Kalonji Morrison is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016, following prior roles at United Brokerage Services, Uvest Financial Services Group, and Morgan Stanley Dw Inc. Morrison is also involved in advising the startup efforts of a physical therapy practice where he serves as vice president. 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 based on internal research and asset-allocation models, with client-authorized trades and tailored recommendations reviewed at least annually.

Thomas Eastwood Jr. is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at Bank of America, Merrill, Morgan Stanley, and Legg Mason Wood Walker. He serves as a board member and chair of the Sevilla Homeowners Association in Winter Park, Florida. 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to alternative investment vehicles and integrated trust and insurance services.

Miguel Rivas Rosado is a financial advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several related entities including Bankers Life Securities, Inc. and KFA/Humana. In addition to his advisory role, he serves as an insurance agent for Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios across various securities in line with clients’ goals and risk tolerances.

Cullen Kline is a financial advisor at Truist Advisory Services with Series 63 and Series 66 credentials. He has been in the industry since 2026 and has experience at multiple firms including Creative Financial Network and Northwestern Mutual Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches with support from third-party platforms and manager due diligence.

Alexander Schofield is a CFP® with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2021. His prior experience includes roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB, as well as E*Trade Securities LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients 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 internal research, with trades executed only with client authorization.

Nicolas Hernandez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing nine years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and various Truist-affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Clifford is a financial advisor with Empower Advisory Group in Orlando, FL. He holds Series 63 and Series 65 credentials and has one year of industry experience. His previous work includes roles at Florida Financial Advisors and Empower Financial Services, Inc., as well as employment outside the financial industry. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering both point-in-time financial plans and optional managed account solutions.

Katie Ferguson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2015. She has been affiliated with Charles Schwab since 2010. 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 Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset allocation models and internal research tools, delivering tailored recommendations without exercising discretionary trading authority.

Jims Corvoisier is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Yelp, Dish Network, and Asurion Insurance Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating its services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and managed account solutions within plan lineups selected by plan sponsors.

Timothy Denner is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Good Life Advisors, LPL Financial, and Truist Financial, as well as experience outside finance at Walmart Inc and Resounding Voice. 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 with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Joseph Kelly is a CFP® professional with 18 years of industry experience, currently serving at Truist Advisory Services since 2017. Prior to joining Truist, he worked at Morgan Stanley in various roles from 2008 to 2017. Outside of his advisory work, he is involved in managing a real estate holding company in Lake Mary, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment management with third-party platform support and utilizes AI-enabled research tools alongside inter-affiliate integration within the Truist enterprise.

Jennie Clerzeau is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and based in Orlando, FL. She has one year of industry experience and previously worked in various roles including at Kelly Education and Columbia University. 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 advice is based on Charles Schwab’s asset-allocation models and internal research tools, with personalized recommendations tailored to clients’ goals and risk tolerance.

Lewis Blalock is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Truist Advisory Services since 2016 and also works with Truist Investment Services, Inc. since 2014. 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, utilizing third-party platforms and an AI-enhanced Equity Research team to support its investment approach.

Emanuel Candelario Padilla is a financial advisor with Schwab Wealth Advisory and holds the CFP®, ChFC®, and Series 66 designations. He has nine years of industry experience, including roles at Charles Schwab, Lincoln Financial Securities, CIFS, and Citibank. He is based in Orlando, FL. 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 is guided by Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Amy Pierce is a financial advisor with Eagle Strategies (NY Life) in Maitland, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Eagle Strategies, she worked at NYLIFE Securities LLC, New York Life Insurance Company, Primerica, and Pure Romance. Outside of her advisory role, she coaches middle school volleyball as an independent contractor. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Holly Powell is a CFP® professional at Brookstone Capital Management LLC with 14 years of industry experience. She has been with Powell And Company since 2011 and has operated a self-employed insurance business since 1988. Based in Orlando, FL, her background includes both financial advising and insurance services. Brookstone Capital Management is an SEC-registered adviser providing 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 registered investment advisers, sovereign wealth funds, and banking institutions.

Brandon Nickell is a Series 66-credentialed financial advisor with Schwab Wealth Advisory in Orlando, FL, bringing 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and with Charles Schwab since 2015. 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 offers guidance on asset allocation and investment selection based on Schwab’s internal research and standard asset-allocation models, while trades require client authorization.

Felix Ferrer is a financial advisor with Citigroup Global Markets holding a Series 66 designation and 14 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research, and specialized market roles.

Mariano Rodriguez is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated firms since 2014. Based in Orlando, FL, his current role began in 2018 at Schwab Wealth Advisory Inc. 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-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Yanette Sullivan is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at Suntrust Investment Services, Suntrust Advisory Services, and JPMorgan Chase Bank, as well as J.P. Morgan 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 AI-enabled research tools.