Cesar Otero is a Series 66-licensed financial advisor with Truist Advisory Services, bringing 17 years of industry experience. He previously worked at Bank of America and Merrill for 14 years before joining Truist in 2025. Otero also serves as a board member for Habitat for Humanity of Greater Orlando and Osceola County, contributing to organizational efficiency. 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 supported by third-party platforms and emphasizes inter-affiliate integration in its service delivery.

Antonio Moreno Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience. He is associated with Independent Financial Partners and IFP Securities, LLC, having worked previously at LPL Financial. Moreno serves as acting vice chair on the Board of the University of Central Florida Foundation and is part owner of Four Idiots Brewing, a beer and merchandise business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base and offers both decentralized investment strategies and specialized retirement-plan advisory and pension consulting services.

Kevin Massey is a financial advisor with Brookstone Capital Management LLC in Winter Park, Florida. He holds a Series 65 credential and has been with Brookstone Capital Management since 2026, following a 20-year tenure at AmeriLife. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program, utilizing strategic asset-allocation models, various investment vehicles, and both internal and external sub-advisors.

Allison Booher is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Suntrust Advisory Services, Inc. and Suntrust Investment Services, Inc. since 2015. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Linda Palonen is a CFP® professional with 17 years of experience in the financial advisory industry. She has worked with Resource Consulting Group for 18 years before joining Hightower Advisors in 2024. Linda is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager approach that includes both affiliated and third-party managers.

Theodore Latimer is a financial advisor at Steward Partners Investment Advisory, LLC holding a Series 66 designation. He has recent experience with Steward Partners Investment Solutions, LLC and Benchmark Securities, and studied at Auburn University from 2022 to 2026. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Kevin Collignon is a CFP® professional with 40 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2015. Outside of investment advisory, he is also a licensed insurance agent in Astatula, FL, handling life, annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Janelyne Ho is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including roles focused on estate planning and student loan repayment services. Outside of her advisory work, she is involved in various referral roles related to estate planning and student loan assistance through several affiliated organizations. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering both advisory and broker-dealer services. The firm provides a range of investment programs, including proprietary and third-party model portfolios, with discretionary and non-discretionary management options.

Mark Mankbadi is a financial advisor at Truist Advisory Services with Series 65 and Series 63 licenses. He has transitioned into advisory services following roles at several banks, including Fifth Third Bank, Seaside Bank & Trust, Synovus Bank, and PNC Bank, accumulating industry experience over recent years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary investment approaches supported by third-party platforms and AI-enabled research tools.

Joshua Indykiewicz is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Pershing Advisor Solutions, Robinhood Financial, TD Ameritrade, Charles Schwab, and Market Trader's Institute. Valic Financial Advisors serves primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm uses discretionary unified managed accounts supported by third-party model managers and centralized technology to manage approximately $29.2 billion across a large client base.

Jaxson Brandhorst is a financial advisor at Empower Advisory Group based in Orlando, FL. He holds a Series 66 designation and has been in the industry for one year. His prior work experience includes roles at South Suburban Parks and Recreation and Arcis Golf. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions.

Sanne Jensen is a financial advisor at Principal Financial Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several Principal affiliates since 2019, as well as Foresters Financial Services and Polo Ralph Lauren. Jensen also maintains a licensed insurance agent role focused on fixed insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel residing abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Todd Walters is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles at Spearhead Capital Advisors and related entities, in addition to managing multiple investment-related businesses. Walters serves as an owner and managing member of several investment and business consulting firms and sits on the board of Erudite Cria Inc., which oversees private business investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a range of investment and placement services through a consolidated platform.

Manuel Bello is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Bank of America, Merrill, AlfaOmega Financial Group, and Home Depot. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs on the Passageway platform, with services including mutual fund and ETF models, separately managed accounts, and tax-overlay strategies.

Erin Soliven is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds a Series 65 designation and has prior work experience including roles at AdventHealth and Wfgia. Soliven also engages in sales of insurance and non-insurance products affiliated with her firm. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios and offers a range of investment and insurance products.

Paige Goll is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Beacon Pointe Advisors since 2020 and previously spent four years at Ferrell Wealth Management, Inc. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm employs both active and passive investment strategies across public and private asset classes and manages proprietary private funds alongside third-party independent managers.

Nathaniel Beardslee is a financial advisor with Truist Advisory Services in Orlando, FL. He holds the Series 66 designation and has been in the industry since 2025. Prior to his current role, he held positions at Truist Financial Corp and has experience working in the food service industry, including at Dixie Cream Cafe and Yard House Darden Restaurants. 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, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Megan Polito is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and worked previously at Nothing Bundt Cakes and Scribe America. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support manager selection and oversight.

Mina Yousif is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses and three years of industry experience. She previously worked at Charles Schwab and Regions Bank, among other firms. Outside of her advisory role, she also works as an Uber driver in Orlando, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

S. Kyle Cantarella is a financial advisor at Mariner Wealth Advisors in Orlando, FL, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Allegiant Private Advisors and academic appointments at the University of North Florida and Embry-Riddle Aeronautical University. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios combining in-house research with third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.