Daniel Nowak is a financial advisor at Valic Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Valic since 2016. Outside of his advisory role, he is a member and co-owner of C & D Dizical Collectibles, assisting with online sales of Disney items and collectibles and participating in an annual trade show. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to manage approximately $29.2 billion across nearly 300,000 clients.

Garrett Jones is a financial advisor with Rockefeller Financial LLC who holds a Series 66 designation and has 24 years of industry experience. His prior experience includes roles at Merrill and Bank of America, where he worked for over two decades combined. Outside of his advisory work, he serves on the advisory boards of several nonprofit organizations, including The Jobs Partnership of Florida and Winter Park Health Foundation, and participates as a subcommittee member at Saint Margaret Mary Catholic Church. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer with an integrated investment platform and a broad range of wealth management solutions.

Tanya Black is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2000 and with Schwab Wealth Advisory Inc. since 2012. Based in Orlando, FL, she serves clients through the Schwab Wealth Advisory program. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority and generally operates as an internal advisory unit paid by Charles Schwab & Co. under a cost-and-expense arrangement.

Graham Pettis is a financial advisor with Eagle Strategies (NY Life) based in Maitland, FL. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLIFE Securities LLC and New York Life Insurance Company since 2021. Outside of his advisory role, Pettis serves as a board member and treasurer for Heroes Strong, a local support organization for first responders and military personnel, and holds leadership positions in community and church organizations including BNI Networking and Trinity Baptist Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

Israel Noriega is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing, as well as longstanding involvement with MDA Management, Inc. since 2012. Noriega is based in Celebration, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager‑selection programs, implementing advice through a blend of discretionary and non‑discretionary approaches supported by AI‑enabled research and inter‑affiliate resources.

Taylor Ayres is a CFP® certificant and financial advisor at Schwab Wealth Advisory with four years of industry experience. Based in Orlando, FL, Ayres has held roles at several firms including Creative Planning, Avantax, Merrill, and multiple Cetera entities before joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm conducts annual reviews and offers investment recommendations without exercising discretionary trading authority.

Joshua Hernandez is a financial advisor with Truist Advisory Services in Orlando, FL. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he spent nine years at Truist Bank and four years working with Bethel Christian Church. 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 mix of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Anne Nemeth is a CFP® and holds a Series 66 license with two years of industry experience. She is currently with Schwab Wealth Advisory in Orlando, FL. Outside of advising, she operates a reseller business on the Depop platform. 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 research tools and standard asset allocation models.

Landy Dunham is an advisor at First Command Advisory Services with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining First Command, Dunham worked at CVS Health and AllianceRx Walgreens Prime, and served briefly with The Joint Staff in the Department of Defense. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios managed by an in-house Investment Management Team.

Kelli Hansen is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and bringing 24 years of industry experience. Prior to joining Rockefeller Financial in 2025, she worked at Merrill for 13 years. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Kelly Harris is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations and five years of industry experience. Their career includes roles at Robinhood Financial, Commonwealth Financial Network, and Stonebridge Financial Planning Group. 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 retail brokerage clients, offering integrated services tied to Empower’s recordkeeping and administrative platforms.

Brett Decker II is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orlando, FL. He has been with Schwab Wealth Advisory since 2015 and has been associated with Charles Schwab since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab’s asset allocation models and research tools to offer investment recommendations while allowing clients to make final trading decisions.

Daniel Forrester is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 licenses and 23 years of industry experience. He has previously worked at Raymond James Financial, Morgan Stanley, and Fidelity Brokerage Services. 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 combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration for client accounts.

Scott Look is a CFP® professional with 9 years of experience currently with Schwab Wealth Advisory Inc. He has been associated with Charles Schwab since 2016 and joined Schwab Wealth Advisory in 2021. He holds the Series 66 credential and is based in Orlando, FL. 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 planning, and investment recommendations, utilizing Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Cody Meyer is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has been with Charles Schwab since 2019. Prior to his financial services career, he was involved with Flo Beverages and The Craft Bar. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s research tools and standard asset allocation models to guide clients, while leaving final trading decisions to them.

Austin Brunner is a CFP® professional at Schwab Wealth Advisory with eight years of industry experience. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab since 2017. Outside of his financial advisory role, he is involved in selling music, playing shows, and merchandising. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using standard Schwab asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab, serving individual clients primarily through a non-discretionary approach.

Reis Fischer is a financial advisor at Truist Advisory Services in Orlando, FL, holding Series 65 and Series 63 licenses with less than one year of industry experience. His prior roles include positions at Robinhood Markets, Charles Schwab, and Cypress Bank & Trust. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver comprehensive investment solutions.

Izabel Angelova is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co. Inc., Kestra Financial, HUB International, Ameriprise Financial Services, and Fidelity Brokerage Services. Outside of her advisory role, she owns a rental property managed by a third-party company in Jacksonville, Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations across a range of assets. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models and Schwab research tools.

Bruce Guillemette is a ChFC®-designated financial advisor with 30 years of industry experience. He has worked at Hornor, Townsend & Kent, LLC since 2025 and previously spent 17 years at Equitable Distributors, LLC. Guillemette serves as the President of the Winding Bay Preserve Homeowners Association in Winter Garden, FL. Hornor, Townsend & Kent, LLC provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, and charitable organizations. The firm combines SEC-registered advisory and broker-dealer services, offering both discretionary and non-discretionary investment management through third-party asset managers.

Dennis Shea is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation. He has one year of industry experience and a diverse background including roles in education and mortgage services. Outside of finance, he was involved with Shea D Boys Stable, indicating engagement in equine or related activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models, with clients making final trading decisions.