Linda Paul is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Rockefeller Financial in 2023, she worked for Merrill for 14 years. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

James Benoit is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has held roles at Charles Schwab since 1999, with a recent four-year tenure at HighTower Advisors LLC before rejoining Schwab in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Brian Howden is a financial advisor with Principal Financial Services in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Principal Life Insurance Company, PFS Investment Inc., Primerica Financial Services, and ownership of Caple Howden Insurance Agency. He also engages in sales of loan products and referrals for home security and automation services through affiliated companies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through distinct advisory and promoter arrangements.

Pryam Leonce is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist Advisory Services and its predecessor entities since 2016. Prior to that, he worked at SunTrust Bank and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary strategies supported by a dedicated Equity Research team and supervisory oversight.

Alexander Von Svoboda is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. His prior roles include positions at Charles Schwab & Co., Inc. and Associate Investor Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm guides clients on asset allocation and investment selection based on proprietary Schwab models and research, with trades executed only upon client authorization.

Chase Hill is a CFP® with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. His prior experience includes roles at Charles Schwab and positions outside the financial industry, such as at VIP Valet, Parking & Shuttle Services of Orlando, and involvement with the Sea Turtle Conservancy, Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools while maintaining client authorization for all trades.

Colin Boyle is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Robinhood Markets, Broadridge Financial Solutions, and Charles Schwab. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on asset-allocation models and internal research tools.

Sachin Trivedi is a CFA® charterholder with 20 years of industry experience. He is an advisor at Truist Advisory Services, where he has worked since 2016, and has been with Truist Investment Services, Inc. since 2013. Outside of his advisory role, he is a member or manager of several companies involved in activities such as the sale of unused event tickets and estate planning holding companies. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver its AMC Advantage manager-selection program and other advisory services.

Jennifer Cuprill is a Series 66-licensed financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She has been with Schwab Wealth Advisory since 2013 and has worked at Charles Schwab & Co., Inc. since 2010, following an earlier role at Ameriprise. 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 uses Charles Schwab’s asset-allocation models and internal research tools to tailor annual recommendations based on clients’ goals and risk tolerance.

Melvin Duran is a Series 66-licensed advisor at Schwab Wealth Advisory with one year of industry experience. His prior roles include positions at Charles Schwab & Co., Navy Federal Credit Union, TEKsystems, and Evermay Wealth Management LLC. 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 Charles Schwab’s asset-allocation models and internal research tools.

Orlando Aska is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Timothy Partners, Nike, and Campus Crusade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Amy Davis is a CFP® professional with 21 years of industry experience. She is currently with Hightower Advisors, joining the firm in 2024 after nine years at Resource Consulting Group and ten years at GFO Advisory Services, LLC. Based in Orlando, FL, her background spans multiple advisory roles across different firms. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to support its advisory services.

Micah Hill is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2021, having previously worked at Charles Schwab Bank and TD Ameritrade. Outside of his advisory role, he is the author of a book titled *Artificial Intelligence: A Vision of the Future*, which he publishes and sells independently. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program, focusing on asset allocation and investment selection guided by proprietary research tools. The firm serves a broad client base and operates with distinct compliance and operational practices related to its affiliation with Charles Schwab & Co. and related entities.

Thomas Lo Basso is a financial advisor with PlanMember Securities Corporation in Winter Springs, FL. He holds a Series 66 designation and has been working in the financial industry since 2022, with prior experience including roles at Moe's Southwest Grill and teaching positions at River Springs Middle School and University High School. 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 top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios to deliver education, support, and customized retirement planning.

Jehu Francois is a financial advisor with Truist Advisory Services in Orlando, FL, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Truist Investment Services, Royal Alliance, and TIAA-CREF. Outside of finance, he owns a rental property management business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform arrangements.

Windel Taylor is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2017, with additional experience at Verizon and WFGIA. He is also involved with La Amistad Foundation, Inc. d/b/a Lakewood Center. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Santiago Santana is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and two years of industry experience. He has previously worked at Charles Schwab & Co., Qkly Staffing, Together Health, and Transformco. Outside of his advisory role, he operates a small car rental business through the Turo platform. Schwab Wealth Advisory 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 guidance is based on proprietary asset-allocation models and research tools, offering tailored recommendations while requiring client authorization for trades.

Joellene Aylor is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at Hightower Advisors since 2024 and previously spent nine years with Resource Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Avilio Sutherland Navea is a financial advisor at Mercer Global Advisors Inc. with Series 63, Series 65, and Series 66 credentials and one year of industry experience. His prior work includes roles at Eminence Wealth Management Inc., Strong Point Financial, and Charles Schwab & Co., Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, and estate planning. The firm uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles, client education, and integrated affiliated service lines.

Wisely Chen is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. Chen has been with Transamerica Financial Advisors since 2026 and has 14 years of experience with World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.