William Moniz Jr. is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. His prior work includes roles at SunTrust Investment Services and PNC. Based in Orlando, FL, he has been with Truist and its affiliates since 2017. 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 AI-enabled research tools and inter-affiliate integration for its AMC Advantage manager-selection program.

Jacob Lubner is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James & Associates, Inc., and Steward Partners Global Advisory, LLC. Additionally, Lubner has experience with educational institutions such as Rollins College and Canterbury School of Fort Myers. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.

James Soto is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His career includes a decade of service with Suntrust Advisory Services, Inc. and its related entities. Truist Advisory Services offers investment consulting and advisory to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting to implement its advice.

Mohamad Alhalwani is a Series 66-licensed advisor with eight years of industry experience, currently with Truist Advisory Services since 2017. He has worked at Truist Investment Services, Inc. since 2019 and previously held roles at SunTrust Bank and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches. The firm offers asset allocation, fiduciary support, and a manager-selection program supported by AI-enabled research and inter-affiliate integration with Truist’s affiliated entities.

Ekaterina Slepkova is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Truist Advisory Services, Truist Investment Services, Wells Fargo Clearing, and Wells Fargo Bank. Outside of her advisory role, she is a commissioned notary in the state of 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jonathan Costanza is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 65 and Series 63 licenses and has 12 years of industry experience. He has been with Valic Financial Advisors since 2014 and is also involved with Agia and Costanza Cravings LLC. Outside of investment advisory, he serves as an agent for non-securities insurance products through Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm manages a large client base through a network of over 1,200 advisors, offering discretionary unified managed accounts and portfolio management via a technology-driven platform.

Todd Chamelin is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 65 and Series 63 licenses and having 26 years of industry experience. He has worked at Valic Financial Advisors since 2007 and has been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and a centralized technology platform.

Stephen Taylor is a financial advisor with Mariner in Orlando, FL, holding the Series 63, 65, and 66 designations and bringing 26 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Msec, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines discretionary, customized portfolios with in-house research and third-party manager allocations, alongside integrated tax and accounting services.

Deborah Kendrick is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Herbert Means is a financial advisor with Morgan Stanley in Orlando, FL, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior experience includes 25 years at Raymond James & Associates before joining Morgan Stanley and Morgan Stanley Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Shaye Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and five years of industry experience. Prior to joining Raymond James, Shaye worked at Jeremiah's Italian Ice and spent time at Timber Creek High School. Outside of Raymond James, Shaye is also an associate employee at Ballou Family Office and Charles H Ballou CFP, both non-investment-related support roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm employs a client-focused approach using risk profiling and modeling tools to tailor recommendations and supports various advisory programs across a large network of advisors.

Jeannine Stecklair is a financial advisor at Raymond James Financial with 22 years of industry experience and holds a Series 66 designation. She previously operated Beach Financial Planning LLC for 14 years and currently manages limited tax preparation and planning services through her CPA practices. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and a broad advisor network.

John Sholtis Jr. is a financial advisor at UBS Financial Services with 23 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 66 designations. He served on the PIMCO-UBS FA Advisory Council from 2017 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances.

Todd Feintuch is a CFP® professional with 21 years of experience in financial advisory services. He is currently affiliated with LPL Financial, where he has worked since 2017. His prior experience includes roles at INVEST Financial Corporation, Truist Investment Services, BB&T Investment Services, and Wells Fargo Clearing. He is also associated with Seacoast Wealth Management and Seacoast National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions using various strategic and tactical approaches supported by technology and third-party managers.

Jane Brockway is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Cetera and its related entities since 2022, following an 18-year tenure at Cuna Mutual Group. Brockway is also the owner of Brockway Wealth Partners and is active as an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Douglas Szoka II is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Szoka's background also includes experience outside finance, notably in the travel and leisure sector. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various affiliated financial products and services.

Moyra Edwards is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and five years of industry experience. She worked at Wells Fargo Clearing from 2019 to 2020 and again from 2021 to the present, with prior experience at Stetson University. Outside of her advisory role, she works as a personal trainer and dog walker on a part-time basis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics from its investment institute and third parties, applying diversification principles and modern portfolio theory in manager and option evaluations.

Matthew Mejia is a financial advisor at Fidelity with Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., MML Investors Services, MassMutual Life Insurance Co., Prancer Capital, Trustco Bank, and the University of Central Florida. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors as well as registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves notable roles including registered investment company advisory and registered commodity pool operator.

Matthew Meneses is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. He has held positions at Wells Fargo Bank, First Command Advisory Services, and related firms, and serves as a commissioned officer in the United States Army, focusing on administration of personnel. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its diversified investment approach.

Andrew Fager is a financial advisor with Raymond James Financial in Winter Park, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Concurrent Investment Advisors LLC and Purshe Kaplan Sterling Investments. He also operates Winter Park Wealth Group, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA Employer Advisory programs.