Christopher Chung is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Truist Investment Services, Truist Advisory Services, Truist Bank, and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies, including third-party manager selection supported by AI-enabled research tools and integrated inter-affiliate services.

Melissa Rimsky is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Brookstone Capital Management LLC since 2022. Her prior roles include positions at Innovation Partners LLC, Amerilife, Park Avenue Securities, Guardian Life Insurance Company, and Valic Financial Advisors. Rimsky is also an independent insurance agent assisting clients with various insurance products and serves as a trustee for a family trust. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis through model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Andy Francois is a financial advisor at Truist Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Regions Bank, Bank of America, and Coastal Heritage Bank. Outside of advising, he is the sole owner of Realty Relief Team, a real estate investing LLC. 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 approaches, supported by third-party platforms and AI-enabled research, and is notable for its integration with affiliated broker-dealer and banking services.

Allison Hudson is a financial advisor with Valic Financial Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Valic Financial Advisors since 1998 and also works with Agia in a non-securities insurance capacity. Hudson serves as a past president and board member of the Council of 101 at the Orlando Museum of Art, providing advisory and mentorship support. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with a focus on customized asset allocation and portfolio management.

T Royer is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 16 years of industry experience. He has been involved with Group 10 Financial since 1988, where he serves as CEO overseeing insurance and annuity sales. Brookstone Capital Management is an SEC-registered adviser that provides 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, and institutional clients such as sovereign wealth funds and banking institutions.

Jennings Hurt IV is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Ferrell Wealth Management, Inc. for 11 years before joining Beacon Pointe in 2020. Outside of his advisory role, he serves as a board member for DrinkB4, a beverage company, where he contributes to overall brand strategy. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using proprietary due diligence and asset-allocation modeling, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner in multiple private funds.

Karl Kuchma is a financial advisor with Truist Advisory Services, holding the Series 63, Series 65, and Series 66 designations and bringing 27 years of industry experience. He has been with Truist Investment Services since 2006 and Truist Advisory Services since 2016. 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, supported by third-party platforms and AI-enabled research tools, to manage and oversee investment solutions.

Daniel Shif is a Series 66-licensed financial advisor with Truist Advisory Services in Winter Park, FL. He has been with Truist and its affiliates since 2017, including roles at Truist Bank and Truist Investment Services, and previously worked at Deutsche Bank for one year. Shif has no prior industry experience before joining Truist Advisory Services. 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, supported by third-party manager relationships and AI-enabled research tools, with an emphasis on inter-affiliate integration and comprehensive fiduciary support.

Timothy Taylor is a financial advisor at Mariner with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Mariner in 2021, he worked at Commonwealth Financial Network from 2015 to 2021. Taylor serves on the board of directors for the Country Club of Orlando and is a member of the advisory board for the Center for Coastal Solutions. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized portfolios overseen by an Investment Committee, combining internal research with third-party managers across a broad range of asset classes and also integrates tax, accounting, and administrative family office services.

Theodore Latimer is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. Prior to joining Steward Partners in 2023, he worked for Bank of America and Merrill for 14 years. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations with a range of investment advisory, financial planning, and managed account services.

Phillip Dobbs is a CFP® and Series 66-licensed advisor at Rockefeller Financial LLC with 15 years of industry experience. He previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 12 years. Dobbs serves as an advisory board member for Florida Citrus Sports, a nonprofit organization focused on community development and charity support in Central 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 consulting services through a Private Advisor model and an integrated investment platform, including discretionary and non-discretionary solutions across various asset classes, alongside broker-dealer and alternative investment placement capabilities.

Michael Conroy is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Robinhood Markets, Charles Schwab, and Liberty Mutual Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven investment platform utilizing mutual funds and ETFs with annual rebalancing.

Todd Sowpel is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 2016, as well as Pershing Advisor Solutions LLC from 2007 to 2016. 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 employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform agreements and AI-enabled research tools.

Shumaila Pirani is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, holding a Series 66 designation with 17 years of industry experience. She has been with Fifth Third Securities since 2013. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank.

Adriel Irizarry is a financial advisor at Fifth Third Securities, Inc. in Orlando, FL, holding Series 63 and Series 65 credentials with eight years of industry experience. He has been with Fifth Third Securities since 2017 and has worked at Fifth Third Bank since 2015. Outside of his advisory role, he manages a rental property in Gotha, FL. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Tracy Chen is a financial advisor with Eagle Strategies (New York Life) based in Orlando, FL. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Chen has worked with Eagle Strategies LLC, Wisdom Insights Financial Solutions & Insurance Services, NYLIFE Securities LLC, and New York Life Insurance Co. since 2016. She is also an independent contractor brokering non-registered insurance products through East and Ocean Associates Inc. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across various program types and manages the majority of its assets on a non-discretionary basis.

Chelsea Owens is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has worked within the Schwab organization since 2014, including roles at Schwab Private Client Investment Advisory, Inc. from 2016 to 2020. 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 planning, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending allocations while clients make final trading decisions.

Michael Barclay is a Series 66-licensed financial advisor with Truist Advisory Services in Orlando, FL, with four years of industry experience. His career includes roles at Truist Investment Services, Securian Financial Services, Evershore Financial, and Minnesota Life Insurance Company. Prior to his financial services career, he worked for the City of Winter Springs for 25 years. 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 employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and offers a manager-selection program through the AMC Advantage platform.

Ryan Shim is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 29 years of industry experience. His career includes extensive tenure at BB&T Securities and SunTrust Investment Services, where he has worked since 2000. He is based in Winter Park, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Raymond Duenas is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has held leadership roles including CEO and founder of Stewardship America Financial and Stewardship America Insurance LLC, and serves as trustee of The Duenas Family Living Trust. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, and features a predominantly non-discretionary asset mix.