Raymond Martens is a financial advisor with TD Private Client Wealth LLC in Orlando, FL, holding Series 65 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at TD Ameritrade Inc., CORDA Investment Management, LLC, and Keller Williams. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients, utilizing strategic and tactical asset allocation combined with both affiliated and third-party sub-managers.

Johven Mike Barga is a financial advisor with Transamerica Financial Advisors in Maitland, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His background includes roles with organizations such as World System Builders, the National Association of Registered Social Security Analysts, and Education Encompassed. Outside of traditional advisory work, he is involved in estate planning services through Inheritguard, LLC, and provides education on social security issues as a registered social security analyst. Transamerica Financial Advisors serves a broad client base including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm’s advisory approach primarily utilizes model portfolios and third-party managers, offering multiple program platforms such as Transamerica ONE and TFA365.

Christopher Degrace is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds the Series 66 credential and has previously worked at Truist Advisory Services and Truist Investment Services, Inc. He is also involved as a limited partner in several real estate investment entities and family investment holdings. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with access to alternative and private investments and a range of advisory programs.

Nicole Regilio is a CFP® professional based in Orlando, FL, with 18 years of industry experience. She has worked at Hightower Advisors since 2024 and previously spent nine years at Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and customized portfolio construction.

Sean Mallon is a CFP® with 23 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having joined in 2025, and previously worked at Moomoo Financial Inc. and TD Ameritrade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge fees directly to clients.

Christina Pinto Rogers is a financial advisor with Independent Financial Partners in Orlando, FL, holding a Series 63 designation and 32 years of industry experience. She has worked at Independent Financial Partners since 2010 and previously spent 15 years with LPL Financial, LLC. Outside of her advisory role, she owns a locksmith business and operates a long-term care concierge service. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform with various investment options and specializes in retirement-plan advisory and pension consulting services.

Devante Davis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Truist, he worked at Charles Schwab Co., Inc. for one year and spent eight years at Bed Bath and Beyond. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting. The firm integrates affiliate resources and employs AI-enabled tools alongside traditional research to support its investment processes.

David Clark is a financial advisor with Private Advisor Group, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Private Advisor Group in 2024, he worked at several organizations including Cru and Maple Street Biscuit Company. Outside of his advisory role, Mr. Clark operates under the business name Grace Financial Group, LLC, through which he provides investment advice. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm delivers advisory solutions via a large network of investment adviser representatives, utilizing multiple custodians and model strategists to align with client objectives.

Nicholas Manson is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He is affiliated with Independent Financial Partners and has previously worked at LPL Financial. Manson serves as a board member of the Seminole County Industrial Development Authority, a nonprofit organization that reviews and approves revenue bond projects. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Roberto Rodriguez is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Fidelity Investments, Nationwide Investment Services Corp, and T. Rowe Price. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel 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.

Marco Escobar is a financial advisor with Schwab Wealth Advisory, Inc., holding the CFP® designation and Series 63 and 66 licenses. He has 23 years of industry experience, including prior roles at Citigroup and Merrill. Outside of finance, he is involved in music production and songwriting through his business, CasaMuzik. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice using Charles Schwab’s asset allocation models and research tools, focusing on annual financial reviews and investment recommendations within a non-discretionary framework.

Michael Anderson is a CFP® professional with 11 years of industry experience, currently affiliated with Commonwealth Financial Network since 2023. He previously worked at Edward Jones for nine years. Anderson is also the owner of WealthWell Solutions, a private entity facilitating securities, advisory, and insurance business in Orlando, FL. 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 while offering managed model portfolios and distinct program structures.

Jonathan Kress is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Charles Schwab since 2016 and currently works at Schwab Wealth Advisory Inc. in Orlando, FL. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Patrick Mac Leish is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and has worked at Charles Schwab since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with clients retaining final trading decisions and discretionary management generally handled by affiliated or third-party managers.

Derrick Butterfield Jr. is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and has a broader tenure at Charles Schwab dating back to 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, using proprietary research tools and asset allocation models, while clients maintain final trading authority.

Jason Cvetan is a financial advisor with Schwab Wealth Advisory, Inc. in Orlando, FL, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Charles Schwab Premier Bank, Charles Schwab Trust Bank, Charles Schwab Bank, SSB, and Regions Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Oluwatobi Ajao is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab and has a background that includes time as a collegiate football player at Auburn University. Outside of his advisory role, he works as a delivery driver for DoorDash. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual financial reviews and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients, distinguishing its advisory services from many other enterprise wealth managers.

Brandon Macho is a CFP® professional affiliated with Schwab Wealth Advisory in Orlando, FL, with three years of industry experience. His prior roles include positions at Ameriprise and RBC Capital Markets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations through CS&Co.’s standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority on client accounts.

Cristiane De Amorim Filgueiras is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this role, her work experience includes positions at Fifth Third Bank and Walt Disney Parks and Resorts US. Fifth Third Securities serves a diverse clientele including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, with a range of strategies including advisor-directed mutual funds, SMA models, and direct indexing.

Michael Vickery is a Series 66-licensed financial advisor with Truist Advisory Services, based in Orlando, FL. He has 13 years of industry experience, including 10 years with SunTrust Investment Services 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 offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.