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 with Ameritas since 2019 across multiple affiliated entities and operates his own firm, Ethan T. Heard and Co. LLC. Outside of financial advising, he is a partner in Iron Horse Offroad Builders, a mechanic shop where he also manages the business's social media presence. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs, using in-house models and third-party managers, and maintains affiliations with related financial institutions to support its diverse client base.

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.

Jason Lesko is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with Charles Schwab since 1996 and has been with Schwab Wealth Advisory Inc. since 2016. Located in Orlando, FL, his career has been primarily within the Schwab organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm utilizes Charles Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Mark Miller is a financial advisor at Schwab Wealth Advisory in Orlando, FL, with 26 years of industry experience. He has been with Charles Schwab since 1999 and with Schwab Wealth Advisory since 2012. He holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations without exercising discretionary trading authority, serving primarily individual clients within the Schwab ecosystem.

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 in Windermere, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Schwab Wealth Advisory and Charles Schwab since 2015. Prior to her career in finance, she worked at Walt Disney World from 2003 to 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Matthew Murphy is a CFP® professional with 23 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Murphy Financial, LLC. His prior experience includes roles at Fidelity Investments and Certified Insurance Corp. He is also the owner of Benetas Wealth, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering discretionary model portfolios and multiple program structures.

Jahone Green is a financial advisor at Empower Advisory Group with a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Equitable Advisors and has a diverse background including roles in marketing, academia, and nonprofit work. He was involved with Shake-A-Leg Miami, a nonprofit organization. Empower Advisory Group provides financial planning and investment management 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’s integrated model focuses on long-term portfolio returns and annual rebalancing, serving a large participant base through proprietary and third-party methodologies.

Shane Donahue is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds the Series 66 designation and has been with Schwab since 2012, serving in his current role since 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers services including annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Lillian Ramirez is a financial advisor with Schwab Wealth Advisory and holds the Series 63 and Series 66 designations. She has 22 years of industry experience, including roles at Charles Schwab Bank and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools.

James Clark is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 28 years of industry experience. He has worked at Private Advisor Group since 2019 and concurrently at LPL Financial since 2009, with prior experience at Independent Financial Partners. In addition to his advisory work, he occasionally sells fixed life insurance policies. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, using a variety of analytical methods and supporting held-away account management through technology partnerships.

Anuar Heneide Mondragon is a CFP® and holds a Series 66 designation with 10 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been employed since 2022. His prior experience includes roles at Wells Fargo and Bank of America. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools.

Melanie Vise is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012, having worked at Charles Schwab since 1997. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Michael Lopez is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes positions at Fifth Third Bank, SunTrust Bank, and TD Bank. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via the Passageway platform, providing a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Michael Zizmer is a CFP® professional with 38 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James & Associates and UBS Financial Services Inc. Outside of advisory roles, he serves as trustee for inherited family assets. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Julian Melendez is a financial advisor with Schwab Wealth Advisory in Orlando, FL. He holds a Series 66 designation and has 11 years of industry experience, including roles at Schwab Private Client Investment Advisory and Charles Schwab. Melendez has been with Schwab in various capacities since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers recommendations through Schwab’s asset allocation models and research tools, conducting annual account reviews without discretionary trading authority.

Jiaqi Li is a financial advisor at PNC Wealth Management with 10 years of industry experience. Prior to joining PNC in 2023, Li worked at International Assets Advisory, LLC and International Assets Investment Management, LLC from 2014 to 2023, as well as at Beijing Puruí Fangwei Science & Technology Development Co., Ltd from 2017 to 2019. Li holds a Series 66 designation. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The program uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists, primarily investing in mutual funds and ETFs with annual rebalancing.

Chad Groseclose is a CFP® with 13 years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has worked at Charles Schwab and USAA Investment Management Company prior to his current role. Outside of his advisory work, he has maintained an ongoing entrepreneurial venture under the name SELF since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations, utilizing Schwab’s proprietary research tools while leaving final trading decisions to clients.