Susan Dixon is a financial advisor with First Command Advisory Services in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with First Command in various capacities since 2005 and is currently the proprietor and manager of Blessed Life Financial LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor portfolios and third-party managers.

Ethan Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Ameritas since 2019 across several affiliated entities and is currently a partner at Iron Horse Offroad Builders, where he manages a mechanic shop and its social media presence. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering asset management and financial consulting through a variety of program platforms and investment options.

Paul Henderson is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. Prior to joining Eagle Strategies and New York Life Insurance Company, he held positions at ABC Fine Wine and Spirits and Toyota of Orlando. In addition to his advisory work, he was involved in a real estate venture focused on buying, rehabbing, and selling foreclosed single-family homes. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers a range of advisory services such as financial planning, investment management, and retirement-plan consulting, emphasizing tailored solutions and managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Bernstein is a financial advisor at Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, Bernstein served 13 years with the U.S. Department of Defense. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis.

Jason Lesko is a financial advisor at Schwab Wealth Advisory with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and affiliated entities since 1996, including ten years at Schwab Wealth Advisory. 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’s approach utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver tailored recommendations with client authorization required for all trades.

Mark Miller is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. 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 Charles Schwab’s proprietary asset-allocation models and research tools to offer guidance tailored to clients' goals and risk tolerance, with trades executed only upon client authorization.

Christopher Rich is a financial advisor at Eagle Strategies (NY Life) with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Nylife Securities LLC and New York Life Insurance Co since 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers a variety of program types, emphasizing tailored recommendations and managing the majority of assets on a non-discretionary basis.

Eugenia Hernandez Monteverde is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Her prior work includes roles at Nylife Securities LLC and New York Life Insurance Co, where she has been employed since 2014. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with the majority of assets managed on a non-discretionary basis.

Meryem Messaoudi Moussi is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 15 years of industry experience. She has worked at Charles Schwab and Schwab Wealth Advisory since 2015 and previously spent 14 years at Walt Disney World. 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 investment guidance uses Charles Schwab & Co.’s asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Jahone Green is a financial advisor at Empower Advisory Group with a Series 66 designation and four years of industry experience. He has worked previously at Navy Federal Investment Services, Navy Federal Financial Group, Equitable Advisors, and Empower Financial Services. His background includes roles outside finance, such as work in marketing and branding, art history, and education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Shane Donahue is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds the Series 66 designation and has worked at Schwab Wealth Advisory since 2017, with prior experience at Charles Schwab and Jackson Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and select referrals, using Charles Schwab’s asset-allocation models and research tools to deliver tailored recommendations reviewed at least annually.

Lillian Ramirez is a financial advisor at Schwab Wealth Advisory Inc. with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliates since 2000. 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 based on Schwab's asset-allocation models and research tools.

James Clark is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He has held roles at firms including LPL Financial and Independent Financial Partners. Clark holds a Series 63 credential and occasionally sells fixed life insurance and long-term care policies. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes technology platforms along with a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Anuar Heneide Mondragon is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and Charles Schwab, where he has worked since 2022. His prior experience includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services, 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 CS&Co.-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored annually to clients’ goals and risk tolerance.

Melanie Vise is a financial advisor at Schwab Wealth Advisory with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 1997. Based in Orlando, FL, she has worked at Schwab Wealth Advisory since 2012. 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 select Charles Schwab-referred clients. The firm uses proprietary asset allocation models and internal research tools to tailor recommendations, while client authorization is required for trades.

Michael Lopez is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes positions at Fifth Third Bank, SunTrust Bank, and TD Bank. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via the Passageway platform, providing a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Michael Zizmer is a CFP® professional with 38 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James & Associates and UBS Financial Services Inc. Outside of advisory roles, he serves as trustee for inherited family assets. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Julian Melendez is a Series 66 licensed financial advisor with 12 years of industry experience, currently serving at Schwab Wealth Advisory since 2021. He has been with Charles Schwab in various advisory roles since 2012. Located in Orlando, FL, his background includes work with Schwab Private Client Investment Advisory from 2017 to 2020. 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’s services emphasize asset allocation and investment selection using standardized models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Jiaqi Li is a financial advisor at PNC Wealth Management with 10 years of industry experience. Prior to joining PNC in 2023, Li worked at International Assets Advisory, LLC and International Assets Investment Management, LLC from 2014 to 2023, as well as at Beijing Puruí Fangwei Science & Technology Development Co., Ltd from 2017 to 2019. Li holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The program uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

Chad Groseclose is a CFP® professional with 13 years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has held positions at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and USAA Investment Management Company, among others. Groseclose has been affiliated with Schwab Wealth Advisory since 2024. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, without exercising discretionary trading authority.