringing 13 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, U.S. Bancorp Investments, and Suntrust Investment Services. She is currently based in Orlando, FL. 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 guidance is based on Schwab’s asset-allocation models and internal research tools, with client authorization required for trades.

Keith Raymond is a financial advisor at Truist Advisory Services in Winter Park, FL, holding a Series 66 designation with eight years of industry experience. His career includes roles at Truist Investment Services, BB&T, and related affiliates since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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.

Benjamin Mc Nett is a CFP® professional with 16 years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior work includes roles at Equitable Advisors, Wells Fargo, Wavepoint Capital, Bank of America, and Merrill. Mc Nett is based in Orlando, FL. 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 guided by proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Jason Young is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Charles Schwab since 1999 and has been with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment decisions, with recommendations tailored to clients’ goals and risk tolerance.

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.

Greggory Tabor is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2018. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Graybar Electric Co. Outside of finance, he was involved with RusTeak Restaurant and Wine Bar in 2018. 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 approach utilizes Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Gary Baumgarten is a financial advisor with Eagle Strategies (NY Life) based in Winter Park, Florida. He holds Series 65 and Series 63 licenses and has 43 years of industry experience. He has been affiliated with New York Life Insurance Company since 1979 and founded Baumgarten Financial, LLC in 2004. Outside of his advisory work, he is involved as an investor in several ventures including healthcare technology and restaurant businesses. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated structure that includes insurance and annuity products.

Jimmy Bejarano is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and three years of industry experience. He has worked at Brokers Financial since 2022 and has been involved with Florida Legacy Advisors since 2015. Outside of advisory work, he manages a team of seven agents in the fixed insurance sales business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through 164 independent investment adviser representatives. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Blake Simpson is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and its affiliated firms since 2008. Based in Orlando, FL, he has worked at Schwab Wealth Advisory since 2021. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance utilizes Charles Schwab's standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

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.

Alexis Stasie is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 63 designation and has worked at Charles Schwab & Co., Inc. and J.W. Cole Advisors, Inc. prior to her current role. 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’s advice is based on Schwab’s asset-allocation models and internal research, with client trades executed only upon authorization.

Martha Lobo Castro is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and New York Life Insurance Company. She currently serves as president of Cypress Bay PTSA, an organization focused on the welfare and education of children and youth. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Nicholas Royer is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has been affiliated with Group 10 Financial since 2000, where he serves as president and is involved in insurance and annuity sales. Outside of his advisory role, he is also engaged in professional speaking and training through Royer Training Solutions. Brookstone Capital Management is an SEC-registered adviser that provides 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 RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Paul Stovall is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2008, including roles within Schwab Wealth Advisory since 2013. His prior experience includes positions at Foldes Financial Management and Merrill. 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 & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Laura Petrucci is a financial advisor with Commonwealth Financial Network, holding four years of industry experience. Her prior work includes roles at L'mpet Incorporated, Eva's Garden, and HR Block. She has maintained her own practice under her name since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program structures.