Darin Bostic is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab and its affiliates since 1999, including roles at Schwab Private Client Investment Advisory and Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using proprietary asset-allocation models and research tools to guide investment selection and portfolio reviews.

Elayna Barrison is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at City National Rochdale since 2019 and previously at Koss Olinger & Co., LLC for five years. Outside of her advisory role, she is an independent fantasy author. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis, offering portfolio and sub-advisory management across a range of asset classes.

Robin Wade is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and 22 years of industry experience. Wade has been with Schwab Wealth Advisory and Charles Schwab & Co. since 2016, following two years at Morgan Stanley. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on standardized asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Vianny Minaya is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, Minaya worked at Wells Fargo Clearing and Wells Fargo Bank. 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’s approach includes guidance on asset allocation and investment selection, using standardized asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Steven Golden is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 1997 and with Schwab Wealth Advisory since 2012. Outside of his advisory role, he coaches high school baseball and is involved in college baseball recruiting as an HTML programmer. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools while executing trades only with client authorization.

Tyler Schaefer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior experience includes roles at JPMorgan Chase, Bank of America, Merrill, and Wells Fargo. Outside of finance, he co-owns a dog breeding business and provides dog boarding and walking services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Schwab’s asset-allocation models and internal research, with personalized recommendations and client-authorized trades.

Sunita George is a financial advisor with RBC Rochdale, LLC, holding the ChFC® designation and a Series 65 license, with 14 years of industry experience. She previously worked at G A Repple & Company from 2013 to 2017 and has been with CNR Securities, LLC since 2017. Outside of finance, she works as a greeter and front desk staff at a fitness center. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a multi-strategy investment process that combines quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Joseph Clifton is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Schwab Wealth Advisory since 2020 and with Charles Schwab since 2014. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice follows Charles Schwab’s asset-allocation models and internal research tools, with client authorization required for trades and recommendations tailored to individual goals and risk tolerance.

Michael Pendergrass is a financial advisor with PlanMember Securities Corporation in Winter Springs, FL, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Retirement Planning Associates, Bencor, and USRBP, all since 2022. He is also the principal owner of MP3 Investments, LLC. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while offering education and support services to plan sponsors and participants.

Colton Rankey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and three years of industry experience. Prior to joining PNC Wealth Management, he worked with Agia and Valic Financial Advisors and spent several years in education with Polk County Schools and Middletown City Schools. He is also appointed as an agent to sell non-securities insurance products for Agia. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a pilot digital discretionary model account available to select employees. The firm utilizes approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with algorithm-based risk assessment and annual rebalancing.

Tanya Tremel is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and two years of industry experience. She has worked with Charles Schwab & Co., Inc. since 2023 and previously held roles at Lockheed Martin and in various marketing and design capacities. Outside of financial advising, she owns Joy Marketing, providing outsourced marketing services to startup companies. Schwab Wealth Advisory, Inc. offers 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’s advice is based on Charles Schwab’s asset allocation models and research tools and includes guidance on various investment options, with trades executed only upon client approval.

Gregory Mantecon is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2018 and has been with Charles Schwab since 2016. Schwab Wealth Advisory, Inc. provides fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and clients referred by Charles Schwab & Co. The firm offers non-discretionary guidance based on proprietary asset-allocation models and reviews, with trades executed only upon client authorization.

Alexandra Carney is a financial advisor with Eagle Strategies (NY Life) in Maitland, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Eagle Strategies since 2019 and has a longer history with New York Life entities dating back to 2013. Outside of her advisory work, she serves as a board member for Girls on The Run Central Florida and volunteers as a classroom coordinator at Parke House Academy, in addition to working seasonally as an entertainer at Universal Orlando. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ricky Parker is a financial advisor with Schwab Wealth Advisory, holding Series 63 and 66 designations and bringing 27 years of industry experience. He has worked with Charles Schwab and its affiliated firms since 1999 and has been with Schwab Wealth Advisory Inc. 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. The firm’s approach utilizes Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance, with a focus on client authorization for trades.

Jay Shah is a financial advisor with Eagle Strategies (NY Life) who holds the Series 63 and Series 65 credentials and has 18 years of industry experience. He has been with Eagle Strategies since 2010 and is also affiliated with New York Life Securities LLC and New York Life Insurance Company since 2007. Shah serves as Secretary on the board of the Indian American Chamber of Commerce and holds board positions with the UCF College of Science Dean Advisory Board and the Asian American Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individual investors, institutional plans, charitable organizations, and corporate clients. The firm offers a range of program types, emphasizing tailored recommendations and managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Felipe Florez is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 credentials and eight years of industry experience. He has been with Charles Schwab since 2017 and joined Schwab Wealth Advisory in 2024. 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 point-in-time wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

Lawrence Rutledge is a CFP® with 29 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has held various roles at Guardian Life since 2008 and Park Avenue Securities since 2019. Rutledge also operates Rutledge Advisory Group, Inc. for marketing purposes. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, integrating advisor-led discretionary management with model-based strategies and providing access to insurance products and alternative investments.

Matthew Keister is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Park Avenue Securities and Westshore Financial Group. Outside of his advisory work, he is involved in selling insurance products not offered through Guardian. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporations, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions.

Seth Heard is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked with several entities within the Ameritas organization since 2026. Prior to his financial advisory career, he was involved in events such as the Carolina Renaissance Festival and the Arizona Renaissance Festival. 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. The firm employs a variety of portfolio construction strategies using mutual funds, ETFs, individual securities, and third-party managers across multiple program platforms.

Matthew Burger is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab, The Travelers Indemnity Company, Plymouth Rock Assurance, and US Health Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, offering tailored guidance on asset allocation and investment selection based on Charles Schwab & Co.’s models and research tools. The firm serves a large client base and utilizes third-party or affiliated money managers for separately managed accounts.