Lucas Marquez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Truist Advisory Services since 2016 and has worked at Truist Investment Services since 2013. Outside of his advisory role, he is an authorized member of High Five Capital, LLC, an investment entity in real estate. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm offers services including asset allocation, 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.

Anibal Martinez Rodriguez is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2020, with prior roles at Citibank and Citi International Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and research tools developed by Charles Schwab & Co.

Amanda Timirchand is a financial advisor with Truist Advisory Services in Orlando, FL, holding Series 63 and Series 65 credentials with four years of industry experience. Her prior work includes roles at Truist Bank, Footlocker, and Journeys. She serves as a board member of Runway to Hope, an organization supporting families facing pediatric cancer in Central Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm utilizes a mix of discretionary and non-discretionary management with extensive inter-affiliate integration and oversight.

Zhujun Yang Porter is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. She has been with Charles Schwab and its affiliated entities since 2008. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, utilizing Charles Schwab’s asset-allocation models and research tools. The firm emphasizes client authorization for trades and conducts reviews tailored to individual goals and risk tolerance.

Cynthia Paul is a financial advisor at Schwab Wealth Advisory with 36 years of industry experience. She holds a Series 63 designation and has been with Charles Schwab since 1993, including 11 years at Schwab Wealth Advisory. 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 advice is based on standard asset-allocation models and internal research tools, with an emphasis on tailored recommendations and annual reviews.

Robert Oglesby is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Schwab Wealth Advisory, Edward Jones, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for 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 standard models and research tools, with client-approved trade execution and at-least-annual portfolio reviews.

Javier Milian is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab & Co., Inc. and Space Coast Credit Union. Based in Orlando, FL, Milian joined Truist Advisory Services in 2025. 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 and non-discretionary approaches, utilizing third-party platforms and AI-enabled research tools to support its manager-selection program and investment oversight.

Lauren Fonseca is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2014, including three years specifically with Schwab Wealth Advisory. Outside of advising, she is a licensed attorney in Florida and serves as a registered agent for two restaurant businesses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and internal research to offer tailored guidance on investments and wealth management, with trades executed only upon client authorization.

Joseph Avallone is a financial advisor with Planmember Securities Corporation who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has held multiple roles since 1989, including president of Retirement Planning Associates, Inc., and is actively involved in youth soccer organizations as a coach and director. Avallone also serves on the Seminole County Value Adjustment Board. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual-fund portfolios, supported by education and support services for plan sponsors and participants.

Garth Lurvey is a CFP® professional with 22 years of industry experience currently serving at Prime Capital Financial. His career includes roles at Prime Capital Investment Advisors, LPL Financial, Truist Investment Services, UBS Financial Services, and Waddell & Reed. He provides tax preparation as part of his advisory services at no cost to clients. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans, offering asset management, financial planning, qualified retirement plan services, and family office solutions. The firm employs a variety of investment strategies and maintains an affiliated accounting subsidiary for tax planning and preparation services.

William Wilson is a financial advisor at First Command Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Command in various capacities since 2010. Wilson is also the owner of William C Wilson & Associates, LLC, which operates as a DBA for his independent contracting activities affiliated with First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized investment team and wealth portfolio managers.

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.