Christopher Driver is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2024. His prior experience includes roles at Resource Consulting Group, Inc., Driver Capital, LLC, Zeke Capital, and Warren Averett Asset Management, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse portfolio construction strategies.

John Newton Jr. is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Valic Financial Advisors since 2005 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Bryan Cornell is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Pruco Securities LLC, and Charles Schwab. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools to support its investment research and manager selection processes.

Marina Nice is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has 19 years of industry experience, including 10 years with SunTrust Advisory Services and affiliated entities. Outside of her advisory role, she serves as an adjunct instructor at Rollins College, teaching nonprofit management classes focused on fundraising and donor relationships. 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 and non-discretionary management approaches and utilizes technology and inter-affiliate resources in its investment and fiduciary support services.

Douglas Sheahan is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at ICCF Wealth Management, Platinum Wealth Partners, Insurance Consultants of Central Florida, and Concert Wealth Management. 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 with non-discretionary consulting and utilizes third-party platforms and AI-enhanced research to support its investment approach.

Ernest Phillips is a CFP® professional with 19 years of industry experience, currently with Hightower Advisors since 2024. He previously worked for Resource Consulting Group for 22 years. Based in Orlando, FL, he is part of a large enterprise firm known for serving a broad mix of individual and institutional clients. Hightower Advisors provides investment advisory and planning services to pension and profit-sharing plans, charitable organizations, corporations, trusts, and other financial institutions. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment products.

Crystal Garner is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and 23 years of industry experience. She previously worked at Ferrell Wealth Management for 24 years before joining Beacon Pointe in 2020. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, charitable organizations, and retirement plans. The firm employs a manager-focused investment approach utilizing third-party independent managers, quantitative and qualitative due diligence, and offers services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

Tracy Baker is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has 15 years of industry experience, including prior roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a range of advisory and placement services.

Denise Hoffmann is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked for Merrill for 31 years. She is based in Winter Park, FL. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management options, leveraging internal solutions and third-party money managers.

Kirk Tassell is a Certified Financial Planner® (CFP®) affiliated with Commonwealth Financial Network, with 28 years of industry experience. He has been with Commonwealth since 2014 and is a member and 50% owner of Breed's Hill Wealth Management, LLC, a securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while offering operational, trading, compliance, and practice-management support to affiliated advisors.

Philip Grant is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and has previously worked at various JPMorgan Chase entities. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by a third-party platform and manager arrangements.

Duncan Wheeler is a CFP® with six years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2023. He previously worked at Truist Investment Services and SunTrust Advisory Services. Outside of his advisory role, he manages Orlando Food Finders, LLC, an advertising business promoting restaurants in Orlando via Instagram. 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 provides portfolio management, financial planning, and consulting, operating uniquely as both a registered broker-dealer and an asset manager with a consolidated investment platform delivering a range of discretionary and non-discretionary solutions.

Joseph Jamoom is a financial advisor with Fifth Third Securities, Inc. in Saint Cloud, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, among other roles. Outside of his advisory work, he is a franchise owner and travel specialist with Dream Vacations. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs with features such as direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank.

Jacob Land is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Hightower Advisors and previously held roles at Resource Consulting Group and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with services spanning portfolio management, financial planning, and retirement consulting.

David Shepherd is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Wells Fargo for nineteen years and briefly at Suntrust Advisory Services before joining Truist Advisory Services. 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 third-party manager selection program, combining discretionary and non-discretionary management strategies supported by AI-enabled research tools and inter-affiliate service arrangements.

James Wesche Jr. is a CFA® charterholder with 29 years of industry experience. He has been with Truist Advisory Services since 2020 and previously worked at SunTrust Advisory Services, Inc. from 2016 to 2020. He holds Series 63, 65, and 66 licenses and is based in Winter Park, FL. 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, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

Luke Richards is a financial advisor at TIAA-CREF with a Series 65 designation and one year of industry experience. His prior work includes roles at Nolan Transportation Group and Performance Bicycle, as well as time spent at Belmont Abbey College. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as various trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model portfolios and customized portfolios managed under client-approved investment policies.

Brian Lazusky is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds a Series 65 designation and has previously worked at Knights of Columbus and Knights of Columbus Asset Advisors. Outside of advisory work, he serves as a Knights of Columbus Insurance Field Agent, selling life insurance and related products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Loyd Rawls is a financial advisor with Lincoln Investment in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Lincoln Investment since 2012 and has extensive prior experience with Capital Analysts Incorporated and Lincoln Financial Advisors Corporation. Rawls is also involved in business succession planning and serves as chairman and succession planner for related family business resource organizations. Lincoln Investment serves a range of clients including individuals, high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed portfolio strategies, employing a mix of strategic and tactical investment approaches.

Mustaf Grajqevci is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty. In addition to advising, he is also an insurance agent with Bankers Life & Casualty, appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various asset classes.