William Dudley is a financial advisor at Integrity Alliance, LLC with five years of industry experience. He holds a Series 66 credential and has worked with Lion Street Financial as well as independently as a sales contractor. Outside of advisory roles, Dudley consults for small pharmaceutical companies and is involved with LifeRoc Capital, assisting clients with life settlement transactions. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of portfolio management and financial planning services, employing diverse investment approaches and supports both advisory and brokerage functions.

Michael Davis is a CFP® with 37 years of industry experience. He has been with Hightower Advisors since 2024 and previously worked at Resource Consulting Group from 2015 to 2024. He is based in Orlando, FL. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Kevin Morris is a Series 66-registered advisor with Bankers Life Advisory Services, Inc. in Orlando, FL, with four years of industry experience. He has worked with Bankers Life since 2012 and currently serves as a Branch Sales Manager overseeing insurance office sales staff and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Mayada Soufan is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with Truist Investment Services since 2016 and has been with Truist Advisory Services since the same year. Outside of her advisory role, she serves as president and treasurer of two non-investment related family businesses in the automotive sales and home building industries. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integrations, including its AMC Advantage manager-selection program.

Michael Masur is a CFP® professional with 17 years of experience in financial advising. He has worked at HighTower Advisors since 2024 and previously spent nine years with Resource Consulting Group. He is based in Orlando, FL. HighTower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to diverse investment vehicles and customized portfolio construction.

Alexa Oliver is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2024, she worked at FS Investments from 2021 to 2024 and held various roles in other firms and businesses, including USA Soccer and CVS/Pharmacy. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, brokerage and placement capabilities, and access to alternative and private investments.

Robert Brogan is a financial advisor with First Command Advisory Services in Orlando, FL, holding a Series 66 credential and four years of industry experience. Prior to his current role, he served 29 years in the United States Army. He is a JROTC Scholarship Board Member for the Military Officers Association of America Central Florida Chapter, managing scholarship programs for local ROTC and JROTC units. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Renee Maloney is a CFP®-certified financial advisor with 17 years of industry experience, currently practicing at Truist Advisory Services. She has been with SunTrust Advisory Services and affiliated entities since 2016. Outside of her advisory work, she owns a vacation home used as a rental property in Holmes Beach, Florida. 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 offers services including asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that integrates third-party managers and proprietary research tools.

Stalin Jaquez is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Independent Financial Group, he worked at RMMS Investments and Vertex Brokerage Group, where he also serves as principal agent managing operations and sales of Medicare products, life insurance, and annuities. He is based in Orlando, FL. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing a variety of in-house and third-party investment models across multiple custodial platforms.

Kelly Davison is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. She has been with Truist Advisory Services since 2016 and Truist Investment Services since 2015. Outside of her advisory role, she serves as president of the Dean Point Place Homeowners' Association in Orlando, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, and is noted for its inter-affiliate integration among related Truist entities.

John Hoffman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Since 2013, he has worked within SunTrust-affiliated firms, including SunTrust Investment Services Inc. and SunTrust Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client assets and implement investment strategies.

Liza Bonet is a financial advisor with Truist Advisory Services in Winter Park, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked with SunTrust Advisory Services and related SunTrust entities since 2014. Outside of advisory work, she manages residential rental properties. 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 manager arrangements supported by AI-enhanced research and inter-affiliate integration.

Logan Harclerode is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Charles Schwab and Truist Investment Services, and he serves in the United States Marine Corps, where he operates an amphibious assault vehicle. Truist Advisory Services provides investment consulting and advisory services to a range of clients including individuals, businesses, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Arban Preniqi is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and four years of industry experience. He has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty since 2021, and previously held roles at Bank of America and AT&T. In addition to his advisory work, he serves as a Unit Field Trainer for Bankers Life & Casualty, recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Keithia D Great is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Coast2Coast Mortgage, Stirlingshire Investments, and PFS Investments Inc., along with experience as a marketing consultant. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates within plan lineups selected by plan sponsors.

Jennifer Anderson is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2023. Outside of her advisory role, she serves on the Alumni Board of Directors for the Rollins Crumme Graduate School of Business and is an Alumni Advisory Board Member and Recruitment Advisor for the Delta Zeta Sorority at Rollins College. 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 a consolidated investment platform.

Robert Williams is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Security Financial Management and CONCOURSE FINANCIAL GROUP SECURITIES, as well as a long tenure at Kaplan. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

Stephanie Piedra Morales is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and four years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2020 and at Schwab Wealth Advisory since 2026. Outside of her advisory role, she has operated a short-term and long-term rental property. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Philip Clark is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Marriott International. Outside of finance, he owns and operates a business that builds and sells furniture and designs apparel. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated platform focused on long-term portfolio returns and annual rebalancing, operating at a large scale with close affiliation to Empower’s recordkeeping and administrative entities.

Yajaira Rodriguez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and SunTrust Advisory Services. Outside of advisory work, she is a co-owner of an investment LLC focused on property management in Saint Cloud, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled tools to support equity research and manager oversight.